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HelloSign

E-signature platform that enables businesses to send, receive, and manage legally binding electronic signatures with a simple, intuitive interface.

HelloSign MCP, Integrations & Automations for Enterprise AI Agents

Connect your AI agents to HelloSign MCP in minutes. No field mapping. No code required. Adopt AI's zero-shot API discovery means your agents understand HelloSign's schema on first contact - and can act on it instantly.

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What Your AI Agents Can Do

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Signature Request List on HelloSign
List Signature Requests. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Release Hold on HelloSign
Release On-Hold Signature Request. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Edit With Template on HelloSign
Edit Signature Request With Template. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Template Files As File Url on HelloSign
Get Template Files as File Url. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Fax Line Create on HelloSign
Purchase Fax Line. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Bulk Create Embedded With Templa on HelloSign
Embedded Bulk Send with Template. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Template Create Embedded Draft on HelloSign
Create Embedded Template Draft. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Files As File Url on HelloSign
Download Files as File Url. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Template Add User on HelloSign
Add User to Template. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Api App Get on HelloSign
Get API App. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Edit Embedded on HelloSign
Edit Embedded Signature Request. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Unclaimed Draft Create Embedded With Template on HelloSign
Create Embedded Unclaimed Draft with Template. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Bulk Send Job List on HelloSign
List Bulk Send Jobs. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Team Add Member on HelloSign
Add User to Team. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Cancel on HelloSign
Cancel Incomplete Signature Request. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Fax Line Area Code Get on HelloSign
Get Available Fax Line Area Codes. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Api App Create on HelloSign
Create API App. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Create Embedded With Template on HelloSign
Create Embedded Signature Request with Template. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Team Update on HelloSign
Update Team. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Bulk Send With Template on HelloSign
Bulk Send with Template. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Remove on HelloSign
Remove Signature Request Access. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Embedded Edit Url on HelloSign
Get Embedded Template Edit URL. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Remind Signer on HelloSign
Sends a reminder email to a signer for a signature request and returns the reminder result. Use this to follow up on pending signatures without changing the document or recipient routing.
Signature Request Files on HelloSign
Download Files. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Cancel Request on HelloSign
Cancels an in-progress signature request and returns the cancellation result. Use this when a request should no longer be signed; for nudging signers instead use HELLOSIGN_REMIND_SIGNER.
Signature Request Remind on HelloSign
Send Request Reminder. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Template Delete on HelloSign
Delete Template. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Files As Data Uri on HelloSign
Download Files as Data Uri. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Update on HelloSign
Update Signature Request. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Fax Files on HelloSign
Download Fax Files. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Api App Delete on HelloSign
Delete API App. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Send From Template on HelloSign
Creates and sends a signature request from a saved template and returns the signature_request details. Use this when your document layout is standardized; for ad-hoc documents use HELLOSIGN_SEND_SIGNATURE_REQUEST.
Api App List on HelloSign
List API Apps. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Account Get on HelloSign
Get Account. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Fax Send on HelloSign
Send Fax. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Create Embedded on HelloSign
Create Embedded Signature Request. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Template Remove User on HelloSign
Remove User from Template. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Account Create on HelloSign
Create Account. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Report Create on HelloSign
Create Report. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Fax Line Add User on HelloSign
Add Fax Line User. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Template Create on HelloSign
Create Template. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Fax Line Get on HelloSign
Get Fax Line. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Edit Embedded With Template on HelloSign
Edit Embedded Signature Request with Template. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Fax Line Remove User on HelloSign
Remove Fax Line Access. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Template Get on HelloSign
Get Template. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Team Get on HelloSign
Get Team. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Team Members on HelloSign
List Team Members. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Bulk Send Job Get on HelloSign
Get Bulk Send Job. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Send Signature Request on HelloSign
Sends a new signature request to one or more signers and returns the created signature_request object (including signature_request_id). Use this to request signatures for a document upload; for template-based sends use HELLOSIGN_SEND_FROM_TEMPLATE.
Unclaimed Draft Create Embedded on HelloSign
Create Embedded Unclaimed Draft. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Unclaimed Draft Create on HelloSign
Create Unclaimed Draft. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Template List on HelloSign
List Templates. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Fax List on HelloSign
Lists Faxes. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Team Info on HelloSign
Get Team Info. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Fax Line List on HelloSign
List Fax Lines. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Team Delete on HelloSign
Delete Team. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Fax Delete on HelloSign
Delete Fax. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Account Verify on HelloSign
Verify Account. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Embedded Sign Url on HelloSign
Get Embedded Sign URL. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Send With Template on HelloSign
Send with Template. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Get on HelloSign
Get Signature Request. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Team Sub Teams on HelloSign
List Sub Teams. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Send on HelloSign
Send Signature Request. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Api App Update on HelloSign
Update API App. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Team Create on HelloSign
Create Team. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Account Update on HelloSign
Update Account. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Fax Get on HelloSign
Get Fax. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Fax Line Delete on HelloSign
Delete Fax Line. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Unclaimed Draft Edit And Resend on HelloSign
Edit and Resend Unclaimed Draft. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Create Embedded Request on HelloSign
Creates an embedded signature request and returns embedded signing details (including signature_request_id). Use this when you need to host the signing flow inside your app rather than sending an email-based request.
Template Files on HelloSign
Get Template Files. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Template Update Files on HelloSign
Update Template Files. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Template Files As Data Uri on HelloSign
Get Template Files as Data Uri. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Signature Request Edit on HelloSign
Edit Signature Request. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Team Remove Member on HelloSign
Remove User from Team. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.
Team Invites on HelloSign
List Team Invites. Returns the JSON response from HelloSign. Use this to automate signature request, template, embedded signing, and team workflows; prefer the dedicated send/cancel/remind tools for common signing operations.

