Integration · Documents

Connect Claude & ChatGPT to Penneo

Ask your AI which case files are still waiting for signatures, who has signed and what happened on a case file, and it reads the answer from Penneo. It can also set up a new case file: upload a PDF, add signers and signature lines, set the signer's email and send it out for signing, with your approval if you want it.

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Try asking

“Which case files are still waiting for signatures?”
The AI lists case files filtered by status, with title, reference and expiry date.
“Who has signed the lease for Nordic Foods, and who is missing?”
It finds the case file, reads its details and lists each signer with their signing status.
“What has happened on case file 48213?”
It reads the case file's history: when it was sent, opened, signed or rejected.

What your AI can do

Case files and status

List and search case files by title, status, reference, folder or dates, and read documents, signers and event history.

Set up and send

Create case files, upload PDFs, add documents, signature lines, signers and copy recipients, then send the case file for signing.

Contacts and signing requests

Search, create and update contacts, set the signer's email and message, and see the requests waiting for you to sign.

“Set up a case file for this contract with Anna Jensen as signer.”
It creates a draft case file, uploads the PDF, adds it as a signable document, adds Anna as signer and links her to a signature line.
“Remind the signers who have not signed the board minutes yet.”
It finds the signers still missing and sends each of them the signing notification again. They receive an email.
“Get the signed documents from the supplier agreement.”
It downloads the documents of the case file, including the signed versions once signing is complete.

