vendor-check

/vendor-check -- Vendor Agreement Status

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

Check the status of existing agreements with a vendor across all connected systems. Provides a consolidated view of the legal relationship.

Important: This command assists with legal workflows but does not provide legal advice. Agreement status reports should be verified against original documents by qualified legal professionals.

Invocation

/vendor-check [vendor name]

If no vendor name is provided, prompt the user to specify which vendor to check.

Workflow

Step 1: Identify the Vendor

Accept the vendor name from the user. Handle common variations:

• Full legal name vs. trade name (e.g., "Alphabet Inc." vs. "Google")
• Abbreviations (e.g., "AWS" vs. "Amazon Web Services")
• Parent/subsidiary relationships

Ask the user to clarify if the vendor name is ambiguous.

Step 2: Search Connected Systems

Search for the vendor across all available connected systems, in priority order:

CLM (Contract Lifecycle Management) -- If Connected

Search for all contracts involving the vendor:

• Active agreements
• Expired agreements (last 3 years)
• Agreements in negotiation or pending signature
• Amendments and addenda

CRM -- If Connected

Search for the vendor/account record:

• Account status and relationship type
• Associated opportunities or deals
• Contact information for vendor's legal/contracts team

Email -- If Connected

Search for recent relevant correspondence:

• Contract-related emails (last 6 months)
• NDA or agreement attachments
• Negotiation threads

Documents (e.g., Box, Egnyte, SharePoint) -- If Connected

Search for:

• Executed agreements
• Redlines and drafts
• Due diligence materials

Chat (e.g., Slack, Teams) -- If Connected

Search for recent mentions:

• Contract requests involving this vendor
• Legal questions about the vendor
• Relevant team discussions (last 3 months)

Step 3: Compile Agreement Status

For each agreement found, report:

Step 4: Gap Analysis

Identify what agreements exist and what might be missing:

## Agreement Coverage

[CHECK] NDA -- [status]
[CHECK/MISSING] MSA -- [status or "Not found"]
[CHECK/MISSING] DPA -- [status or "Not found"]
[CHECK/MISSING] SOW(s) -- [status or "Not found"]
[CHECK/MISSING] SLA -- [status or "Not found"]
[CHECK/MISSING] Insurance Certificate -- [status or "Not found"]

Flag any gaps that may be needed based on the relationship type (e.g., if there is an MSA but no DPA and the vendor handles personal data).

Step 5: Generate Report

Output a consolidated report:

## Vendor Agreement Status: [Vendor Name]

**Search Date**: [today's date]
**Sources Checked**: [list of systems searched]
**Sources Unavailable**: [list of systems not connected, if any]

Step 6: Handle Missing Sources

If key systems are not connected via MCP:

• No CLM: Note that no CLM is connected. Suggest the user check their CLM manually. Report what was found in other systems.
• No CRM: Skip CRM context. Note the gap.
• No Email: Note that email was not searched. Suggest the user search their email for "[vendor name] agreement" or "[vendor name] NDA".
• No Documents: Note that document storage was not searched.

Always clearly state which sources were checked and which were not, so the user knows the completeness of the report.

Notes

• If no agreements are found in any connected system, report that clearly and ask the user if they have agreements stored elsewhere
• For vendor groups (e.g., a vendor with multiple subsidiaries), ask whether the user wants to check a specific entity or the entire group
• Flag any agreements that are expired but may still have surviving obligations (confidentiality, indemnification, etc.)
• If an agreement is approaching expiration (within 90 days), highlight this prominently