Chat and AI connections for contracts

Team members can discuss a contract in the chat on its page; chat access does not give the right to change the contract. External AI assistants (AI connections, MCP) cannot create, change or delete contracts; they can only see the summary of soon-to-expire contracts among the dashboard data.

Chat

Every contract has a conversation, available on its detail page, where team members can discuss it. Taking part in the conversation does not give anyone the right to change the contract: that still requires manage permission for the CRM & Sales module.

AI connections (MCP)

If you have connected an external AI assistant (such as Claude) to Demona, here is what it can do with contracts:

• It can see how many active or signed contracts expire in the next 30 days, and the nearest few, as part of the dashboard data.
• It cannot search or open individual contracts.
• It cannot create, change, delete, send, activate or terminate contracts, or generate PDFs.

Do these in the Demona app.