139 tools for Penneo

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

add_copy_recipientChanges dataAdd a copy recipient to a case file (`case_file_id`, `name`, `email`) who receives the signed documents but does not sign.
add_document_from_fileChanges dataAdd an uploaded file as a document on a case file: `file_id`, `case_file_id`, `title` and `document_order`; set `signable` true if it must be signed.
add_signature_lineChanges dataAdd a signature line to a document by `document_id`, with optional `role` and `sign_order`. Then assign a signer to it.
add_signerChanges dataAdd a signer to a case file with `case_file_id` and `name`; optionally `on_behalf_of`, `vatin` or `store_as_contact`. Set the signer's email via the signing request.
approve_invitationVisible to othersAccept a invitation (challenge key). Has effects visible outside this system. API summary: Accept folder invitation.
assign_signer_to_signature_lineChanges dataLink a signer to a signature line: `document_id`, `signature_line_id` and `signer_id`.
attach_signingrequestChanges dataLink a signingrequest (request id). API summary: Create new signing link.
create_a_new_documentChanges dataCreate a new document.
create_case_fileChanges dataCreate a new draft case file with a `title`, optional `reference`, `language`, `expire_at` and `sender_name`. Next add documents and signers, then send it.
create_contactChanges dataCreate a contact with `name` and `email`.
create_documentChanges dataCreate a new document.
create_document_extend_expirationChanges dataCreate a new extend expiration for a document. Required: expiration date. API summary: Reactivate an expired case file extending its expiration date.
create_document_post_apiv1_post_casefile_case_file_statusesChanges dataCreate a new document. API summary: Get the statuses of a list of case files provided in the body of the.
create_folderChanges dataCreate a new folder.
create_folder_inviteVisible to othersCreate a new invite for a folder. Has effects visible outside this system. API summary: Sends an invitation for sharing a folder to a list of users.
create_folder_shareChanges dataCreate a new share for a folder. API summary: Shares a folder with a list of users.
create_folder_un_shareChanges dataCreate a new un share for a folder. API summary: Un-shares a folder.
create_integrationcodeChanges dataCreate a new integrationcode. API summary: Extract case file JSON.
create_signer_documentChanges dataCreate a new document for a signer. API summary: Map a file to a signer.
create_signer_reactivateChanges dataCreate a new reactivate for a signer. API summary: Reactivate a rejected signing request.
create_signer_signertypeChanges dataCreate a new signertype for a signer. API summary: Map a collection of signer templates.
create_subscriptionDeletesCreate a new subscription. Required: event types. Destructive action; may require approval. API summary: Subcribe to one or more topics.
create_templateVisible to othersCreate a new template. Has effects visible outside this system.
create_testDeletesCreate a new test. Destructive action; may require approval. API summary: Trigger events to test webhook subscriptions.
delete_a_documentDeletesPermanently delete a document by document id. Destructive action; may require approval.
delete_case_fileDeletesPermanently delete a case file by `case_file_id`. This cannot be undone.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Deletes a comma separated list of contacts.
delete_document_recipientDeletesPermanently delete a recipient by recipient id. Destructive action; may require approval.
delete_document_signaturelineDeletesPermanently delete a signatureline by signature line id. Destructive action; may require approval. API summary: Delete a signature line.
delete_document_signerDeletesPermanently delete a signer by signer id. Destructive action; may require approval.
delete_file_sDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete file(s).
delete_folderDeletesPermanently delete a folder by folder id. Destructive action; may require approval. API summary: Delete multiple folders.
delete_folder_casefileDeletesPermanently delete a casefile by case file ids. Destructive action; may require approval. API summary: Unlink case files from a folder.
delete_folder_referencemapDeletesPermanently delete a referencemap by referencemap key. Destructive action; may require approval. API summary: Deleting a reference from the folder.
delete_folder_sharesMoves moneyPermanently delete a share by folder id. Financial or irreversible action; may require approval. API summary: Deletes the link between a folder and a list of users (unshare the folder).
delete_inviteDeletesPermanently delete a invite by invitation id. Destructive action; may require approval. API summary: Delete pending invitation.
delete_signer_communication_channelsMoves moneyPermanently delete a communication channel by signer id. Financial or irreversible action; may require approval. API summary: Remove the channel configuration for a signer, reverting to email delivery.
delete_signer_signertypeDeletesPermanently delete a signertype by signer type id. Destructive action; may require approval. API summary: Unmap a signer template.
delete_signer_signertypesMoves moneyPermanently delete a signertype by signer id. Financial or irreversible action; may require approval. API summary: Unmap a signer templates.
delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Delete a webhook subscription.
delete_templateDeletesPermanently delete a template by template id. Destructive action; may require approval.
download_case_file_documentsDownload the documents of a case file by `case_file_id`, including signed versions when complete.
download_documentDownload the document for a document. API summary: Get the file that was uploaded by the signer.
get_a_default_folderList messages. API summary: Get a default folder.
get_a_fileGet one document by document id. API summary: Get a file.
get_all_filesList documents. API summary: Get all files.
get_available_document_templatesList documents for a document. API summary: Get available document templates.
get_case_fileGet one case file by `case_file_id`: title, status, expiry and sender details.
get_case_file_count_grouped_by_their_statusesList documents. Optional filters: created after or updated after. API summary: Get case file count grouped by their statuses.
