Hellosign MCP server

Connect Hellosign to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

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What you can do with the Hellosign MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the list signature requests tool in Hellosign
  • Use the list templates tool in Hellosign
  • Use the get signature request tool in Hellosign
  • Use the get account tool in Hellosign
  • Use the send template signature request tool in Hellosign
  • Use the get template tool in Hellosign

Supported Tools

list_signature_requests

List Signature Requests

List signature requests with pagination and optional search filtering. Returns a summary of each request including title, status, and signer information.

list_templates

List Templates

List available signature request templates with pagination and optional search filtering. Returns template details including title, signer roles, and CC roles.

get_signature_request

Get Signature Request

Retrieve the full details and current status of a signature request, including all signer statuses, response data, custom fields, and metadata.

get_account

Get Account

Retrieve the current Dropbox Sign account details including email address, callback URL, quota information, and role.

send_template_request

Send Template Signature Request

Send an email or embedded signature request based on one or more existing templates. Templates define the document layout, signer roles, and form fields. You assign actual signers to the template roles and optionally pre-fill custom fields.

get_template

Get Template

Retrieve the full details of a signature request template including its signer roles, CC roles, form fields, and associated documents.

manage_template

Manage Template

Manage a signature request template: update its properties (title, subject, message), delete it, or manage user access by adding or removing users who can use the template.

send_signature_request

Send Signature Request

Send documents for electronic signature to one or more signers via email or as an embedded Dropbox Sign request. Supports document URLs, signer order, CC recipients, access codes for signer authentication, and metadata.

download_files

Download Files

Download the documents associated with a signature request or template. Returns the PDF or ZIP file as a Slate attachment and keeps structured output limited to metadata.

get_embedded_urls

Get Embedded URLs

Get an embedded signing URL for a signer or an embedded editing URL for a template. These URLs are used to embed Dropbox Sign experiences into your application via iFrame. URLs are short-lived and expire quickly.

manage_team

Manage Team

View team information or manage team membership. Retrieve team details, update the team name, add members, or remove members.

manage_signature_request

Manage Signature Request

Perform actions on an existing signature request: cancel it, release an on-hold request, remove your access, send a reminder to a signer, or update signer details. Combine related management actions into a single call.

create_report

Create Report

Request Dropbox Sign activity and document-status reports for a date range. Dropbox Sign generates the CSV asynchronously and emails download links to the account.

manage_bulk_send_jobs

Manage Bulk Send Jobs

List Dropbox Sign bulk send jobs or retrieve a specific job with its generated signature requests.

bulk_send_template_request

Bulk Send Template Request

Create a Dropbox Sign bulk send job from one or more templates. Each signer list entry creates one signature request, optionally as embedded signing requests when clientId and embeddedSigning are provided.

Connect Hellosign to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Hellosign in Metorial. In your Metorial portal, enable the Hellosign MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Hellosign tools.

Run Hellosign through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Hellosign and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Hellosign tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Hellosign

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues.

Jira

Create, read, update, and delete issues across projects. Search issues using JQL queries. Manage projects, boards, sprints, and epics for agile workflows. Log work time, add comments and attachments, and transition issues through workflow statuses. Create and manage project versions/releases, issue links, filters, and dashboards. Query users, groups, and permissions.

Technical notes for Hellosign

Send documents for electronic signature via email or embedded signing flows. Create and manage reusable signature templates with merge fields and signer roles. Embed signing experiences directly into applications via iframes. Track signature request status through lifecycle events (sent, viewed, signed, declined, expired). Bulk send template-based requests to multiple signers. Manage teams, accounts, and API apps. Create unclaimed drafts for embedded requesting workflows. Configure webhooks for real-time signature event notifications. Send faxes and manage fax lines. Generate reports on signature request activity. Supports signer authentication via access codes and SMS PIN, document form fields, CC recipients, and white-label branding.

Frequently asked questions

Common questions about connecting Hellosign to AI agents with Metorial.

  1. How many tools does the Hellosign MCP server have?
    The Hellosign MCP server exposes 15 tools, including List Signature Requests, List Templates, Get Signature Request. Each one is governed and traced through Metorial.
  2. Hellosign exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Hellosign MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Hellosign and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Hellosign MCP server yourself or use the hosted gateway.

Connect Hellosign to production AI agents

See how Metorial gives your team governed access to Hellosign, with tracing and security controls built in.

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