Integration · Documents

Connect Claude & ChatGPT to Precisely

Ask your AI who still has to sign a contract, which renewals are coming up, or to create a new agreement from one of your Precisely templates. It can search documents by status and contract metadata, add signees, send documents for signing and remind people who have not signed. You get answers about your contracts without opening each one.

Connect Precisely free

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

Try asking

“Who still needs to sign the supplier agreement with Nordic Foods?”
The AI finds the document and lists its signees with their signing status.
“Create an employment contract for Anna Berg from our standard template.”
It finds the template, reads its fill-in fields and creates a new project with the values you gave it. Nothing is sent yet.
“Add Anna as signee and send the contract to her.”
It adds Anna with name, email and signing role and sends the document for signing. Precisely emails her the request.

What your AI can do

Contracts and folders

List, search and read documents with status, folder and contract metadata, update titles and folders, and download documents as PDF.

Templates and projects

List templates and their fill-in fields, create projects with documents from a template, and read or update projects.

Signing and reminders

Add signees, send documents or whole projects for signing, check signature status, send signing reminders and set contract reminders.

“Remind everyone who has not signed the NDA yet.”
It sends a reminder email to the signees who have not signed the document.
“Which contracts have renewal dates this year?”
It searches documents with metadata filters on renewal dates and lists the matches.
“Set a reminder on the office lease for 1 March so we can give notice.”
It creates a reminder on the document with a message and recipients, who are emailed on that date.

