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SpotDraft
API integration

Ship Default features without building the integration. Full SpotDraft API access via Proxy, normalized data through Unified APIs, and 40+ MCP-ready tools for AI agents — all extensible to your exact use case.

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SpotDraft

Use Cases

Why integrate with SpotDraft

Common scenarios for SaaS companies building SpotDraft integrations for their customers.

01

Automate contract generation from your SaaS workflow

CRM, CPQ, or RevOps platforms can let their users generate personalized contracts directly from deal data — pulling SpotDraft templates, populating counterparty details, and creating contracts without leaving the host application.

02

Sync counterparties and contacts bidirectionally

Procurement, vendor management, or CRM tools can keep their account and contact records in sync with SpotDraft counterparties, ensuring contract parties are always up to date without manual data entry.

03

Pull AI-extracted contract metadata into your product

Finance, compliance, or spend management platforms can read SpotDraft's Key Pointers — structured fields like contract value, renewal dates, and payment terms — to surface obligation data natively in their own UI.

04

Embed clickwrap compliance into onboarding flows

HRTech and employee onboarding platforms can programmatically create clickwrap agreements and check consent status, gating account provisioning or next steps on policy acceptance.

05

Surface contract approval and activity data in external timelines

Project management or collaboration tools can trigger contract approvals, post comments to SpotDraft activity logs, and reflect contract progress in their own activity feeds for full visibility.

What You Can Build

Ship these features with Truto + SpotDraft

Concrete product features your team can ship faster by leveraging Truto’s SpotDraft integration instead of building from scratch.

01

One-click contract creation from deal records

Let users select a SpotDraft template, auto-populate it with account and contact data, and generate a ready-to-sign contract directly from your app using create_a_spotdraft_contract.

02

Counterparty and contact sync engine

Automatically create and update SpotDraft counterparties, addresses, and contacts whenever a customer or vendor record changes in your platform.

03

Contract metadata dashboard powered by Key Pointers

Display AI-extracted obligations, renewal dates, and financial terms from SpotDraft contracts inside your product by reading Key Pointers in real time.

04

Embedded clickwrap consent tracking

Create SpotDraft clickwrap agreements from your onboarding flow and poll consent status to conditionally unlock downstream actions like IT provisioning or access grants.

05

Real-time contract status updates via webhooks

Register webhook secrets through Truto so your app is instantly notified when contracts are signed, approved, or updated — no polling required.

06

Unified user and role directory for SpotDraft

List SpotDraft users and roles, create new users, and manage role memberships through Truto's Unified User Directory API to keep permissions aligned across systems.

SuperAI

SpotDraft AI agent tools

Comprehensive AI agent toolset with fine-grained control. Integrates with MCP clients like Cursor and Claude, or frameworks like LangChain.

list_all_spotdraft_roles

Get active roles in the current workspace in SpotDraft. Returns id, name, and description of each role.

list_all_spotdraft_users

Get all users in SpotDraft. Returns fields id, first_name, last_name, email, and designation for each user.

create_a_spotdraft_user

Create and invite a user with email, first_name, last_name, designation, and role_ids in SpotDraft. Returns user creation confirmation.

list_all_spotdraft_organization_entities

Get all entities associated with the organization in SpotDraft. Returns id, name, reference_id, jurisdiction, organization_type, primary_address, and is_primary fields for each entity.

create_a_spotdraft_organization_entity

Create an entity with name, reference_id, jurisdiction_iso_code, organization_type_id, primary_address (city_name, state_name, zipcode, line_one, country_iso_code), and is_primary in SpotDraft. Returns created entity details.

list_all_spotdraft_organization_types

Get all organization types for a jurisdiction in SpotDraft. Requires jurisdiction_iso_code. Returns id, name, and jurisdiction details including id, name, and iso_code.

list_all_spotdraft_templates

Get list of published templates in SpotDraft. Returns items array with id, name, and contract_type_id for each template.

get_single_spotdraft_template_by_id

Get details for a contract template by id in SpotDraft. Returns id, name, tags, and contract_type_id of the template.

