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box-legal-workflows-contract

该 Skill 编排 Box MCP 工具完成合同审查流程：按日期或元数据检索合同、用 Box AI 与事务所模板比对并带引用抽取差异、将结构化字段写入 Box 元数据以便检索、上传差异报告、评论通知律师并监控到期。它只提取和存储事实，风险与重要性由事务所和律师判断；引用的四个 Box 能力参考文件在包内缺失，需依赖外部 box 与 box-legal-workflows skill。

iskysun96
iskysun96
热度 16.02
最近更新 2026-10-15 13:04:54
分类：数据依赖：MCP 服务 / 第三方 API应用场景：法律文档 / 报告撰写 / 摘要总结 / 工作流

安装技能

复制下面的话术发给你的 Agent，它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill： npx secure-skills-cli add iskysun96/box-legal-workflows-contract
Metadata
name
box-legal-workflows-contract
description
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.

Contract Review Agent

PREREQUISITES:

  • Use the box skill for Box MCP auth, tool selection, and base workflows. If it is not installed, run: npx skills add https://github.com/box/skills --skill box
  • Use the box-legal-workflows skill for Box collaboration role definitions, Box AI usage boundaries, and reusable confirmation phrasings. If it is not installed, run: npx skills add box/skills --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.

Box capability references

Reach for these for tool mechanics rather than restating them here:

  • The box skill's references/mcp-search.md — find contracts; metadata vs. keyword search, folder scoping, template schema lookup
  • The box skill's references/ai-and-retrieval.md — compare to template and extract fields; pacing, text-rep/file limits, citations
  • The box skill's references/content-workflows.md — metadata templates, set_file_metadata, report uploads, file comments
  • The box skill's references/collaboration.md — grant the reviewing attorney access

Box metadata model

Persist review results as file metadata so contracts stay searchable. Find or inspect the firm's template using the box skill's references/mcp-search.md; create one using its references/content-workflows.md if none exists.

  • Representative fields (confirm the firm's actual set): 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.
  • The risk_rating value is the firm/attorney's determination — store it, don't decide it.

Contract search recipes

Once contracts carry metadata, use search_files_metadata (mechanics in the box skill's references/mcp-search.md; otherwise search_files_keyword with date filters):

  • New since last review: execution_date >= 'YYYY-MM-DD' AND execution_date <= 'YYYY-MM-DD'
  • Expiring window: expiration_date >= 'YYYY-MM-DD' AND expiration_date <= 'YYYY-MM-DD' AND status = 'active'
  • By counterparty / rating: counterparty_name = 'Acme Corp' · risk_rating = 'High'

Tool selection

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

Workflow

  1. Find: search_files_metadata or search_files_keyword. [CONFIRM: folder ID, date range/cadence]
  2. Compare to template: ai_qa_multi_file (contract + firm template) → extract clauses that differ, with citations. [CONFIRM: template file ID]
  3. Extract metadata: ai_extract_structured_from_metadata_template, or ai_extract_structured_from_fields_enhanced if no template.
  4. Persist: set_file_metadata, including the firm-confirmed risk_rating. [CONFIRM: which fields]
  5. Report: upload_file — factual differences + citations + firm-confirmed rating (observations for attorney review, not recommendations).
  6. Route: create_file_comment to tag the attorney; create_collaboration if they need access. [CONFIRM: attorney, access]
  7. Monitor expirations: search_files_metadata on the expiration window → create_file_comment reminders → set_file_metadata (expiration_alert_sent: yes).

Legal guardrails

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:

  • Risk, materiality, and favorability are firm + attorney calls, never the agent's. If the firm has no documented criteria, route to an attorney rather than rating.
  • Prompt Box AI to extract differences and cite section/page — not to judge materiality or legal risk.
  • Record decisions in Box as the audit trail: the firm-confirmed rating in metadata plus the uploaded summary.