@open-agreements/open-agreements 0.6.2 → 0.7.2

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (85) hide show
  1. package/README.md +4 -4
  2. package/content/external/yc-safe-discount/metadata.yaml +1 -0
  3. package/content/external/yc-safe-mfn/metadata.yaml +1 -0
  4. package/content/external/yc-safe-pro-rata-side-letter/metadata.yaml +1 -0
  5. package/content/external/yc-safe-valuation-cap/metadata.yaml +1 -0
  6. package/content/recipes/nvca-certificate-of-incorporation/metadata.yaml +1 -0
  7. package/content/recipes/nvca-certificate-of-incorporation/replacements.json +1 -1
  8. package/content/recipes/nvca-indemnification-agreement/metadata.yaml +1 -0
  9. package/content/recipes/nvca-investors-rights-agreement/metadata.yaml +1 -0
  10. package/content/recipes/nvca-management-rights-letter/metadata.yaml +1 -0
  11. package/content/recipes/nvca-rofr-co-sale-agreement/metadata.yaml +1 -0
  12. package/content/recipes/nvca-stock-purchase-agreement/metadata.yaml +1 -0
  13. package/content/recipes/nvca-voting-agreement/metadata.yaml +1 -0
  14. package/content/templates/bonterms-mutual-nda/metadata.yaml +1 -0
  15. package/content/templates/bonterms-mutual-nda/signing.yaml +35 -0
  16. package/content/templates/bonterms-mutual-nda/template.docx +0 -0
  17. package/content/templates/bonterms-professional-services-agreement/metadata.yaml +1 -0
  18. package/content/templates/closing-checklist/metadata.yaml +1 -0
  19. package/content/templates/common-paper-ai-addendum/metadata.yaml +1 -0
  20. package/content/templates/common-paper-ai-addendum-in-app/metadata.yaml +1 -0
  21. package/content/templates/common-paper-amendment/metadata.yaml +1 -0
  22. package/content/templates/common-paper-business-associate-agreement/metadata.yaml +1 -0
  23. package/content/templates/common-paper-cloud-service-agreement/metadata.yaml +1 -0
  24. package/content/templates/common-paper-csa-click-through/metadata.yaml +1 -0
  25. package/content/templates/common-paper-csa-with-ai/metadata.yaml +1 -0
  26. package/content/templates/common-paper-csa-with-sla/metadata.yaml +1 -0
  27. package/content/templates/common-paper-csa-without-sla/metadata.yaml +1 -0
  28. package/content/templates/common-paper-data-processing-agreement/metadata.yaml +1 -0
  29. package/content/templates/common-paper-design-partner-agreement/metadata.yaml +1 -0
  30. package/content/templates/common-paper-independent-contractor-agreement/metadata.yaml +1 -0
  31. package/content/templates/common-paper-letter-of-intent/metadata.yaml +1 -0
  32. package/content/templates/common-paper-mutual-nda/metadata.yaml +1 -0
  33. package/content/templates/common-paper-one-way-nda/metadata.yaml +1 -0
  34. package/content/templates/common-paper-order-form/metadata.yaml +1 -0
  35. package/content/templates/common-paper-order-form-with-sla/metadata.yaml +1 -0
  36. package/content/templates/common-paper-partnership-agreement/metadata.yaml +1 -0
  37. package/content/templates/common-paper-pilot-agreement/metadata.yaml +1 -0
  38. package/content/templates/common-paper-professional-services-agreement/metadata.yaml +1 -0
  39. package/content/templates/common-paper-software-license-agreement/metadata.yaml +1 -0
  40. package/content/templates/common-paper-statement-of-work/metadata.yaml +1 -0
  41. package/content/templates/common-paper-term-sheet/metadata.yaml +1 -0
  42. package/content/templates/openagreements-employee-ip-inventions-assignment/metadata.yaml +1 -0
  43. package/content/templates/openagreements-employee-ip-inventions-assignment/template.docx +0 -0
  44. package/content/templates/openagreements-employment-confidentiality-acknowledgement/metadata.yaml +1 -0
  45. package/content/templates/openagreements-employment-confidentiality-acknowledgement/template.docx +0 -0