get_case_file_detailsGet the full details of a case file by `case_file_id`, including its documents, signers and signing status.
get_case_file_historyGet the event history of a case file by `case_file_id` (sent, opened, signed, rejected and so on).
get_case_files_overview_by_status_between_datesGet one document by period. API summary: Get case files overview by status between dates.
get_communication_channel_statusGet the current status of a communication channel by signer id. API summary: Get the delivery status of the most recent gateway send for a signer.
get_contactGet one contact by contact id. API summary: Get contact details.
get_customerGet one customer by customer id. API summary: Get statistics for a certain customer.
get_documentGet one document by `document_id`, including its title, status and case file.
get_document_listList documents. Optional filters: title, meta data, status, created before, created after or sort. Results are paginated. API summary: Get document list.
get_document_recipientGet one recipient for a document by recipient id. API summary: Get recipient details.
get_document_signaturelineGet one signatureline for a document by signature line id. API summary: Get signature line details.
get_document_signerGet one signer for a document by signer id. API summary: Get signer details.
get_folderGet one folder by folder id. API summary: Get folder details.
get_folder_countGet one folder by version. Results are paginated. API summary: Get folders count for, total, owned and shared folders.
get_mapped_document_templateList documents for a document. API summary: Get mapped document template.
get_resolved_casefile_message_defaultsList messages. Optional filters: language. API summary: Get resolved casefile message defaults.
get_signerGet one signer by signer id. API summary: Get signer by id.
get_signer_documentGet one document for a signer by document id. API summary: Get the file that was uploaded for the signer.
get_signer_signing_requestGet the signing request for a signer by `case_file_id` and `signer_id`. Returns the request ID used to set the signer's email.
get_subscriptionGet one subscription by subscription id. API summary: Fetch a webhook subscription.
get_templateGet one template by template id. API summary: Get template details.
get_top_level_shared_foldersList tops. Optional filters: sort, title, status or order. Results are paginated. API summary: Get top level shared folders.
list_case_file_documentsList the documents in a case file by `case_file_id`.
list_case_file_typesList the case file types (templates) available to your account, with their IDs.
list_case_filesList Penneo case files, filtered by `title`, `status`, `reference`, `folder_ids` or created/completed/expiry dates. Use to find a case file's ID.
list_customersList customers. API summary: Get statistics for all customers.
list_document_casefilesList casefiles for a document.
list_document_casefiletypesList casefiletypes for a document. API summary: Get mapped case file template.
list_document_contentsList contents for a document. Optional filters: signed or decrypt. API summary: Get the PDF document as a file.
list_document_errorsList errors for a document. API summary: Get case file configuration errors.
list_document_foldersList folders for a document. API summary: Get the folders for the case file for the authenticated user.
list_document_imagesList images for a document. Optional filters: from. Results are paginated. API summary: Generate the urls for images for all document pages.
list_document_recipientsList recipients for a document. API summary: Get the details about all the recipients that belong to a casefile.
list_document_referencemapsList referencemaps for a document. API summary: Getting the references for the case file.
list_document_signaturelinesList signaturelines for a document. API summary: Get linked signature lines.
list_document_signertypesList signertypes for a document. API summary: Get available signer types.
list_folder_ancestorsList ancestors for a folder. API summary: Getting the ancestors for the folder.
list_folder_case_filesList the case files in a folder by `folder_id`.
list_folder_childrenList children for a folder. API summary: Get immediate children of a folder.
list_folder_contentsList contents for a folder. Optional filters: sort, order, title or status. Results are paginated. API summary: Get a folder content.
list_folder_invitesList invites for a folder. API summary: Gets invitations of a specific folder.
list_folder_predecessorsList predecessors for a folder. API summary: Get folder hierarchy.
list_folder_referencemapsList referencemaps for a folder. API summary: Posting the references for the folder.
list_folder_sharesList shares for a folder. API summary: Get a list of user that has access to an specific folder.
list_folder_usersList users for a folder. API summary: Getting the users who have access to this folder.
list_foldersList your Penneo folders, optionally filtered by `title`.
list_invitation_detailsList details for a invitation. API summary: Get folder invitation details.
list_livesList lives.
list_messagesList messages. Optional filters: language or type. API summary: Get system default message template.
list_my_pending_signing_requestsList signing requests waiting for the connected user to sign.
list_signatureline_signersList signers for a signatureline. API summary: Get linked signer.
list_signer_communication_channelsList communication channels for a signer. API summary: Get the communication channel configuration for a signer.
list_signer_documentsList documents for a signer. API summary: Get the meta data for the files that were uploaded by the signer.
list_signer_logsList logs for a signer. API summary: Get event log.
list_signer_signaturelinesList signaturelines for a signer. API summary: Get linked signature lines.
list_signer_signertypesList signertypes for a signer. API summary: Get mapped signer templates.
list_signersList the signers on a case file by `case_file_id`.
list_ssn_typesList ssn types. API summary: Returns a list of all supported SSN types.
list_subscriptionsList subscriptions. API summary: Fetch all webhook subscriptions.
list_templatesList templates. API summary: Get the details about all the message templates that belong to the user.
