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DottedSign Model Context Protocol (MCP)

repository·master·Indexed 40 days ago

https://github.com/dottedsign-official/dottedsign-mcp

A Model Context Protocol implementation that enables AI assistants like Claude and ChatGPT to manage eSignature workflows using natural language. It provides tools to list signing tasks, read task content, browse templates, create tasks, arrange signing orders, send tasks, and void existing tasks.

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What's inside DottedSign MCP

  1. Setup DottedSign MCP on Claude (Desktop or Web)

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    To connect DottedSign to Claude, follow these steps in your Claude interface:

    1. Click your account icon and select Settings.
    2. Navigate to Connectors and click Add Connector.
    3. Paste the following MCP URL: https://mcp.dottedsign.com/dottedsign-api/mcp
    4. Follow the prompts to sign in to DottedSign and authorize the connection.

    Once connected, you can manage eSignatures using natural language prompts like: "Show me my recent signing tasks in DottedSign."

    https://mcp.dottedsign.com/dottedsign-api/mcp

  2. Setup DottedSign MCP on Claude Code

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    For developers using Claude Code in the terminal, add the DottedSign MCP server using the following command:

    claude mcp add --transport http dottedsign https://mcp.dottedsign.com/dottedsign-api/mcp

    On first use, Claude Code will prompt you to authorize the connection via DottedSign.

  3. Setup DottedSign MCP on ChatGPT

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    To connect DottedSign to ChatGPT:

    1. Go to chatgpt.com.
    2. Click your account icon and select Settings.
    3. Navigate to Connectors and click Add Connector.
    4. Paste the following MCP URL: https://mcp.dottedsign.com/dottedsign-api/mcp
    5. Sign in to DottedSign to complete the authorization process.

    Note: This may require a ChatGPT paid plan.

    Once connected, you can use prompts such as: "List all my pending signing tasks" or "What's the signing status of my latest document?"

    https://mcp.dottedsign.com/dottedsign-api/mcp

  4. Troubleshooting DottedSign MCP Connection

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    If you encounter issues connecting or using DottedSign MCP, check the following:

    • Connector won't add / URL rejected: Ensure the URL https://mcp.dottedsign.com/dottedsign-api/mcp is pasted exactly without any trailing spaces.
    • Authorization failed: Ensure you are already logged into DottedSign in the same browser session before attempting to authorize.
    • AI can't find a task: Try referring to the document by its specific name or verify the task exists in your DottedSign account.
    • Can't send a signing task: If you are on a DottedSign Free plan, you cannot create document templates (the Pro plan allows only one). Template-based sending requires a plan that supports template creation.

  5. Available DottedSign MCP Tools and Capabilities

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    The DottedSign MCP server provides a set of tools that allow an AI assistant to perform eSignature workflows. The assistant calls these tools behind the scenes based on your natural language requests:

    • Get sign tasks list: List and filter your signing tasks.
    • Read sign task: Read and summarize a task's content and fields.
    • Get template list: Browse your saved templates.
    • Quick create a task: Create a task from a template.
    • Arrange the signing order: Set the sequence of signers.
    • Send task: Deliver the task to signers.
    • Void sign task: Cancel or void an existing task.

    Usage Tips:

    • Include the signer's name and email for routing.
    • Use the exact template name as it appears in DottedSign.
    • Refer to documents by name for status checks.
    • Use FieldSearchKey (field keywords) in templates to facilitate data mapping from other sources like CRMs.