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contractbook

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🇺🇸

Original

English
🇨🇳

Translation

Chinese

Contractbook Skill

Contractbook Skill

Manage contracts with Contractbook's automated contract lifecycle platform.
借助Contractbook的自动化合同生命周期平台管理合同。

Quick Install

快速安装

bash
curl -sSL https://canifi.com/skills/contractbook/install.sh | bash
Or manually:
bash
cp -r skills/contractbook ~/.canifi/skills/
bash
curl -sSL https://canifi.com/skills/contractbook/install.sh | bash
或者手动安装：
bash
cp -r skills/contractbook ~/.canifi/skills/

Setup

配置

Configure via canifi-env:
bash
undefined
通过canifi-env进行配置：
bash
undefined

First, ensure canifi-env is installed:

首先，确保已安装canifi-env：

curl -sSL https://canifi.com/install.sh | bash

curl -sSL https://canifi.com/install.sh | bash

canifi-env set CONTRACTBOOK_API_KEY "your_api_key"
undefined
canifi-env set CONTRACTBOOK_API_KEY "your_api_key"
undefined

Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
你的凭证，由你掌控。 Canifi LifeOS尊重你的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

If you prefer not to share credentials with Claude Code:
  1. Complete the Browser Automation Setup using CDP mode
  2. Login to the service manually in the Playwright-controlled Chrome window
  3. Claude will use your authenticated session without ever seeing your password
如果你不想与Claude Code共享凭证：
  1. 使用CDP模式完成浏览器自动化设置
  2. 在Playwright控制的Chrome窗口中手动登录服务
  3. Claude将使用你的已认证会话，全程不会获取你的密码

Option 2: Environment Variables

选项2：环境变量

If you're comfortable sharing credentials, you can store them locally:
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
如果你愿意共享凭证，可以将其存储在本地：
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
注意：存储在canifi-env中的凭证仅能在你的本地机器上访问，绝不会被传输。

Capabilities

功能特性

  1. Contract Creation: Create contracts from templates with automation
  2. E-signatures: Collect digital signatures securely
  3. Contract Repository: Store and organize all contracts
  4. Automation: Automate contract workflows and approvals
  5. Analytics: Track contract metrics and insights
  1. 合同创建：通过自动化从模板创建合同
  2. 电子签名：安全收集数字签名
  3. 合同库：存储并整理所有合同
  4. 自动化：自动化合同工作流与审批流程
  5. 分析功能：追踪合同指标与洞察

Usage Examples

使用示例

Create Contract

创建合同

User: "Create an NDA using the standard template"
Assistant: Creates contract from template
用户："使用标准模板创建一份保密协议（NDA）"
助手：从模板创建合同

Send for Signature

发送签名请求

User: "Send the employment contract for signing"
Assistant: Sends contract for e-signature
用户："发送这份雇佣合同以供签署"
助手：发送合同以获取电子签名

Search Contracts

搜索合同

User: "Find all contracts expiring this quarter"
Assistant: Returns contracts matching criteria
用户："查找所有本季度到期的合同"
助手：返回符合条件的合同

Set Reminder

设置提醒

User: "Remind me 30 days before the contract renews"
Assistant: Sets renewal reminder
用户："在合同续约前30天提醒我"
助手：设置续约提醒

Authentication Flow

认证流程

  1. Generate API key in Contractbook settings
  2. Use API key for authentication
  3. Bearer token in request header
  4. Workspace-scoped access
  1. 在Contractbook设置中生成API密钥
  2. 使用API密钥进行认证
  3. 请求头中携带Bearer令牌
  4. 基于工作区的访问权限

Error Handling

错误处理

ErrorCauseSolution
401 UnauthorizedInvalid API keyVerify credentials
403 ForbiddenNo accessCheck permissions
404 Not FoundContract not foundVerify contract ID
429 Rate LimitedToo many requestsWait and retry
ErrorCauseSolution
401 UnauthorizedInvalid API keyVerify credentials
403 ForbiddenNo accessCheck permissions
404 Not FoundContract not foundVerify contract ID
429 Rate LimitedToo many requestsWait and retry

Notes

注意事项

  • Contract lifecycle management
  • Template library included
  • Version control
  • Approval workflows
  • Integration with tools
  • European data hosting
  • 合同生命周期管理
  • 包含模板库
  • 版本控制
  • 审批工作流
  • 支持与其他工具集成
  • 欧洲数据托管