• READY
  • SENT
  • TRACK
  • HUMAN

How to send template documents with your AI

Connect SignRequest to your AI client once. After that, you can trigger signing requests just by asking.

Ask AI about this page

Short answer

How can I send templates using my AI?

Your AI finds the right template in your SignRequest account and sends it to a recipient you specify. You'll see exactly how the process unfolds below.

The outcomes

Where your requests land

The AI handles the heavy lifting of finding and sending the files.

READY

Templates found

The AI scans your SignRequest account to find the specific template you mentioned. You'll get a confirmation that it found the right file.

SENT

Requests initiated

Once you confirm the recipient, the AI triggers the signing request. The document lands in the recipient's inbox immediately.

TRACK

Status updates

You can ask your AI for updates on whether the recipient has opened or signed the document. It keeps you looped in on the progress.

HUMAN

Manual review

If a template needs specific field adjustments or complex routing, you'll need to jump into the SignRequest dashboard to finalize those details.

The workflow

What your AI does when you request a signature.

The AI moves from searching your library to executing the request.

  1. Locate the template

    The AI looks through your existing SignRequest library to find the exact template you need.

    list_templates

  2. Verify template details

    The AI pulls the specific configuration and structure of the selected template to ensure it's ready for use.

    get_template

  3. Trigger the request

    The AI sends the document to the email address you provided, starting the signing workflow.

    create_signrequest

  4. Confirm completion

    The AI tells you once the request has been successfully created and sent to the recipient.

    create_signrequest

Try it

Copy these to start.

Use these prompts to kick off the process.

Starting points

Swap out the bracketed info for your actual template names and email addresses.

SignRequest Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_bZkpQxtqCupGV3S6YVvOqL1ucQ9Rw7wIFgJAfHZA/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 — SignRequest capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "signrequest-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_bZkpQxtqCupGV3S6YVvOqL1ucQ9Rw7wIFgJAfHZA/mcp"
    }
  }
}
Copy into chat04

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

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

  • Find the template named 'NDA' and send it to the contact in my recent emails.

  • Show me the details for the 'Employment Contract' template.

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

Start here

Connect SignRequest once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start using these tools in your favorite AI client immediately.

Connect SignRequest to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit the text inside my template?

    No. The AI can only use existing templates that you have already created in SignRequest.

  • 02

    Does the AI automatically sign documents?

    No. The AI only initiates the request to send the document to a recipient for signature.

  • 03

    Can I send a template to multiple people at once?

    Yes, as long as you provide the recipient details in your prompt.

  • 04

    Can the AI delete my templates?

    No. The AI only has tools to list, get, and create requests; it cannot delete anything from your account.

  • 05

    How does the AI know which template to use?

    It uses the names or descriptions you provide in your chat to find the matching template in your library.

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

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