update_a_spotdraft_template_by_id

Update template data for a contract template in SpotDraft using id. Returns id, name, contract_type_id, and updated tags.

list_all_spotdraft_contracts

Get a list of contracts in SpotDraft filtered by client_email_address or client_name. Returns id, created, created_by, contract_link, contract_status, contract_name, counter_party_name, contract_type_name, reference_id, created_by_user_name, and created_by_user_email fields.

create_a_spotdraft_contract

Create a contract in SpotDraft with contract_template_id and counter_party_details. Returns contract id, name, status, and created_at timestamp.

list_all_spotdraft_template_metadata

Get the list of fields required to create a contract with a given template in SpotDraft. Returns attributes defining the contract_data payload and counter_party_kind indicating if the counter party is Individual, Organisation, or Both.

get_single_spotdraft_webhook_secret_by_id

Get the Base64 encoded webhook secret key in SpotDraft. Returns the hmac_key field which is the Base64 of the secret for webhook.

create_a_spotdraft_webhook_secret

Create a webhook in SpotDraft with title, url, and only_for_activities parameters. Returns webhook id, title, url, description, and subscribed activities.

delete_a_spotdraft_webhook_secret_by_id

Delete a webhook secret by id in SpotDraft. Requires id.

list_all_spotdraft_contract_types

Get list of contract types in SpotDraft. Returns id and name of each contract type.

list_all_spotdraft_contract_type_entities

Get the list of contract type entities for contract_type_id in SpotDraft. Returns entity_id, entity_name, entity_type, jurisdiction_of_incorporation, address, and is_primary fields for each entity.

get_single_spotdraft_clickwrap_by_id

Get clickwrap details by clickwrap_public_id in SpotDraft. Returns id, name, description, created_by_org_user info, updated timestamp, agreements with current_version details, public_id, contract_type_id, and settings.

create_a_spotdraft_clickwrap

Create a clickwrap contract in SpotDraft using clickwrap_public_id, user_identifier, and clickwrap_id. Returns agreements with id, version_id, and has_clicked status.

get_single_spotdraft_clickwrap_consent_status_by_id

Get consent status for a user identified by user_identifier for a specific clickwrap in SpotDraft. Returns status values NOT_ACCEPTED, ACCEPTED_OLDER_VERSION, or ACCEPTED_LATEST_VERSION.

get_single_spotdraft_contract_approval_by_id

Get contract approvals for contract_id in SpotDraft. Returns approval details including id, approval_name, approval_type, approver info, sent_for_approval status, last_sent_at, notes, created_by info, current_status, and approval_actions with status, action_notes, created date, and latest flag.

create_a_spotdraft_contract_approval

Create and send adhoc approvals for a contract in SpotDraft using contract_id and approvals array. Returns created approvals with fields id, contract_id, is_sent, name, approver_user_id, approver_role_id, notes, and order.

list_all_spotdraft_contract_key_pointers

Get list of key pointers for a given contract in SpotDraft. Requires contract_id of the form T-123 or H-123. Returns id, value, label, filed_name, data_type, and format_option fields for each key pointer.

update_a_spotdraft_contract_key_pointer_by_id

Update the specified key pointer value for a contract in SpotDraft. Requires contract_id and id. Returns the updated key pointer object including its new value.

list_all_spotdraft_contract_recipients

Get list of all recipients for a contract in SpotDraft using composite_id. Returns recipient details including id, recipient_type, user info (id, name, designation, email), title, recipient_order, note, is_sent_for_signature, created, last_sent_for_signature_at, recipient_action (is_success, action_notes, timestamp), and status.

list_all_spotdraft_contract_recipient_links

Get recipient link for contract with contract_id and recipient_email in SpotDraft. Returns link details including URL and expiration.

list_all_spotdraft_contract_activity_log_comments

Get comments for a contract in SpotDraft using contract_id. Returns id, contract_id, comment text, and replies array with reply id and comment.

