# Zoho Sign MCP > Zoho Sign connects digital signature management directly into your agent workflow. Use this MCP to create document sign requests from templates, monitor who needs to sign what, send follow-up reminders, and pull legally binding audit certificates for compliance. It handles the entire contract lifecycle via natural conversation. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** digital-signatures, document-workflow, contract-management, compliance, audit-trail, template-automation, electronic-signing ## Description This connector gives your AI client full control over digital signature workflows. You can initiate new signing processes using reusable document templates; you don't have to build a request from scratch every time. Need to track progress? List all current requests and monitor recipient status instantly. If someone misses the deadline, send them a reminder without opening another app. When it’s done, retrieve the completion certificate that proves legal compliance. The power is in the full lifecycle management—from template creation to final audit trail retrieval. Since credentials pass through Vinkius's zero-trust proxy, your sensitive keys are used only in transit and never stored on disk. This keeps your signing process secure while letting you automate complex contracts for Legal or HR. By connecting this MCP, your agent can manage everything from listing supported document types to revoking an active request if the contract needs to be pulled back. ## Tools ### create_request_from_template Generates an entire signature request using pre-built document templates. ### get_zohosign_account_info Retrieves the current user's account profile and general settings within Zoho Sign. ### get_completion_certificate Retrieves the final, official audit certificate for a fully signed document. ### get_document_metadata Gets specific identifying details and information about an uploaded file. ### get_sign_request_details Pulls detailed status and recipient information for a given signature request ID. ### list_supported_document_types Shows which file formats (like PDF or DOCX) can be processed by the system. ### list_available_field_types Lists all types of data fields (like Date or Text) that can be added to documents. ### list_sign_requests Gets a list of every current and past digital signature request managed by the account. ### list_sign_templates Lists all reusable, pre-configured document templates available for use. ### remind_sign_recipients Sends a follow-up email reminder to signers who have not yet completed their signatures. ### revoke_sign_request Immediately cancels and removes an active signature request from the system. ### submit_sign_request Sends out a brand new document for signing to one or more recipients. ## Prompt Examples **Prompt:** ``` List all active signature requests and send a reminder to any recipients who haven't signed yet. ``` **Response:** ``` I found 4 active requests. The document 'Partnership Agreement' (ID: 390218) is still pending signature from John Doe. I have successfully sent a reminder notification to John. ``` **Prompt:** ``` Retrieve the completion certificate for the signed document with ID 8493021. ``` **Response:** ``` I've retrieved the completion certificate for the 'Employment Contract' (ID: 8493021). The document was fully signed and sealed on October 24th. Here is the link to download the legal audit trail. ``` **Prompt:** ``` List all reusable sign templates and initiate a new signature request using the 'NDA Template' (ID: 29013). ``` **Response:** ``` You have 5 templates available. I have created a new draft signature request using the 'NDA Template' (ID: 29013). The new request ID is 409122. Let me know when you're ready to submit it. ``` ## Capabilities ### Initiate Document Requests Create new signature requests using saved templates or submit entirely new documents for signing. ### Monitor Request Statuses List all active signature requests and check detailed status updates for specific contracts. ### Manage Signers and Deadlines Send automated reminders to signers who have missed the deadline or are stuck in the workflow. ### Audit Compliance Records Retrieve legally binding completion certificates and full audit trails for signed documents. ### Control Templates and Documents List available templates, supported file types (like PDF or DOCX), and metadata fields to ensure correct document setup. ## Use Cases ### Onboarding new employees An HR specialist needs to get five different documents signed (NDA, employment contract, policy agreement). They ask their agent to use `list_sign_templates` first, then tell it to `create_request_from_template` for all five, ensuring the entire onboarding packet is sent out in one go. ### Handling overdue client contracts A sales rep knows a deal is stuck because the client hasn't signed the final MSA. The agent can first run `get_sign_request_details` to confirm who is missing, and then execute `remind_sign_recipients` to get the contract back on track. ### Legal review of a finished deal A legal team member needs proof that a merger agreement was signed correctly. They ask their agent for the completion certificate, which runs `get_completion_certificate` and delivers the full audit trail instantly. ### Pre-check document requirements Before sending out any contract, an administrator asks the agent to run `list_supported_document_types` and `list_available_field_types`. This confirms they have all necessary fields (like Tax ID or Date) available for the template. ## Benefits - Automate compliance tracking. Instead of manually checking signatures, use `get_completion_certificate` to instantly pull a legally binding audit trail for any signed document. - Build contracts faster than ever. Use `list_sign_templates` and then `create_request_from_template` to generate complex agreements with a few prompts, skipping the setup phase entirely. - Keep deals moving. If a client stalls on signing, use `remind_sign_recipients` to send an immediate follow-up without having to log into the Zoho portal yourself. - Maintain control over documents. Need to pull back an agreement? Use `revoke_sign_request` to cancel any active request instantly if the terms change. - Get a full overview at a glance. Running `list_sign_requests` lets your agent show you every document that needs attention, eliminating manual dashboard scrolling. ## How It Works The bottom line is you automate document compliance by telling your agent what needs to happen with signatures. 1. Subscribe to this MCP on Vinkius and provide your Zoho Sign Access Token. 2. Connect the MCP to your preferred client (Claude, Cursor, etc.) using a single login. Your agent can now see all available signing tools. 3. Ask your agent to perform a workflow, such as 'List all pending contracts and send reminders for any that are overdue.' The agent executes the necessary calls instantly. ## Frequently Asked Questions **How do I list all active Zoho Sign requests using the list_sign_requests tool?** You ask your agent to run `list_sign_requests`. It will pull a comprehensive list of every request, allowing you to see who is pending and what document they need to sign. **What should I do if I need to cancel an agreement before it's signed?** Use the `revoke_sign_request` tool. This immediately cancels any active request, ensuring no one can accidentally or intentionally complete a contract that needs changing. **Can I create a new signature request from an existing document layout?** Yes. Instead of starting fresh, you use `list_sign_templates` to find the right format and then run `create_request_from_template` to build the contract in minutes. **What data can I get about a document using get_document_metadata?** This tool pulls key identifying information from the file, like its type, creation date, and any other system-defined metadata that helps verify what it is. **How do I check my Zoho Sign account limits and profile settings using get_zohosign_account_info?** It retrieves your core account details, including plan status and any current usage quotas. This is a quick way to confirm the connection's health and ensure you haven't hit any operational ceilings. **After I create a draft document, how do I finalize and send the agreement using submit_sign_request?** This tool immediately pushes the request out to all designated signers. It transitions the status from 'draft' to active and starts the clock on the signing workflow. **What file formats can I use for signing documents, and how does list_supported_document_types help?** It lists every supported document extension. Running this tool confirms that any file type your agent is working with—whether it’s PDF or DOCX—is valid before you proceed with a request. **If an agreement stalls, how do I send automated reminders to signers using remind_sign_recipients?** This sends automatic notifications to every recipient on the request. It’s ideal for moving stalled contracts forward without needing manual follow-up emails. **How do I generate an Access Token for Zoho Sign?** Log in to the [**Zoho API Console**](https://api-console.zoho.com/), register your application, and use the 'Self-Client' option to generate an Access Token with the required Zoho Sign scopes. **Can the agent send reminders to recipients who haven't signed yet?** Yes! The `remind_sign_recipients` tool allows your AI agent to trigger a notification to everyone who is still pending to sign the document.