Use the LinkSquares connector safely
Sets up how Claude works with your LinkSquares account: confirms which account and role scope applies, picks the right tool, handles permission errors, and asks before changing any record.
Use it when
- Starting any LinkSquares task in Claude for the first time in a session
- Results come back empty or with fewer records than expected
- Deciding whether a request should search, work the legal queue, or create an agreement
Tools it uses
search_documents_publicsearch_results_publicget_full_document_textdownload_agreementlist_legal_requestsshow_legal_requestlegal_request_commentlegal_request_actionlist_contract_templatesstart_contract_templaterender_file_upload_widgetlist_uploaded_filesupdate_form_fieldcreate_agreement
Search my LinkSquares contracts for the vendor agreement with Northwind and tell me the renewal terms.
I searched with this account, which is the LinkSquares login you connected. I found one agreement with Northwind Supply and read its renewal section: it renews automatically for two-year terms unless either party gives notice 90 days before the end date. Your role may not show every agreement in the repository, so if you expected more Northwind documents, ask your LinkSquares administrator to confirm access. I haven't changed anything.