icertis

Classifies Icertis CLM operations by risk and gates consequential contract actions for approval.

Updated Aug 17, 2026
One-click install
npx skills add https://github.com/MetaFloor-AI/metafloor-scm-plugin-openai --skill icertis-metafloor-ai
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: icertis
Source: https://github.com/MetaFloor-AI/metafloor-scm-plugin-openai/tree/main/skills/platforms/contracts/icertis
Command: npx skills add https://github.com/MetaFloor-AI/metafloor-scm-plugin-openai --skill icertis-metafloor-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve? Operating Icertis Contract Intelligence without legal-operations judgment risks binding the company to unapproved terms, missing auto-renewal notice windows, or executing the wrong contract version. This Skill gives an AI agent the operator judgment to classify every Icertis action as read, reversible write, committing write, or destructive, and to stop for human approval before consequential steps. ## Core Features & Use Cases - Action classification and gating: Maps Icertis operation families (authoring, deviations, approvals, execution, termination, bulk mutations) to read/write/destructive classes with explicit gate rules. - Edge-state and recovery playbooks: Covers third-party paper, MSA-SOW term inheritance, evergreen renewals, DiscoverAI extraction confidence, and what can and cannot be undone after execution. - Circumvention detection: Flags audit-risky patterns like splitting contract value to duck DoA thresholds or signing a deviating version after approval. - Use Case: When asked to send an agreement out for signature, the agent re-reads the version, deviation set, approval state, and signing legal entity, then pauses for named human approval before executing. ## Quick Start Ask the agent to review an Icertis agreement and tell you whether sending it for signature is safe and what approvals are still required.

Frequently Asked Questions about icertis

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I safely execute a contract in Icertis?

Execution legally binds the company and cannot be undone, so treat it as a destructive action. Re-read the agreement's status, final approved version, deviation set, approval state, signing legal entity, and effective and expiration dates, then obtain named human approval before signing.

What is a deviation in Icertis and why does it matter?

A deviation is any departure from approved template or clause-library language, such as editing a standard clause or inserting a non-library clause. It triggers a deviation approval, and pushing one through unapproved ships an unvetted legal position into a binding contract.

Does Icertis handle purchase orders and invoices?

No. Icertis holds the master contract that sets price and terms, but the requisition, PO, receipt, and supplier invoice live in procurement suites like Coupa or SAP Ariba, and the ERP handles posting and payment. Do not create or amend a PO in Icertis.

What happens if I miss an auto-renewal notice window in Icertis?

The contract renews automatically for another full term and is legally locked in. There is no system undo; recovery requires negotiating with the counterparty or terminating under the new term. Track the notice window, which counts back from expiration, not just the expiration date.

Can an executed Icertis agreement be edited or reversed?

An executed agreement cannot be un-executed. Correcting a mistake requires an amendment, which is itself a binding instrument needing its own approval and signature, or a termination, which is a notice-bound legal act. The original stays permanently in the audit trail.

Why is editing an Icertis agreement after approval risky?

Approval in Icertis is per version, so a material post-approval edit invalidates the prior approval and must re-route through the approval chain. Sending an edited version to signature binds the company to terms nobody approved.