skills/edit-docx-agreement/SKILL.md
Make bespoke edits to a DOCX agreement generated by OpenAgreements (or any existing DOCX), using Safe Docx MCP tools for surgical, formatting-preserving edits and tracked-changes outputs. Use when user says "edit this contract," "change a clause," "modify the agreement," "custom edits to the docx," or "bespoke changes to the document."
npx skillsauth add open-agreements/open-agreements edit-docx-agreementInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Use this skill when a user asks for custom edits that are not exposed as template fields in an OpenAgreements-generated (or any existing) DOCX agreement.
Interactivity note: Always ask the user for missing inputs (file path, change intent, output preferences).
This skill bridges two separate systems:
The agent must have Safe Docx MCP tools available to perform edits. If Safe Docx tools are not detected, inform the user and provide setup guidance (see Connectors).
Field-only changes (e.g., party name, date, amount, valuation cap):
Re-run OpenAgreements fill_template with the updated field values. No Safe Docx needed.
Boilerplate-only changes (e.g., custom clause, modified standard language): Use Safe Docx MCP tools to surgically edit the existing DOCX.
Mixed changes (field updates + bespoke edits): Re-fill via OpenAgreements first (to get a clean base with updated fields), save the output locally, then use Safe Docx to apply bespoke edits on the fresh file.
expires_at). Save the DOCX to a local path immediately.fill_template to get a fresh URL.Check whether Safe Docx tools (e.g., read_file, replace_text, apply_plan) are available in the current session.
Follow the routing logic above (field-only / boilerplate-only / mixed).
For Safe Docx edits:
read_file to locate target paragraphsreplace_text or insert_paragraph for surgical changesapply_plan for batch edits (fails safely if any step is invalid)Use Safe Docx download to save:
Summarize edits for the user (paragraph IDs, before/after text).
Some templates (notably YC SAFEs) are licensed under CC-BY-ND-4.0. You can fill them for your own use but must not redistribute modified versions of the template itself. The filled output may constitute an "adapted work" — do not redistribute your filled output publicly without reviewing the license terms. See docs/licensing.md for details.
This tool does not provide legal advice — consult an attorney.
For MCP server setup (OpenAgreements remote MCP + Safe Docx local MCP), see CONNECTORS.md.
development
Convert plain markdown contract drafts into OpenAgreements' canonical template.md authoring format — YAML frontmatter, Kind|Label|Value|Show When cover-term tables, oa:clause directives, [[Defined Term]] paragraphs, and oa:signer directives that compile to validated JSON specs and DOCX artifacts. Use when the user says "convert this to canonical markdown," "author a new OpenAgreements template," "migrate template to template.md," or "write a canonical-form contract."
testing
Draft and fill NVCA model documents — stock purchase agreement, certificate of incorporation, investors rights agreement, voting agreement, ROFR, co-sale, indemnification, management rights letter. Series A and venture financing templates. Produces signable DOCX files. Use when user says "Series A documents," "NVCA," "stock purchase agreement," "investors rights agreement," "voting agreement," or "venture financing docs."
documentation
Draft and fill services agreement templates — consulting contract, contractor agreement, SOW, statement of work, professional services agreement. Produces signable DOCX files from Common Paper and Bonterms standard forms. Use when user says "consulting contract," "contractor agreement," "SOW," "statement of work," "services agreement," or "freelancer contract."
documentation
Draft and fill Y Combinator SAFE templates — valuation cap, discount, MFN, pro rata side letter. Standard startup fundraising documents for convertible equity. Produces signable DOCX files. Use when user says "SAFE," "simple agreement for future equity," "YC SAFE," "valuation cap," "seed round documents," or "fundraising paperwork."