# DottedSign MCP MCP > DottedSign connects your AI agent to professional e-signature workflows. It lets you manage entire document lifecycles—from pulling templates to getting final signatures—all through conversation. Create tasks, check who has signed, and review the full audit trail without opening a browser. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** electronic-signatures, workflow-automation, document-signing, legal-compliance, template-management ## Description Need to get documents signed? This MCP handles it. Instead of logging into an external platform or manually juggling spreadsheets to track status, your agent manages the whole process for you. You can tell your AI client to find existing document templates, build a new signing task from one, and assign participants immediately. The system tracks every step: who viewed the doc, when they signed it, and what the final audit trail looks like. This means you keep legal compliance data right where you work. If you're managing multiple critical workflows, connecting this MCP via Vinkius gives your agent a single pane of glass for document management, making sure no signature falls through the cracks. ## Tools ### cancel_task Stops a document signing task that is currently in progress or stalled. ### create_task_from_template Starts a signing task by copying and adapting an existing, approved template. ### create_task Initiates a brand new, unsourced document signing workflow. ### delete_task Removes a document signing task from the system entirely. ### get_audit_trail Retrieves a complete, step-by-step log of every action that occurred on a specific task. ### get_me Confirms which user account or identity is currently being used by the agent. ### list_tasks Fetches a summary list of all signing tasks associated with the account. ### list_templates Displays every document template that is available to start a new task from. ### list_users Provides a list of all user accounts configured within the DottedSign system. ### list_webhooks Shows which external systems are currently receiving notifications from the platform. ### retrieve_task Gets full details and status information for one specific signing task ID. ### update_task Makes changes to an existing signing task, such as adding a participant or changing metadata. ## Prompt Examples **Prompt:** ``` List all active document templates in DottedSign. ``` **Response:** ``` Retrieving your templates... You have 4 templates available. The most used one is 'Standard NDA'. ``` **Prompt:** ``` Check the status of signing task 'TASK_ID'. ``` **Response:** ``` Task 'TASK_ID' is currently 'Pending'. Only 1 out of 2 participants has signed. ``` **Prompt:** ``` Delete draft document 'DOC_ID'. ``` **Response:** ``` Draft document 'DOC_ID' has been successfully deleted from your workspace. ``` ## Capabilities ### Create signing tasks Start new documents or copy existing templates to kick off the e-signature process. ### Check task status and details Retrieve specific information about a document, including who has signed it and if the task is stuck waiting for someone. ### Manage users and templates List all active system users or pull up available document formats to build from. ### Track compliance records Get a full, uneditable history of every action taken on the task, which is essential for legal review. ## Use Cases ### The Annual Vendor Agreement Audit A compliance officer needs to verify all 50 vendor agreements signed last month. Instead of downloading 50 PDFs and manually checking dates, they ask their agent to run `list_tasks` filtered by date range, immediately getting a summary list of all completed contracts. ### Onboarding New Employees The HR manager needs to sign NDAs, policies, and agreements for 10 new hires. They use `create_task_from_template` with the 'Standard Employee Packet' template, assigns all 10 users via `list_users`, and sends out everything in one go. ### Fixing a Stalled Contract A contract is stuck because one department head left town. The project manager uses their agent to check the task status with `retrieve_task` and then calls `update_task` to reassign the outstanding signatures to the interim lead. ### Quickly Starting a New Contract A sales rep needs a new client agreement signed right now. They ask their agent to use `create_task_from_template`, selecting 'MSA v2', and specify the recipient email list, starting the process in seconds. ## Benefits - Stop manually tracking status. By calling `retrieve_task` or `list_tasks`, your agent always knows exactly where a contract stands, without you having to check multiple dashboards. - Never start from scratch again. Use `create_task_from_template` to spin up complex agreements based on approved formats, saving hours of drafting time. - Get total visibility into compliance. The dedicated function for the audit trail (`get_audit_trail`) gives you irrefutable proof of every single action taken on a document. - Handle changes without logging in. If an agreement needs an extra signer or a date updated, use `update_task` to adjust it programmatically. - Know your players and settings. Use `list_users` and `get_me` to confirm who has signing rights before you build the document. ## How It Works The bottom line is you tell your AI client what needs signing, and it handles the setup, tracking, and history retrieval from one place. 1. First, tell your agent what you need. For example, 'Start an NDA signing using the standard template.' 2. The MCP handles the setup: it finds the correct document format and executes the `create_task` function, assigning the necessary recipients. 3. You get a reference ID for the task. Your agent monitors that ID until all required parties have signed, providing status updates as they happen. ## Frequently Asked Questions **How do I start a new signing task with DottedSign MCP?** You must use `create_task` or, better yet, use `create_task_from_template`. The template option is far more reliable because it ensures you’re using legally approved document language. **What does the list_tasks tool show me?** The `list_tasks` function gives you a summary of all existing signing processes. It's your starting point for knowing which documents are active and where to look next. **Can I check who signed the document using get_audit_trail?** Yes, that is exactly what `get_audit_trail` does. It doesn't just say 'signed'; it shows *when* they signed and which IP address was used. **How do I update a document if someone needs to sign later?** Use the `update_task` tool. You simply reference the task ID, tell the agent who needs to participate, and the system adds them without you having to manually resend anything. **How do I use the create_task_from_template tool?** It automatically builds a new signing task using your existing document structure. You just need to pass the template ID and any variable data, ensuring the resulting workflow uses the correct legal language from day one. **How does list_users help me manage access?** This tool retrieves a roster of all active users associated with your account. You can use this to confirm who is available for signing and verify if they have the necessary permissions to participate in the task. **If a document process fails, how do I use delete_task?** You provide the specific ID of the abandoned or failed task. This immediately cleans up your workspace, removing old data and preventing inactive processes from cluttering your list of current work items. **I need full context on a single job; what does retrieve_task do?** This action pulls all current metadata and progress points for one specific task ID. It gives you highly granular details—like exactly which participant needs to act next—without having to sift through the entire list of tasks. **Can I automate the sending of a specific document template?** Yes! You can use the agent to map the document template and instantly send the signing request. **How can I track the signing status of a document?** Simply query the Task ID through the agent to retrieve its real-time signature status, whether pending or completed. **Do I need a paid plan to use the DottedSign API?** Access to the API generally requires an active DottedSign API subscription plan. Check the official docs for current restrictions.