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PDF → Contract: AI-Powered Field Extraction

Use ScalePad MCP to parse a vendor PDF, extract contract fields with AI, and auto-create a draft agreement — all from a single prompt.

These recipes are starting points. Adapt and test them for your own environment.

What This Does

This workflow shows how an AI agent (Claude Code or Cursor) uses the ScalePad MCP server to:

  1. 1.Read a vendor PDF — extract raw text from any invoice or proposal document
  2. 2.Identify required contract fields — match against your agreement template schema
  3. 3.Map extracted values — with confidence scoring for each field
  4. 4.Create a draft agreement — pre-filled and ready for review in ScalePad

Why This Pattern Works

Instead of manually copying vendor details into a contract form, you describe what you want in plain English. The agent handles the tool calls, data extraction, and agreement creation automatically.

This is especially useful for:

  • High-volume vendor onboarding — process dozens of PDFs without manual entry
  • MSP procurement workflows — standardize contract creation across your team
  • Audit trails — every field extraction is logged with a confidence score

Prerequisites

  • ScalePad MCP server configured in your IDE (see the MCP Setup guide)
  • A contract template created in ScalePad Agreements
  • A vendor PDF (invoice, proposal, or SOW)

Try the Prompt

Copy the prompt in the Action panel and paste it into Claude Code, Cursor, or Windsurf with the ScalePad MCP server active.

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