# Dropbox Sign MCP

> Dropbox Sign connects your e-signature workflow directly to your AI agent. You can list and manage signature requests, create new requests using templates, and retrieve finalized, legally binding PDFs—all through natural conversation. It handles the full lifecycle of document automation, from draft creation to secure download.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** dropboxsign, hellosign, e-signature, digital-signature, contracts-api, document-automation, legal-tech, signature-tracking, mcp

## Description

Dropbox Sign connects your e-signature workflow directly to your AI agent. You can list and manage signature requests, create new requests using templates, and retrieve finalized, legally binding PDFs—all through natural conversation. It handles the full lifecycle of document automation, from draft creation to secure download.

**Listing and Tracking Signatures**

`list_signature_requests` lets you pull a list of all existing signature requests, letting you track their status and document names. You can also check out all your available document templates by running `list_templates`. To get the nitty-gritty details on one specific request, you use `get_signature_request_details`. If you need to know what fields a template requires or what roles are assigned, `get_template_details` gives you that metadata. You can also see general operational data and usage limits for your Dropbox Sign account with `get_account_info`.

**Sending Documents for Signature**

`send_signature_request` starts a new signature process using a specific file URL. If you want to use a pre-set template and automatically fill in fields, `send_with_template` handles that. `create_unclaimed_draft` lets you make a draft document that hasn't been assigned to anyone yet. You can also track large-scale sending operations and monitor their progress using `list_bulk_send_jobs`.

**Retrieving and Managing Files**

Once a document is signed, `get_files_download_url` generates a temporary, secure link so you can download the finalized, signed PDF. If you need the document content for another system, `get_files_data_uri` pulls the content as a Base64 Data URI. You can also cancel pending signature requests before the signers touch 'sign' using `cancel_signature_request`.

## Tools

### cancel_signature_request
Cancels a signature request that hasn't been completed yet.

### create_unclaimed_draft
Creates a draft document that is not yet assigned to a signer.

### get_account_info
Retrieves general operational data and usage limits for your Dropbox Sign account.

### get_files_data_uri
Gets the document content as a Base64 Data URI, useful for embedding the file in other systems.

### get_files_download_url
Generates a temporary, secure link that allows downloading the finalized, signed PDF file.

### get_signature_request_details
Pulls detailed information about a specific, existing signature request.

### get_template_details
Retrieves specific metadata about a document template, such as required fields.

### list_bulk_send_jobs
Lists and tracks the status of multiple large-scale, simultaneous document sending jobs.

### list_signature_requests
Lists all active and past signature requests in your account.

### list_templates
Retrieves a list of all available document templates you've saved.

### send_signature_request
Sends a single document for signature using a provided file URL.

### send_with_template
Sends a signature request using a predefined template, automatically populating fields.

## Prompt Examples

**Prompt:** 
```
List all my pending signature requests and their status.
```

**Response:** 
```
I've retrieved your active requests. You have 3 documents awaiting signature, including 'NDA - Project Alpha' and 'Sales Agreement #402'. Would you like the signer details for any of these?
```

**Prompt:** 
```
Send the 'Agreement' template to 'john.doe@example.com'.
```

**Response:** 
```
Signature request dispatched! I've successfully sent the 'Agreement' template to John Doe. The request ID is 'req_123'. I'll alert you as soon as they view or sign the document.
```

**Prompt:** 
```
Get the download link for the signed document 'req_123'.
```

**Response:** 
```
Link generated! You can download the finalized PDF for request req_123 here: [download_url]. The link is secure and will expire in 24 hours.
```

## Capabilities

### List all signature requests
Retrieves a list of all existing signature requests, allowing you to track status and document names.

### Send documents for signature
Initiates a new signature request using a specific file URL or predefined document template.

### Get template details
Retrieves metadata about available document templates, including required fields and roles.

### Get signed file links
Generates a temporary, secure download link for a completed, signed PDF document.

### Manage bulk jobs
Lists and monitors the progress of multiple, large-scale document sending operations.

### Cancel requests
Cancels pending signature requests before the signers have accessed them.

## Use Cases

### Onboarding a New Employee
HR needs to send a package of onboarding documents. They ask the agent to use `send_with_template` with the 'New Hire Agreement' template for the employee's email. The agent handles the dispatch, and later, they check the progress using `list_signature_requests` until everything is signed.

