• READY
  • ACTIVE
  • PENDING
  • DONE

How to send signature requests with your AI

Connect Dropbox Sign to your AI client once. From then on, you can trigger signature workflows using natural language.

Ask AI about this page

Short answer

How can I send signature requests using my AI?

You tell your AI which template to use or provide a file URL, and it handles the request through Dropbox Sign. You'll get finished documents ready for review once the signers complete their part.

Signature outcomes

What you get

The results of your signature requests.

READY

Template selection

The AI finds the right document structure from your existing library. You get a list of available templates to choose from.

ACTIVE

Requests sent

The AI triggers the signature process for your specific files or templates. Signers receive the request immediately.

PENDING

Human oversight

You monitor the status of requests. You decide when to follow up with signers or manually intervene if a signature is missed.

DONE

Completed files

Once everyone signs, the documents are finalized. You can then ask your AI to pull the completed files for your records.

The workflow

What your AI does when the request arrives.

The AI acts as the bridge between your conversation and the Dropbox Sign API.

  1. Find templates

    The AI looks through your Dropbox Sign account to find the specific document layout you need.

    list_templates

  2. Check template details

    If you need to verify fields or specific settings, the AI pulls the exact configuration of a template.

    get_template_details

  3. Send via template

    The AI uses a pre-made layout to send a request to a specific email address.

    send_with_template

  4. Send custom file

    If you have a unique file at a specific URL, the AI sends it out as a standalone signature request.

    send_signature_request

Try it

Copy these to start.

Use these prompts to trigger actions in Dropbox Sign.

Starting points

These are basic starting points. Swap out the bracketed info with your actual template names or email addresses.

Dropbox Sign Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_KZJyw2uZWR5mqKhavKi1uTxWLl514WfNnX0mEbDC/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 — Dropbox Sign capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dropbox-sign-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_KZJyw2uZWR5mqKhavKi1uTxWLl514WfNnX0mEbDC/mcp"
    }
  }
}
Copy into chat04

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

  • Send the 'Service Agreement' template to client@example.com.

  • Use this file URL [insert URL] to send a signature request to boss@company.com.

  • Show me the details for the 'NDA Template' so I can check the fields.

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

Start here

Connect Dropbox Sign once, then ask.

One click connects your account. Your credentials stay encrypted and secure, and you can start sending requests immediately.

Connect Dropbox Sign to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit the text inside my PDF?

    No. The AI can only send existing templates or files you provide via URL.

  • 02

    Does the AI decide who signs the document?

    No. You must specify the recipient's email address in your prompt.

  • 03

    Can I see a list of my templates?

    Yes. The AI can pull your full list of templates from Dropbox Sign.

  • 04

    Can the AI delete a template?

    No. The current tools only allow for listing, viewing, and sending requests.

  • 05

    Will the AI automatically follow up with signers?

    No. The AI sends the initial request, but you handle the follow-up process.

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

Connect Dropbox Sign to Claude, Cursor, ChatGPT & more