Get Documents Signed Directly from Your AI Chat with SignWell MCP

Send contracts, forms, and agreements for eSignature without leaving Claude, Cursor, or your favorite AI tool. The SignWell MCP Server integrates SignWell's electronic signature platform directly into your AI assistant, allowing you to create, send, track, and download signed documents through natural conversation.

What You Can Do

No app switching. No browser tabs. Just ask.

Send Documents for Signature

Upload a file or have Claude write one from scratch

Send Documents from a Template

Reuse contracts, forms, or agreements you've already set up with different signers

Upload and Create Reusable Templates

Set up contracts and forms you send regularly, then reuse them with different signers

Track Signing Progress

See who signed and who's still pending

Download Signed PDFs

Grab the final document with a full audit trail

Send Reminders

Nudge signers who haven't signed yet

Before You Start... You need four things

Node.js v18 or newer

1. Node.js v18 or newer

Check by running node --version in your terminal. If you need it, grab it from nodejs.org.

Sign up for SignWell

2. Sign up for SignWell

Know exactly when a document is viewed and signed—plus get automatic reminders.

A SignWell API key

3. A SignWell API key

Log in to SignWell, go to Settings > API, and copy your API key.

An MCP-compatible AI client

4. An MCP-compatible AI client

Supported clients include Claude Desktop, Claude Code, Cursor, or other MCP-compatible clients (see Manual Configuration below).

Installation & Setup

Option A: One-Command Setup (Recommended)
The setup wizard stores your API key and automatically configures your AI client.

Step 1 - Run the wizard.

npx signwell-mcp setup

Step 2 - Paste your API key when prompted.

The wizard asks which AI client you use and handles the rest.

Step 3 - Restart your AI client.

Close and reopen your chosen client. The SignWell tools are now available.

Tip: Want to see what the wizard will do before it makes changes? Add --print to the setup command.

Option B: Manual Configuration
If you prefer to set things up yourself, add the SignWell MCP server to your client's configuration file.

For Claude Desktop

  • Edit your claude_desktop_config.json.
  • Add the SignWell server command (npx signwell-mcp) and your API key inside the "mcpServers" section.

For Claude Code, Run:

  • claude mcp add signwell -- npx signwell-mcp
  • Then set your API key as an environment variable.
  • Restart your AI client after making changes.

Send Your First Document

The fastest way to see this working is to tell your assistant what you want:

You: "Send my sales agreement to [email protected] for signature."

Here's what happens:

  1. The assistant opens a file picker to let you select your document.

  2. It creates a draft in SignWell with X as the signer.

  3. It returns a link to the draft so you can place fields and send the document.

Nothing sends without your approval

Every document starts as a draft. Nothing gets emailed until you explicitly confirm. You always get a chance to review before anything goes out. While uploaded documents will need fields placed, any documents you’ve set up as a template in SignWell can be directly sent from your AI chat.

How-To Guides

Upload a File and Send It for Signature

Prompt:

"I need to send contract.pdf to [email protected] for signature."

Send a Document from a Template

Prompt:

"Send an NDA using my NDA template to Sarah Chen at [email protected] as the Counterparty. Use my details for the Company role."

Check the Status of a Document

Prompt:

"What's the status of my Sales Agreement?"

Create a Reusable Template

Prompt:

"Create a template from my NDA document. It should have two signing roles: 'Company' and 'Counterparty'."

Have Your AI Assistant Write a Document and Send It

Prompt:

"Draft a simple freelance agreement between my company, Acme Corp, and a contractor named Jane Doe at [email protected]. Include sections for scope of work, payment terms, and termination. Add fields using SignWell text tags, then send it to Jane for signature."

Status
Meaning
Draft
Created but not yet sent
Pending
Sent, waiting for signatures
Completed
All parties have signed
Expired
The signing deadline passed
Declined
A signer declined to sign

Download a Completed Signed Document

Prompt:

"Download the signed PDF for my Sales Agreement."

Send a Signing Reminder

Prompt:

"Send a reminder to [email protected] for the Contractor Agreement."

