File Retention Schedule

File Retention Schedule MCP Connector for Claude

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Automate document lifecycle management by calculating keep, archive, review, and deletion dates.

4 tools Official Updated Oct 1, 2026 Official Vinkius Partner

Manage the lifecycle of digital documents with precision. This MCP server connects AI agents to regulatory and organizational retention rules, allowing them to determine exactly when files should be kept, archived, reviewed, or destroyed. Use calculate_retention_milestones to generate full timelines for specific files, or filter_files_by_action to identify batches of documents ready for the next lifecycle stage. It ensures compliance by validating retention overrides and retrieving category-specific rules.

retentionlifecyclecompliancedocument-managementautomation

4 tools expose this connector's capabilities to your AI agent.

calculate_retention_milestones

Calculates the full lifecycle timeline for a specific file based on its metadata and retention rules

filter_files_by_action

Identifies a list of files that have reached a specific lifecycle stage

get_category_rules

Retrieves the default retention settings for a specific document classification

validate_retention_override

Verifies if a user-provided retention override is compliant with organizational policy

See how to talk to your AI agent using File Retention Schedule.

What is the lifecycle timeline for file ID 'doc_123' which is a 'Tax' document created on 2020-01-01?

For file doc_123 (Tax), the keep date is 2030-01-01, the archive date is 2025-01-01, the review date is 2029-01-01, and the delete-on date is 2030-01-01.

Are there any files ready to be deleted as of today?

There are 12 files currently eligible for permanent destruction based on their retention schedules.

What are the default retention rules for the 'HR' category?

The default retention for HR documents is 5 years, with archiving occurring after 3 years and a review triggered 1 year before deletion.

When a legal hold is active, the `calculate_retention_milestones` tool ensures the deletion date is pushed to the infinite future, preventing any files from being flagged for destruction.

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