Integration · Documents

Connect Claude & ChatGPT to GetAccept

Ask your AI which proposals are still waiting for a signature, and it checks your GetAccept documents and their recipients. It can create a document from a template or an uploaded file, send it, remind recipients who have not signed, and download the signed PDF. You also get views and signatures as tracking events, so follow-up starts from facts.

Connect GetAccept free

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

Try asking

“Which documents are sent but not signed yet?”
The AI lists documents filtered by status and shows each one's recipients and where they are in the process.
“Create a proposal for Acme from our Standard offer template and send it to [email protected].”
It looks up the template's recipient roles, creates the document with Jane as recipient and sends it if you ask. Sending emails the recipient.
“Remind everyone who has not signed the Beta Corp contract.”
It sends a reminder with your message to recipients who have not signed yet. This messages the recipients.

What your AI can do

Documents

Create documents from templates, uploaded files or a file URL, update value, tags and contract dates, set expiration and download the signed PDF.

Sending and follow-up

Send drafts, send reminders by email, SMS or video, add comments and read status, recipients and tracking events.

Templates and contacts

List templates with their roles and fields, list folders and users, and search and create contacts.

“Has Acme opened the proposal?”
It reads the document's tracking events, such as views and signatures, with times.
“Download the signed contract for Nordic Foods.”
It finds the document and downloads the signed file.
“Extend the Beta Corp offer until the end of the month.”
It sets a new expiration date on the document and can notify the recipients.

23 tools for GetAccept

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

add_document_commentChanges dataAdd a comment with `text` to a document by `document_id`; recipients can see it.
create_contactChanges dataCreate a contact with `email`, name, `phone`, `mobile`, `title` and `company_name`.
create_documentChanges dataCreate a document with `name`, `recipients`, and either a `template_id`, uploaded `file_ids` or a `file_url`. Set `is_automatic_sending` to send it immediately to the recipients; otherwise it stays a draft.
delete_documentDeletesPermanently delete a document by `document_id`. This cannot be undone.
download_documentDownload a document's file by `document_id`, e.g. the signed PDF.
get_documentGet one document by `document_id`, with status, value, recipients and optionally pages, stats and attachments.
get_document_statusGet the current status of a document by `document_id` (e.g. draft, sent, viewed, signed).
list_contactsList or search contacts with `search` text, filter and sorting.
list_document_commentsList the comments on a document by `document_id`.
list_document_eventsList tracking events for a document by `document_id`, such as views and signatures.
list_document_fieldsList the fields in a document by `document_id`.
list_document_recipientsList a document's recipients and their status by `document_id`.
list_documentsList documents, filtered by status in `filter` (draft, sent, viewed, signed, rejected and more), with sorting and paging. Use `showteam` to include the team's documents.
list_foldersList folders of `type` archive or template.
list_template_fieldsList the fields in a template by `template_id`.
list_template_rolesList the recipient roles in a template by `template_id`, needed when creating a document from it.
list_templatesList document templates, optionally in a `folder_id`.
list_usersList the users in your GetAccept entity.
send_documentVisible to othersSend a draft document to its recipients by `document_id`. This emails the recipients.
send_reminderVisible to othersSend a reminder about a document by `document_id` with message `text` and `type` (email, sms or video). Can target only recipients who have not opened or not signed. This messages the recipients.
set_document_expirationChanges dataSet or change a document's `expiration_date` by `document_id`, optionally notifying recipients.
update_documentChanges dataUpdate a document's `value`, `tags`, `external_id` or contract start/end dates by `document_id`.
upload_fileChanges dataUpload a file (by `file_url` or base64 `file_content` with `file_name`) to use when creating a document. Returns a file ID for `file_ids`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose GetAccept from the app list.
2
Paste your key
Paste the email and password of a GetAccept administrator, ideally a dedicated integration user. PipMCP exchanges them for an access token when the AI calls a tool. Commercial API use requires a GetAccept API package.
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 GetAccept?

It can list and read documents, their status, recipients, fields, comments and tracking events, plus templates, folders, users and contacts. It can create documents and contacts, upload files, update documents, set expiration dates, add comments, send documents and reminders, download files and delete a document if you switch that tool on.

Does the AI see my GetAccept credentials?

No. You paste the GetAccept email and password into PipMCP once. They are encrypted at rest, never shown to the AI and never shown again after you save them. The AI only gets the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. Switch on only the tools you want, for example status checks without sending. Sending a document or a reminder reaches your customers, and deleting a document is permanent, so these can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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, and you do not need a credit card to start. Paid plans are billed per completed task. You connect your own GetAccept account and GetAccept API access is between you and GetAccept.

Why does GetAccept need an email and password?

GetAccept's API signs in with a user's email and password and returns an access token. PipMCP does that sign-in for you and keeps the credentials encrypted. A dedicated integration user with administrator rights keeps this separate from anyone's personal login.