# DottedSign MCP for AI Agents MCP > DottedSign automates e-signature workflows by letting your AI agent manage contracts directly. You can create signing tasks from templates, track document status in real time, and handle complex file missions—all without manual tracking. It lets you control the entire legal document lifecycle via natural conversation. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** digital-signatures, workflow-automation, document-tracking, signing-tasks, template-management, compliance ## Description Managing digital signatures used to be a mess of spreadsheets and follow-up emails. Now, your AI agent handles it all. You connect your DottedSign account once through Vinkius and get immediate access to powerful workflow controls. Instead of manually checking who's signed what, you talk to your agent about the documents, and it tells you exactly where every contract stands. You can build new signing tasks instantly from existing templates or even create public forms for data collection. If a document needs revision, you can void or archive tasks without losing the original file. It’s like having a dedicated legal assistant that lives inside your AI client, keeping track of every signature and compliance step so you never miss a deadline again. ## Tools ### update_me Updates the current member's profile information in DottedSign. ### archive_task Moves a specific DottedSign task into the archive for record keeping. ### create_file_mission Bundles multiple files together to create a single, cohesive mission package. ### create_public_form Generates a new public form that anyone can fill out online for data collection purposes. ### create_task Initiates a brand new signing task with defined signers and documents. ### delete_public_form Removes an existing public form from the active system. ### discard_task Permanently removes a DottedSign task, ensuring it cannot be recovered. ### get_file_mission_download_link Retrieves the secure download link for all files within a mission package. ### get_file_mission Fetches detailed information about an existing file mission, including its contained documents. ### get_groups Retrieves a list and details of established user groups within the system. ### get_me Gets detailed information about the current authenticated member. ### get_public_form Retrieves all details for a specific public form, including its contents and settings. ### get_task Pulls comprehensive information about one specific signing task by its ID. ### get_template Retrieves all details for a particular reusable document template. ### list_public_forms Provides an overview and list of every active public form available in the system. ### list_tasks Generates a summarized list of all current DottedSign tasks under your account. ### list_templates Provides an overview and list of every available template for signing requests. ### quick_create_task Quickly generates a new DottedSign task using pre-configured settings. ### renew_file_mission Resets the expiration or accessibility date of an existing file mission package. ### restore_task Brings a previously discarded DottedSign task back into an active state. ### unarchive_task Makes a previously archived DottedSign task visible and actionable again. ### update_groups Modifies the details or membership of defined user groups. ### update_public_form Makes changes to an existing public form, like updating fields or descriptions. ### update_task Modifies specific details of a running DottedSign task without recreating it. ### void_task Invalidates an active signing task, making the signatures collected invalid for compliance. ## Prompt Examples **Prompt:** ``` I need to start onboarding three new employees next week. What do I need to sign? ``` **Response:** ``` **Onboarding Task Checklist** * Employee Handbook Agreement (Template ID: T-001) * Non-Disclosure Agreement (Standard) * Confidentiality Policy Acknowledgment I've initiated a new task and sent the documents to the group defined as 'New Hires.' Check your inbox for the link. It will expire in 30 days. ``` **Prompt:** ``` Check status for the Q4 service agreements, specifically those from Acme Corp. ``` **Response:** ``` Here is a breakdown of the current Service Agreement tasks: | Client | Task ID | Status | Next Action | | :--- | :--- | :--- | :--- | | Acme Corp. | ds_882 | **Pending Signatures** | Waiting for Bob Jones to open it. | | Beta Inc. | ds_901 | Viewed | Needs signature from Jane Doe. | Overall, 1/3 tasks are pending signatures. ``` **Prompt:** ``` I need a new template for vendor contracts—it needs fields for the service term and annual fee. ``` **Response:** ``` Okay, I'll help you draft one. You can use `get_template` to see existing options first. Based on your description, I recommend starting with a blank slate using `create_task` but pre-loading it with these standard fields: * Service Term (Dropdown) * Annual Fee ($ format) * Authorized Signer (Email field) ``` ## Capabilities ### Update Member Profile Information Modifies the current member's profile details within DottedSign. ### Archive a Signing Task Moves an active signing task into the archive for long-term record keeping. ### Create a File Mission Package Bundles multiple documents together to manage them as one single mission package. ### Generate Public Data Forms Creates and manages public forms that external parties can fill out for data collection. ### Create a New Signing Task Initiates a new, formal signing task with specific documents and signers. ### Delete Public Data Forms Permanently removes a public form from the system after it's no longer needed. ### Discard an Existing Task Removes a signing task permanently, making all associated data inaccessible. ### Get File Mission Download Link Retrieves the secure download link for all files contained within a mission