# DottedSign MCP for AI Agents AI Agent Connect

> DottedSign MCP manages your electronic signatures and document workflows. It lets your AI client create signing tasks, manage templates, and track audit trails directly in your chat. Stop hunting for status updates or manually drafting documents; your agent handles the logistics so you can focus on closing deals.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_DUEUIBnn0LR7ssP5MprNgkG1GI5h3mJ3ndrx1X5l/ai-agent-connect
- **Tags:** electronic-signatures, workflow-automation, document-signing, legal-compliance, template-management

## Description

This Connector lets your AI agent handle the heavy lifting of electronic signatures and document management. Instead of jumping between tabs to see who signed what, you can just ask your agent for a status update. You can have it create new signing tasks from existing templates, list all your current documents, or find specific audit trails for legal compliance. If a client needs a change, your agent can update the task details or cancel a pending request on the fly. It's a way to keep your document workflow moving without the constant back-and-forth. Because Vinkius hosts this Connector, you can connect it to your preferred client and start managing your entire e-signature pipeline through a single conversational interface.

## Tools

### cancel_task
Cancel an active signing task. Use this to stop a request immediately if a client needs a new version.

### list_tasks
List all signing tasks in your account. Use this to get a high level view of everything waiting for a signature.

### list_templates
List all available templates in your account. This lets your agent see what reusable documents you have ready.

### create_task_from_template
Create a new signing task from a template. This is the fastest way to send out standard contracts.

### create_task
Create a new signing task for a document. This helps you get new contracts into the signing queue quickly.

### delete_task
Delete a specific signing task from your list. Use this to clean up your workspace of old or incorrect requests.

### get_audit_trail
Get the audit trail for a specific task. It provides a full history of actions for legal compliance.

### get_me
Get information about the current user or token. This helps your agent understand the current account context.

### list_users
List all users in your account. This is useful for managing team access and permissions.

### list_webhooks
List all configured webhooks. This helps you see how your DottedSign actions connect to other apps.

### retrieve_task
Get details of a specific signing task. Use this to see exactly who has signed and what is still pending.

### update_task
Update an existing signing task. This lets you change details on the fly without starting over.

## Prompt Examples

**Prompt:** 
```
Who hasn't signed the NDA yet?
```

**Response:** 
```
Here is the status of your current signing tasks:

| Client | Document | Status |
| :--- | :--- | :--- |
| **Acme Corp** | NDA | ✅ Signed |
| **Globex** | NDA | ⏳ Pending (1/2 signed) |
| **Soylent** | NDA | ⏳ Pending (0/2 signed) |

Would you like me to send a reminder to the pending parties?
```

**Prompt:** 
```
Send the standard offer letter to Sarah.
```

**Response:** 
```
I've created a new signing task for **Sarah** using the **Standard Offer Letter** template. 

**Task Details:**
- **Template:** Standard Offer Letter
- **Recipient:** Sarah
- **Status:** Sent

I'll let you know as soon as it's signed.
```

**Prompt:** 
```
Show me the history for task 123.
```

**Response:** 
```
Here is the audit trail for **Task #123**:

- **10:00 AM**: Task created by Admin.
- **10:05 AM**: Document viewed by Sarah.
- **10:12 AM**: Sarah signed the document.
- **10:15 AM**: Completion email sent to Admin.

All actions are logged for your records.
```

## Capabilities

### Create signing tasks from templates
Generate new documents for signature quickly using your saved templates.

### Track signing status
Check who has signed and who is still pending in real time.

### Manage document templates
List and organize your reusable document types for easy access.

### Retrieve audit trails
Get a full history of actions for legal and compliance records.

### Update or cancel tasks
Modify active requests or stop a signing process immediately.

## Use Cases

### Automated HR Onboarding
An HR manager asks their agent to send the standard offer letter to a new hire using the saved template.

### Legal Compliance Audit
A lawyer needs to see the exact timestamp of every signature for a specific case and asks the agent for the trail.

### Sales Pipeline Tracking
A sales lead wants to know which clients haven't signed their NDAs yet and asks for a list of pending tasks.

### Quick Contract Corrections
A client asks to change a date on a pending contract, so the agent uses update_task to fix the info immediately.

## Benefits

- Get instant status updates on pending signatures without leaving your chat interface.
- Create new contracts faster by using create_task_from_template to pull from your library.
- Maintain legal compliance by pulling full histories with get_audit_trail for any document.
- Organize your workspace by listing all users and list_templates on demand to keep things tidy.
- Save time on admin by using update_task to fix details without having to manually edit files.
- Automate your workflow by checking list_webhooks to ensure your external systems stay synced.

## How It Works

The bottom line is that it turns your document management into a conversation.

1. Connect your DottedSign account to your AI client via the Vinkius dashboard.
2. Grant the Connector permission to access your tasks, templates, and users.
3. Ask your agent to create tasks, check statuses, or pull audit logs.

## Frequently Asked Questions

**Can I use DottedSign MCP to send contracts?**
Yes, you can use it to create and send contracts by asking your agent to pull from your saved templates and start a new signing task.

**How do I track signatures with DottedSign MCP?**
You can simply ask your agent for a status update. It will check your active tasks and tell you exactly who has signed and who is still pending.

**Can DottedSign MCP help with legal audits?**
Yes, it can pull the full audit trail for any specific task. This gives you a complete history of every action taken on a document for compliance.

**Does DottedSign MCP support templates?**
It does. Your agent can list all your available templates and use them to create new signing tasks instantly, saving you from manual entry.

**How do I update a signature request?**
You can tell your agent to update the details of an existing task. This allows you to change information on the fly without having to restart the process.

**Can I manage my users through DottedSign MCP?**
Yes, your agent can list all the users in your account, making it easier to manage team access and permissions through a conversation.

**Can I automate the sending of a specific document template?**
Yes! You can use the agent to map the document template and instantly send the signing request.

**How can I track the signing status of a document?**
Simply query the Task ID through the agent to retrieve its real-time signature status, whether pending or completed.

**Do I need a paid plan to use the DottedSign API?**
Access to the API generally requires an active DottedSign API subscription plan. Check the official docs for current restrictions.