Expose only the answers, fields, entities, and documents an approved user or agent can access.
Platform
Platform architectureGoverned Access via MCP
Spend - Contract Intelligence
Contract Performance ManagementCPM Seven PhasesInventoryReportsCPM Use CasesInvest - Investor Rights Intelligence
Investor Rights IntelligenceAumni ReplacementSecure IRI AccessVentureOSIRI Use CasesSolutions
Use-case librariesExplore how teams use PostSig.
By market
Core Financial FirmsFinancial Service ProvidersLarge Financial InstitutionsMarket Data ConsultantsData VendorsResources
Resource libraryField education for post-signature control.
Downloadables
Aragon Hot Vendor ReportPrivate Wealth & Venture CapitalFamily Office OperationsAdvanced Post-Signature CPMContract Management’s Blind SpotWhy Post-Signature MattersPartners
About
Governed MCP access
Govern agreement access. Without opening the document universe.
PostSig MCP gives approved AI clients, enterprise GPTs, and agents controlled access to source-backed CPM or IRI answers. The data set is explicit. The scope is bounded. The evidence path stays intact.
MCP access path
Approved client
ClaudeEnterprise user
ChatGPTEnterprise GPT
CursorDeveloper tool
AgentApproved process
PostSig MCP
Access check
Verifies user, data set, scope, and policy before an answer leaves PostSig.
Spend / CPM
CPM answers
Invoices, renewals, spend, vendors, usage rights, and clause evidence.
Invest / IRI
IRI answers
Rights, approvals, portfolio records, KPIs, cap table context, and board terms.
Source-backed answer
Bounded response
Invoice review required before payment.
The answer is returned from the selected CPM data set with governing terms, evidence, access state, and audit context attached.
Selected data setSpend / CPM
Source path3 records
Permission stateapproved user
Route each request through PostSig CPM for spend execution or PostSig IRI for investment governance.
Return answers with governing terms, source path, citations, review state, and audit history preserved.
Require scope, filters, and policy checks before the answer leaves the PostSig environment.
Why MCP needs PostSig
Agents can ask faster. They still need governed data.
MCP is not the intelligence layer by itself. It is the governed access layer into PostSig CPM or PostSig IRI, where LineageAI™ resolves the current answer and the source path behind it.
Approved client access
Claude, ChatGPT, Gemini, Cursor, and approved agents can query PostSig without requiring a manual export of the full record.
Policy-aware retrieval
Returned context is scoped to the user, record, and product data set before it is exposed to the AI client.
Evidence travels with the answer
The response can carry the term, entity, source path, review status, and audit context teams need to trust it.
Choose the data set
Use the PostSig data your team already governs.
MCP can expose Contract Performance Management, Investor Rights Intelligence, or both. Each request is scoped to the approved product data set, user permissions, and source evidence available in PostSig.
Spend / CPM
Contract performance answers
For finance, procurement, market data, legal, and operations teams managing vendor agreement performance after signature.
Renewal exposurenotice windows
Invoice reconciliationfee schedules
Usage rightsAI/data restrictions
Spend intelligencevendor + group pivots
Example answer
Contracts renewing in the next 90 days with price escalators above 8%.
Invest / IRI
Investor rights answers
For investment, legal, fund operations, finance, and portfolio teams managing rights, ownership economics, governance terms, and reporting duties.
Portfolio company viewvaluation + ownership
Cap table snapshotsecurities + rounds
Co-investor intelligenceoverlap + history
Legal termspro-rata + governance
Example answer
Which portfolio companies have pro-rata rights or board-designated observer seats?
Operational guardrails
Built for controlled access. Not unbounded retrieval.
Every request is bounded by identity, permissions, product scope, and source evidence. Agents can retrieve specific answers without turning PostSig into a bulk export path.
Filters required
Requests require specific criteria before data is retrieved or tools are run.
No mass export path
Safeguards prevent full-instance extraction and “return everything” behavior.
No ambiguous execution
Vague requests are narrowed before PostSig returns a governed answer.
No write access by default
Status changes, uploads, archiving, and user allocation stay restricted unless explicitly approved.
Record-level permissions
Returned context respects user-specific, contract-level, document-level, and tenant-specific access.
Audit trail preserved
AI-driven access can preserve traceability across request, data set, answer, and source path.
Your agreement data
Your most valuable data set is your own.
PostSig MCP gives approved agents controlled access to the PostSig data set your team already governs. Use it with Contract Performance Management, Investor Rights Intelligence, or both — without opening the document universe.
Approved AI client
An agent asks your business question.
Claude, ChatGPT, Gemini, Cursor, or an enterprise GPT requests a scoped answer from your PostSig record.
PostSig MCP
Your data is checked before it moves.
Authenticate
Authorize
Scope
Log
Governed answer
The response returns with its evidence path.
Answer, source context, permissions, and audit trace stay attached.
Use with CPM
Contract Performance Management
Make your vendor agreement record available to approved agents: spend, renewals, invoices, pricing, usage rights, and clause evidence.
Example answer path
“Which vendor renewals have price escalators, unresolved invoice issues, or AI/data-use restrictions?”
Use with IRI
Investor Rights Intelligence
Make your investment rights record available to approved agents: funds, portfolio companies, KPIs, financings, cap tables, legal terms, and board context.
Example answer path
“Which portfolio companies have pro-rata rights, special reporting duties, board seats, or upcoming financing implications?”
What the agent receives
Not your full document universe. A governed answer packet.
Scoped answer
Source path
Current terms
Evidence context
Permission state
Audit trace
Questions in motion
Ask. Route. Prove. The answer stays governed.
Approved questions move through the right PostSig data set and return as bounded, source-backed answers with source path, permission state, and audit context intact.
Choose the question
Approved AI client
Does this invoice match the agreement?
Enterprise GPT
Scoped request
Spend / CPM
Governed answer
Not a document dump
Review required. The current invoice appears above the amended renewal cap.
Expected amount, variance, governing pricing term, and owner context returned with the answer.
Source path
Service Order
Amendment 02
Current Invoice
Renewal Terms
01
Question is scoped
The agent starts with an approved business question, not a request to browse every document.
02
Data set is explicit
The route goes through Contract Performance Management or Investor Rights Intelligence.
03
Evidence travels back
The answer returns with source path, context, access state, and audit-ready traceability.
Talk to sales
Map the right MCP access pattern. Start with the data set.
Show us where approved AI clients, enterprise GPTs, reports, or agents need governed access. We’ll help map the right pattern through PostSig CPM, PostSig IRI, or both.