Integration · Documents

Connect Claude & ChatGPT to Docubee

Ask your AI to send a contract for signature, check who still has to sign, or see where a workflow is stuck in Docubee. It can list documents, place signature fields, start and cancel e-signature processes, and read workflow templates, instances, their tasks and collected data.

Connect Docubee free

Free plan, no credit card. Takes about a minute.

Try asking

“Send the service agreement to [email protected] for signature.”
The AI finds the document and starts an e-signature process with Jane as signer. Docubee emails her.
“Has Acme signed the NDA yet?”
It finds the e-signature process and reads its status, including which signers have signed.
“Put a required signature field where it says Signature: on the contract.”
It places the field on the document at that anchor text.

What your AI can do

E-signatures

Start signature processes, place signature and form fields, track who has signed and cancel requests.

Documents

List documents in the workspace, read a document's details and see the documents in a workflow instance.

Workflows

List workflow templates and instances, read start forms, tasks and the data collected in each instance.

“Which onboarding workflows are still running, and what is each waiting on?”
It lists the template's instances and reads the tasks in each, with assignee and status.
“What did the customer fill in on onboarding instance 5521?”
It reads the data values collected in that workflow instance.
“Cancel the signature request for the old price quote.”
It deletes the e-signature process. Signers can no longer sign, and this cannot be undone.

14 tools for Docubee

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_document_fieldsVisible to othersPlace form or signature fields on a document by `document_id`. Pass `fields`, each with a name, type, whether it is required and an anchorString (text in the document where the field goes).
cancel_signature_requestDeletesDelete (cancel) an e-signature process by `process_id`. Signers can no longer sign; this cannot be undone.
get_documentGet one document's details by `document_id`.
get_instance_propertiesGet the data values collected in one workflow instance by `instance_id`.
get_signature_statusGet the status of one e-signature process by `process_id`, including which signers have signed.
get_workflow_start_formGet the start form of a workflow template by `template_id`, showing the fields needed to launch it.
get_workflow_templateGet one workflow template by `template_id`.
list_documentsList documents in the Docubee workspace with their IDs and names. Use it to find a document_id.
list_instance_documentsList the documents produced or attached in one workflow instance by `instance_id`.
list_instance_tasksList the tasks in one workflow instance by `instance_id`, with who they are assigned to and their status.
list_signature_requestsList e-signature processes in the workspace with their process IDs and status.
list_workflow_instancesList the running and finished instances of a workflow template by `template_id`.
list_workflow_templatesList workflow templates in the workspace with their IDs and names.
send_for_signatureChanges dataStart an e-signature process: pass `documents` (each a documentId) and `signers` (each with a label and contactMethod of type email with the email address). Docubee emails the signers; set test_mode true for a test run.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Docubee from the app list.
2
Paste your key
Paste a Docubee workspace access token. Log in at docubee.app, click the settings gear at the bottom of the left navigation, pick the workspace in the left sidebar and expand ACCESS TOKENS. Enter a name, choose the permission level and click GENERATE TOKEN, then copy it.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Docubee?

The AI can list and read documents, e-signature processes, workflow templates, workflow instances, instance tasks, instance documents, collected data and start forms. It can place form and signature fields on a document, send documents for signature and cancel a signature request.

Does the AI see my Docubee access token?

No. Your Docubee access token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Sending for signature emails the signers, and cancelling a signature request cannot be undone. Both can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Docubee account on a plan that includes API access.

Do I need a particular Docubee plan?

API access requires a Docubee plan that includes it. With that in place, you generate a workspace access token under ACCESS TOKENS in the workspace settings and choose its permission level there.