Connect AI workflows to agreements with MCP

Use Model Context Protocol (MCP) to connect eligible AI tools and agreement workflows to eSignly, subject to account permissions and usage controls.

What can MCP help you do?

MCP provides a way for a compatible client to use supported eSignly capabilities in an agreement workflow. The available actions depend on your account, role and configuration.

Work with agreements

Connect supported agreement actions to your workflow while keeping documents in the Agreement Workspace where access allows.

Use shared templates

Use eligible template capabilities with the same Template Library and access rules as the web application.

Keep control

Account permissions, usage limits and security controls apply to connected workflows. Review actions before using them in production.

A conceptual example

A team could use a compatible AI client to help find an agreement and review its status, subject to the user’s permissions. The exact steps and available actions depend on the supported client and account configuration; this example is not executable setup guidance.

Getting started

  1. Contact our team about MCP setup and confirm that your client and account support the workflow.
  2. Configure the appropriate credentials and permissions. Protect keys and rotate or revoke them if needed.
  3. Discuss available test and preflight options with the team before enabling live actions.

Test and live capabilities, limits and feature access depend on account configuration. For an integration discussion, contact our team.