RenewlyContract renewal management (Renewly home)
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Manual5 Connections5.1

Integrations & MCP server

Renewly can connect to the other tools you use. This page covers the MCP server, which lets desktop tools look up your contracts, and portfolio analysis. It also points you to every other integration.

All integrations live in Settings › Integrations. That page appears in the settings menu for workspace owners and admins. Other guides:

Slack and Microsoft Teams notifications, Salesforce and DocuSign e-signatures require Business or Enterprise and remain included in legacy Pro plans. After a downgrade, you can still view existing connections and disconnect them.

MCP server overview

MCP (Model Context Protocol) is an open standard that lets desktop apps connect to other services. Renewly's MCP server lets any app that supports MCP look up your contracts. Once connected, you can type questions such as "What contracts are expiring soon?" in that app and get answers from your Renewly data.

Plans
The MCP server is part of the Business and Enterprise plans.

There are two ways to connect. Most desktop apps can connect with a simple sign-in and approval screen, and no key to copy: see Connect desktop apps to Renewly. This page explains the other way, which uses an API key.

Available MCP tools

A "tool" is one thing the connected app can ask Renewly to do. There are 16 in total. Most only read your data. A few can take a small action, such as flagging a contract for review, and only for apps you have given that extra permission. Five of the most used:

get_upcoming_renewals

Lists contracts with a renewal or end date coming up, most urgent first.

get_contract_details

Shows everything Renewly holds on one contract, including the details it read from the document.

search_contracts

Finds contracts by title, with optional filters.

get_spend_summary

Shows your total spend and how it splits across vendors.

get_portfolio_health

Gives your portfolio health score and the main risks behind it.

Setting up the MCP server with an API key

  1. Go to Settings › API Keys and click Create API Key. Copy the key and keep it safe. It is shown only once. See API & integrations for the full steps.
  2. Go to Settings › Integrations and find the Server Protocol (MCP) section. It shows the server address, the list of tools, and a ready-made configuration block.
  3. Click Copy next to the configuration block.
  4. Open the settings or configuration file of your desktop app and paste the block in.
  5. Replace the placeholder key in the block with the API key you created.
  6. Close and reopen the app so it loads the new settings.
  7. To test it, ask "What contracts are expiring soon?"

Keep your API key secret. Anyone with the key can read your contract data. Never share it or post it anywhere public. If you think it has leaked, revoke it in Settings › API Keys and create a new one.

Portfolio analysis

Portfolio analysis looks across all your contracts at once. It spots patterns you would miss looking at one contract at a time.

What it does

  • Flags contracts where the time to act before a renewal is open or closing
  • Adds up the value of contracts that renew automatically in the next 90 days
  • Spots vendors you have two or more contracts with, where one combined deal might cost less
  • Flags contracts priced well above or below your other contracts with the same vendor
  • Shows whether your overall risk is going up or down

Running an analysis

  1. Open Insights from the sidebar.
  2. Click Run Analysis.
  3. New findings appear on the page when the run finishes.

You can also click Run Analysis in the Portfolio Insights section of Settings › Integrations, which also shows your last run. After a run you need to wait 60 seconds before starting another.

For help reading and acting on the findings, see Portfolio insights.

REST API

If you have developers who want to build their own connection, Renewly also has an API (a way for other software to fetch your data). It uses the same API keys.

For the endpoints, limits and code examples, see API & integrations.

Troubleshooting

MCP server not connecting

  • Check the API key is correct and has not been revoked or expired
  • Check the pasted configuration is complete, with no missing brackets or quote marks
  • Close and reopen the desktop app after any change
  • Check your workspace is on the Business or Enterprise plan
  • If the Server Protocol (MCP) section says it is not enabled, email support to ask for access

Portfolio analysis not running

  • Make sure the workspace has contracts that Renewly has finished reading
  • Wait 60 seconds after your last run, then try Run Analysis again
  • If it still fails, email support@renewly.gg
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