Integration · Documents

Connect Claude & ChatGPT to DottedSign

Ask your AI to send a contract for signature, see which tasks are still waiting or fetch a signed copy. It can create signing tasks from your templates or from a file, start them, resend the request to signers who have not acted, and change a signer. It can also read a task's audit trail and get download links for the signed document.

Connect DottedSign free

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

Try asking

“Send our NDA template to Jonas Berg at [email protected] for signature.”
The AI finds the NDA template and creates a signing task with Jonas as signer. With start switched on, he gets the request by email right away.
“Which signing tasks are still waiting for a signature?”
It lists your signing tasks filtered by status, with file name and signers.
“Who has viewed and signed the Hansen lease?”
It finds the task and reads its audit trail: who viewed, signed or declined, and when.

What your AI can do

Send for signature

Create signing tasks from a template or a file, with signers, message and deadline, and start them by email.

Track and follow up

List your own and your team's signing tasks, read the audit trail, resend requests and change task settings or signers.

Documents and links

Get download links for signed documents, audit trails and attachments, and share links that open a task for signing.

“Remind everyone who has not signed the supplier agreement yet.”
It resends the signing request email to the signers who still need to act.
“Get me the signed PDF and audit trail for task 58122.”
It creates download links for the signed document and the audit trail.
“Replace the signer on stage 2 with Lena Holm, [email protected].”
It changes the signer of that stage, and Lena is notified.