list_topsList tops. Optional filters: sort, order, title or status. Results are paginated. API summary: Get top level folders.
list_typesList types. API summary: Get available registered letter case file templates.
list_usagesList usages. Optional filters: channel, from or to. API summary: Get communication-channel usage totals for a customer.
list_users_get_apiv1_get_folder_share_usersList users. API summary: Getting the users with whom this folder has been shared.
notify_signerVisible to othersSend a signing notification to one signer again, by `case_file_id` and `signer_id`. The signer receives an email.
search_contactsSearch your Penneo contacts by `name` or `email`, or free text with `full_search`.
search_folder_share_user_candidatesSearch share user candidates for a folder by search phrase. Use this to find existing share user candidates before creating a new share user candidate. API summary: Get unique users that are valid candidates for sharing the folder.
send_case_fileVisible to othersSend a draft case file out for signing by `case_file_id`. Signers receive signing emails; this cannot be undone.
send_signingrequestVisible to othersSend a signingrequest (request id). Has effects visible outside this system. API summary: Send out signing link via email.
submit_communication_channelVisible to othersValidate a communication channel (customer id). Has effects visible outside this system. API summary: Validate a communication channel recipient without persisting anything.
submit_documentVisible to othersActivate a document (case file id). Has effects visible outside this system. API summary: Activate signing requests.
update_a_documentChanges dataUpdate an existing document identified by document id. API summary: Update a document.
update_case_fileChanges dataUpdate a case file by `case_file_id`; `title` is required, other fields such as `reference`, `expire_at` or `language` are optional.
update_contactChanges dataUpdate a contact's `name` or `email` by `contact_id`.
update_document_recipientChanges dataUpdate an existing recipient identified by recipient id. API summary: Update a recipient.
update_document_signaturelineChanges dataUpdate an existing signatureline identified by signature line id. API summary: Update a signature line.
update_folderChanges dataUpdate an existing folder identified by folder id. API summary: Update a folder.
update_folder_casefileChanges dataUpdate an existing casefile identified by case file ids. API summary: Link case files to a folder.
update_folder_referencemapChanges dataUpdate an existing referencemap identified by value. API summary: Getting the references for the folder.
update_folder_referencemap_post_apiv1_post_folder_reference_mapChanges dataUpdate an existing referencemap identified by referencemap key. API summary: Posting the references for the folder.
update_folder_shareChanges dataUpdate an existing share identified by user id. API summary: Updates the permission level of a shared folder.
update_folder_subfolderChanges dataUpdate an existing subfolder identified by children ids. API summary: Link folders as children of another folder.
update_foldersVisible to othersUpdate an existing folder identified by version. Only the fields you pass are changed. Has effects visible outside this system. API summary: Patch a list of folders.
update_messageChanges dataUpdate an existing message identified by message id. API summary: Mark a folder.
update_signerChanges dataUpdate a signer on a case file by `case_file_id` and `signer_id`; `name` is required.
update_signer_communication_channelsVisible to othersUpdate an existing communication channel identified by signer id. Has effects visible outside this system. API summary: Set the communication channel (and channel-specific recipient) for a signer.
update_signer_signertypeChanges dataUpdate an existing signertype identified by signer type id. API summary: Map a signer template.
update_signing_requestChanges dataUpdate a signing request by `request_id`: the signer's `email`, `email_subject`, `email_text`, reminder interval and texts.
update_subscriptionDeletesUpdate an existing subscription identified by subscription id. Destructive action; may require approval. API summary: Edit existing subscription.
update_templateVisible to othersUpdate an existing template identified by template id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Partially update template.
upload_fileChanges dataUpload a PDF to Penneo with `title`, `extension` (e.g. pdf) and base64 `content`. Returns a file ID to use with add_document_from_file.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Penneo from the app list.
2
Paste your key
Paste the Client ID and Client secret from your own Penneo OAuth client, then sign in with your Penneo user once. You must be an Administrator in Penneo: go to Configure > OAuth Clients, create a new client and add the redirect URI https://heymyapps.com/oauth/callback. The secret is shown only once. The API version field is optional and defaults to v3.
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 Penneo?

It can list and read case files, folders, documents, signers, case file types, contacts, case file history and your pending signing requests, and download documents. It can create and update case files, contacts and signers, upload PDFs, add documents, signature lines and copy recipients, send case files for signing, notify signers again and delete case files.

Does the AI see my Penneo credentials?

No. Your Penneo 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. You choose which tools are switched on, so you can start with lookups only. Sending a case file emails the signers and cannot be undone, and deleting a case file is permanent, so both 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?

Penneo connects with OAuth, and OAuth connections need the HeyMyApps Pro plan or above. HeyMyApps also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Penneo account.

How does the AI set the signer's email address?

In Penneo, a signer's email lives on the signing request, not on the signer. The AI adds the signer, looks up the signer's signing request and sets the email there, together with the email subject, text and reminders if you give them. The signer is only emailed when the case file is sent.