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MCP use case

Prepare a material contracts list for due diligence

When an investor asks for material contracts, ask an agent for the list. It reads every active contract with its value, term and exit terms.

Claude Code

M

List active contracts over $23,200 a year with their term and notice period.

vendor-squeezercontracts_list
  • Perigee Cloud platform agreement: $168,000 a year, evergreen, usage based.
  • Tessellate CRM order form 2026: $100,000 a year, rolling, 90 days' notice.
  • Halcyon People three-year agreement: three-year ramp, 120 days' notice.
  • Northwind Analytics subscription: $27,800 a year, fixed term, 60 days' notice.
  • Quorum Advisory SOW 4: $55,700 total under the master services agreement, ends in 60 days.

What you get

What changes when the agent does it

  • An answer in minutes

    Produce the list from records instead of a search through folders.

  • Exit terms included

    Notice periods and early termination charges come with each contract.

  • Gaps visible

    Contracts with missing terms show as missing, so you know what to chase.

How it works

Set it up in two steps

This job needs a read-only key.

  1. 1

    Read the contracts

    The agent lists active contracts with their terms.

    contracts_list
  2. 2

    Filter and format

    It filters by value and formats the table for the data room.

Questions

Frequently asked questions

Does it include ancillary agreements?

The list includes every agreement type. Ask the agent to include or leave out NDAs and DPAs.

What if a value is missing?

It comes back as not recorded rather than zero.

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