• ACTIVE
  • PENDING
  • COMPLETED
  • HUMAN

How to automate contract signing with your AI

Connect DottedSign to your AI client once. From there, you can manage the entire signing lifecycle through simple chat commands.

Ask AI about this page

Short answer

How can I automate contract signing with my AI?

You can tell your AI to pull a template or a specific file and turn it into a live signing request. It also keeps track of who has signed and who hasn't so you don't have to check the dashboard manually.

Where every signature lands.

The outcomes of your requests

Your AI moves tasks through these stages based on your instructions.

ACTIVE

Live signing requests

The AI sends out requests using your templates. You'll see these appear as active tasks in your workflow.

PENDING

Tracking progress

Your agent monitors the status of every document. It knows exactly which signers are still pending.

COMPLETED

Finished contracts

Once everyone signs, the AI marks the task as done. You get a clear view of your finalized documents.

HUMAN

Manual review needed

If a template is missing or a file won't upload, the AI stops and asks you to fix the issue.

The workflow

What your AI does when a signing request is triggered.

The AI handles the heavy lifting of document preparation and status monitoring.

  1. Select a template

    The AI looks through your DottedSign library to find the right document structure for the job.

    list_templatesget_template

  2. Launch the request

    Your agent creates the actual signing task using the chosen template or a specific file.

    create_taskquick_create_task

  3. Monitor status

    The AI checks the current state of your documents to see if signers have completed their part.

    get_task

  4. Update your records

    The AI keeps your task list current by pulling the latest data from DottedSign.

    list_tasks

Try it

Copy these to start.

Use these prompts to kick off your first signing task.

Starting points

Swap out the bracketed text with your actual template names or file paths.

DottedSign Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_Tyq9dT3atbix8emXjkBNee0b2Gkhq7jnnKa55cOT/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 — DottedSign capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dottedsign-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Tyq9dT3atbix8emXjkBNee0b2Gkhq7jnnKa55cOT/mcp"
    }
  }
}
Copy into chat04

  • Create a new signing request using the [Template Name] template for [Email Address].

  • List all my active signing tasks in DottedSign.

  • Check the status of the signing task for [Client Name].

  • Find the [Template Name] template and use it to send a contract to [Email Address].

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

Start here

Connect DottedSign once, then ask.

Just click the link to connect. Your credentials stay encrypted and secure, and you can immediately start chatting with your AI about your contracts.

Connect DottedSign to your AI

FAQ

How this task behaves

  • 01

    Can the AI sign documents for me?

    No. The AI only triggers the requests and tracks them. You or your clients must perform the actual signing.

  • 02

    Can my AI delete existing templates?

    No. The tools only allow the AI to list and retrieve templates, not delete or modify them.

  • 03

    How does the AI know if a document is signed?

    The AI uses the task tools to check the real-time status of your requests in DottedSign.

  • 04

    Can I use a local PDF instead of a template?

    Yes, you can instruct the AI to create a task using a specific file.

  • 05

    Does the AI handle the email follow-ups?

    The AI can track if a person hasn't signed, but the actual automated email reminders are managed within DottedSign.

  • More questions about DottedSign? See everything the DottedSign Connector can do

Connect DottedSign to Claude, Cursor, ChatGPT & more