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Automate contract review and monitoring with Box MCP — find new or expiring contracts, compare them against firm templates to flag material variances, write structured contract…
2 minutes · 473 words · 7 sections
PREREQUISITES:
- Read
box:boxfor Box MCP auth, tool selection, base workflows. If missing, run:npx skills add https://github.com/box/box-for-ai --skill box- Read
box-legal-workflowsfor Box collaboration role definitions, Box AI usage boundaries, and reusable confirmation phrasings. If missing, run:npx skills add box/box-for-ai --skill box-legal-workflows
Do contract review in Box: find contracts with Box search, compare against the firm’s template with Box AI, persist results as Box metadata so they stay searchable, and monitor dates with metadata search. This skill is the contract-specific recipe; the underlying Box tool mechanics live in the capability references below. Materiality, risk, and favorability are firm-supplied criteria confirmed by an attorney — the agent extracts facts, stores them, and routes. It does not provide legal advice or decide risk.
Reach for these for tool mechanics rather than restating them here:
box:references/mcp-search.md — find contracts; metadata vs. keyword search, folder scoping, template schema lookupbox:references/ai-and-retrieval.md — compare to template and extract fields; pacing, text-rep/file limits, citationsbox:references/content-workflows.md — metadata templates, set_file_metadata, report uploads, file commentsbox:references/collaboration.md — grant the reviewing attorney accessPersist review results as file metadata so contracts stay searchable. Find/inspect the firm’s template via box:references/mcp-search.md; create one via box:references/content-workflows.md if none exists.
counterparty_name, contract_type, execution_date, effective_date, expiration_date, auto_renewal, notice_period_days, contract_value, governing_law, status (active/expired/terminated/under_negotiation), risk_rating, review_date, next_review_date, expiration_alert_date. Link to matters with matter_id, practice_area, matter_owner.risk_rating value is the firm/attorney’s determination — store it, don’t decide it.Once contracts carry metadata, use search_files_metadata (mechanics in references/mcp-search.md; otherwise search_files_keyword with date filters):
execution_date >= 'YYYY-MM-DD' AND execution_date <= 'YYYY-MM-DD'expiration_date >= 'YYYY-MM-DD' AND expiration_date <= 'YYYY-MM-DD' AND status = 'active'counterparty_name = 'Acme Corp' · risk_rating = 'High'| Contract task | Tool | Notes |
|---|---|---|
| Find new contracts (date) | search_files_metadata | Query execution_date; fall back to search_files_keyword if no metadata |
| Find expiring | search_files_metadata | Query expiration_date within 30/60/90 days |
| Compare to template | ai_qa_multi_file | Contract + firm template in one call |
| Extract metadata (template) | ai_extract_structured_from_metadata_template | If a template exists |
| Extract metadata (custom) | ai_extract_structured_from_fields_enhanced | Define fields at runtime |
| Write metadata | set_file_metadata | Persist extracted/confirmed fields |
| Create variance report | upload_file | Write the summary doc |
| Tag attorney | create_file_comment | Notify for review/expiration |
| Grant attorney access | create_collaboration | If they lack access |
search_files_metadata or search_files_keyword. [CONFIRM: folder ID, date range/cadence]ai_qa_multi_file (contract + firm template) → extract clauses that differ, with citations. [CONFIRM: template file ID]ai_extract_structured_from_metadata_template, or ai_extract_structured_from_fields_enhanced if no template.set_file_metadata, including the firm-confirmed risk_rating. [CONFIRM: which fields]upload_file — factual differences + citations + firm-confirmed rating (observations for attorney review, not recommendations).create_file_comment to tag the attorney; create_collaboration if they need access. [CONFIRM: attorney, access]search_files_metadata on the expiration window → create_file_comment reminders → set_file_metadata (expiration_alert_sent: yes).Box mechanics (external-sharing confirmation, AI pacing/limits/citations, metadata writes) are governed by the capability references above and box-legal-workflows. Specific to contracts:
Install this repository
npx skills add box/box-for-ai/plugin marketplace add box/box-for-aiSkills install per repository, not per chapter — the CLI has no documented per-skill form, so we do not print one.
Automate contract review and monitoring with Box MCP — find new or expiring contracts, compare them against firm templates to flag material variances, write structured contract metadata back to Box for searchability, and produce variance reports with citations. Use this skill when the user mentions contract review or monitoring, NDA or MSA review, contract expiration or renewals, contract metadata, or variance analysis, even if they don't name a specific Box tool.
The verbatim description from this skill’s front matter — the string an agent matches on to decide whether to load it.
main, last pushed 7 August 2026.SKILL.md, not by matching a directory convention. One layout observed: skills/*/SKILL.md.h1 and no skipped levels:.claude-plugin/marketplace.json by Box, declaring 1 plugin. It is read for editorial metadata only — never as the skill index, which is always the repository tree./box/box-for-ai.md, and each chapter at its own .md URL.