How to Use the Zoho Sign MCP in Claude

Q: How do I list all signature requests using Zoho Sign and Claude Desktop?

Just call listsignrequests. Your agent pulls a clean list of every active or completed signing request associated with your account. It’s quick, reliable data you can use to filter out what you need.

Q: Can Claude Desktop help me create a new document template using Zoho Sign?

Yes, it can manage templates. Start by calling listsigntemplates to see existing ones, then work with the system to build or modify them through your local environment.

Q: What metadata can I retrieve for a document using Zoho Sign and Claude Desktop?

You use getdocumentmetadata to pull core data about a file. This includes details like the original creation date, who uploaded it, and its unique identifiers. It's essential context.

Q: If I need proof of signing completion with Zoho Sign and Claude Desktop, which tool do I use?

Use getcompletioncertificate. This tool retrieves the official audit certificate proving that all parties signed correctly. It's your final paper trail.

Manage documents and signatures directly from your Claude Desktop app.

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Connect Zoho Sign MCP to Claude Desktop

Create your Vinkius account to connect Zoho Sign to Claude Desktop 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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Setup Zoho Sign with Claude Desktop

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Control document requests locally.

You can manage the entire signing process without touching a web browser. Use `list_sign_templates` to see all reusable layouts, or `create_request_from_template` to kick off a new signature round right from your local machine. Need details on an existing contract? Call `get_sign_request_details` to pull up every piece of information—who signed it, when they signed it, what the document was. It's perfect for debugging or just getting context.

Track and revoke active signing requests.

Sometimes you need to hit pause on a contract before everyone signs off. Run `revoke_sign_request` when things change, immediately stopping the process. You also get reminders out the door using `remind_sign_recipients`, keeping your signers on track. Want proof that everything is done? Grab the audit trail with `get_completion_certificate`. It gives you a solid record of the entire signing history.

Understand document structure and fields.

Before building anything, check what kinds of fields Zoho Sign supports. Use `list_available_field_types` to see everything from text inputs to specific date pickers. This lets you build requests that actually work the first time. Also, confirm supported file types before sending a package. Run `list_supported_document_types` so your agent knows if it's dealing with PDFs or DOCX files.

Setup guide

Set up Zoho Sign MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Zoho Sign MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Zoho Sign MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under zoho-sign-mcp.

json

{
  "mcpServers": {
    "zoho-sign-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Zoho Sign. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Zoho Sign MCP in Claude Desktop

Just call `list_sign_requests`. Your agent pulls a clean list of every active or completed signing request associated with your account. It’s quick, reliable data you can use to filter out what you need.

Yes, it can manage templates. Start by calling `list_sign_templates` to see existing ones, then work with the system to build or modify them through your local environment.

You use `get_document_metadata` to pull core data about a file. This includes details like the original creation date, who uploaded it, and its unique identifiers. It's essential context.

Use `get_completion_certificate`. This tool retrieves the official audit certificate proving that all parties signed correctly. It's your final paper trail.

This server handles document metadata, which includes file names, creation dates, and recipient email addresses. The local nature of the Claude Desktop app helps keep this sensitive data confined to your machine.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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