• AUTOMATION
  • DATA
  • CONTROL
  • SYNC

How to send signature requests with your AI

Connect DocuSeal to your agent to handle document workflows through chat. You'll trigger signings and update contact info without leaving your workspace.

Ask AI about this page

Short answer

How can I send signature requests using my AI?

Your agent uses the DocuSeal MCP to create new signing requests and manage signer information. You can also pull up existing contact details to ensure everything is accurate before you send a document. This lets you handle the entire signing loop through a single chat interface.

The outcomes

What your agent handles

The AI manages the data and the triggers, leaving you in control of the conversation.

AUTOMATION

New signing requests

The agent uses create_submission to start a new document workflow. It handles the heavy lifting of setting up the request so you don't have to.

DATA

Signer information

You can check or change who needs to sign. The agent uses get_submitter and update_submitter to keep contact details current.

CONTROL

Human oversight

The AI won't finalize a document without your go-ahead. You decide when a request is ready to be sent to a client.

SYNC

Updated contact info

If a signer's email changes, tell your agent. It updates the records immediately so the document goes to the right place.

The workflow

What your AI does when the request arrives.

Instead of clicking through menus, you just tell your agent what you need to happen.

  1. Identify the signer

    The agent checks the existing contact details to make sure the person is already in the system or needs new info.

    get_submitter

  2. Update contact details

    If the email or name is wrong, the agent fixes the record before the document is generated.

    update_submitter

  3. Trigger the signing

    Once the details are set, the agent creates the actual document submission for the recipient.

    create_submission

  4. Confirm completion

    The agent reports back that the request is live and ready for the signer.

    create_submission

Try it

Copy these to start.

Use these prompts to kick off a workflow with DocuSeal.

Starting points

These are basic ways to start. Swap out the names and emails with your actual data.

DocuSeal Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_KWldlI3nNsMu34WIA0XzjSQQzghh4rLnRV9GrRrS/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — DocuSeal capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "docuseal-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_KWldlI3nNsMu34WIA0XzjSQQzghh4rLnRV9GrRrS/mcp"
    }
  }
}
Copy into chat04

  • Send a signature request to jane.doe@example.com for the service agreement.

  • Check the details for the signer with the email alex@company.com.

  • Update the email address for the signer alex@company.com to alex.new@company.com.

  • Create a new signing request for the contract using the contact info for sam@startup.io.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect DocuSeal once, then ask.

Just follow the link to connect your account. Your credentials stay encrypted, and you can start using these tools in your preferred AI client immediately.

Connect DocuSeal to your AI

FAQ

How this task behaves

  • 01

    Can my AI delete a signature request?

    No. The current tools only allow for creating, getting, and updating submitter information.

  • 02

    Does the AI decide when to send a document?

    No. You must tell the agent to create the submission. It won't trigger a signing on its own.

  • 03

    Can I change the document template through the AI?

    No. The agent can only manage the submission and the signer details.

  • 04

    How do I know if a signer's email was updated?

    The agent will confirm once it has successfully used the update tool to change the contact info.

  • 05

    Can the AI see the content inside the signed documents?

    No. The tools are limited to managing the submission process and signer data.

  • More questions about DocuSeal? The Connector page answers them. See everything the DocuSeal Connector can do

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