Clicksign MCP
Proposal & Invoice Management
Use Clicksign MCP to take action in your AI tools
Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.
Try in any AI platform
Supported actions
Add Signer to Document
Request to add a signatory to a document at Clicksign. This is a POST request for / api / v1 / lists. In the body, the key attributes of the document, key of the signatory and how the signatory will sign the document must be sent.
Batches
Request to batch creation of documents in Clicksign.
Cancel Document
Request for canceling documents at Clicksign.
Create Document From Template
Request for creating documents at Clicksign via template.
Create Document
Request for creating documents at Clicksign via upload
Create Signer
Request for the creation of signatories at Clicksign.
Delete Document
Request to delete a document that has already been finalized or canceled at Clicksign. The result is permanent removal of the document from the account.
Delete Signer
Request to permanently delete a signatory
Use Clicksign MCP with any AI assistant
Zapier Clicksign MCP lets you connect Clicksign's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.
Step 1: Generate your secure MCP URL
Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.
Step 2: Choose your Zapier Actions
Customize the specific actions your AI assistant can perform within Clicksign. Select and scope actions to align with your Clicksign workflows.
Step 3: Connect with your tool of choice
Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.
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