72 tools for Precisely

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

add_document_signeeChanges dataAdd a signee to a document (`document_id`) with name, email, mobile and signing role. Does not send the request yet.
add_project_signeeChanges dataAdd a signee to all documents in a project (`project_id`) with name, email, mobile and signing role.
approve_projectVisible to othersApprove a project (project id 2). Has effects visible outside this system. API summary: Approve project approval.
create_company_subscriptionChanges dataCreate a new subscription for a company. API summary: Create webhook subscription.
create_documentChanges dataCreate a new document for a document. Search documents first to avoid duplicates. API summary: Create reviewer for document.
create_document_metadata_pointChanges dataCreate a new metadata point for a document. Required: metadata key id. API summary: Create metadata for document.
create_document_reminderChanges dataCreate a reminder on a document (`document_id`) with `name`, `message`, `remind_at` date and `recipients`. The recipients are emailed on that date.
create_finalChanges dataCreate a new final. API summary: Add a final project approval.
create_initialChanges dataCreate a new initial. API summary: Add initial project approval.
create_link_for_documentChanges dataCreate a new document for a document. Search documents first to avoid duplicates. API summary: Create link for document.
create_project_documentChanges dataCreate a new document for a project. Search documents first to avoid duplicates. API summary: Add document to project.
create_project_from_templateChanges dataCreate a new project with documents from a template: pass `template_id`, a `title` and `references` with values for the template's fields.
delete_company_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete document.
delete_company_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete project.
delete_company_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Delete webhook subscription.
delete_documentDeletesPermanently delete a document by document id 2. Destructive action; may require approval. API summary: Delete reviewer of document.
delete_document_metadata_pointDeletesPermanently delete a metadata point by metadata point id. Destructive action; may require approval. API summary: Delete metadata for document.
delete_document_reminderDeletesPermanently delete a reminder by reminder id. Destructive action; may require approval. API summary: Delete document reminder.
delete_document_signature_requestsMoves moneyPermanently delete a signature request by document id. Financial or irreversible action; may require approval. API summary: Delete signature requests for document.
delete_document_signeeDeletesPermanently delete a signee by signee id. Destructive action; may require approval. API summary: Delete signee by id for document.
delete_link_of_documentDeletesPermanently delete a document by document id 2. Destructive action; may require approval. API summary: Delete link of document.
delete_projectDeletesPermanently delete a project by email. Destructive action; may require approval. API summary: Delete signee from project documents.
delete_projectsMoves moneyPermanently delete a project by project id. Financial or irreversible action; may require approval. API summary: Delete signature request from project documents.
download_document_pdfDownload a document as PDF by `document_id`.
get_company_folderGet one folder for a company by folder id. API summary: Retrieve organization folder.
get_documentGet one document by `document_id`, including title, status, folder and signing settings.
get_document_signature_requestGet the signature request status of a document by `document_id`.
get_document_signeeGet one signee of a document by `document_id` and `signee_id`, including whether they have signed.
get_links_for_documentList documents for a document. API summary: Get links for document.
get_organizationGet one organization by `company_id`, including its name and settings.
get_projectGet one project by `project_id`, including its documents and status.
get_reviewers_for_documentList documents for a document. API summary: Get reviewers for document.
get_templateGet one template by `template_id`, optionally with its content.
get_template_referenceGet one reference for a template by reference id. API summary: Retrieve template reference.
list_company_metadata_keysList metadata keys for a company. API summary: Retrieve metadata keys.
list_company_subscriptionsList subscriptions for a company. API summary: Show webhook subscriptions.
list_company_teamsList teams for a company. Optional filters: include users. API summary: Retrieve teams.
list_document_hrefsList hrefs for a document. API summary: Retrieve links to document.
list_document_metadata_pointsList metadata points for a document. API summary: Retrieve metadata for document.
list_document_remindersList reminders for a document. Optional filters: only active. API summary: Get reminders for document.
list_document_signeesList who needs to sign a document (`document_id`) and their signing status.
list_documentsList contracts and documents, with paging (`page`, `limit`), sorting and an option to show only signed documents.
list_documents_2List documents for a document. API summary: Retrieve versions for document.
list_eventsList events. API summary: Show webhook subscription events.
list_foldersList the folders documents are organized in.
list_metadata_keysList metadata keys. API summary: Retrieve metadata keys.
list_organizationsList the Precisely organizations (companies) your account belongs to, with their IDs and names.
list_project_documentsList the documents inside a project by `project_id`.
list_projectsList projects (groups of documents created together, often from a template), with paging and sorting.
list_projects_2List projects for a project. API summary: List project approvals.
list_reference_optionsList options for a reference. API summary: Retrieve template reference choice options.
list_remindersList contract reminders (e.g. renewal or deadline reminders) across the organization; `only_active` limits to upcoming ones.
list_subscriptionsList subscriptions for a subscription. API summary: Get webhook subscription callbacks.
list_template_referencesList the fill-in fields (references) of a template by `template_id`, so you know which values to supply when creating a project from it.
list_templatesList the contract templates available in the organization.
list_usersList the users in the organization.
remove_project_approvalDeletesPermanently delete a project by project id 2. Destructive action; may require approval. API summary: Remove project approval.
search_documentsChanges dataSearch documents using `filters` (e.g. title, status, dates) and `metadata_filters` on contract metadata such as parties or renewal dates.
send_document_for_signingChanges dataSend a document (`document_id`) to its signees for signing, with an optional `message`. Emails the signees.
send_project_for_signingChanges dataSend all documents in a project (`project_id`) to their signees for signing, with an optional `message`. Emails the signees.
send_signing_reminderChanges dataSend a reminder email to signees who have not yet signed a document (`document_id`).
update_company_subscriptionChanges dataUpdate an existing subscription identified by subscription id. Only the fields you pass are changed. API summary: Update webhook subscription.
update_documentChanges dataUpdate a document's title, description, folder, access or signing order by `document_id`. Only the fields you pass change.
update_document_2Changes dataUpdate an existing document identified by document id 2. Only the fields you pass are changed. API summary: Update published state of version for document.
update_document_metadata_pointChanges dataUpdate an existing metadata point identified by metadata point id. Only the fields you pass are changed. API summary: Update metadata for document.
update_document_signeesVisible to othersUpdate an existing signee identified by document id. Has effects visible outside this system. API summary: Reorder signees by id for document.
update_projectChanges dataUpdate a project's title, folder, access, template reference values or document names by `project_id`.
update_reference_optionsVisible to othersUpdate an existing option identified by reference id. Has effects visible outside this system. API summary: Update the choices of a choice reference.
update_subscriptionVisible to othersUpdate an existing subscription identified by subscription id 2. Has effects visible outside this system. API summary: Resend webhook callback for subscription.
update_template_projectChanges dataUpdate an existing project identified by project id. Only the fields you pass are changed. API summary: Redraft project from template.
upload_documentChanges dataImport a document (organization id). API summary: Upload document to archive.
upload_document_to_projectChanges dataImport a document (project id). API summary: Upload document to project.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Precisely from the app list.
2
Paste your key
Paste a personal API token and your Precisely organization ID. You create the token in your user settings in the Precisely app. An organization admin may need to allow members and managers to create tokens first.
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 Precisely?

The AI can list and search documents, projects, folders, templates, reminders, users and organizations, and download documents as PDF. It can create projects from templates, update documents and projects, add signees, send documents or projects for signing, send signing reminders and create contract reminders.

Does the AI see my Precisely credentials?

No. Your Precisely API token and organization ID 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 document for signing, sending a reminder and creating a reminder all email people, and they can require your approval before they run. There is no delete tool in this connection. 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 Precisely account.

Can the AI fill in our contract templates?

Yes. It lists your templates and reads each template's fill-in fields, so it knows which values to supply. Then it creates a project with documents from the template and your values. The documents are not sent to anyone until the AI sends them for signing, which you can require approval for.