  46. package/content/templates/openagreements-employment-offer-letter/metadata.yaml +1 -0
  47. package/content/templates/openagreements-employment-offer-letter/template.docx +0 -0
  48. package/content/templates/openagreements-restrictive-covenant-wyoming/metadata.yaml +236 -0
  49. package/content/templates/openagreements-restrictive-covenant-wyoming/practice-note.md +103 -0
  50. package/content/templates/openagreements-restrictive-covenant-wyoming/template.docx +0 -0
  51. package/content/templates/openagreements-restrictive-covenant-wyoming/template.md +154 -0
  52. package/content/templates/working-group-list/metadata.yaml +1 -0
  53. package/dist/commands/list.js +6 -3
  54. package/dist/commands/list.js.map +1 -1
  55. package/dist/core/employment/jurisdiction-rules.d.ts.map +1 -1
  56. package/dist/core/employment/jurisdiction-rules.js +69 -0
  57. package/dist/core/employment/jurisdiction-rules.js.map +1 -1
  58. package/dist/core/employment/memo.d.ts.map +1 -1
  59. package/dist/core/employment/memo.js +127 -0
  60. package/dist/core/employment/memo.js.map +1 -1
  61. package/dist/core/engine.d.ts.map +1 -1
  62. package/dist/core/engine.js +16 -2
  63. package/dist/core/engine.js.map +1 -1
  64. package/dist/core/fill-pipeline.d.ts +8 -0
  65. package/dist/core/fill-pipeline.d.ts.map +1 -1
  66. package/dist/core/fill-pipeline.js +63 -4
  67. package/dist/core/fill-pipeline.js.map +1 -1
  68. package/dist/core/metadata.d.ts +2 -0
  69. package/dist/core/metadata.d.ts.map +1 -1
  70. package/dist/core/metadata.js +1 -0
  71. package/dist/core/metadata.js.map +1 -1
  72. package/dist/core/signing-config.d.ts +46 -0
  73. package/dist/core/signing-config.d.ts.map +1 -0
  74. package/dist/core/signing-config.js +67 -0
  75. package/dist/core/signing-config.js.map +1 -0
  76. package/dist/core/template-listing.d.ts +1 -0
  77. package/dist/core/template-listing.d.ts.map +1 -1
  78. package/dist/core/template-listing.js +3 -2
  79. package/dist/core/template-listing.js.map +1 -1
  80. package/dist/core/unified-pipeline.d.ts +1 -0
  81. package/dist/core/unified-pipeline.d.ts.map +1 -1
  82. package/dist/core/unified-pipeline.js +1 -0
  83. package/dist/core/unified-pipeline.js.map +1 -1
  84. package/package.json +7 -3
  85. package/server.json +2 -2
package/README.md CHANGED
@@ -5,7 +5,7 @@
5
5
  [![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](https://opensource.org/licenses/MIT)
6
6
  [![Agent Skill](https://img.shields.io/badge/agent--skill-open--agreements-purple)](https://skills.sh)
7
7
  [![CI](https://github.com/open-agreements/open-agreements/actions/workflows/ci.yml/badge.svg)](https://github.com/open-agreements/open-agreements/actions/workflows/ci.yml)
8
- [![MCP Server Status](https://img.shields.io/endpoint?url=https%3A%2F%2Fopenagreements.ai%2Fapi%2Fstatus%3Fformat%3Dshields)](https://openagreements.openstatus.dev/)
8
+ [![MCP Server Status](https://img.shields.io/endpoint?url=https%3A%2F%2Fopenagreements.org%2Fapi%2Fstatus%3Fformat%3Dshields)](https://openagreements.openstatus.dev/)
9
9
  [![codecov](https://img.shields.io/codecov/c/github/open-agreements/open-agreements/main)](https://app.codecov.io/gh/open-agreements/open-agreements)
10
10
  [![GitHub stargazers](https://img.shields.io/github/stars/open-agreements/open-agreements?style=social)](https://github.com/open-agreements/open-agreements/stargazers)
11
11
  [![Tests: Vitest](https://img.shields.io/badge/tests-vitest-6E9F18)](https://vitest.dev/)
@@ -49,7 +49,7 @@ Fill standard legal agreement templates and produce signable DOCX files. Templat
49
49
 
50
50
  OpenAgreements supports two execution modes with different trust boundaries:
51
51
 
52
- - Hosted remote MCP connector (`https://openagreements.ai/api/mcp`) for fast setup in Claude.
