How to send a document for signature from Claude

Before you start

• A SignMaster account on any plan, Free included.
• Claude on any plan. Free allows one custom connector; on Team and Enterprise, an owner adds SignMaster for the organization first.
• The document saved in SignMaster as a template, or a PDF at a public web address.

The steps

1. 1

   Add the connector

   In Claude, go to Customize › Connectors, choose + Add and Add custom connector, and paste the address from SignMaster's Settings › Connect an AI. Connect, sign in to SignMaster and press Allow access. The full setup has screenshots of each choice.

2. 2

   Describe the send

   For example: “Using my Photo session agreement template, start a draft for Jordan Blake, jordan@example.com, session date March 14, package Gold.” Claude finds the template, fills the fields you named and creates the draft.

3. 3

   Add a second signer if needed

   Templates with more than one role, such as Client and Company, take a person for each. Name everyone in the same message and Claude matches each person to a role, in signing order if you don't say which.

4. 4

   Ask Claude to send

   Say “send it.” Claude's request lands in SignMaster as a pending send that lists every recipient. Claude tells you it's waiting on you.

5. 5

   Approve

   Approve it in Settings › Connect an AI on the web or Settings › AI requests in the SignMaster iPhone app. You have 15 minutes before the request expires. Ask Claude to continue and it reports the result.

Good things to ask afterwards

• “Who still has to sign the Blake agreement?”
• “What's waiting on me in SignMaster?” for anything others sent you to sign.
• “Void the Blake agreement, I sent the wrong package.” Voiding waits for your approval too, and it can't be undone.
• “How many envelopes have we used this month?” to keep an eye on your plan.

Tips for clean drafts

• Use the template's name. “My Photo session agreement” finds the right one faster than “the photo contract”. Ask Claude to list your templates if you're unsure.
• Give full email addresses. Claude only uses the names and emails you type; it won't guess or look them up elsewhere.
• Name the fields you're filling. Ask Claude to show the template's fields first, then give a value for each one that matters.
• Ask for a read-back. Before you say “send it”, ask Claude to repeat who's signing and what it filled in. Catching a typo there is cheaper than voiding later.

Using Claude Code

Developers can add the same server to Claude Code with claude mcp add --transport http signmaster and the address, then sign in through /mcp. Handy for sending a contract without leaving the terminal, or for checking whether a customer has signed while you work.