Resources · Claude connector

Claude Signeasy connectorWhat Claude can do in your Signeasy account.

The Claude Signeasy connector exposes 27 tools. 23 read your account and contract repository, 3 send or cancel something, 1 is unclassified. Below: what Claude checks, what it sends after you confirm, and what Signeasy keeps out of reach.

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Overview

What changes when Claude can read your Signeasy account

You ask in plain words which contracts are waiting on you, who still has not signed, or what a total comes to across your contracts, and Claude answers from your live Signeasy account. Most tools only look things up. Three of them act, by sending a request, a reminder or a cancellation, and Signeasy says each of those asks for your confirmation first.

Knowing what is blocked. signeasy_pending_for_me and signeasy_pending_for_others split pending documents between those waiting on you and those waiting on someone else, and signeasy_send_reminder emails a reminder to the signers once you confirm.

Asking questions of signed contracts. The repository tools work on key terms extracted from completed documents: signeasy_aggregate_contracts sums or averages a term, signeasy_search_contract_clauses searches the text by clause or concept.

Starting a request from a template. signeasy_create_signature_request sends one from a document or template, after confirmation; Signeasy also lists a preview tool that it says emails nobody.

What Claude does not do: repository answers cover only the Repository section, and the pending-details tool returns no extracted contract terms. Nothing runs by itself, either: Claude acts while it answers you. For steps that fire on their own after a signature, an automation tool fits better, a different trade; the Integrations hub covers that side.

Vocabulary

Five terms before you start

The words you will meet while plugging Signeasy into Claude.

Connector
The link you set up once between Claude and an account you already have, so Claude can work in it while it answers you.
Tool
One named action a connector opens to Claude. Claude picks the ones it needs by itself; the directory sheet lists them by name.
Authorization
Signeasy's own sign-in screen, where you hand Claude the access it will use. Given once per person, and it can be taken back.
Approval
The confirmation Claude waits for before going through with something that changes your account, shown in the chat when it matters.
MCP
The shared standard connectors are built on: it is what lets an assistant such as Claude talk to an outside service like Signeasy.
Connect

Plug Signeasy into Claude in three steps

  1. 01

    Find Signeasy among your connectors

    In Claude's settings, open Customize, then Connectors, and look for Signeasy. On a Team or Enterprise workspace, an Owner or Primary Owner has to enable the connector first before each member can sign in.

  2. 02

    Start the connection

    Click Connect on Signeasy's row and sign in through the window Signeasy opens itself. If the link ever breaks, the fix is to use Disconnect, then plug Signeasy back in from that same row.

  3. 03

    Read the authorization screen

    Check Signeasy's authorization screen before you accept. It belongs to Signeasy, not to Claude, and it sets what the access covers. You can also withdraw that access later from your Signeasy account.

Tools

The 27 Signeasy tools, sorted by what they do

Signeasy gives Claude 27 tools: 23 that read your account, 3 that change something in it, and 1 no official source describes.

Three groups: what Claude reads, what it sends or cancels, and one tool no source classifies. Names stay in English, as Claude displays them.

  • 23 read
  • 3 write
  • 1 not documented

What Claude reads (23)

23 tools

Tools that look up your account, envelopes, templates and repository without changing them.

signeasy_aggregate_contracts

Sums, averages or otherwise aggregates one key term across the contracts in your repository, so the answer is a single computed figure.

When it helps
a question calls for one total or average over many contracts rather than a list.
Watch out
it only reaches the Repository section, which holds documents completed through Signeasy and completed documents brought in from outside.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_count_contracts

Returns how many contracts match the filters Claude applies: a count, not the documents themselves. It works on the same repository as the other contract tools, and the documents stay untouched.

When it helps
only the number of matching contracts matters, not their details.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_get_account_info

Fetches your Signeasy account details, including subscription status and credits. It reports on the account itself rather than on any document, and only reads it.

When it helps
you need the subscription status or remaining credits without leaving the conversation.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_get_account_summary

Gives a comprehensive summary of the account in one answer, with document counts and recent activity. Where the account-details tool covers subscription and credits, this one looks at what the account holds and what moved lately.

When it helps
an overall picture of the account is needed before looking at a specific contract.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_get_contract_details

Returns all the key terms extracted for one contract, gathered in a single reply. The other contract tools work across many agreements; this one stays on a single contract from the repository.

When it helps
one specific contract is in question and its extracted terms are needed together.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_get_contract_field_values

Lists the distinct values recorded for a key term or a contract type. Knowing which values exist lets Claude filter on a real value instead of guessing how it was written.

