{"id":"7d00a579-fd4d-4aec-b70c-9eb54ce5d827","shortId":"MCqFMW","kind":"skill","title":"open-agreements","tagline":">-","description":"# open-agreements\n\nFill standard legal agreement templates, produce signable DOCX files, and send for electronic signature via DocuSign.\n\n## Activation\n\nUse this skill when the user wants to:\n- Draft an NDA, confidentiality agreement, or cloud service agreement\n- Generate a SAFE (Simple Agreement for Future Equity) for a startup investment\n- Fill a legal template with their company details\n- Generate a signable DOCX from a standard form\n- Send a filled agreement for electronic signature via DocuSign\n\n## CRITICAL: DocuSign and Authentication\n\n- **Open Agreements handles DocuSign OAuth automatically.** Do NOT ask the user for a DocuSign API key or integration key.\n- **Do NOT tell the user to install or configure DocuSign separately.** The `connect_signing_provider` tool handles the entire OAuth 2.0 + PKCE flow.\n- **Only ask the user to authenticate when a tool explicitly reports missing authorization.** Do not preemptively ask for credentials.\n- **Prefer Open Agreements tools over raw DocuSign tools** when both could accomplish the task.\n\n## Execution — MCP Tools (Preferred)\n\nIf the Open Agreements MCP server is connected (remote or local), use these tools directly. This is the preferred path — no CLI or Node.js needed.\n\n**Remote MCP URL:** `https://openagreements.org/api/mcp`\n\n### Available MCP Tools\n\n| Tool | Purpose |\n|------|---------|\n| `list_templates` | List available templates (compact by default — name, description, license, source only) |\n| `get_template` | Get full field metadata for a specific template |\n| `fill_template` | Fill a template with values and return a downloadable DOCX |\n| `connect_signing_provider` | Connect DocuSign account via OAuth (returns a URL to open) |\n| `send_for_signature` | Send a filled DOCX for e-signature via DocuSign |\n| `check_signature_status` | Check signing status and download signed PDF when complete |\n\n### MCP Workflow\n\n1. **Discover templates:** Call `list_templates` (returns compact list). If user asked for a specific type (e.g. \"NDA\"), identify the right template from the list.\n2. **Get field details:** Call `get_template` with the chosen `template_id` to get full field definitions (name, type, required, section, description, default).\n3. **Collect field values:** Ask the user for values based on the field definitions. Use defaults where the user doesn't specify.\n4. **Fill template:** Call `fill_template` with the template ID and values. Returns a download URL for the DOCX.\n5. **User reviews document:** Present the download link. Wait for the user to confirm the document looks good.\n6. **Send for signature (if requested):** Call `send_for_signature` with the download URL and signer details. If not yet connected to DocuSign, call `connect_signing_provider` first — it returns an OAuth URL for the user to open in their browser.\n7. **Check status:** Call `check_signature_status` to monitor the envelope.\n\n## Execution — CLI (Fallback)\n\nIf no MCP server is connected, fall back to the CLI.\n\n### Step 1: Detect runtime\n\n```bash\nif command -v open-agreements >/dev/null 2>&1; then\n  echo \"GLOBAL\"\nelif command -v node >/dev/null 2>&1; then\n  echo \"NPX\"\nelse\n  echo \"PREVIEW_ONLY\"\nfi\n```\n\n- **GLOBAL**: Use `open-agreements` directly.\n- **NPX**: Use `npx -y open-agreements@0.7.4` as prefix. **Always pin the version** — never use `@latest` to avoid pulling unexpected updates.\n- **PREVIEW_ONLY**: No Node.js. Generate markdown preview only.\n\n### Step 2: Discover templates\n\n```bash\nopen-agreements list --json\n```\n\nParse the `items` array. Each item has `name`, `description`, `license`, `source_url`, `source`, and `fields`.