create_a_spotdraft_contract_activity_log_comment

Add comment to contract activity log with contract_id. Returns comment content, contract_id, comment id, and associated replies in SpotDraft.

create_a_spotdraft_contract_version

Upload a new contract version for contract_id in SpotDraft. Returns the uploaded contract_version details including document_name and execution status.

list_all_spotdraft_contract_notes

Get all notes associated with the contract in SpotDraft. Requires contract_id of the form T-123 or H-123. Returns id, text, and note_tag fields for each note.

update_a_spotdraft_contract_note_by_id

Update a contract note with contract_id and id in SpotDraft. Returns updated note fields: id, text, and note_tag.

list_all_spotdraft_counterparties

Get the list of counterparties in SpotDraft. Returns id, name, is_individual, contacts (id, name, email), primary_address (city_name, state_name, country_name, zipcode, line_one), status, and custom_fields (vendor_id, gst_number).

get_single_spotdraft_counterparty_by_id

Get details of a counterparty by id in SpotDraft. Returns id (unique identifier), name (unique within workspace), is_individual (individual or organization), status (ACTIVE or ARCHIVED), contacts (associated contacts), primary_address (address details), and custom_fields.

create_a_spotdraft_counterparty

Create a counterparty in SpotDraft with required details including is_individual, contact_email, contact_name, and primary_address with city_name, country_name, and line_one. Returns the counterparty workspace id and status in response.

update_a_spotdraft_counterparty_by_id

Update counterparty details with id in SpotDraft. Requires name, brand_name, and custom_fields. Returns updated counterparty information including name, brand_name, and custom_fields.

list_all_spotdraft_counter_party_addresses

Get list of counterparty addresses for counterparty_id in SpotDraft. Returns id, line_one, city_name, state_name, zipcode, country_name, email, and phone for each address.

create_a_spotdraft_counter_party_address

Create a counterparty address in SpotDraft with required parameters city_name, country_name, and line_one. Returns the created address including city_name, country_name, line_one, and optional fields like email and phone.

update_a_spotdraft_counter_party_address_by_id

Update counterparty address with counterparty_id and id in SpotDraft. Returns updated address fields including city_name, country_iso_code, is_primary, line_one, state_name, and zipcode.

list_all_spotdraft_counter_party_contacts

Get list of counterparty contacts for counterparty_id in SpotDraft. Returns id, name, email, and is_primary fields for each contact.

create_a_spotdraft_counter_party_contact

Create a counterparty contact with email, name, and is_primary for counterparty_id in SpotDraft. Returns the created contact details including email, name, and primary status.

update_a_spotdraft_counter_party_contact_by_id

Update counterparty contact with counterparty_id and id in SpotDraft. Returns updated contact fields including email, is_primary, and name.

delete_a_spotdraft_counter_party_contact_by_id

Delete a counterparty contact by counterparty_id and id in SpotDraft. Returns no content on success.

list_all_spotdraft_key_pointers

Get all key pointers for the Organization in SpotDraft. Requires contract_type_id. Returns id, descriptors with details like display_label, variable, type, help_text, required flags, and section info including id, section_type, and name.

create_a_spotdraft_user_tasks_list

Create a user task list in SpotDraft with assignees, title, contract_id, due_date, due_date_key_pointer_id, notes, and reminders. Returns the created task details.

create_a_spotdraft_role_member

Add members to a role in SpotDraft using role_id and user_ids_to_add. Returns the added members with id, email, name, and designation.

delete_a_spotdraft_role_member_by_id

Delete role members by removing user_ids_to_remove from the role identified by role_id in SpotDraft. The response confirms the removal of specified user IDs.

Why Truto

Why use Truto’s MCP server for SpotDraft

Other MCP servers give you a static tool list for one app. Truto gives you a managed, multi-tenant MCP infrastructure across 650+ integrations.

01

Auto-generated, always up to date

Tools are dynamically generated from curated documentation — not hand-coded. As integrations evolve, tools stay current without manual maintenance.

02

Fine-grained access control

Scope each MCP server to read-only, write-only, specific methods, or tagged tool groups. Expose only what your AI agent needs — nothing more.

