Document & File Management · Eversign + Claude
Eversign MCP with Claude: Faster Signed Contracts and Forms
The short answer
Claude works with Eversign through the Model Context Protocol (MCP), a secure standard that acts like a universal adapter between Claude and the software. Once connected with an API key, Claude can send signature requests, check document status, fetch signed files and manage templates from plain-language instructions, within permissions your organisation sets.
What is Eversign?
Eversign, also known as Xodo Sign, is a cloud-based digital signature solution for managing documents online. It helps teams prepare, send, sign and track contracts and forms from any location, without printing or scanning. Sales, legal, HR, procurement and operations teams use it to close agreements faster, keep a clear record of who signed what, and reduce the paperwork that slows down everyday business.
How Claude connects to Eversign through MCP
The Model Context Protocol (MCP) is an open standard that lets Claude securely use other software, both reading information and taking actions. Your organisation controls exactly what it can access. Think of it as a universal adapter that sits between Claude and the tool, so Claude can work with Eversign without copying data by hand or switching screens.
Once connected to Eversign, Claude can typically look up templates, prepare a signature request from details you provide, send it to the named signers, check which documents are still waiting for signatures, and retrieve completed signed files for filing. Instructions can be given in everyday language, such as asking for the status of all supplier agreements sent this month.
Permissions and approvals keep people in charge. Access is limited to what the workflow needs, typically through the API key your administrator issues and can revoke at any time. Consequential actions, such as sending a contract to an external party, can require a named person's approval first, and every action can be recorded in an audit log.
What you can automate
Sales contract dispatch
When a deal is marked as won, Claude can select the correct contract template, fill in the customer details and send it for signature. Sales staff review the draft before it goes out, so the process moves quickly without anyone retyping names, addresses or prices.
Signature status follow-up
Claude can review which documents have been sent but not yet signed and summarise them by owner and age. Teams can then send reminders to the people who need to act, reducing the number of agreements that stall unnoticed for weeks.
Employee onboarding forms
For HR teams, Claude can send offer letters, policy acknowledgements and onboarding forms to new starters on their first day. It can also confirm which forms are complete and flag any that remain unsigned before the start date.
Supplier and vendor agreements
Procurement teams can use Claude to send standard supplier agreements from approved templates and retrieve the signed copies once they are returned. This creates a consistent record for audits and renewals without manual filing.
Signed document filing
Once a document is fully signed, Claude can fetch the final file and pass it to the right folder or record in your document system. Staff spend less time downloading, renaming and filing PDFs by hand.
An end-to-end workflow: New client agreement to signed and filed
TriggerA deal is marked as won in the CRM, such as Microsoft Dynamics or Salesforce.
Claude reads the deal details from the CRM, including client name, contact, service and fee.
Claude selects the approved client services template in Eversign and fills in the fields.
A account manager reviews and approves the draft before it is sent.
Claude sends the signature request and tracks its status until all parties have signed.
Claude fetches the signed file and saves it to the client folder in Microsoft 365, then updates the CRM record.
OutcomeClient agreements typically reach signature in days rather than weeks, with a complete, correctly filed record and no manual retyping between systems.
How we set it up
Free automation audit
We review how contracts and forms move through your organisation today and identify the workflows worth automating with Eversign and Claude, at no cost.
Secure connection
We connect Claude to your Eversign account using an API key issued by your administrator, with least-privilege access limited to the documents and templates each workflow needs.
Workflow design
We map the end-to-end process across Eversign and your other systems such as Microsoft 365, your CRM or ERP, and agree which actions need human approval.
Testing with real cases
We test the workflow against past agreements and forms to confirm accuracy, then adjust templates and rules before anything goes live.
Launch and team training
We launch with monitoring and audit logs turned on, then train your team on how to give instructions, review drafts and handle exceptions.
Who benefits
- Legal and contracts teams
- Faster preparation and dispatch of standard agreements, with a clear record of every version sent and signed.
- Sales leaders
- Shorter time between agreed terms and signature, so revenue is recognised sooner and deals are less likely to stall.
- HR managers
- Onboarding paperwork is sent and tracked automatically, so new starters have their documents ready before day one.
- Operations and IT heads
- Consistent processes, controlled access through API keys and audit logs that support internal reviews.
Security and control
- Access is limited to the documents and templates each workflow needs, using an API key that can be rotated or revoked at any time.
- People approve consequential actions, such as sending agreements to external parties, before they go out.
- Every action Claude takes can be recorded in an audit log for review.
- Workflows are tested against real past cases before launch, and monitored afterwards to catch errors early.
- Signing remains governed by Eversign's own signing process, and your legal team decides which templates and terms are used.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can use this workflow with hosting and data handling set to match their local requirements. Businesses in India must meet the Digital Personal Data Protection Act, 2023, and we design data flows with that in mind. In the UAE and Saudi Arabia, we align data handling with local data protection laws. Our hosting region is chosen to meet your legal and contractual requirements.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Eversign MCP server do?
It lets Claude and other AI tools connect to your Eversign account in a controlled way. Through it, Claude can send signature requests, check document status, fetch signed files and work with templates using plain-language instructions. It acts as a secure bridge, so your team does not need to switch between systems or copy information by hand.
Is connecting Claude to Eversign secure?
Security depends on how the connection is set up, and we design it carefully. Access uses an API key that your administrator controls and can revoke. We limit permissions to what each workflow needs, require approval for sending agreements, and keep audit logs of actions taken. Your existing Eversign security settings continue to apply.
What can Claude do with Eversign once connected?
Typically, Claude can look up templates, prepare and send signature requests, track which documents are waiting for signatures, send reminders and retrieve completed signed files. It can also help summarise pending items by owner or age. The exact actions allowed are set during design, so you decide what Claude can and cannot do.
How long does setup take?
Timing depends on the number of workflows and the systems involved. A single, focused workflow with one template and one connected system can often be set up in a short period, while larger projects involving several departments take longer. We confirm a realistic timeline during the free automation audit.
Which plan or permissions do I need?
Generally, you need an Eversign account with API access enabled and an API key issued to a user with the right permissions for the documents and templates involved. Requirements can vary, so your Eversign administrator should confirm what your account includes. We check this during the audit before any work begins.