Integration · Documents

Connect Claude & ChatGPT to Documenso

Ask your AI which documents are still waiting for signatures, who has not signed yet, or to send a contract from a template in Documenso. It can search documents and templates by status and folder, read recipients and the audit log, and create documents from templates. It can also add or change recipients, send and resend signing emails, and cancel a pending document.

Connect Documenso free

Free plan, no credit card. Takes about a minute.

Try asking

“Which documents are still pending?”
The AI searches your documents with status PENDING and lists them with their title and recipients.
“Has Peter signed the NDA yet?”
It finds the document and reads its recipients to see who has signed and who has not.
“Send our consultancy agreement template to [email protected] for signing.”
It creates a document from the template with Jane in the signer role and sends it for signing.

What your AI can do

Documents and templates

Search documents and templates by text, type, status or folder, create documents from templates, and copy, update or delete them.

Recipients and signing

Add, update and remove signers, approvers, viewers and CC recipients, send documents and resend signing emails.

Tracking and audit log

Read signing status per recipient and the audit log with sent, opened and signed events, and organise documents in folders.

“Remind the people who have not signed the lease.”
It finds the unsigned recipients and resends the signing email to them.
“Show me the audit log for the Acme contract.”
It lists the document's events, such as when it was sent, opened and signed.
“Add our CFO as an approver on the draft service agreement.”
It adds a recipient with the name, email and role APPROVER to the draft.

37 tools for Documenso

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_recipientsChanges dataAdd recipients to an envelope by `envelope_id`; each needs `name`, `email` and `role` (SIGNER, APPROVER, VIEWER, CC, ASSISTANT).
cancel_envelopeDeletesCancel a pending document by `envelope_id` with an optional `reason`, so it can no longer be signed. This cannot be undone.
create_createChanges dataCreate a new create. Required: envelope id or data. API summary: Create attachment.
create_deleteChanges dataCreate a new delete. Required: id. API summary: Delete attachment.
create_document_from_templateChanges dataCreate a document from a template: `payload.envelopeId` is the template, `payload.recipients` fills its roles (id, name, email). Set `payload.distributeDocument` to send it for signing right away.
create_embedding_presign_tokenDeletesCreate a new embedding. Destructive action; may require approval. API summary: Create embedding presign token.
create_envelopeChanges dataCreate a new create. Required: payload. API summary: Create envelope.
create_field_manyChanges dataCreate a new field. Required: envelope id or data. API summary: Create envelope fields.
create_folderChanges dataCreate a folder with a `name`, optionally inside `parent_id`.
create_product_manyChanges dataCreate a new product. Required: payload. API summary: Create envelope items.
create_updateChanges dataCreate a new update. Required: id or data. API summary: Update attachment.
delete_envelopeChanges dataDelete a document or template by `envelope_id`. This cannot be undone.
delete_envelope_fieldChanges dataCreate a new delete. Required: field id. API summary: Delete envelope field.
delete_envelope_itemChanges dataCreate a new delete. Required: envelope id or envelope item id. API summary: Delete envelope item.
delete_folderChanges dataCreate a new delete. Required: folder id. API summary: Delete folder.
download_audit_logDownload the document for a audit log. API summary: Download envelope audit log PDF.
download_certificateDownload the document for a certificate. API summary: Download envelope certificate PDF.
download_productDownload the document for a product. API summary: Download an envelope item.
duplicate_envelopeVisible to othersMake a copy of a document or template by `envelope_id`.
get_envelopeGet one document or template by `envelope_id`, with its recipients, fields and signing status.
get_envelope_manyChanges dataGet one envelope. API summary: Get multiple envelopes.
get_fieldGet one field by field id. API summary: Get envelope field.
get_recipientGet one recipient by `recipient_id`, including whether they have signed.
list_audit_logList the audit log of a document by `envelope_id` (sent, opened, signed and other events).
list_foldersList or search folders by `query`, `type` or `parent_id`.
reject_recipientVisible to othersReject a recipient (recipient id). Has effects visible outside this system. API summary: Reject envelope recipient on behalf of.
remove_recipientChanges dataRemove a recipient from a draft envelope by `recipient_id`.
resend_envelopeChanges dataResend the signing email to specific `recipients` (recipient IDs) of a pending envelope by `envelope_id`.
search_documentsSearch documents by envelope id. Use this to find existing documents before creating a new document. API summary: Find attachments.
search_envelopesSearch documents and templates (envelopes) by `query`, `type` (DOCUMENT or TEMPLATE), `status` (DRAFT, PENDING, COMPLETED, REJECTED, CANCELLED) or `folder_id`.
send_envelopeChanges dataSend a document for signing by `envelope_id`. This emails every recipient (unless distribution method is NONE); optional subject and message in `meta`.
submit_embedding_presign_tokenDeletesVerify a embedding. Destructive action; may require approval. API summary: Verify embedding presign token.
update_envelopeChanges dataUpdate a document or template by `envelope_id`: title, folder or email settings (subject, message, signing order).
update_fields_manyChanges dataUpdate an existing field. API summary: Update envelope fields.
update_folderChanges dataCreate a new update. Required: folder id or data. API summary: Update folder.
update_products_manyChanges dataUpdate an existing product. API summary: Update envelope items.
update_recipientsChanges dataUpdate recipients of an envelope by `envelope_id` (name, email, role or signing order).

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Documenso from the app list.
2
Paste your key
Paste a Documenso API token. In Documenso open the team you want to connect, go to Team Settings > API Tokens, create a new token and copy it. It starts with api_ and has full access to that team.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Documenso?

The AI can search and read documents, templates, folders, recipients and audit logs. It can create documents from templates, create folders, update and copy documents, add, update and remove recipients, send and resend documents for signing, and cancel or delete a document.

Does the AI see my Documenso credentials?

No. Your Documenso credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. A Documenso token has full access to its team, so the tools you switch on in HeyMyApps decide what the AI can do. Sending emails recipients, and cancelling or deleting a document cannot be undone, so these can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Documenso account.

Which Documenso team does the AI work in?

The team the API token was created in. Each token is created under Team Settings for one team and gives access to that team's documents, templates and folders. To work with another team, you create a token in that team instead.