52
+ - Hosted remote MCP connector (`https://openagreements.org/api/mcp`) for fast setup in Claude.
53
53
  - Fully local package execution (`npx`, global install, or local stdio MCP package) for machine-local workflows.
54
54
 
55
55
  There is no global default mode recommendation. Choose based on document sensitivity, internal policy, and workflow speed needs. See `docs/trust-checklist.md` for a 60-second data-flow summary.
@@ -125,7 +125,7 @@ This repository includes a Cursor plugin manifest with MCP wiring:
125
125
 
126
126
  The default MCP setup in `mcp.json` includes:
127
127
 
128
- - Hosted OpenAgreements MCP connector (`https://openagreements.ai/api/mcp`)
128
+ - Hosted OpenAgreements MCP connector (`https://openagreements.org/api/mcp`)
129
129
  - Local workspace MCP server (`npx -y @open-agreements/contracts-workspace-mcp`)
130
130
  - Local template drafting MCP server (`npx -y @open-agreements/contract-templates-mcp`)
131
131
 
@@ -402,7 +402,7 @@ Template content is licensed by their respective authors — CC BY 4.0 (Common P
402
402
  ## Privacy
403
403
 
404
404
  - **Local mode** (`npx`, global install, stdio MCP): all processing happens on your machine. No document content is sent externally.
405
- - **Hosted mode** (`https://openagreements.ai/api/mcp`): template filling runs server-side. No filled documents are stored after the response is returned.
405
+ - **Hosted mode** (`https://openagreements.org/api/mcp`): template filling runs server-side. No filled documents are stored after the response is returned.
406
406
 
407
407
  See our [Privacy Policy](https://usejunior.com/privacy_policy) for details.
408
408
 
@@ -1,4 +1,5 @@
1
1
  name: YC Post-Money SAFE — Discount
2
+ category: safes
2
3
  description: Y Combinator's Post-Money SAFE (Simple Agreement for Future Equity) with a discount rate and no valuation cap.
3
4
  source_url: https://www.ycombinator.com/documents
4
5
  version: '2024.12'
@@ -1,4 +1,5 @@
1
1
  name: YC Post-Money SAFE — MFN
2
+ category: safes
2
3
  description: >-
3
4
  Y Combinator's Post-Money SAFE (Simple Agreement for Future Equity) with a most favored nation (MFN) provision, no
4
5
  valuation cap, and no discount.
@@ -1,4 +1,5 @@
1
1
  name: YC Pro Rata Side Letter
2
+ category: safes
2
3
  description: >-
3
4
  Y Combinator's Pro Rata Side Letter, granting the investor pro rata rights in connection with a Post-Money SAFE
4
5
  investment.
@@ -1,4 +1,5 @@
1
1
  name: YC Post-Money SAFE — Valuation Cap
2
+ category: safes
2
3
  description: >-
3
4
  Y Combinator's Post-Money SAFE (Simple Agreement for Future Equity) with a valuation cap and no discount. The most
4
5
  common early-stage investment instrument.
@@ -1,4 +1,5 @@
1
1
  name: NVCA Model Certificate of Incorporation
2
+ category: venture-financing
2
3
  description: >-
3
4
  Amended and restated certificate of incorporation for venture-backed Delaware corporations, defining preferred stock
4
5
  rights, preferences, and privileges.
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "INCORPORATIONOF > [_________]": "{company_name}",
3
- "[____________], a corporation": "{company_name}",
3
+ "[____________], a corporation > [____________]": "{company_name}",
4
4
  "name of this corporation is > [_______________]": "{company_name}",
5
5
  "registered agent at such address is > [_____________________]": "{registered_agent_name}",
6
6
  "State of Delaware is > [_____________]": "{registered_agent_address}",
@@ -1,4 +1,5 @@
1
1
  name: NVCA Model Indemnification Agreement
2
+ category: venture-financing
2
3
  description: >-
3
4
  Director and officer indemnification agreement for venture-backed companies, providing indemnification and advancement
4
5
  of expenses.
