Xakia MCP Connector: Available Tools and Use Cases

You don't need to choose tools yourself. Ask your question in plain English and your AI application picks the right ones.

Each tool reads 1 type of Xakia information, and the AI often combines several to answer a single question. For example, it might search for a matter, open its details, then check its key dates. Every tool works within 1 Xakia location and only returns information you can already see in Xakia.

Available tools

Tool	What it does
`list_locations`	Lists the Xakia locations you belong to and whether the connector is enabled for each.
`search`	Searches across matters, contracts, key dates, documents and tasks, returning type, number, name, status and dates.
`list_matters`	Lists and filters matters by name, status, creation date, follow-up flag or your own matters.
`get_matter`	Returns full details of a matter, including status, dates, parties, entities, linked contracts and Custom Logs.
`list_contracts`	Lists the contracts linked to a specific matter.
`get_contract`	Returns full details of a contract, including lifecycle dates, governing law, parties, linked matters and documents.
`get_key_dates`	Returns key dates and deadlines, filtered by matter or due date range.
`get_matter_documents`	Returns a matter's document folder structure and file list.
`get_document_content`	Returns the extracted text of a document that has been processed for Xakia document search.
`search_document_content`	Searches within document text and returns matching passages, optionally limited to a matter or contract.
`list_playbooks`	Lists your location's Playbooks.
`get_playbook`	Returns a Playbook's sections and clauses, with Must Have, Want and Will Accept positions.
`list_udl_entries`	Lists entries from a Custom Log (a user-defined log).
`get_udl_entry`	Returns all field values for a single Custom Log entry.

Note: Document tools can only read documents that have been processed for Xakia document search.

Common use cases

Use case	Example prompt
Weekly deadline check	"What key dates are due across my matters in the next 14 days? Group them by matter."
Matter status summary	"Summarize matter 1042: where it's at, who's on the team, linked contracts and upcoming deadlines."
Workload review	"List my open matters that need follow-up, sorted by oldest first."
Contract renewals	"Which contracts have an expiry or renewal date in the next 90 days?"
Contract review against your Playbook	"Using our standard NDA Playbook, review the attached draft and flag anything below our Will Accept position."
Clause research	"Find documents that mention limitation of liability caps in our supplier agreements and quote the relevant passages."
Document Q&A	"Open the latest MSA on matter 87 and tell me the termination notice period and governing law."
Custom Log reporting	"Pull this quarter's entries from our Board Approvals log and summarize them in a table."
Status emails	"Draft a short status email to the business owner of matter 1042 based on its current details."

Note: AI-generated answers can contain errors. Ask which matter, contract or document an answer came from, and verify important information in Xakia before you rely on it, particularly dates, values and contractual positions.

Tips for better results

Be specific: include matter or contract numbers, names, date ranges or statuses where you can.
Name your location: if you belong to several, say which one at the start of the conversation.
Make changes in Xakia: all tools are read-only, so none can create, change or delete anything. The AI can draft updates for you, but you'll need to enter them in Xakia yourself.

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