SignMaster in Microsoft Copilot

Copilot Studio

1. 1

   Copy the address

   In SignMaster, open Settings › Connect an AI and copy the connector address from the Copilot Studio card.

2. 2

   Add an MCP server to your agent

   In Copilot Studio, open the agent and go to Tools › Add a tool › New tool, then choose Model Context Protocol. Name it SignMaster, describe it (for example, “Send, track and read SignMaster envelopes”) and paste the address as the server URL.

3. 3

   Choose dynamic discovery

   For authentication, pick OAuth 2.0, then Dynamic discovery, then Create. Copilot Studio finds SignMaster's sign-in on its own and registers itself, so there's no client ID or secret to fill in.

4. 4

   Create the connection

   Choose Next, then Create a new connection. Sign in to SignMaster, check the workspace and permissions, press Allow access, and finish with Add to agent.

Anyone who chats with the agent connects their own SignMaster account, so each person only reaches what their own role allows.

GitHub Copilot in VS Code

1. 1

   Add the server

   In Visual Studio Code, open the Command Palette and run MCP: Add Server. Choose HTTP, paste the SignMaster address and name the server signmaster.

2. 2

   Allow access

   VS Code registers itself with SignMaster and opens a sign-in page in your browser. Sign in and choose Allow access.

3. 3

   Use it in agent mode

   Open Copilot Chat in agent mode and ask about your contracts. Copilot shows which SignMaster tool it wants to use, and VS Code asks you to approve tool calls it isn't sure about.

This suits developers who already live in VS Code: check what a customer has signed, or turn an agreement you're editing in Markdown into a SignMaster template without switching apps.

What to ask

• Is the Northwind master services agreement signed yet?
• List my templates that have a Client role.
• Draft an envelope from the Website maintenance template for Leo Park, leo@example.com.
• Remind the signers on the Bayview lease.
• Get a link to the signed copy of the Contoso NDA.

Approvals stay in SignMaster

Copilot can prepare drafts on its own, but sending, reminding and voiding only ever create a request. You see each request in Settings › Connect an AI with the people it would email, then approve or deny it. Unanswered requests expire.