@@ -1,4 +1,5 @@
1
1
  name: NVCA Model Investors' Rights Agreement
2
+ category: venture-financing
2
3
  description: >-
3
4
  Investors' rights agreement for venture financings, covering registration rights, information rights, board observer
4
5
  rights, and protective provisions.
@@ -1,4 +1,5 @@
1
1
  name: NVCA Model Management Rights Letter
2
+ category: venture-financing
2
3
  description: Management rights letter granting ERISA-qualifying management rights to venture capital fund investors.
3
4
  source_url: https://nvca.org/wp-content/uploads/2025/12/NVCA-2020-Management-Rights-Letter-1-1.docx
4
5
  source_version: '2020'
@@ -1,4 +1,5 @@
1
1
  name: NVCA Model Right of First Refusal and Co-Sale Agreement
2
+ category: venture-financing
2
3
  description: >-
3
4
  Right of first refusal and co-sale agreement for venture financings, restricting transfer of founder shares and
4
5
  providing investor co-sale rights.
@@ -1,4 +1,5 @@
1
1
  name: NVCA Model Stock Purchase Agreement
2
+ category: venture-financing
2
3
  description: >-
3
4
  Series preferred stock purchase agreement for venture capital financings, covering purchase terms, representations,
4
5
  and closing conditions.
@@ -1,4 +1,5 @@
1
1
  name: NVCA Model Voting Agreement
2
+ category: venture-financing
2
3
  description: >-
3
4
  Standard-form voting agreement for venture capital financings, covering board composition, drag-along rights, and
4
5
  stockholder voting obligations.
@@ -1,4 +1,5 @@
1
1
  name: Bonterms Mutual NDA
2
+ category: confidentiality
2
3
  description: >-
3
4
  Cover page for the Bonterms Mutual NDA (Version 1.0). The standard terms are incorporated by reference from
4
5
  bonterms.com.
@@ -0,0 +1,35 @@
1
+ signers:
2
+ - role: party_1
3
+ nameField: party_1_name
4
+ signatureField: sig_party_1
5
+ dateField: date_party_1
6
+ routingOrder: 1
7
+ - role: party_2
8
+ nameField: party_2_name
9
+ signatureField: sig_party_2
10
+ dateField: date_party_2
11
+ routingOrder: 2
12
+
13
+ providerAnchors:
14
+ docusign:
15
+ sig_party_1: "/sn1/"
16
+ sig_party_2: "/sn2/"
17
+ date_party_1: "/ds1/"
18
+ date_party_2: "/ds2/"
19
+ dropboxsign:
20
+ sig_party_1: "[sig|req|signer1]"
21
+ sig_party_2: "[sig|req|signer2]"
22
+ date_party_1: "[date|req|signer1]"
23
+ date_party_2: "[date|req|signer2]"
24
+ adobesign:
25
+ sig_party_1: "{{sig1_es_:signer1:signature}}"
26
+ sig_party_2: "{{sig2_es_:signer2:signature}}"
27
+ date_party_1: "{{date1_es_:signer1:date}}"
28
+ date_party_2: "{{date2_es_:signer2:date}}"
29
+ pandadoc:
30
+ sig_party_1: "{{signature:party_1}}"
31
+ sig_party_2: "{{signature:party_2}}"
32
+ date_party_1: "{{date:party_1}}"
33
+ date_party_2: "{{date:party_2}}"
34
+
35
+ emailSubjectTemplate: "Bonterms Mutual NDA — {{party_1_name}} / {{party_2_name}}"
@@ -1,4 +1,5 @@
1
1
  name: Bonterms Professional Services Agreement
2
+ category: professional-services
2
3
  description: >-
3
4
  Cover page for the Bonterms Professional Services Agreement (Version 1.2). The standard terms are incorporated by
4
5
  reference from bonterms.com.