56 tools for DottedSign

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

approve_taskVisible to othersConfirm a task. Has effects visible outside this system.
archive_sign_taskVisible to othersArchive a finished signing task by `task_id`.
change_signerVisible to othersReplace the signer of one stage (`stage_id`) in a task (`task_id`) with `new_signer` (name, email), with an optional `reason`. The new signer is notified.
create_consentChanges dataCreate a new consent. API summary: Consent to quick sign.
create_documentChanges dataCreate a new document. API summary: Consent to a task file.
create_file_missionChanges dataCreate a new file mission. Required: file objects. API summary: Create a file mission.
create_public_formChanges dataCreate a new public form. Required: template id, form name or signer infos. API summary: Create a public form.
create_renewChanges dataCreate a new renew. Required: file mission id or file objects. API summary: Renew a file mission.
create_sealChanges dataCreate a new seal. Required: serial number, name or raw. API summary: Create and upload a seal.
create_sign_taskChanges dataCreate a signing task from a file: `file_name`, `stages` (signers with name and email) and the document as `base64_file` (or a `template_id`). With `start` true it is sent to signers by email right away.
create_signatureChanges dataCreate a new signature. Required: raw. API summary: Create and upload a signature.
create_task_discard_sign_taskChanges dataCreate a new task. Required: task id. API summary: Discard a task.
create_task_from_templateChanges dataCreate a signing task from a template: `template_id`, `file_name` and `stages` (one per signer, each with `name` and `email`), plus optional message and deadline in `task_setting`. With `start` true it is sent to signers by email right away.
create_task_review_taskChanges dataCreate a new task. Required: task id or review fields. API summary: Review a task.
create_task_sign_sign_taskChanges dataCreate a new task. Required: task id. API summary: Sign a task.
create_templateChanges dataCreate a new template. Required: file name or stages. API summary: Create a template.
delete_public_formsMoves moneyPermanently delete a public form. Financial or irreversible action; may require approval.
delete_signaturesMoves moneyPermanently delete a signature. Financial or irreversible action; may require approval.
delete_templatesMoves moneyPermanently delete a template. Financial or irreversible action; may require approval.
download_file_mission_linkDownload the document for a file mission. API summary: Get a file mission download link.
download_public_form_csvDownload the document for a public form. API summary: Download the CSV of public form.
download_taskDownload the document for a task. API summary: Download task related files.
get_archived_task_listList tasks. Optional filters: sent by. Results are paginated. API summary: Get archived task list.
get_discarded_task_listList tasks. Optional filters: sent by. Results are paginated. API summary: Get discarded task list.
get_download_linkGet a download link for a task's files by `task_id`; choose `file_types` such as task (signed document), audittrail, attachment or sourcefile.
get_groupGet details of your DottedSign team (group).
get_group_seal_listList tasks. Optional filters: asset format. Results are paginated. API summary: Get group seal list.
get_memberGet the DottedSign member details for the connected account.
get_public_form_listList tasks. Results are paginated. API summary: Get public form list.
get_public_form_statusChanges dataGet the current status of a public form. API summary: Update a public form status.
get_sign_taskGet one signing task by `task_id`, with status, signers and stages.
get_signature_listList tasks. Optional filters: asset format or category. Results are paginated. API summary: Get signature list.
get_signing_linksGet share links that open signing tasks (`task_ids`), optionally for one signer `email`.
get_templateGet one template by `template_id`, with its signing stages and fields.
list_audit_trailGet the audit trail of a signing task by `task_id` (who viewed, signed or declined, and when).
list_file_missionsList file missions. Optional filters: file mission id. API summary: Get a file mission.
list_public_formsList public forms. Optional filters: form id. API summary: Get a public form.
list_sign_tasksList your signing tasks, filtered by `status`, `signer`, `file_name`, `template_id` or date range. Paged with `page` and `limit`.
list_tasks_read_sign_taskList tasks. Optional filters: task id, uuid, verify data, identity verify token, account protect token or verify token. API summary: Read a task.
list_team_sign_tasksList signing tasks across your team (group), with the same filters as list_sign_tasks plus signer `emails`.
list_templatesList your document templates, filtered by `file_name`. Paged with `page` and `limit`.
reject_taskVisible to othersDecline a task. Has effects visible outside this system.
resend_sign_taskVisible to othersResend the signing request email for a task by `task_id` to the signers who still need to act.
restore_taskChanges dataRestore a task.
restore_task_unarchiveChanges dataUnarchive a task.
start_sign_taskChanges dataStart a draft signing task by `task_id`, which emails it to the signers.
submit_templateVisible to othersDuplicate a template. Has effects visible outside this system.
update_a_taskVisible to othersUpdate an existing task. Has effects visible outside this system. API summary: Update a task.
update_groupsVisible to othersUpdate an existing group. Has effects visible outside this system. API summary: Update group info.
update_public_formsVisible to othersUpdate an existing public form. Has effects visible outside this system. API summary: Update a public form.
update_task_settingsVisible to othersChange a signing task's settings by `task_id`, e.g. message, deadline or reminders in `task_setting`.
update_tasks_templateChanges dataUpdate an existing task. API summary: Save a task to a template.
update_templatesVisible to othersUpdate an existing template. Has effects visible outside this system. API summary: Update a template.
update_usersVisible to othersUpdate an existing user. Has effects visible outside this system. API summary: Update member info.
upload_imageChanges dataUpload a image. API summary: Create and upload an image.
void_sign_taskDeletesVoid (cancel) a signing task by `task_id` so it can no longer be signed. This cannot be undone.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose DottedSign from the app list.
2
Paste your key
Paste the Client ID and Client secret of a DottedSign application. Log in to DottedSign and open the Developer Portal (dottedsign.com/developer/application/). Create an application, tick the API scopes you need, such as sign tasks and templates read and write, save it and copy its Client ID and Client secret.
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 DottedSign?

It can create signing tasks from templates or files, start them, resend requests, change settings and signers, archive finished tasks and void tasks. It can also list and read your and your team's signing tasks, templates, audit trails, your member and team details, and get signing and download links.

Does the AI see my DottedSign credentials?

No. Your DottedSign Client ID and Client secret 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. You choose which tools are switched on, so you can start with read-only tools. Sending a task emails real signers, and voiding a task cannot be undone. These actions can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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, and you do not need a credit card to start. Paid plans are billed per completed task. You also need your own DottedSign account.

Which API scopes should my DottedSign application have?

Tick the scopes for what you want the AI to do, for example read and write access to sign tasks and templates. DottedSign only allows what the application's scopes cover, on top of the tools you switch on in HeyMyApps.