# marketer.law for Agents

Let your agent move the paperwork, so the contract stops being the thing standing between the kickoff and the invoice.

Source: https://marketer.law/knowledge/for-agents · Published 2026-08-20 · Story LLP

## The plain-English answer

Your shop already runs on tools that talk to each other. The brief lands in the project tracker, the creative moves through review, the reporting builds itself, and the invoice goes out on a schedule.

Then there is the one step that still means digging up last year's retainer, pasting a new scope into it, and emailing it at 11pm — and it sits directly between "the client said yes" and "we can start billing." Nobody automated it because it was never yours to automate. Legal work lives inside a law firm, behind a person, on a different clock.

Story is a law firm that exposes a Model Context Protocol (MCP) surface. Your agent — Claude, an assistant wired into your ops stack, something your technical co-founder built — connects to it the way it connects to any other MCP server. Once connected, it can read where your legal work stands, start the lawyer-built process for a retainer, campaign SOW, or creator agreement, create the document, and tell you what is waiting on a person.

This is not an agent that practices law, and it is not a contract generator you could prompt your way to on your own. Any model can produce a document that looks like a retainer. What it cannot do alone is run the real thing — the right lawyer-maintained form for the deal, your organization's actual data in it, an audit trail that holds up when a client disputes the scope, and a licensed attorney at the end of the escalation.

## What your agent can do

Each capability is a separate permission on the key you issue, so you can grant the read-only ones and nothing else.

1. **Start a legal process.** Kick off a client retainer, campaign SOW, creator agreement, or vendor form from the same lawyer-maintained process a Story attorney would run.
2. **Create a document.** Produce the draft inside your legal file, where it is versioned and findable.
3. **Check where a matter stands.** Read the status of a transaction in flight.
4. **List what is outstanding.** Pull your pending legal tasks.
5. **Read pricing, usage, and your subscription** — and, with that permission granted, purchase one.

## What your agent cannot do

These are limits enforced by the platform, not guidelines an agent is asked to follow:

1. **Execute a signature.** Signing and irreversible legal execution sit outside the agent surface entirely. Your agent can get a document to signature-ready; a person signs it.
2. **Close out your legal tasks.** An agent can read what is outstanding; it cannot write back that the work is done.
3. **Reach outside your organization.** Access is scoped to your organization at the middleware layer, regardless of how the agent is prompted.
4. **Start a process you did not allow.** Every key carries a whitelist of the specific processes it may initiate. Anything outside it is refused.

## How it connects

1. **Switch it on** — agent execution is off until you activate it in your organization settings.
2. **Authenticate** — with a Story-issued API key, scoped to your organization and to the permissions you pick.
3. **Connect** — point your agent at the Story MCP endpoint.
4. **Run the work** — start processes, create documents, and read status, with a person still on every signature.

```json
{
  "mcpServers": {
    "story": {
      "url": "https://backend.story.law/mcp/story-agent",
      "type": "http"
    }
  }
}
```

Every action an agent takes is logged in an audit trail that distinguishes programmatic actions from human decisions.

Story is a law firm, and attorney-client privilege is real here. But privilege depends on context and role, and it is not automatically conferred on everything an agent touches. Agent access does not by itself create an attorney-client relationship, and no part of this surface gives legal advice without attorney review. Availability and constraints also vary by jurisdiction.

## Plans

Agent access is included with every marketer.law plan — Solopreneur, Consultant, and SMB all carry the Agent & MCP Access entitlement. Two things gate it, and both are yours to control: agent execution has to be switched on in your organization settings, and the actions that create legal work need an active, card-backed subscription.

See https://marketer.law/#packages for current plan details.

## FAQ

**Can an AI agent sign a client contract for me?**
No. Signing and irreversible legal execution are deliberately outside the agent surface — that is a platform constraint, not a setting. An agent can get a retainer or campaign SOW all the way to signature-ready and tell you it is waiting, and a person signs it. Agents also cannot mark your legal tasks complete on your behalf.

**How does an agent connect to Story?**
Story exposes a Model Context Protocol endpoint. Your agent authenticates with a Story-issued API key scoped to your organization and to a specific set of permissions, then connects the same way it connects to any other MCP server.

**Which plans include agent access?**
All three: Solopreneur, Consultant, and SMB each carry the Agent & MCP Access entitlement. It is off until you switch agent execution on in your organization settings, and the actions that create legal work — starting a process, creating a document — also require an active card-backed subscription.

**Can my agent go poking around another client of mine, or another company?**
It cannot reach another organization at all — access is scoped to your organization at the middleware layer. Within your own organization, each API key also carries a whitelist of the specific legal processes it is allowed to start.

## Related

- https://marketer.law/knowledge/what-is-an-msa — the master terms your agent starts a retainer from
- https://marketer.law/knowledge/what-is-an-sow — the per-campaign document your agent will generate most often
- https://marketer.law/knowledge/what-is-ip — who ends up owning the campaign assets, and when
- https://marketer.law/knowledge/what-is-an-independent-contractor — what the creators and freelancers you hire actually are on paper