@@ -1,4 +1,5 @@
1
1
  name: Closing Checklist
2
+ category: other
2
3
  description: >-
3
4
  A stage-first, document-first closing checklist that tracks canonical
4
5
  documents, checklist entries, signatories, action items, and issues.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper AI Addendum
2
+ category: data-compliance
2
3
  description: >-
3
4
  An AI addendum cover page and standard terms, based on Common Paper's standard form. Adds AI-specific provisions to an
4
5
  existing agreement, covering model training, input/output rights, and AI usage policies.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper AI Addendum In-App
2
+ category: data-compliance
2
3
  description: >-
3
4
  An in-app AI addendum based on Common Paper's standard form. A streamlined version of the AI addendum designed to be
4
5
  accepted electronically within an application.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper Amendment
2
+ category: deals-partnerships
2
3
  description: >-
3
4
  An amendment template for modifying existing agreements, based on Common Paper's standard form. References the
4
5
  original agreement and details the specific changes being made.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper Business Associate Agreement
2
+ category: data-compliance
2
3
  description: >-
3
4
  A HIPAA business associate agreement cover page and standard terms, based on Common Paper's standard form. Covers the
4
5
  use and protection of protected health information (PHI) between a covered entity and a business associate.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper Cloud Service Agreement
2
+ category: sales-licensing
2
3
  description: >-
3
4
  A cloud service agreement with order form and framework terms, based on Common Paper's standard terms. Covers SaaS
4
5
  subscriptions, payment, SLAs, liability, and data processing. Includes full Standard Terms v2.1.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper CSA Click-Through
2
+ category: sales-licensing
2
3
  description: >-
3
4
  A click-through cloud service agreement based on Common Paper's standard terms. Designed for self-serve SaaS products
4
5
  where the customer accepts terms online rather than negotiating a paper agreement.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper CSA With AI
2
+ category: sales-licensing
2
3
  description: >-
3
4
  A cloud service agreement with AI provisions, key terms, and standard terms, based on Common Paper's standard form.
4
5
  Extends the standard CSA with AI-specific terms covering model training, input/output rights, and AI usage policies.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper CSA With SLA
2
+ category: sales-licensing
2
3
  description: >-
3
4
  A cloud service agreement with SLA provisions, key terms, and standard terms, based on Common Paper's standard form.
4
5
  Includes uptime targets, response times, and support schedules alongside full CSA terms.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper CSA Without SLA
2
+ category: sales-licensing
2
3
  description: >-
3
4
  A cloud service agreement with key terms and standard terms, based on Common Paper's standard form. Covers SaaS
4
5
  subscriptions, payment, liability, and data processing.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper Data Processing Agreement
2
+ category: data-compliance
2
3
  description: >-
3
4
  A data processing agreement cover page and standard terms, based on Common Paper's standard form. Covers GDPR and data
4
5
  protection compliance, including processor/controller roles, data transfers, subprocessors, and security measures.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper Design Partner Agreement
2
+ category: deals-partnerships
2
3
  description: >-
3
4
  A design partner agreement cover page and standard terms, based on Common Paper's standard form. Covers partnerships
4
5
  where a company provides early access to a product in development in exchange for feedback and collaboration.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper Independent Contractor Agreement
2
+ category: professional-services
2
3
  description: >-
3
4
  An independent contractor agreement based on Common Paper's standard form. Covers the engagement of an independent
4
5
  contractor, including scope of services, rates, payment, timeline, and governing law.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper Letter of Intent
2
+ category: deals-partnerships
2
3
  description: >-
3
4
  A letter of intent template for SaaS and technology deals, based on Common Paper's standard form. Outlines product,
4
5
  timeline, fees, and references an existing NDA.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper Mutual NDA
2
+ category: confidentiality
2
3
  description: >-
3
4
  A mutual non-disclosure agreement cover page based on Common Paper's standard terms. The cover page references the
4
5
