# DottedSign MCP for AI Agents AI Agent Connect > DottedSign MCP lets you manage e-signatures through your AI agent. You can create signing tasks from templates, track who is still pending, and manage your document archives without switching tabs. It connects your DottedSign account so your agent can handle the heavy lifting of document lifecycle management for your business. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_Tyq9dT3atbix8emXjkBNee0b2Gkhq7jnnKa55cOT/ai-agent-connect - **Tags:** digital-signatures, workflow-automation, document-tracking, signing-tasks, template-management, compliance ## Description Imagine you are finishing a deal and need to get a contract signed. Instead of logging into a dashboard, creating a new task, and manually selecting the right template, you just tell your agent to get it done. This Connector lets your AI handle the whole flow. It can pull your standard templates to make sure the right language is used every time. Once the task is live, you don't have to play a game of where is that signature because you can ask your agent for a status update on any specific contract. It handles the messy stuff too, like moving tasks to the archive or restoring things you accidentally deleted. By connecting this to the Vinkius catalog, you turn your AI into a dedicated legal assistant that keeps your pipeline moving. You get to stay in your primary workspace while the agent manages the permissions, the files, and the final signatures. It takes the manual work out of the equation so you can focus on closing the next deal rather than chasing down a missing signature. ## Tools ### archive_task Move a completed or inactive task to your archive. It keeps your active list clean. ### create_file_mission Start a multi-file upload process. This is useful for complex documents with many parts. ### create_public_form Build a form that anyone can access. Use it for general data collection. ### create_task Start a brand new signing request. You can specify the signers and the files right away. ### delete_public_form Remove a public form from your account. Use this when a form is no longer needed. ### get_file_mission See the details of a specific file mission. Use this to check the status of a group upload. ### get_groups See the information for your different user groups. This helps you organize your signers. ### get_me Pull your own account information. It is a quick way to check your current profile details. ### get_public_form Look up the details of a specific public form. Use this to see who has filled it out. ### get_task Get the full details of a specific task. You can see exactly who has signed and who is still pending. ### update_groups Edit the information for your user groups. Use this to manage permissions and roles. ### update_public_form Modify the details of an existing public form. Use this to change questions or fields. ### void_task Cancel a task entirely. Use this if a contract is no longer valid or needs to be restarted. ### discard_task Permanently remove a signing task. This is for tasks you decided not to move forward with. ### get_file_mission_download_link Grab a direct link for mission files. It makes sharing the files easier. ### get_template View the details of a specific template. This helps you confirm you are using the right version. ### list_public_forms See a list of all your active public forms. Great for a quick audit of your public content. ### list_tasks Get a full list of all your DottedSign tasks. Use this to see what is currently in progress. ### list_templates See every template you have available. This is the first step to creating a standardized request. ### quick_create_task Create a task using a shortcut. It is the fastest way to get a document out for signature. ### renew_file_mission Extend the life of a file mission. Use this if your team needs more time to upload docs. ### restore_task Bring a task back from the trash. Use this if you accidentally discarded a request. ### unarchive_task Pull a task out of your archive. This is handy if you need to revisit an old contract. ### update_me Edit your own profile information. This keeps your account details current. ### update_task Change the details of a specific task. You can update signers or change the status. ## Prompt Examples **Prompt:** ``` Who hasn't signed the service agreement yet? ``` **Response:** ``` I've checked the status of the 'Service Agreement' (Task: ds_442). Here is the current status: | Signer | Status | Action | | :--- | :--- | :--- | | Alice Smith | Signed | Done | | Bob Jones | Pending | Viewed 2 hours ago | | Charlie Day | Pending | Not opened | Would you like me to send a reminder to Bob? ``` **Prompt:** ``` Create a new signing task for the Smith account using the standard NDA template. ``` **Response:** ``` I've initiated that for you. I used your standard NDA template and created a new signing task. The document has been sent to the signers. **Task Details:** - **ID:** ds_991 - **Status:** Waiting for Signature - **Signers:** 2 pending ``` **Prompt:** ``` Archive all tasks from last month. ``` **Response:** ``` I've moved the following 5 tasks to your archive to keep your dashboard clean: - Contract_v1 (ds_221) - NDA_Smith (ds_222) - Vendor_Agreement (ds_223) - Hire_Package_John (ds_224) - Lease_Agreement (ds_225) ``` ## Capabilities ### Create signing tasks from templates Your agent can turn a standard template into a live signing request instantly. ### Check real-time contract status Ask your agent exactly who has signed and who is still pending on any task. ### Manage document archives Move old tasks to the archive or restore deleted ones with a simple command. ### Handle multi-file uploads Manage complex file missions before you initiate the formal signing process. ### Create public forms Generate and update public forms for general data collection and signatures. ### List and retrieve templates View all your available templates to ensure your agent uses the correct versions. ## Use Cases ### Closing a Sale A sales rep asks the agent to create a task for a new client using a specific template. The agent uses quick_create_task and confirms when the client gets the email. ### HR Onboarding An HR manager asks the agent to see who hasn't signed the employee handbook. The agent uses list_tasks and get_task to provide a summary of pending signers. ### Legal Audit A lawyer needs to find a specific old contract. The agent uses list_tasks and get_task to find the ID, then retrieves the details to verify the dates. ### Public Data Collection A company wants to collect feedback. They ask the agent to create a public form using create_public_form and then check the results later. ## Benefits - Stop manual tracking by using get_task to see exactly who signed what in real-time. - Speed up deal closing by using quick_create_task to send out contracts instantly. - Standardize your legal docs by using list_templates to pick the right version every time. - Clean up your dashboard by using archive_task to hide old contracts from your main view. - Handle complex files easily with create_file_mission for multi-part document uploads. - Save time on onboarding by using create_public_form for standard employee data collection. ## How It Works The bottom line is you get a dedicated legal assistant that handles the manual clicks of e-signature management. 1. Subscribe to the DottedSign MCP and grab your Personal Access Token from your account settings. 2. Paste your token into your AI client configuration to link your account. 3. Ask your agent to create a task, check a status, or manage your templates. ## Frequently Asked Questions **Can I use DottedSign MCP to send contracts to my clients?** Yes. You can tell your agent to create new signing tasks using your existing templates. It handles the heavy lifting of sending the documents and tracking the progress for you. **How does DottedSign MCP help with my legal archive?** It makes your archive searchable. Instead of digging through folders, you can ask your agent to find specific tasks or move old ones into the archive to keep your workspace organized. **Can my AI agent tell me who has signed a document?** Exactly. Your agent can pull real-time status updates for any task. It can tell you who has viewed the document, who has signed, and who is still pending. **Does DottedSign MCP support multi-file uploads?** Yes. It allows your agent to handle complex file missions where you need to upload multiple documents before starting the formal signing process. **Can I manage my templates through this Connector?** You can. Your agent can list your available templates or pull specific details from them, making it easy to ensure you are always using the correct, up-to-date version. **Is DottedSign MCP good for HR onboarding?** It is great for HR because it automates the distribution of handbooks and NDAs. You can track completion rates for new hires directly through your agent. **Can I see exactly who has signed a document using the task ID?** Yes. Use the `get_task` tool with the specific Task ID. The agent will return the full status, including signer information and current progress of the document. **How do I quickly send a document using a predefined template?** First, use `list_templates` to find the correct Template ID, then use the `quick_create_task` tool to initiate the signing process using the template's default settings. **Is it possible to recover a task that was accidentally moved to the trash?** Absolutely. You can use the `restore_task` tool with the Task ID to move any discarded document back to your main task list.