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.
Generate MCP URLOverview: 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 through HelloSign.
Benefits:
Common Use Cases:
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
