Agiloft

Agiloft is an enterprise contract lifecycle management (CLM) platform that helps organizations automate and manage contracts, agreements, and related business processes across any knowledge base.

With the Agiloft integration in Sim, you can:

Create records: Add new records to any Agiloft table with custom field values
Read records: Retrieve individual records by ID with optional field selection
Update records: Modify existing record fields in any table
Delete records: Remove records from your knowledge base
Search records: Find records using Agiloft's query syntax with pagination support
Select records: Query records using SQL WHERE clauses for advanced filtering
Saved searches: List saved search definitions available for a table
Attach files: Upload and attach files to record fields
Retrieve attachments: Download attached files from record fields
Remove attachments: Delete attached files from record fields by position
Attachment info: Get metadata about all files attached to a record field
Lock records: Check, acquire, or release locks on records for concurrent editing

In Sim, the Agiloft integration enables your agents to manage contracts and records programmatically as part of automated workflows. Agents can create and update records, search across tables, handle file attachments, and manage record locks — enabling intelligent contract lifecycle automation.

Usage Instructions

Integrate with Agiloft contract lifecycle management to create, read, update, delete, and search records. Supports file attachments, SQL-based selection, saved searches, and record locking across any table in your knowledge base.

Tools

`agiloft_attach_file`

Attach a file to a field in an Agiloft record.

Input

Parameter	Type	Required	Description
`instanceUrl`	string	Yes	Agiloft instance URL (e.g., https://mycompany.agiloft.com\)
`knowledgeBase`	string	Yes	Knowledge base name
`login`	string	Yes	Agiloft username
`password`	string	Yes	Agiloft password
`table`	string	Yes	Table name (e.g., "contracts")
`recordId`	string	Yes	ID of the record to attach the file to
`fieldName`	string	Yes	Name of the attachment field
`file`	file	No	File to attach
`fileName`	string	No	Name to assign to the file (defaults to original file name)

Output

Parameter	Type	Description
`recordId`	string	ID of the record the file was attached to
`fieldName`	string	Name of the field the file was attached to
`fileName`	string	Name of the attached file
`totalAttachments`	number	Total number of files attached in the field after the operation

`agiloft_attachment_info`

Get information about file attachments on a record field.

Input

Parameter	Type	Required	Description
`instanceUrl`	string	Yes	Agiloft instance URL (e.g., https://mycompany.agiloft.com\)
`knowledgeBase`	string	Yes	Knowledge base name
`login`	string	Yes	Agiloft username
`password`	string	Yes	Agiloft password
`table`	string	Yes	Table name (e.g., "contracts")
`recordId`	string	Yes	ID of the record to check attachments on
`fieldName`	string	Yes	Name of the attachment field to inspect

Output

Parameter	Type	Description
`attachments`	array	List of attachments with position, name, and size
↳ `position`	number	Position index of the attachment in the field
↳ `name`	string	File name of the attachment
↳ `size`	number	File size in bytes
`totalCount`	number	Total number of attachments in the field

`agiloft_create_record`

Create a new record in an Agiloft table.

Input

Parameter	Type	Required	Description
`instanceUrl`	string	Yes	Agiloft instance URL (e.g., https://mycompany.agiloft.com\)
`knowledgeBase`	string	Yes	Knowledge base name
`login`	string	Yes	Agiloft username
`password`	string	Yes	Agiloft password
`table`	string	Yes	Table name (e.g., "contracts", "contacts.employees")
`data`	string	Yes	Record field values as a JSON object (e.g., {"first_name": "John", "status": "Active"})

Output

Parameter	Type	Description
`id`	string	ID of the created record
`fields`	json	Field values of the created record

`agiloft_delete_record`

Delete a record from an Agiloft table.

Input

Parameter	Type	Required	Description
`instanceUrl`	string	Yes	Agiloft instance URL (e.g., https://mycompany.agiloft.com\)
`knowledgeBase`	string	Yes	Knowledge base name
`login`	string	Yes	Agiloft username
`password`	string	Yes	Agiloft password
`table`	string	Yes	Table name (e.g., "contracts", "contacts.employees")
`recordId`	string	Yes	ID of the record to delete

Output

Parameter	Type	Description
`id`	string	ID of the deleted record
`deleted`	boolean	Whether the record was successfully deleted

`agiloft_lock_record`

Lock, unlock, or check the lock status of an Agiloft record.

Input

Parameter	Type	Required	Description
`instanceUrl`	string	Yes	Agiloft instance URL (e.g., https://mycompany.agiloft.com\)
`knowledgeBase`	string	Yes	Knowledge base name
`login`	string	Yes	Agiloft username
`password`	string	Yes	Agiloft password
`table`	string	Yes	Table name (e.g., "contracts")
`recordId`	string	Yes	ID of the record to lock, unlock, or check
`lockAction`	string	Yes	Action to perform: "lock", "unlock", or "check"

Output

Parameter	Type	Description
`id`	string	Record ID
`lockStatus`	string	Lock status (e.g., "LOCKED", "UNLOCKED")
`lockedBy`	string	Username of the user who locked the record
`lockExpiresInMinutes`	number	Minutes until the lock expires

`agiloft_read_record`

Read a record by ID from an Agiloft table.