package. ### Fetch File Mission Details Gets detailed information regarding an existing file mission, including its contents. ### Retrieve User Group Information Fetches a list and details of established user groups within the DottedSign account. ### Get Current Member Details Retrieves specific information about the currently logged-in member's profile. ### Retrieve Public Form Details Pulls all details and settings for a single specified public form. ### Get Task Details by ID Retrieves comprehensive, real-time information about one specific signing task. ### Fetch Template Specifications Gets all details for a particular reusable document template available in the system. ### List All Active Public Forms Provides an overview and list of every active public form created or accessible to the account. ### List All Current Tasks Generates a summarized, current list of all signing tasks under your DottedSign account. ### List Available Templates Provides an overview and list of every available template that can be used for new signing requests. ### Quickly Create a Signing Task Generates a new DottedSign task using quick, pre-configured setup settings. ### Renew File Mission Expiration Resets the expiration or accessibility date of an existing file mission package. ### Restore a Discarded Task Brings a previously discarded signing task back to its active, usable state. ### Unarchive a Signing Task Makes an archived signing task visible and actionable again for review or completion. ### Update User Group Details Modifies the membership, name, or other details of defined user groups. ### Update Public Form Settings Makes changes to an existing public form, such as updating fields or descriptions. ### Modify a Running Task's Details Changes specific details of a running DottedSign task without needing to recreate it entirely. ### Void an Active Signing Task Invalidates all signatures and activities on a task, making the collected data non-compliant. ## Use Cases ### Onboarding new employees An HR manager needs to get an employee to sign three documents (NDA, Handbook, Benefits Agreement). They ask their agent to 'start the onboarding process.' The agent uses `create_task` and sends all necessary files simultaneously. ### Managing contract renewals A Legal Counsel needs to check if a vendor's annual service agreement has been signed. They ask their agent, 'Check the status of Vendor X.' The agent uses `get_task` and tells them who is pending review. ### Handling deal flow acceleration A Sales Ops Manager closes a big deal. Instead of emailing files out manually, they tell their agent to 'create the signing package for Client Z.' The agent uses `quick_create_task` based on a standard template. ### Preparing documents for audit A Compliance Officer needs to prove that a specific signed agreement is no longer valid. They ask their agent to 'invalidate the 2023 service contract.' The agent uses `void_task` and logs the action. ## Benefits - Eliminate manual status checks. Instead of logging into multiple dashboards to see who signed what, your agent uses `get_task` or `list_tasks` to give you a single, real-time overview. - Speed up deal flow. Use `quick_create_task` combined with template data retrieval (`get_template`) to generate compliant signing packages in seconds, not minutes. - Maintain compliance integrity. When a document is no longer valid, use the `void_task` tool to formally invalidate signatures, satisfying audit requirements immediately. - Simplify complex files. Use `create_file_mission` and `get_file_mission` to bundle related documents (like an NDA plus an SOW) into one mission for streamlined signing. - Improve data collection. You can create public forms using `create_public_form` if you need structured input from external parties before a contract is drafted. ## How It Works The bottom line is that your AI client uses these tools to speak directly to DottedSign, handling all the back-and-forth tracking and updating for you. 1. Subscribe to this MCP and provide your DottedSign Personal Access Token. 2. Your AI client connects the credentials, giving it permission to access document task data. 3. You ask your agent a question like, 'What's the status of the Q3 service agreements?' and it returns real-time data. ## Frequently Asked Questions **How do I track multiple contracts using the DottedSign MCP for AI Agents?** You can easily check all your tasks by asking to list them. The agent returns a consolidated view, showing which documents are pending signatures and who needs to act next. It's one command instead of dozens of manual logins. **Can DottedSign MCP for AI Agents help with employee onboarding?** Yes. You can create a single signing task containing multiple documents—like NDAs and handbooks—and send them all out at once, ensuring every new hire signs everything required. **What if I need to invalidate an old contract signature?** If a document is expired or no longer valid for compliance, you can use the agent to `void_task`. This formally invalidates all signatures on that task and keeps a record of the voiding action. **Does DottedSign MCP for AI Agents handle complex file sets?** Absolutely. If your signing requires several related documents—like an addendum plus the original agreement—you use mission creation to bundle them into one package before sending it out. **I need a standardized way to capture client data before I write a contract.** You can generate a public form using this MCP. You create the form, share the link, and your agent tracks all responses in one place until you're ready to draft the final agreement. **Is DottedSign MCP for AI Agents better than just sending files by email?** Yes. Email tracking is manual and unreliable. This MCP creates a dedicated, auditable task record that tracks views, opens, and signatures, giving you verifiable compliance data.