• READY
  • ACTIVE
  • PENDING
  • HUMAN

How to send contract templates with your AI

Connect DottedSign to your AI client to turn chat commands into active signing requests. You stop jumping between tabs to find the right document.

Ask AI about this page

Short answer

How can I trigger contract signings using my AI?

Your AI looks up your existing DottedSign templates and uses them to launch new signing tasks. You'll get the documents out to signers without leaving your chat interface.

The outcome

Where your requests land

The AI handles the document selection and the request trigger.

READY

Templates are visible

The AI scans your DottedSign account to see which templates you have saved. You can then ask for specific ones by name.

ACTIVE

Requests go out

Once you confirm the details, the AI sends the signing request to your recipient. The document is live and waiting for their signature.

PENDING

Status is tracked

The AI keeps track of which templates are available for use. You can check your list anytime to see what's ready to send.

HUMAN

You review details

The AI won't send a contract without your go-ahead. You decide which template to use and who receives it.

The workflow

What your AI does when you ask for a template.

The AI acts as the bridge between your conversation and your DottedSign account.

  1. Find your templates

    The AI looks through your DottedSign library to find the exact document you need.

    list_templates

  2. Prepare the request

    The AI maps your instructions, like the recipient's email, to the template requirements.

    list_templates

  3. Launch the signing task

    The AI triggers the actual signing process using the template you selected.

    create_task_from_template

  4. Confirm completion

    The AI tells you the task was successful so you can move to the next item.

    create_task_from_template

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

Swap out the bracketed text with your actual template names and recipient emails.

DottedSign Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_DUEUIBnn0LR7ssP5MprNgkG1GI5h3mJ3ndrx1X5l/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_DUEUIBnn0LR7ssP5MprNgkG1GI5h3mJ3ndrx1X5l/mcp"
    }
  }
}
Copy into chat04

  • List my DottedSign templates so I can see what's available.

  • Send the NDA template to alex@example.com using DottedSign.

  • Use my Service Agreement template to start a signing task for jordan@company.com.

  • Show me all the templates I have in DottedSign.

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

Start here

Connect DottedSign once, then ask.

One connection gives your AI access to your templates. Your credentials stay encrypted and secure on our side.

Connect DottedSign to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit the text inside my templates?

    No. The AI can only use the templates exactly as they are already saved in DottedSign.

  • 02

    Will the AI send a contract without me seeing it first?

    No. You must tell the AI to trigger the task, and you should always review the recipient details before confirming.

  • 03

    Can I create a brand new template using the AI?

    No. The AI can only work with templates that already exist in your DottedSign account.

  • 04

    Does the AI handle the actual signing process?

    No. The AI triggers the request, but the human signers must interact with the DottedSign interface to sign.

  • 05

    How does the AI know which templates I have?

    It uses the list_templates tool to pull your current library into the conversation.

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

Connect DottedSign to Claude, Cursor, ChatGPT & more