Concord

Name: Concord API
Brand: Concord
Availability: InStock

✓ Official Vendor SpecProductivityCollaborationapiKey117 EndpointsREST

For Agents

Manage Concord agreements end to end: draft from templates, route for signature, store in folders, expose clauses and metadata, and listen for lifecycle events.

Quickstart

Get started with Concord in minutes using your preferred integration method.

# Add to your MCP client config (Claude Desktop, Cursor, Windsurf)
{
  "jentic": {
    "url": "https://api.jentic.com/mcp",
    "auth": "oauth"
  }
}

# Then ask your agent:
"create a Concord agreement from a template and send it for signature"

# → Jentic returns the GET /events tool with parameter schema, agent executes.

Capabilities

What an agent can do with Concord API.

Create an agreement from an automated template and populate its merge fields

Route an agreement for signature and track signer status to completion

Organize agreements into folders and apply tags for retrieval

Maintain a reusable clause library and inject clauses into agreements

GET STARTED

Start building with Concord API

Explore with Jentic

View OpenAPI Document

Use Cases

Patterns agents use Concord API for, with concrete tasks.

★ Sales Contract Automation

Generate a sales contract from a Concord automated template the moment a deal hits closed-won, populate the buyer's details, and route it for signature. The /organizations/{organizationId}/agreements endpoints handle creation and metadata, and the signature endpoints push the agreement to signers. Revenue operations teams use this to remove the manual hand-off between CRM and the legal team.

Generate an agreement from template T-MSA for buyer Acme Inc with values name, address, and amount, then send it for signature to two named signers

Agreement Repository and Renewals

Use Concord as the system of record for executed contracts, including renewal and obligation tracking. Folder, tag, and metadata endpoints organize agreements, while reporting endpoints expose upcoming expiries. Procurement and legal-ops teams query the API to feed renewal dashboards and surface termination windows before they pass.

List all agreements with metadata field 'autoRenew' equal to false expiring in the next 60 days and tag them 'renewal-review'

Lifecycle Event Webhooks for Downstream Systems

Push agreement lifecycle events into a CRM, billing system, or finance close process. The Webhooks resource lets agents subscribe to events such as agreement.created, signature.completed, and agreement.expired and receive structured payloads. This avoids polling and keeps the downstream system synchronized with Concord state.

Subscribe a webhook with URL https://app.example.com/hooks for signature.completed events on the legal organization and verify the signing secret

Clause and Branding Governance

Govern the language used across every agreement by managing the clause library and custom branding centrally. The Clause Library resource stores approved clauses for legal review, and Custom Branding endpoints control logo and color usage on outbound documents. In-house counsel teams use this to enforce consistent language without auditing every agreement individually.

Add an updated indemnification clause to the clause library, then list all agreements that still reference the previous version

Agent-Driven Contract Operations via Jentic

Let an AI assistant handle contract drafting and routing for sales or procurement teams in chat. Through Jentic the agent searches by intent, loads the Concord operation schema, and executes the call without the developer wiring auth or pagination. This collapses the manual step where a salesperson asks legal-ops to spin up a contract.

On the prompt 'send the standard NDA to alex@partner.com', generate an agreement from the NDA template with that signer, send it for signature, and return the agreement uid

Key Endpoints

117 endpoints — concord is a contract lifecycle management platform with unlimited e-signatures and contract storage.

METHOD

PATH

DESCRIPTION

POST

/organizations/{organizationId}/agreements

Create an agreement

GET

/user/me/organizations/{organizationId}/agreements

List agreements visible to the calling user

POST

/organizations/{organizationId}/agreements/{agreementUid}/versions/upload

Upload a new version of an agreement

GET

/organizations/{organizationId}/agreements/{agreementUid}.pdf

Download the PDF of an agreement

POST

/organizations/{organizationId}/agreements/{agreementUid}/comments

Add a comment to an agreement

GET

/organizations/{organizationId}/agreements/{agreementUid}/metadata

Retrieve agreement metadata

GET

/user/me/organizations/{organizationId}/folders

List folders for the calling user

POST

/organizations/{organizationId}/agreements

Create an agreement

GET

/user/me/organizations/{organizationId}/agreements

List agreements visible to the calling user

POST

/organizations/{organizationId}/agreements/{agreementUid}/versions/upload

Upload a new version of an agreement

GET

/organizations/{organizationId}/agreements/{agreementUid}.pdf

Download the PDF of an agreement

POST

/organizations/{organizationId}/agreements/{agreementUid}/comments

Add a comment to an agreement

Why though Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Concord API keys are stored encrypted in the Jentic vault and injected as the X-API-KEY header at execution time. The raw key never enters the model context or application logs.

Intent-based discovery

Agents search Jentic with intents like 'create a Concord agreement' and Jentic returns the matching operation with its parameter schema, so the agent can call POST /organizations/{organizationId}/agreements without browsing developer docs.

Time to first call

Direct integration: 3-5 days for auth, agreement creation, signature routing, and webhook handling across the 117 endpoints. Through Jentic: under 1 hour via search, load, execute.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Alternative

PandaDoc

Document automation platform with templates, e-signature, and CPQ-style pricing

Choose PandaDoc when your sales workflow needs interactive pricing tables and quote acceptance built into the document.

Alternative

BoldSign

E-signature API focused on signing flows and templates

Choose BoldSign when you need a lighter-weight e-signature API and do not require the full contract repository and clause library that Concord provides.

Alternative

Xodo Sign (Eversign)

E-signature API with template and document fields

Choose Xodo Sign when the workflow is signature-only and you do not need contract lifecycle, renewal, and clause management.

FAQs

Specific to using Concord API through Jentic.

What authentication does the Concord API use?

The API uses an API key passed in the X-API-KEY header. You generate keys from your Concord account, and a missing or invalid key returns 401 Unauthorized. Through Jentic the key is stored encrypted in the vault and injected at execution time, so the raw key never enters the agent's prompt or logs.

Can I send an agreement for signature with the Concord API?

Yes. Create the agreement under /organizations/{organizationId}/agreements, then use the Signature resource to route it to signers. Signer status is exposed on the agreement summary and lifecycle endpoints, and signature.completed events fire to subscribed webhooks.

What environments does the Concord API offer?

Concord exposes a sandbox at https://uat.concordnow.com/api/rest/1/ and production at https://api.concordnow.com/api/rest/1/. Use the sandbox for testing API key flows and template creation before pointing your integration at production.

What are the rate limits for the Concord API?

Concord applies tenant-specific rate limits and uses standard 4xx/5xx HTTP responses for errors, including 429 for throttling when bulk operations exceed your plan. Agents should add backoff on HTTP 429; Jentic surfaces these as structured errors rather than retrying silently.

How do I create an agreement from a template through Jentic?

Run the Jentic search query 'create a Concord agreement from a template', load the returned operation, and execute it with the template id, organization id, and merge-field values. The created agreement uid is returned for follow-up signature and metadata calls.

Can I export an agreement as a PDF?

Yes. GET /organizations/{organizationId}/agreements/{agreementUid}.pdf returns the PDF rendering of the agreement, and the .docx variant returns a Word version. Use these for archival downloads or when forwarding the executed document to a counterparty's records system.