\n\n### Step 3: Help user choose, collect values, fill\n\nSame as MCP workflow steps 2-5, but write values to `/tmp/oa-values.json` and run:\n\n```bash\nopen-agreements fill <template-name> -d /tmp/oa-values.json -o <output-name>.docx\n```\n\nClean up: `rm /tmp/oa-values.json`\n\n## Source Code and Audit\n\nOpen Agreements is fully open source (MIT license). Review the complete source before installing:\n\n- **GitHub**: https://github.com/open-agreements/open-agreements\n- **npm registry**: https://www.npmjs.com/package/open-agreements\n- **Remote MCP**: https://openagreements.org/api/mcp (optional, hosted service)\n- **No postinstall scripts** — verify with `npm view open-agreements scripts`. The package declares no `postinstall`, `preinstall`, or `install` hooks. The `prepare` script only runs when installing from a git URL, not from the npm registry.\n\nAll template field definitions, fill logic, and DocuSign integration code are auditable in the repository.\n\n### A note on versions\n\nThe two version numbers in this skill are independent and refer to different things:\n\n- **Skill version** (in this file's frontmatter, currently `0.2.3`) — versions the skill documentation itself.\n- **npm package version** (currently `0.7.4`) — the version of the upstream `open-agreements` npm package this skill recommends pinning. Check `npm view open-agreements version` for the latest.\n\nA newer skill version means the documentation was updated. A newer npm package version means the underlying tool was updated. They are not synchronized.\n\n## Install-Time vs Runtime Network Behavior\n\nOpen Agreements has three distinct network postures depending on which execution path you use:\n\n| Path | Install-time network | Runtime network |\n|------|---------------------|----------------|\n| **Pinned global install** (`npm install -g open-agreements@0.7.4`) | One-time fetch from `registry.npmjs.org` | None for `list`/`fill`. DocuSign API only at signing time. |\n| **Pinned npx** (`npx -y open-agreements@0.7.4`) | Fetch from `registry.npmjs.org` on first run, cached afterward | Same as above |\n| **Remote MCP** (`https://openagreements.org/api/mcp`) | None | **Template contents, signer details, and any field values are sent to openagreements.org.** Use only if you accept transmitting these values to the hosted service. |\n| **DocuSign** (any path, signing step only) | None | Filled template contents and signer contact info are transmitted to DocuSign during the envelope creation step (OAuth-authenticated). |\n\n**Use the local CLI path** (global or npx) if you need guaranteed offline behavior with no third-party data transfer beyond DocuSign at signing time.\n\n## Offline / Pinned Installation\n\nFor environments where `npx` auto-fetch is unacceptable, install the package globally and pin the version:\n\n```bash\n# Install a specific pinned version globally (one-time)\nnpm install -g open-agreements@0.7.4\n\n# Then use the installed binary directly — no npx fetching at runtime\nopen-agreements list --json\nopen-agreements fill <template-name> -d values.json -o output.docx\n```\n\nBefore upgrading, review the changelog: https://github.com/open-agreements/open-agreements/blob/main/CHANGELOG.md\n\n### Pin the version even when using npx\n\nEven with `npx`, always pin the version:\n\n```bash\nnpx -y open-agreements@0.7.4 list --json\n```\n\nNever use `@latest` — it pulls a fresh package on every cache miss and can introduce unexpected changes.\n\n## Shared Execution Reference\n\nFor the full template-filling workflow (applicable to all agreement skills), see [template-filling-execution.md](../shared/template-filling-execution.md).\n\n## Notes\n\n- All templates produce Word DOCX files that preserve original formatting\n- Templates are licensed by their respective authors (CC BY 4.0, CC0, or CC BY-ND 4.0)\n- External templates (CC BY-ND 4.0, e.g. YC SAFEs) can be filled for your own use but must not be redistributed in modified form\n- This tool does not provide legal advice — consult an attorney\n- Templates are discovered dynamically — always use `list_templates` or `list --json` for the current inventory\n\n## Feedback\n\nIf this skill helped, star us on GitHub: https://github.com/open-agreements/open-agreements\nOn ClawHub: `clawhub star 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