Skip to main content
← All templates
other

Closing Checklist

A stage-first, document-first closing checklist that tracks canonical documents, checklist entries, signatories, action items, and issues. Accepts structured JSON input and renders a formatted DOCX for distribution.

5 fields CC0-1.0 Source: OpenAgreements

Fill this template

With Claude Code

Just ask Claude — no installation required:

Fill the closing-checklist template for my company

With the CLI

npx -y open-agreements@latest fill closing-checklist -d values.json -o output.docx

With the hosted MCP

Add to your MCP config for zero-install access to all templates:

{
  "mcpServers": {
    "open-agreements": {
      "url": "https://openagreements.ai/api/mcp"
    }
  }
}

Fields (5)

Field Type Description
deal_name string Name of the deal or transaction
updated_at string ISO date when the checklist was last updated
documents array Checklist entry rows with 4 columns: number, title, status (human-readable), responsible_party. Stage headings and citation/signatory sub-rows are included.
action_items array Unlinked action items (item_id, description, status, assigned_to, due_date)
open_issues array Unlinked issues (issue_id, title, status, summary)

Browse more templates

View all templates