Use Text Tags for Automatic Field Placement

Text tags let you control exactly where signature, date, and text fields appear in your document. The format is
{{type:signer_number:required}}.

Tag
What It Places
{{signature:1:y}}
Required signature field for Signer 1
{{date:1:y}}
Required date field for Signer 1
{{text:1:y:Title}}
Required text field labeled "Title" for Signer 1
{{initial:1:n}}
Optional initials field for Signer 1
{{checkbox:1:n}}
Optional checkbox for Signer 1

Send to Multiple Signers in Order

Prompt:

"Send the offer letter to [email protected] first, then to [email protected] second. They should sign in that order."

CC Someone Who Doesn't Need to Sign

Prompt:

"Send the agreement to [email protected] for signature and CC [email protected]."

Supported File Types

Category
Formats
Documents
.pdf, .doc, .docx, .pages
Presentations
.ppt, .pptx, .key
Spreadsheets
.xls, .xlsx, .numbers
Images
.jpg, .jpeg, .png, .tiff, .webp

Maximum file size: 25 MB.

Troubleshooting

"SignWell tools are not available": Make sure you ran the setup wizard and restarted your AI client. Verify Node.js v18+ is installed.

"Invalid API key" or "Authentication failed": Double-check your API key in SignWell Settings and re-run the setup wizard.

"File too large": The maximum upload size is 25 MB. Compress your file.

Documents stuck in "Draft" status: You need to confirm sending. Ask your assistant to send the draft.

"Text tags not found" or "Malformed tags": Ensure tags follow the correct format, and your PDF contains real text, not scanned images.

Quick Reference

I Want To...
Prompt
Send a file for signature
"Send [file] to [email] for signature."
Write and send a document
"Draft a [type of agreement] and send it to [email]."
Create a template
"Create a template from [file] with roles [role1] and [role2]."
Use a template
"Send a [template name] to [email] as [role]."
Check document status
"What's the status of [document name]?"
Download a signed PDF
"Download the signed [document name]."
Send a reminder
"Send a signing reminder for [document name]."
Validate text tags
"Check [file] for valid text tags."

What’s Next

  • Try templates to speed up documents you send regularly.
  • Add text tags to your PDFs for automatic field placement.
  • Get a list of recently sent documents to stay on top of pending agreements.

Frequently Asked Questions About the MCP

  • Do I need a SignWell account, and which AI clients are supported?

    You need an active SignWell account with API access, which is available on paid plans. SignWell MCP works with any MCP-compatible AI client, including Claude Desktop and Code, and Cursor. If your client isn't listed, you can configure it manually using the steps in the Manual Configuration section above.

  • Are electronically signed documents secure and legally binding?

    Yes! Documents are transmitted directly to SignWell's servers over encrypted connections. Your AI assistant does not store or retain your files beyond the current conversation. Signatures generated through SignWell comply with major eSignature laws, including the U.S. ESIGN Act, UETA, and the EU's eIDAS regulation. Every completed document includes a full audit trail with timestamps, IP addresses, and signer identity information.

  • Do signers need an account, and can they sign on mobile?

    Signers receive an email with a link and can sign directly in their browser, no registration or app download needed. The signing experience is fully mobile-friendly, so signers can complete documents from any smartphone or tablet.

  • What's the difference between sending a file and using a template?

    When you send a file, you upload a document each time and define the signers on the spot. A template is a saved version of a document with predefined signing roles, so you can reuse it without re-uploading or reconfiguring it each time. Templates are ideal for contracts, NDAs, and any other agreements you send regularly.

  • Why aren't the SignWell tools showing up in my AI client?

    The most common cause is forgetting to restart your AI client after running the setup wizard. Fully close and reopen your client, then try again. Also, confirm that Node.js v18 or newer is installed by running node --version in your terminal. If the issue persists, re-run npx signwell-mcp setup to verify your API key is configured correctly. You can always check the GitHub repository for more information.

Questions or issues? Reach out to the SignWell support team at [email protected].

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