Integrations

Works with the stack you already use

Neota connects to the document, contract, e-signature, AI, and communication tools your team relies on, so automated workflows fit into how you already work.

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Open by design

Connect any tool

When there isn't a packaged connector, build your own. Neota lets you integrate with any tool via REST APIs to read and write data, trigger workflows, and embed Neota directly into other applications.

Inbound and outbound REST APIs
Trigger workflows from external systems
Secure authentication and access controls
POST /api/v2/workflows/intake/run
Authorization: Bearer ••••••••
Content-Type: application/json

{
  "matter": "NDA-2048",
  "counterparty": "Northwind",
  "priority": "high"
}

201 Created → workflow queued

AI assistant

"Is this NDA within policy?"

MCP call

Neota governed logic

Rules · conditions · oversight

Policy checkHuman reviewAudit log

Neota in your AI

Trust your AI with governed logic

With our Model Context Protocol (MCP), Neota exposes your expert applications as tools an AI assistant can call. The assistant reasons in plain language; Neota runs the rules behind it. Every answer stays governed and auditable.

Assistants invoke Neota apps as MCP tools
Deterministic rules and human oversight stay in control
Every call is logged and audit-ready
In preview

Bring your own AI

Model-agnostic by design

Neota isn't locked to a single provider. Connect any AI or LLM, whether commercial, open-source, or one you host yourself — and swap models as the landscape evolves, without rebuilding your workflows.

OpenAIOpenAI
Anthropic ClaudeAnthropic Claude
Google GeminiGoogle Gemini
Azure AI FoundryAzure AI Foundry
Amazon BedrockAmazon Bedrock

Document management

Store, retrieve, and file documents in your DMS.

iManageiManage
NetDocumentsNetDocuments
SharePointSharePoint
BoxBox

Productivity

Author and deliver from the tools you use daily.

Microsoft 365Microsoft 365
Word ToolbarWord Toolbar

E-Signature

Route documents for signing without leaving a workflow.

DocuSignDocuSign
Adobe SignAdobe Sign

Communication

Notify and collaborate where your team already is.

SlackSlack
GmailGmail
Microsoft TeamsMicrosoft Teams
OutlookOutlook

CRM & business systems

Push and pull data across your systems of record.

SalesforceSalesforce
Dynamics 365Dynamics 365
HubSpotHubSpot

Data & Analytics

Connect databases and data sources to any workflow.

PostgreSQLPostgreSQL
MS SQLMS SQL
Power BIPower BI
TableauTableau

Don't see your tool?

Tell us and we'll show you how Neota connects to it.

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