• MONITOR
  • DETAILS
  • SUMMARY
  • ACTION

How to track document signature status with your AI

Connect Modusign to your AI client once. After that, you can monitor your agreement progress through a simple chat interface.

Ask AI about this page

Short answer

How can I see which documents need signatures?

Your AI uses Modusign tools to pull a list of your current agreements and check the status of specific files. You'll get a clear view of what's signed and what's still pending.

The outcomes

Where your data lands

The AI handles the data retrieval so you can focus on the follow-ups.

MONITOR

Identify pending signatures

The AI scans your active agreements to find exactly which ones haven't been completed yet.

DETAILS

Get document specifics

You can ask for deep dives into a single agreement to see its current state and history.

SUMMARY

View agreement lists

The AI pulls a full list of your documents so you can see your entire signing pipeline at once.

ACTION

Decide who to nudge

Since the AI can't send emails for you, you'll use the status updates to decide which clients need a manual follow-up.

The workflow

What your AI does when you ask about signatures.

The AI acts as a bridge between your chat interface and your Modusign account.

  1. Scan your documents

    The AI looks through your Modusign account to find all existing agreements.

    list_documents

  2. Filter for pending items

    It identifies which specific documents are still awaiting a signature based on your request.

    list_documents

  3. Inspect a specific file

    If you need more info on a single agreement, the AI pulls the full details for that file.

    get_document

  4. Report the status

    The AI presents the signature progress in plain text so you can act on it.

    get_document

Try it

Copy these to start.

Use these prompts to kick off your first task.

Starting points

These are basic ways to start. Swap out the document names or client names with your actual data.

Modusign Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_ByhXr6OMUnObbWKSesSp26GisICy5uGEjrLBrx8v/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 — Modusign capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "modusign-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ByhXr6OMUnObbWKSesSp26GisICy5uGEjrLBrx8v/mcp"
    }
  }
}
Copy into chat04

  • List all my documents in Modusign.

  • Which of my documents are still waiting for a signature?

  • Get the status for the service agreement with Acme Corp.

  • Show me the details for the document with ID doc_12345.

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

Start here

Connect Modusign once, then ask.

One connection links your account to your AI client. Your credentials stay encrypted and secure on our side.

Connect Modusign to your AI

FAQ

How this task behaves

  • 01

    Can the AI send a reminder email to a signer?

    No. The AI can only read and report the status of your documents. You have to send the actual reminders yourself.

  • 02

    Can the AI create a new signature request?

    No. This specific setup is for monitoring and retrieving existing document data.

  • 03

    Does the AI see my login password?

    No. Your login stays encrypted and is never shared with the AI client.

  • 04

    Can the AI delete a document?

    No. The tools only allow the AI to list and get document information.

  • 05

    How often does the AI check for updates?

    The AI only checks for updates when you specifically ask it to via a prompt.

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

Connect Modusign to Claude, Cursor, ChatGPT & more