03

Multi-tenant by design

Each MCP server is scoped to a single connected account with its own credentials. The URL itself is the auth token — no shared secrets, no credential leaking across tenants.

04

Works with every MCP client

Standard JSON-RPC 2.0 protocol. Paste the URL into Claude, ChatGPT, Cursor, or any MCP-compatible agent framework — tools are discovered automatically.

05

Built-in auth, rate limits, and error handling

Tool calls execute through Truto’s proxy layer with automatic OAuth refresh, rate-limit handling, and normalized error responses. No raw API plumbing in your agent.

06

Expiring and auditable servers

Create time-limited MCP servers for contractors or automated workflows. Optional dual-auth requires both the URL and a Truto API token for high-security environments.

Unified APIs

Unified APIs for SpotDraft

Skip writing code for every integration. Use Truto’s category-specific Unified APIs out of the box or customize the mappings with AI.

Unified User Directory API

Roles

The Role object represents a role of a User.

View Docs

Users

The User object represents a User.

View Docs

Unified E-Signature API

Documents

The Document object is used to represent documents of e-signature.

View Docs

Field Groups

Represents a group of fields in an E-Signature.

View Docs

Fields

Fields represent the attributes defined for various entities in the underlying product. Depending on the underlying product, custom attributes can be defined by a User on various entities like Template, Workflow, etc. is_user_defined attribute within Field can be used to differentiate between custom and system defined Fields.

View Docs

Templates

The Template object is used to represent templates cofnigured for various entities like Documents, messages, etc.

View Docs

Users

The User object is used to represents a User

View Docs

Workflows

The Workflow object is used to represent automations configured in the e-sign application.

View Docs

How It Works

From zero to integrated

Go live with SpotDraft in under an hour. No boilerplate, no maintenance burden.

01

Link your customer’s SpotDraft account

Use Truto’s frontend SDK to connect your customer’s SpotDraft account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.

02

We handle authentication

Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.

03

Call our API, we call SpotDraft

Truto’s Proxy API is a 1-to-1 mapping of the SpotDraft API. You call us, we call SpotDraft, and pass the response back in the same cycle.

04

Unified response format

Every response follows a single format across all integrations. We translate SpotDraft’s pagination into unified cursor-based pagination. Data is always in the result attribute.

FAQs

Common questions about SpotDraft on Truto

Authentication, rate limits, data freshness, and everything else you need to know before you integrate.

What authentication method does the SpotDraft integration use?

Truto handles authentication for SpotDraft on your behalf. Your end users connect their SpotDraft accounts through Truto's managed auth flow, so you never need to store or refresh credentials directly.

Which Unified APIs does Truto map SpotDraft to?

SpotDraft is mapped to Truto's Unified User Directory API (covering Roles and Users) and Unified E-Signature API (covering Documents, Field Groups, Fields, Templates, Users, and Workflows). You can use these standardized models or call SpotDraft-specific proxy endpoints for full API coverage.

Can I create contracts from templates dynamically?

Yes. You can list all available templates, fetch a specific template's required fields via list_all_spotdraft_template_metadata, and then call create_a_spotdraft_contract with the populated payload to generate a contract programmatically.

How do I receive real-time updates when a contract is signed or approved?

You can register a webhook endpoint using create_a_spotdraft_webhook_secret through Truto. SpotDraft will push event notifications to your endpoint, eliminating the need to poll for status changes.

Can I manage counterparty data including contacts and addresses?

Yes. The integration supports full CRUD for counterparties, counterparty contacts, and counterparty addresses — you can create, list, update, and (for contacts) delete records programmatically.

Does Truto handle pagination and rate limits for SpotDraft?

Truto automatically manages pagination across list endpoints and handles API-specific rate limiting and retries, so you get consistent, complete results without building that logic yourself.

SpotDraft

Get SpotDraft integrated into your app

Our team understands what it takes to make a SpotDraft integration successful. A short, crisp 30 minute call with folks who understand the problem.

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