  Standard Terms posted at commonpaper.com.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper One-Way NDA
2
+ category: confidentiality
2
3
  description: >-
3
4
  A one-way (unilateral) non-disclosure agreement cover page based on Common Paper's standard terms. The Discloser
4
5
  shares confidential information with the Receiver, but not vice versa. References the Standard Terms posted at
@@ -1,4 +1,5 @@
1
1
  name: Common Paper Order Form
2
+ category: sales-licensing
2
3
  description: >-
3
4
  An order form template for cloud service agreements, based on Common Paper's standard form. References existing Key
4
5
  Terms and covers subscription details, fees, pilot period, payment, and professional services.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper Order Form with SLA
2
+ category: sales-licensing
2
3
  description: >-
3
4
  An order form template with service level agreement (SLA) provisions, based on Common Paper's standard form. Extends
4
5
  the standard order form with uptime targets, response times, and support schedules.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper Partnership Agreement
2
+ category: deals-partnerships
2
3
  description: >-
3
4
  A partnership agreement cover page and standard terms, based on Common Paper's standard form. Covers business
4
5
  partnerships including obligations, fees, territory, liability, and data processing.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper Pilot Agreement
2
+ category: deals-partnerships
2
3
  description: >-
3
4
  A pilot agreement cover page and standard terms, based on Common Paper's standard form. Covers trial or pilot periods
4
5
  for cloud services, including fees, support, and liability provisions.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper Professional Services Agreement
2
+ category: professional-services
2
3
  description: >-
3
4
  A professional services agreement with key terms, statement of work, and standard terms, based on Common Paper's
4
5
  standard form. Covers consulting and professional services engagements including deliverables, IP ownership, fees, and
@@ -1,4 +1,5 @@
1
1
  name: Common Paper Software License Agreement
2
+ category: sales-licensing
2
3
  description: >-
3
4
  Standard terms for a software license agreement, based on Common Paper's standard form. Provides the framework terms
4
5
  for on-premise software licensing, to be used with a separate cover page and order form.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper Statement of Work
2
+ category: professional-services
2
3
  description: >-
3
4
  A statement of work template for professional services engagements, based on Common Paper's standard form. References
4
5
  a PSA or CSA Key Terms and covers scope, deliverables, timeline, fees, and expenses.
@@ -1,4 +1,5 @@
1
1
  name: Common Paper Term Sheet
2
+ category: deals-partnerships
2
3
  description: >-
3
4
  A term sheet template for outlining key business terms, based on Common Paper's standard form. A simple
4
5
  topic-and-details format for early-stage deal discussions.
@@ -1,4 +1,5 @@
1
1
  name: OpenAgreements Employee IP and Inventions Assignment
2
+ category: employment
2
3
  description: >-
3
4
  Employee proprietary information and inventions assignment agreement with
4
5
  explicit prior-inventions and personal-project carveout language placeholders.
@@ -1,4 +1,5 @@
1
1
  name: OpenAgreements Employment Confidentiality Acknowledgement
2
+ category: employment
2
3
  description: >-
3
4
  Employee confidentiality and acceptable-use acknowledgement companion for
4
5
  onboarding packets, including reporting and post-employment handling.
@@ -1,4 +1,5 @@
1
1
  name: OpenAgreements Employment Offer Letter
2
+ category: employment
2
3
  description: >-
3
4
  A startup-focused employment offer letter template for full-time or part-time
4
5
  hiring with compensation, equity summary, and at-will framing.
@@ -0,0 +1,236 @@
1
+ name: OpenAgreements Employee Restrictive Covenant (Wyoming)
2
+ category: employment
3
+ description: >-
4
+ Wyoming-specific employee restrictive covenant agreement with modular
5
+ covenant structure (non-compete, non-solicitation, non-dealing, non-investment,
6
+ confidentiality, non-disparagement). Incorporates Wyo. Stat. section 1-23-108
7
+ (SF 107, 2025) pathway gating for non-compete-adjacent covenants. Drafted as
8
+ a starting point for licensed counsel review.
9
+ source_url: https://github.com/open-agreements/open-agreements/tree/main/templates/openagreements-restrictive-covenant-wyoming
10
+ version: '2.0'
11
+ license: CC-BY-4.0
12
+ allow_derivatives: true
13
+ attribution_text: >-
14
+ Authored by OpenAgreements contributors. Wyoming-specific analysis informed
15
+ by publicly available commentary from Am Law firms including Ogletree Deakins,
16
+ Fisher Phillips, Littler Mendelson, Foley & Lardner, Faegre Drinker, and
17
+ Vinson & Elkins. See practice note for sources. Licensed under CC BY 4.0.