When it helps
you want to see which values exist for a term before asking about one of them.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_get_document_download_url

Produces a temporary download link for a contract's document, so you get the file itself rather than a summary.

When it helps
the document behind a contract is needed as a file.
Watch out
Signeasy describes the link as temporary.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_get_document_signers

Shows the signer information attached to a document. Where the pending lists say which documents are waiting, this tool says who is attached to one document in particular.

When it helps
you need to know who is involved in a document before any follow-up.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_get_pending_details

Opens one specific pending request and returns its envelope and recipient metadata.

When it helps
one pending request needs a closer look at who it involves.
Watch out
Signeasy says it only returns envelope and recipient metadata, no extracted contract terms.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_get_repository_filters

Reveals the fields, operators, contract types and key-term names available in the repository. It describes what can be asked rather than returning any contract.

When it helps
a precise repository question has to be built on filters that actually exist.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_get_template_details

Returns the roles and fields defined in one template. The template list tells you which templates exist; this tool opens one of them to show its structure.

When it helps
you need to know what a template expects before a request starts from it.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_list_document_sources

Lists the available document sources: originals, envelopes, signed and pending ones, templates and the repository. Signeasy says it lets Claude pick the right one when you ask to list your documents.

When it helps
a request to see your documents does not say which kind.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_list_documents

Brings back your original documents. Signeasy keeps them apart from envelopes, signed and pending documents, templates and the repository, which other tools on this sheet cover.

When it helps
you are looking for an original document rather than a signed or pending one.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_list_expired

Lists the documents that have expired, a status Signeasy keeps separate from pending and from signed documents. It only reads that list, so the documents themselves stay exactly as they are in your account.

When it helps
you need to see which documents expired.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_list_pending

Gathers the signature requests that are still pending. Two other tools split that same waiting list in half, between what waits for your signature and what waits on other signers.

When it helps
you want the list of requests not yet completed.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_list_signed

Returns the documents that are signed and completed, the full set rather than only the latest ones, which a separate tool on this sheet lists on its own.

When it helps
you need to confirm that a document is fully signed.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_list_templates

Brings up the templates saved in your account, the starting points a signature request can be created from. It lists them without opening their roles and fields.

When it helps
you want to know whether a template already exists before starting a request.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_list_workspaces

Lists the repository workspaces you can access, so later queries can be scoped to a named workspace. Workspaces you cannot open yourself do not appear, since Claude works with your own rights.

When it helps
a contract question concerns one workspace rather than the whole repository.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_pending_for_me

Picks out the documents waiting for your own signature, the half of the pending list that depends on you. The directory description presents this as seeing which contracts need your action.

When it helps
you need to see what is held up on your side.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_pending_for_others

Covers the other half of the waiting list: documents held up by other signers rather than by you. The directory description frames it as visibility into who is still pending.

When it helps
you need to know whose signature is still missing.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_query_contracts

Returns a filtered, sorted list of contracts from the repository. Unlike the counting and aggregating tools, it hands back the contracts themselves, in the order requested.

When it helps
contracts have to be narrowed by conditions and put in a given order.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_search_contract_clauses

Searches contract text by clause or concept rather than by title or by an extracted key term. It reads the wording of the agreements without changing them.

When it helps
you are looking for contracts that contain a given clause or idea.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_signed_this_week

Surfaces the documents signed recently, not the full history of completed ones that the signed-documents list returns. It is a short window on the latest signatures, and it only reads them.

When it helps
only the latest signatures matter, not every completed document.

Sourcedocs.signeasy.com · September 24, 2026 ↗

What Claude sends or cancels (3)

3 tools

Three tools that email people or change your account. Signeasy says each asks you to confirm before it runs.

signeasy_cancel_request

Asks you first

Cancels or voids a signature request that is still pending.

What Claude asks for
Signeasy says anything that changes your account asks you to confirm before Claude carries it out, and this cancellation is one of those actions.
When it helps
a pending request should no longer go ahead.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_create_signature_request

Asks you first

Creates a signature request from your documents or templates and sends it.

What Claude asks for
per Signeasy, creating a signature request asks you to confirm before Claude carries it out, since the action sends email.
When it helps
a document or template from your account has to go out for signature.
Watch out
Signeasy says this action needs the matching permission granted at authorization.

Sourcedocs.signeasy.com · September 24, 2026 ↗

signeasy_send_reminder

Asks you first

Sends a reminder email to the signers of a pending request.

What Claude asks for
Signeasy states that sending a reminder asks you to confirm before Claude carries it out.
When it helps
the signers of a pending request need to be reminded by email.