### Closing a Large Deal
A sales rep has finalized an agreement. Instead of manually uploading the file and entering recipient details, they ask the agent to run `send_signature_request` with the file URL and the client's email. The deal is sent, and they get a confirmation ID immediately.

### Auditing Pending Contracts
The legal team needs to know the status of all NDAs sent last week. They ask the agent to run `list_signature_requests`. The agent returns a summary, allowing the team to prioritize which contracts need a follow-up email.

### Retrieving Signed Documents
A client needs the finalized, signed PDF for a specific request ID. Instead of navigating to the dashboard, the team asks the agent to get the link using `get_files_download_url`, and the link is returned instantly.

## Benefits

- **Track Status Instantly:** Instead of checking dashboards, use `list_signature_requests` to get a real-time overview of who signed what and if documents are complete. You get status updates in plain text.
- **Automate Sending:** Use `send_with_template` to send contracts. You just give your agent the template name and recipient, and it dispatches the request, saving you the steps of logging in and filling out forms.
- **Secure File Access:** Need the final signed PDF? Call `get_files_download_url`. It gives you a temporary, secure link, so you don't have to manually download and manage the file yourself.
- **Template Validation:** Before sending, use `get_template_details`. This shows you the metadata for roles and fields, ensuring your automation uses the correct document structure every time.
- **Operational Oversight:** Monitor high-volume sending with `list_bulk_send_jobs`. You can track large batches of contracts without needing to jump between different tabs or reports.
- **Clean Up Drafts:** If a contract is abandoned, use `cancel_signature_request`. Your agent handles the cancellation, keeping your records clean and compliant.

## How It Works

The bottom line is: your AI agent handles the entire e-signature pipeline, letting you manage documents and contracts without manual API calls or logging into the Dropbox Sign dashboard.

1. First, subscribe to the Dropbox Sign server and retrieve your API Key from the Dropbox Sign dashboard (Settings > API).
2. Next, tell your AI agent what you need—for example, 'List all pending contracts' or 'Send the NDA template to John Doe'.
3. The agent executes the necessary tool calls and returns the data (e.g., a list of requests, a secure link, or a confirmation message) directly into your chat.

## Frequently Asked Questions

**How do I check the status of all my pending contracts using the list_signature_requests tool?**
You ask your agent to list the requests. The agent runs `list_signature_requests` and returns a consolidated list showing the status (e.g., 'Awaiting Signer Action' or 'Completed') for every contract ID.

**What is the difference between send_signature_request and send_with_template?**
Use `send_signature_request` when you have a final file URL and need signatures. Use `send_with_template` when you want to use a predefined template, as it automatically maps fields and ensures consistency.

**Can I retrieve the final signed PDF using get_files_download_url?**
Yes. The agent calls `get_files_download_url` and returns a temporary, secure link. This link is only valid for a limited time, making it safe to use.

**How do I ensure the correct fields are used when creating a new contract?**
You should use `get_template_details` first. This tool pulls the metadata for the template, showing you exactly what roles and fields the contract requires before you send it.

**What happens if I need to cancel a contract using cancel_signature_request?**
The agent executes `cancel_signature_request`, which immediately revokes the pending request. This is useful if the contract is no longer valid or if a signer needs more time.

**How do I get template metadata using get_template_details to check field requirements?**
This tool provides the necessary structure and field requirements for a document template. You'll get detailed metadata about roles and fields, ensuring you populate the right data when sending a request.

**What is the difference between list_templates and list_signature_requests?**
The `list_templates` tool shows available document structures you can use. The `list_signature_requests` tool shows active, pending, or completed signing jobs for documents.

**If I need to generate a signed PDF, which tool should I use to get the download link? **
You must use `get_files_download_url` to create a temporary link for the finalized PDF. This link is secure and typically expires after a set period, like 24 hours.

**How do I find my Dropbox Sign API Key?**
Log in to your account, navigate to **Settings** > **API**, and generate or copy your unique API Key from the dashboard.

**Can I use existing templates with the agent?**
Yes! Use the `send_with_template` tool to dispatch requests based on your predefined document templates in Dropbox Sign.

**How do I retrieve the signed PDF document?**
Use the `get_files_download_url` tool to generate a temporary secure link to download the finalized PDF directly.