18
+ fields:
19
+ # --- Parties (on cover page) ---
20
+ - name: employer_name
21
+ type: string
22
+ description: Legal name of the employer
23
+ section: Parties
24
+ - name: employee_name
25
+ type: string
26
+ description: Full legal name of the employee
27
+ section: Parties
28
+ - name: employee_title
29
+ type: string
30
+ description: Employee job title or position (optional)
31
+ default: ''
32
+ section: Parties
33
+ - name: effective_date
34
+ type: date
35
+ description: Effective date of this agreement
36
+ section: Timing
37
+ - name: governing_law
38
+ type: string
39
+ description: Governing law state
40
+ default: Wyoming
41
+ section: Legal
42
+
43
+ # --- AI-only fields (drive memo warnings, never in output) ---
44
+ - name: worker_category
45
+ type: enum
46
+ description: >-
47
+ Employee role classification under Wyo. Stat. section 1-23-108.
48
+ AI-only field that drives memo warnings. Not shown in the output document.
49
+ options:
50
+ - Executive
51
+ - Management
52
+ - Professional Staff
53
+ - Physician
54
+ - Other
55
+ section: AI Analysis
56
+ - name: restriction_pathways
57
+ type: string
58
+ description: >-
59
+ Wyoming restriction pathway(s) under Wyo. Stat. section 1-23-108.
60
+ AI-only field that drives memo warnings and conditional gating.
61
+ Not shown in the output document. Options: Executive or Management
62
+ Personnel, Trade Secret Protection, None.
63
+ default: None
64
+ section: AI Analysis
65
+
66
+ # --- Confidentiality (on cover page, always visible) ---
67
+ - name: confidentiality_trade_secret_duration
68
+ type: string
69
+ description: Duration of confidentiality obligations for trade secrets
70
+ default: Perpetual
71
+ section: Confidentiality
72
+ - name: confidentiality_other_duration
73
+ type: string
74
+ description: Duration of confidentiality obligations for non-trade-secret information
75
+ default: 24 months
76
+ default_value_rationale: >-
77
+ 24 months is common for non-trade-secret confidentiality obligations
78
+ in employment agreements.
79
+ section: Confidentiality
80
+
81
+ # --- Employee Non-Solicitation ---
82
+ - name: employee_nonsolicit_included
83
+ type: boolean
84
+ description: Whether the employee non-solicitation covenant is included
85
+ default: 'true'
86
+ section: Employee Non-Solicitation
87
+ - name: employee_nonsolicit_duration
88
+ type: string
89
+ description: Duration of employee non-solicitation restriction
90
+ default: 12 months
91
+ default_value_rationale: >-
92
+ 12 months is the most common enforceable duration. Mayer Brown guidance
93
+ states 1-2 years is the outer range of reasonableness.
94
+ section: Employee Non-Solicitation
95
+ - name: covered_employee_period
96
+ type: string
97
+ description: >-
98
+ Lookback period for determining which employees are covered by
99
+ the non-solicitation restriction.
100
+ default: 12 months
101
+ default_value_rationale: >-
102
+ 12 months is the most common lookback period for employee
103
+ non-solicitation scope.
104
+ section: Employee Non-Solicitation
105
+
106
+ # --- Customer Non-Solicitation ---
107
+ - name: customer_nonsolicit_included
108
+ type: boolean
109
+ description: Whether the customer/partner non-solicitation covenant is included
110
+ default: 'true'
111
+ section: Customer Non-Solicitation
112
+ - name: customer_nonsolicit_duration
113
+ type: string
114
+ description: Duration of customer/partner non-solicitation restriction
115
+ default: 12 months
116
+ default_value_rationale: >-
117
+ 12 months is the most common enforceable duration. Compass Minerals uses
118
+ 12 months for non-CEO employees and 24 months for CEO.
119
+ section: Customer Non-Solicitation
120
+ - name: covered_customer_period
121
+ type: string
122
+ description: >-
123
+ Lookback period for determining which customers are covered by
124
+ the non-solicitation and non-dealing restrictions.
125
+ default: 12 months
126
+ default_value_rationale: >-
127
+ 12 months is the most common lookback period for customer
128
+ non-solicitation scope.