Sourcedocs.signeasy.com · September 24, 2026 ↗

Unclassified (1)

1 tool

Signeasy describes this tool, but no source says whether it changes your account, so it is not placed with reads or writes.

signeasy_create_signature_request_preview

Signeasy describes it as generating a preview link to review a request before sending, with nobody emailed until you send it yourself. No source says whether it reads or changes your account, so it stays unclassified here.

Watch out
the general approval rule is what covers it.
Approvals

What Claude asks before it acts

By default, Claude stops and asks for your go-ahead before each action it takes on an account on your behalf. The request shows up in the conversation, at the moment it counts.

Here the vendor is explicit: Signeasy states that anything sending email or changing your account, such as a reminder or a new signature request, asks you to confirm before Claude carries it out, and that an unconfirmed action does not run. On Team and Enterprise workspaces, owners also decide whether members may skip some prompts and can restrict what the connector may do for everyone. Claude works with the permissions you granted to Signeasy and nothing more.

Plans

Which plans include it

None of the 819 sheets in the official directory shows availability by plan. That answer is published nowhere, connector by connector: a real gap in the catalogue, not in our research.

The general rule is public: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner enables the connector for the organization before members can connect one by one. For Signeasy's current status on your account, check its sheet in the official directory.

Limits

Where this connector stops

A connector is not an automation. Claude calls these tools while it answers you: nothing sends a reminder by itself.

The tool list is an observed floor, not a promise: an administrator can open actions that appear on no public sheet. The directory's verification badge is not a security audit; Anthropic states on every sheet that it neither chooses a publisher's tools nor guarantees how they behave. This connector is documented only by Signeasy, in its connector documentation updated in September 2026; no Claude help article covers it.

Need help

Need help connecting Signeasy to Claude?

A person reads every message.

FAQ

Claude Signeasy connector: common questions

01What can Claude do with the Signeasy connector?
Claude can check your signature activity and question your contract repository from the conversation. Most of the 27 tools read: account details and credits, pending, signed and expired documents, signers, templates, and key terms extracted from completed contracts, which can be counted, totalled or searched by clause. Three tools act, by sending a signature request, emailing a reminder or cancelling a pending request, and Signeasy says those ask for confirmation first.
02Can Claude send or cancel signature requests in Signeasy?
Yes, three tools do. signeasy_create_signature_request creates and sends a request from a document or template, signeasy_send_reminder emails the signers of a pending request, and signeasy_cancel_request voids one that has not been completed. Each requires your confirmation according to Signeasy, and creating requests also needs the matching permission granted at authorization. No tool on the sheet is described as deleting documents from your account, so no source describes Claude removing a file there.
03Does Claude ask before sending anything through Signeasy?
Yes, and here the vendor says so explicitly. Signeasy states that any action which sends email or changes your account, such as a reminder or a new signature request, asks you to confirm before Claude carries it out. If you do not confirm, the action simply does not happen. The three tools concerned are signeasy_create_signature_request, signeasy_send_reminder and signeasy_cancel_request. On Team and Enterprise workspaces, owners can also restrict what the connector may do for the whole organization.
04Which Claude plans include the Signeasy connector?
No official source publishes plan availability connector by connector, and none of the 819 directory sheets shows it. The general rule is that remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile, with an Owner or Primary Owner enabling them first on Team and Enterprise. Signeasy separately asks for an active Signeasy plan, a subscription on its side that says nothing about Claude. The directory sheet shows the current status for your account.
05Does Claude see everything in my Signeasy account?
No. Claude works with the permissions you approved on Signeasy's OAuth screen and never beyond your own rights. Signeasy says those may include reading your profile, documents and signature requests, sending reminders and creating requests, depending on configuration. The contract repository tools only reach the Repository section, and workspaces are limited to those you can access, so a query can be scoped to one of them by name. What you cannot open yourself, Claude cannot open either.
06Why doesn't Claude give me the key terms of a contract that is still pending?
Because the tool it would use for that request does not return contract terms. Signeasy states that signeasy_get_pending_details only returns envelope and recipient metadata. The contract tools that work on extracted key terms cover the Repository section, which holds completed documents. So questions about extracted terms work on completed documents, while pending ones give you status and signers: signeasy_get_pending_details for the envelope and recipients, signeasy_get_document_signers for the signer information attached to the document.
07Claude or an automation tool for Signeasy?
They do different jobs, so it depends on the use. Claude with the connector suits questions and one-off actions in a conversation: who is pending, what a clause says, a reminder you decide to send now. An automation tool suits steps that must run without you, such as filing every signed contract somewhere else automatically. The connector waits for your message and never reacts to a signature on its own.