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How to Use the Zoho Sign MCP in Claude Code

Run Zoho Sign workflows headless using Claude Code in CI/CD pipelines.

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Connect Zoho Sign MCP to Claude Code

Create your Vinkius account to connect Zoho Sign to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Initiate Signing Requests with Zoho Sign

The `create_request_from_template` tool allows you to programmatically start a signing workflow from a template ID. Your script just passes the required variables, and Claude Code handles sending the request via the API endpoint. This is ideal for CI/CD pipelines where you need to automatically kick off a document process after a build or test stage.

Audit Signatures and Templates in Claude Code

To check on completed jobs, run `list_sign_requests` to fetch all outstanding digital signature requests. The output is clean JSON you can pipe directly into a reporting script. When you need the final proof, use `get_completion_certificate`. It returns the audit certificate data, which your shell script can then save as an artifact.

List Zoho Sign Resources with Claude Code

Need to know what templates exist? Call `list_sign_templates` to get a list of reusable document IDs. If you need to confirm which file types are accepted, use `list_supported_document_types`. You can also check if a specific field type is available using `list_available_field_types`, verifying support for things like Text or Date fields.

Setup guide

Set up Zoho Sign MCP in Claude Code

Prerequisites

  • Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Run the add command

    Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.

  2. 2

    Verify the connection

    Start a Claude Code session and type /mcp to list connected servers. You should see zoho-sign-mcp with a green status indicator.

  3. 3

    Start using tools

    Ask Claude Code something like "Check my latest Zoho Sign transactions." It will automatically discover and invoke the available Zoho Sign tools.

Terminal
claude mcp add --transport http zoho-sign-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

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Common questions about Zoho Sign MCP in Claude Code

You execute the `revoke_sign_request` tool. This instantly terminates any pending signature flow, which is critical for maintaining clean state in automated deployment scripts.
You'll primarily use `list_sign_requests` and `get_sign_request_details`. These tools allow your pipeline to check status, list jobs, and pull specific data points for reporting.
Yes. The `get_document_metadata` function pulls structural details about a file into the standard output stream. This is useful when your pipeline needs to verify input data before submitting it.
Use `remind_sign_recipients`. It sends automated follow-up notifications directly through the API. This is perfect for triggering a reminder step in your CI/CD workflow.
The `get_zohosign_account_info` tool lets you view account profile and settings. It provides administrative details about your signing environment, but it doesn't touch the content of signed documents.

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