• NOTIFY
  • LOG
  • ACTION
  • HUMAN

How to monitor signing status with your AI

Connect OneSpan to your agent to get instant updates whenever a signer interacts with a document or finishes a package.

Ask AI about this page

Short answer

How can my AI track signing progress?

Your agent uses OneSpan event notifications to watch for signer activity and completed packages. This setup ensures your agent knows the second a document is signed or an action is taken. You'll see how the automation handles these triggers below.

Status outcomes

Where every update lands.

The AI routes every signing event to the right place in your workflow.

NOTIFY

Instant status alerts

The AI catches real-time events from OneSpan and pings you or your agent immediately. You won't have to manually check if a package is done.

LOG

Audit trail updates

Every signer interaction is recorded. Your agent can update your tracking sheets or databases as things happen.

ACTION

Automated follow-ups

If a signer stalls, your agent sees the inactivity and can draft a reminder. This keeps the process moving without you watching the clock.

HUMAN

Manual intervention

If a signature fails or a document is rejected, the AI flags the issue for you. You step in only when a human needs to resolve a specific error.

The workflow

What your AI does when a signing event occurs.

The agent stays idle until OneSpan sends a signal that something changed.

  1. Listen for events

    The agent waits for OneSpan to trigger a notification regarding a specific package or signer action.

    configure_callback

  2. Parse the status

    The AI reads the incoming data to determine if a package is completed, viewed, or abandoned.

    configure_callback

  3. Update your records

    Once the status is clear, the agent pushes that information to your preferred tracking tool.

    configure_callback

  4. Alert the user

    The agent sends a message to your chat or email to let you know the status has changed.

    configure_callback

Try it

Copy these to start.

Use these prompts to kick off the monitoring process.

Starting points

Replace the bracketed text with your specific details like your CRM name or Slack channel.

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

  • Set up a callback for my OneSpan packages so you know when they are completed.

  • Watch my OneSpan signing status and send a message to my Slack channel when a signer views a document.

  • Update my Google Sheet with the signing status every time a OneSpan event occurs.

  • Notify me in this chat if any signer fails to complete their package within 24 hours.

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

Start here

Connect OneSpan once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start asking your agent about signing statuses immediately.

Connect OneSpan to your AI

FAQ

How the monitoring works

  • 01

    Does the AI monitor my OneSpan account automatically?

    No. You must first connect the OneSpan MCP and then tell your agent to listen for specific events using a prompt.

  • 02

    Can the AI change the document content in OneSpan?

    No. The tools only allow the AI to receive status updates and configure callbacks. It cannot edit the legal documents themselves.

  • 03

    Will the AI send emails to signers without my permission?

    No. The AI can draft messages or notify you, but it does not have the capability to send outbound emails directly to signers through OneSpan.

  • 04

    How does the agent know a package is finished?

    The agent relies on the callback configuration to receive a real-time notification from OneSpan the moment the status changes to completed.

  • 05

    Can I use this with any AI client?

    Yes, as long as you are using an MCP-compatible client like Claude, Cursor, or Windsurf.

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

Connect OneSpan to Claude, Cursor, ChatGPT & more