Input

Parameter	Type	Required	Description
`instanceUrl`	string	Yes	Agiloft instance URL (e.g., https://mycompany.agiloft.com\)
`knowledgeBase`	string	Yes	Knowledge base name
`login`	string	Yes	Agiloft username
`password`	string	Yes	Agiloft password
`table`	string	Yes	Table name (e.g., "contracts", "contacts.employees")
`recordId`	string	Yes	ID of the record to read
`fields`	string	No	Comma-separated list of field names to include in the response

Output

Parameter	Type	Description
`id`	string	ID of the record
`fields`	json	Field values of the record

`agiloft_remove_attachment`

Remove an attached file from a field in an Agiloft record.

Input

Parameter	Type	Required	Description
`instanceUrl`	string	Yes	Agiloft instance URL (e.g., https://mycompany.agiloft.com\)
`knowledgeBase`	string	Yes	Knowledge base name
`login`	string	Yes	Agiloft username
`password`	string	Yes	Agiloft password
`table`	string	Yes	Table name (e.g., "contracts")
`recordId`	string	Yes	ID of the record containing the attachment
`fieldName`	string	Yes	Name of the attachment field
`position`	string	Yes	Position index of the file to remove (starting from 0)

Output

Parameter	Type	Description
`recordId`	string	ID of the record
`fieldName`	string	Name of the attachment field
`remainingAttachments`	number	Number of attachments remaining in the field after removal

`agiloft_retrieve_attachment`

Download an attached file from an Agiloft record field.

Input

Parameter	Type	Required	Description
`instanceUrl`	string	Yes	Agiloft instance URL (e.g., https://mycompany.agiloft.com\)
`knowledgeBase`	string	Yes	Knowledge base name
`login`	string	Yes	Agiloft username
`password`	string	Yes	Agiloft password
`table`	string	Yes	Table name (e.g., "contracts")
`recordId`	string	Yes	ID of the record containing the attachment
`fieldName`	string	Yes	Name of the attachment field
`position`	string	Yes	Position index of the file in the field (starting from 0)

Output

Parameter	Type	Description
`file`	file	Downloaded attachment file

`agiloft_saved_search`

List saved searches defined for an Agiloft table.

Input

Parameter	Type	Required	Description
`instanceUrl`	string	Yes	Agiloft instance URL (e.g., https://mycompany.agiloft.com\)
`knowledgeBase`	string	Yes	Knowledge base name
`login`	string	Yes	Agiloft username
`password`	string	Yes	Agiloft password
`table`	string	Yes	Table name to list saved searches for (e.g., "contracts")

Output

Parameter	Type	Description
`searches`	array	List of saved searches for the table
↳ `name`	string	Saved search name
↳ `label`	string	Saved search display label
↳ `id`	string	Saved search database identifier
↳ `description`	string	Saved search description

`agiloft_search_records`

Search for records in an Agiloft table using a query.

Input

Parameter	Type	Required	Description
`instanceUrl`	string	Yes	Agiloft instance URL (e.g., https://mycompany.agiloft.com\)
`knowledgeBase`	string	Yes	Knowledge base name
`login`	string	Yes	Agiloft username
`password`	string	Yes	Agiloft password
`table`	string	Yes	Table name to search in (e.g., "contracts", "contacts.employees")
`query`	string	Yes	Search query using Agiloft query syntax (e.g., "status='Active'" or "company_name~='Acme'")
`fields`	string	No	Comma-separated list of field names to include in the results
`page`	string	No	Page number for paginated results (starting from 0)
`limit`	string	No	Maximum number of records to return per page

Output

Parameter	Type	Description
`records`	json	Array of matching records with their field values
`totalCount`	number	Total number of matching records
`page`	number	Current page number
`limit`	number	Records per page

`agiloft_select_records`

Select record IDs matching a SQL WHERE clause from an Agiloft table.

Input

Parameter	Type	Required	Description
`instanceUrl`	string	Yes	Agiloft instance URL (e.g., https://mycompany.agiloft.com\)
`knowledgeBase`	string	Yes	Knowledge base name
`login`	string	Yes	Agiloft username
`password`	string	Yes	Agiloft password
`table`	string	Yes	Table name (e.g., "contracts", "contacts.employees")
`where`	string	Yes	SQL WHERE clause using database column names (e.g., "summary like '%new%'" or "assigned_person='John Doe'")

Output

Parameter	Type	Description
`recordIds`	array	Array of record IDs matching the query
`totalCount`	number	Total number of matching records

`agiloft_update_record`

Update an existing record in an Agiloft table.

Input

Parameter	Type	Required	Description
`instanceUrl`	string	Yes	Agiloft instance URL (e.g., https://mycompany.agiloft.com\)
`knowledgeBase`	string	Yes	Knowledge base name
`login`	string	Yes	Agiloft username
`password`	string	Yes	Agiloft password
`table`	string	Yes	Table name (e.g., "contracts", "contacts.employees")
`recordId`	string	Yes	ID of the record to update
`data`	string	Yes	Updated field values as a JSON object (e.g., {"status": "Active", "priority": "High"})

Output

Parameter	Type	Description
`id`	string	ID of the updated record
`fields`	json	Updated field values of the record

Agiloft

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