129
+ section: Customer Non-Solicitation
130
+
131
+ # --- Non-Competition (conditional on pathway) ---
132
+ - name: noncompete_included
133
+ type: boolean
134
+ description: >-
135
+ Whether the non-competition covenant is included. Requires a lawful
136
+ restriction pathway under Wyo. Stat. section 1-23-108.
137
+ default: 'false'
138
+ default_value_rationale: >-
139
+ Wyo. Stat. section 1-23-108 voids most non-compete covenants. The
140
+ drafter must affirmatively include this covenant only when a statutory
141
+ pathway applies.
142
+ section: Non-Competition
143
+ - name: noncompete_duration
144
+ type: string
145
+ description: Duration of non-competition restriction
146
+ default: 12 months
147
+ default_value_rationale: >-
148
+ 12 months is the most common enforceable duration. Hassler v. Circle C
149
+ Resources (2022 WY 28) struck down a 24-month provision with broad
150
+ scope. No Wyoming court has upheld a non-compete exceeding 24 months.
151
+ section: Non-Competition
152
+ - name: territory
153
+ type: string
154
+ description: Geographic scope of the non-competition restriction
155
+ default: the geographic area in which Employee provided services
156
+ default_value_rationale: >-
157
+ Tied to the employee's actual service area. Narrower scope improves
158
+ enforceability under Wyoming's strict scrutiny.
159
+ section: Non-Competition
160
+ - name: competitive_business_definition
161
+ type: string
162
+ description: >-
163
+ Description of the business activities that constitute competition
164
+ with the employer.
165
+ section: Non-Competition
166
+ - name: specified_competitors
167
+ type: string
168
+ description: >-
169
+ Optional named list of specific competitors. Narrowing the restriction
170
+ to named competitors strengthens enforceability.
171
+ default: ''
172
+ section: Non-Competition
173
+
174
+ # --- No Business with Covered Customers (conditional) ---
175
+ - name: nondealing_included
176
+ type: boolean
177
+ description: >-
178
+ Whether the no-business-with-covered-customers covenant is included.
179
+ Requires a lawful restriction pathway under Wyo. Stat. section 1-23-108.
180
+ default: 'false'
181
+ section: No Business with Covered Customers
182
+ - name: nondealing_duration
183
+ type: string
184
+ description: Duration of the no-business-with-covered-customers restriction
185
+ default: 12 months
186
+ section: No Business with Covered Customers
187
+
188
+ # --- Passive Public Holdings ---
189
+ - name: passive_public_holdings_threshold
190
+ type: string
191
+ description: >-
192
+ Maximum ownership percentage of publicly traded securities permitted
193
+ under the Passive Public Holdings carveout.
194
+ default: five percent
195
+ default_value_rationale: >-
196
+ Five percent of any class of publicly traded securities is the standard
197
+ passive investment carveout across Fortune 500 restrictive covenant
198
+ agreements.
199
+ section: Definitions
200
+
201
+ # --- Non-Investment (conditional) ---
202
+ - name: noninvestment_included
203
+ type: boolean
204
+ description: >-
205
+ Whether the non-investment covenant is included. Requires a lawful
206
+ restriction pathway under Wyo. Stat. section 1-23-108.
207
+ default: 'false'
208
+ section: Non-Investment
209
+ - name: noninvestment_duration
210
+ type: string
211
+ description: Duration of non-investment restriction
212
+ default: 12 months
213
+ section: Non-Investment
214
+
215
+ # --- Non-Disparagement ---
216
+ - name: nondisparagement_duration
217
+ type: string
218
+ description: Duration of non-disparagement obligation (measured from termination)
219
+ default: 24 months
220
+ default_value_rationale: >-
221
+ 24 months is common for employment non-disparagement provisions.
222
+ section: Non-Disparagement
223
+
224
+ # --- Document Management ---
225
+ - name: cloud_drive_id
226
+ type: string
227
+ description: Optional document-system URI or file ID for execution copy traceability
228
+ section: Document Management
229
+ - name: cloud_drive_id_footer
230
+ type: string
231
+ description: Internal computed footer text for document-system traceability
232
+ default: ''
233
+ section: Document Management
234
+ priority_fields:
235
+ - employer_name
236
+ - employee_name