• READY
  • PENDING
  • HUMAN
  • DONE

How to create and send signing packages with your AI

Connect OneSpan to your agent to automate document workflows. Once connected, your AI handles the structure and status of every signing request.

Ask AI about this page

Short answer

How can my AI create and send signing packages?

Your AI uses OneSpan tools to build transaction containers and upload your files. It then moves the process forward by updating the package status to trigger the signing flow. You'll see the results in your OneSpan dashboard.

The end results.

Where your documents land.

The AI handles the technical setup so you can focus on the content.

READY

Live signing packages

The AI creates the container and uploads your files. These packages appear in OneSpan ready for recipients to sign.

PENDING

Status updates

Your agent updates the package state to move it through the lifecycle. This keeps the transaction moving without manual clicks.

HUMAN

Final review needed

You still need to verify the document contents and recipient details before the AI triggers the final status update.

DONE

Completed transactions

Once the signing process finishes, the package status reflects the completed state in your account.

The workflow

What your AI does when you request a package.

The AI manages the lifecycle of a transaction from the first file upload to the final status change.

  1. Initialize the container

    The AI starts by setting up a new transaction container in OneSpan to hold your documents.

    create_package

  2. Attach files

    After the container exists, the AI sends your specific documents into that package.

    upload_document

  3. Trigger the process

    The AI changes the package state to move it into the active signing phase.

    update_package

  4. Monitor progress

    The AI can check or change the status of existing packages to keep the workflow on track.

    update_package

Try it

Copy these to start.

Paste these into your chat to begin working with OneSpan.

Starting points

These are starting points. Swap out the bracketed info with your actual file names or package details.

OneSpan Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_64PL8HLJU2FG9zOJ8I0DSWSND5ukAEadm14u2jXa/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 — OneSpan capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "onespan-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_64PL8HLJU2FG9zOJ8I0DSWSND5ukAEadm14u2jXa/mcp"
    }
  }
}
Copy into chat04

  • Create a new signing package for the contract in my local folder.

  • Upload the invoice.pdf to the package we just created.

  • Update the status of the package for client Acme Corp to start the signing process.

  • Check the status of the package I created for the Smith agreement.

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

Start here

Connect OneSpan once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can immediately start giving commands to your agent.

Connect OneSpan to your AI

FAQ

How the OneSpan task behaves

  • 01

    Can my AI delete a signing package?

    No. The available tools only allow for creating, uploading, and updating packages.

  • 02

    Does the AI decide who the signers are?

    The AI follows your instructions. You must tell the agent which recipient details to include when creating the package.

  • 03

    Can the AI edit the text inside my PDF?

    No. The AI can only upload the documents you provide; it cannot modify the content within them.

  • 04

    Will the AI send the email to the client automatically?

    The AI triggers the process by updating the package status, which initiates the OneSpan signing flow.

  • 05

    Can I use this with Claude or Cursor?

    Yes, any MCP-compatible client will work once you connect the OneSpan MCP through Vinkius.

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

Connect OneSpan to Claude, Cursor, ChatGPT & more