> ## Documentation Index
> Fetch the complete documentation index at: https://docs.postsig.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CPM

> MCP server tools for contract and portfolio management

The CPM MCP server exposes tools for working with contracts, vendors, renewals, spend, and related metadata in the user's organization.

**Server URL**

```text theme={null}
https://mcp.postsig.com/cpm
```

## Connect

<Tabs>
  <Tab title="Claude">
    The steps are the same in Claude on the web and Claude Desktop.

    <Steps>
      <Step title="Open Connectors">
        In Claude, go to **Customize → Connectors**.
      </Step>

      <Step title="Add a custom connector">
        Click **+**, then **Add custom connector** and enter:

        * **Name:** PostSig CPM
        * **URL:** `https://mcp.postsig.com/cpm`
      </Step>

      <Step title="Sign in">
        Click **Add** and complete the OAuth login with your PostSig account.
      </Step>

      <Step title="Use it">
        In a chat, click the **+** button in the message box, choose **Connectors**, and toggle on **PostSig CPM**.
      </Step>
    </Steps>

    <Note>
      On Team and Enterprise plans, an owner must first add the connector under **Organization settings → Connectors**; members then connect to it from **Customize → Connectors**.
    </Note>
  </Tab>

  <Tab title="ChatGPT">
    Custom MCP connectors in ChatGPT require developer mode, available on Plus, Pro, Business, Enterprise, and Edu plans.

    <Steps>
      <Step title="Enable developer mode">
        Go to **Settings → Apps & Connectors → Advanced settings** and toggle on **Developer mode**.
      </Step>

      <Step title="Create the connector">
        Go to **Settings → Connectors**, click **Create**, and enter:

        * **Name:** PostSig CPM
        * **Connector URL:** `https://mcp.postsig.com/cpm`
      </Step>

      <Step title="Sign in">
        Click **Create** and complete the OAuth login with your PostSig account.
      </Step>

      <Step title="Use it">
        In a chat, click the **+** button near the message box, select **More**, and choose **PostSig CPM**.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Claude Code">
    Run:

    ```bash theme={null}
    claude mcp add --transport http postsig-cpm https://mcp.postsig.com/cpm
    ```

    On first use a browser window opens for OAuth login.
  </Tab>
</Tabs>

<Note>
  Tools marked **(write)** require the write scope. All others are read-only.
</Note>

## Contracts

| Tool                      | Description                                                                                                                                           |
| ------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- |
| `list_contracts`          | List contracts (defaults to active). Returns concise summaries — id, name, vendor, dates, USD spend, tags, business group. Paginated.                 |
| `get_contract`            | Full detail for one contract by id. The "show me / pull up" tool for a single contract.                                                               |
| `query_contracts`         | Filter contracts by vendor, contract type, business group, tag, renewal type, date windows, annual spend range, and price-escalator status. Sortable. |
| `search_contract_clauses` | Search contracts by their legal clause text or AI summary.                                                                                            |
| `update_contract` (write) | Update whitelisted fields on a contract: `business_group`, `business_sponsor`, `tags`.                                                                |

## Vendors

| Tool           | Description                                                                         |
| -------------- | ----------------------------------------------------------------------------------- |
| `list_vendors` | List vendors sorted by current annual spend (USD desc).                             |
| `get_vendor`   | A vendor with their contracts, relationship metrics, and per-contract spend in USD. |

## Renewals

| Tool                    | Description                                                                                                                           |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------- |
| `get_upcoming_renewals` | Active contracts whose action date falls within N days, sorted by urgency. Supports vendor-scoped queries.                            |
| `get_renewal_summary`   | Renewal-decision brief for one contract — cancel-by deadlines, auto-renew status, end-of-term outcomes, and price changes at renewal. |

## Spend

| Tool                  | Description                                                                                    |
| --------------------- | ---------------------------------------------------------------------------------------------- |
| `get_spend`           | Total org-wide spend over a time window, in actual-cost or amortized view.                     |
| `get_spend_breakdown` | Spend pivoted by business sponsor or business group, with current-month vs. next-month deltas. |

## Reports

| Tool              | Description                                                                                    |
| ----------------- | ---------------------------------------------------------------------------------------------- |
| `get_report_data` | Run a named CPM report (renewals, compliance, invoicing, etc.) and return its rows. Paginated. |

## Other

| Tool                            | Description                                                                                              |
| ------------------------------- | -------------------------------------------------------------------------------------------------------- |
| `list_tags`                     | List all tags defined in the organization. Resolve a tag name to an id before calling `query_contracts`. |
| `get_contract_lineage`          | The amendment chain for a contract.                                                                      |
| `get_groups`                    | Query groups/teams and their contract access.                                                            |
| `add_users_to_contract` (write) | Attach named users (typically from an HR CSV) to a contract product.                                     |