Connect HelloSign MCP using Adopt AI in 3 Simple Steps

  1. Run a single command in your terminal to install the HelloSign MCP server locally, no complex setup, no cloud dependency.
  2. A browser window opens automatically, where you can securely authenticate with your HelloSign account with one click.
  3. Restart your AI client, and your agents instantly have full access to signature requests, templates, documents, and every HelloSign object, ready to read, write, and automate.

Use Cases for HelloSign MCP

With Adopt AI, your agents can tap into HelloSign's full e-signature capabilities. Here are five ways teams use the HelloSign MCP integration:


1. Automated Signature Request Sending

AI agents generate and send HelloSign signature requests based on CRM events, form submissions, or approval workflows, eliminating manual document handling.


2. Document Status Tracking & Reminders

AI agents monitor HelloSign request status, send automated reminders to pending signers, and notify stakeholders when documents are completed.


3. Template-Based Document Automation

Automatically populate HelloSign templates with data from connected apps, ensuring accurate and consistent document generation across workflows.


4. Signed Document Archiving & Routing

AI agents detect completed signatures and automatically archive documents to cloud storage, update CRM records, and trigger next-step workflows.


5. Compliance & Audit Reporting

AI agents pull signature history and audit logs from HelloSign to generate compliance reports and maintain a complete record of all signed agreements.

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Frequently Asked Questions

Do I need my own developer credentials to use HelloSign MCP with Adopt AI?

No, you can get started immediately using Adopt AI's built-in HelloSign integration. For production use, we recommend configuring your own API credentials for greater control and security.

Can I connect HelloSign with other apps through Adopt AI?

Yes! Adopt AI supports multi-app workflows, so your AI agents can seamlessly move data between HelloSign and CRMs, spreadsheets, messaging platforms, and more.

Is Adopt AI secure?

Absolutely. Adopt AI is SOC 2 Type 2 certified and ISO/IEC 27001 compliant, and adheres to EU GDPR, CCPA, and HIPAA standards. All data is encrypted in transit and at rest, ensuring the confidentiality, integrity, and availability of your data. Learn more here.

What happens if the HelloSign API changes?

Adopt AI maintains and updates all integrations automatically, so your agents always work with the latest API versions, no manual maintenance required.

Do I need coding skills to set up the HelloSign integration?

Not at all. Adopt AI's zero-shot API discovery means your agents understand HelloSign's schema on first contact. Setup takes minutes with no code required.

How do I set up custom HelloSign MCP in Adopt AI?

For a step-by-step guide on creating and configuring your own HelloSign API credentials with Adopt AI, see here.