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HelloSign integration

Dropbox Sign (formerly HelloSign) electronic signature platform. Send documents for signature and track, remind, cancel or release them, download the signed files, work from reusable templates and template drafts, drive the embedded signing, editing and requesting flows, manage the team and its members, fax lines and faxes, OAuth API apps, bulk send jobs, unclaimed drafts, reports and account settings. Authentication is HTTP basic with the API key as the username and an empty password.

73 toolsBasic authAPI docs

Common HelloSign use cases

  • Manage template permissions
  • Invite team members
  • Load signing widget
  • Embed template editor
  • Nudge delayed signers
  • Verify authentication
  • Check signing progress
  • Revoke template access
  • In-app contract signing
  • View team configuration

What you can do with HelloSign

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Signature request, 8 operations

  • POSTcancel_signature_request

    Cancels a pending signature request.

  • GETget_signature_request

    Retrieves detailed information about a signature request.

  • GETlist_signature_requests

    Retrieves a paginated list of all signature requests.

  • POSTrelease_hold_signature_request

    Releases an on-hold signature request.

  • POSTremove_signature_request

    Removes access to a completed signature request.

  • POSTsend_signature_request

    Sends a document for electronic signature to one or more signers.

  • POSTsend_with_template

    Sends a signature request using a pre-defined template.

  • POSTupdate_signature_request

    Updates signer information on a pending signature request.

Create, 6 operations

  • POSTaccount_create

    Create Account.

  • POSTfax_line_create

    Purchase Fax Line.

  • POSTreport_create

    Create Report.

  • POSTteam_create

    Create Team.

  • POSTtemplate_create

    Create Template.

  • POSTunclaimed_draft_create

    Create Unclaimed Draft.

Template, 5 operations

  • POSTcreate_embedded_template_draft

    Creates a new reusable signature template with embedded draft editing.

  • POSTdelete_template

    Permanently deletes a signature template.

  • GETget_template

    Retrieves detailed information about a template.

  • GETlist_templates

    Retrieves all reusable document templates.

  • POSTupdate_template_files

    Updates the files and settings of an existing template.

Api app, 4 operations

  • POSTapi_app_create

    Create API App.

  • PUTapi_app_update

    Update API App.

  • DELETEdelete_api_app

    Delete API App.

  • GETget_api_app

    Get API App.

List, 4 operations

  • GETapi_app_list

    List API Apps.

  • GETbulk_send_job_list

    List Bulk Send Jobs.

  • GETfax_line_list

    List Fax Lines.

  • GETfax_list

    Lists Faxes.

Account, 2 operations

  • PUTaccount_update

    Update Account.

  • GETget_account

    Retrieves current account information and settings.

Create embedded with template, 2 operations

  • POSTcreate_signature_request_embedded_with_template

    Create Embedded Signature Request with Template.

  • POSTcreate_unclaimed_draft_embedded_with_template

    Create Embedded Unclaimed Draft with Template.

Embedded url, 2 operations

  • GETget_embedded_sign_url

    Retrieves the URL for embedded signing interface.

  • POSTget_embedded_template_edit_url

    Retrieves the URL for embedded template editor.

Fax, 2 operations

  • DELETEdelete_fax

    Delete Fax.

  • GETget_fax

    Get Fax.

Fax line, 2 operations

  • DELETEdelete_fax_line

    Delete Fax Line.

  • GETlist_fax_line

    Get Fax Line.

File, 2 operations

  • GETdownload_files

    Downloads the signed documents as PDF or ZIP.

  • GETfax_files

    Download Fax Files.

Files as data uri, 2 operations

  • GETget_file_a_data_uri

    Download Files as Data Uri.

  • GETtemplate_files_as_data_uri

    Get Template Files as Data Uri.

Files as file url, 2 operations

  • GETget_file_a_url

    Download Files as File Url.

  • GETtemplate_files_as_file_url

    Get Template Files as File Url.

Team, 2 operations

  • GETget_team

    Retrieves information about your Dropbox Sign team.

  • PUTteam_update

    Update Team.

Team member, 2 operations

  • PUTadd_team_member

    Adds a new member to your Dropbox Sign team.

  • POSTremove_team_member

    Removes a member from your Dropbox Sign team.

Template access, 2 operations

  • POSTadd_user_to_template

    Adds a user to a template's access list.

  • POSTremove_user_from_template

    Removes a user from a template's access list.

Add user, 1 operation

  • PUTfax_line_add_user

    Add Fax Line User.

Area code, 1 operation

  • GETlist_area_codes

    Get Available Fax Line Area Codes.

Bulk create embedded with template, 1 operation

  • POSTcreate_bulk_embedded_with_template

    Embedded Bulk Send with Template.

Bulk send job, 1 operation

  • GETget_bulk_send_job

    Get Bulk Send Job.

Bulk send with template, 1 operation

  • POSTcreate_bulk_send_with_template

    Bulk Send with Template.

Create embedded, 1 operation

  • POSTunclaimed_draft_create_embedded

    Create Embedded Unclaimed Draft.

Destroy, 1 operation

  • DELETEdelete_destroy

    Delete Team.

Edit, 1 operation

  • PUTsignature_request_edit

    Edit Signature Request.

Edit and resend, 1 operation

  • POSTunclaimed_draft_edit_and_resend

    Edit and Resend Unclaimed Draft.

Edit embedded, 1 operation

  • PUTsignature_request_edit_embedded

    Edit Embedded Signature Request.

Edit embedded with template, 1 operation

  • PUTupdate_edit_embedded_with_template

    Edit Embedded Signature Request with Template.

Edit with template, 1 operation

  • PUTupdate_edit_with_template

    Edit Signature Request With Template.

Embedded signature, 1 operation

  • POSTcreate_embedded_signature_request

    Creates a signature request for embedded in-app signing.

Info, 1 operation

  • GETteam_info

    Get Team Info.

Invite, 1 operation

  • GETteam_invites

    List Team Invites.

Member, 1 operation

  • GETteam_members

    List Team Members.

Reminder, 1 operation

  • POSTsend_reminder

    Sends a reminder email to a signer who hasn't signed.

Remove user, 1 operation

  • PUTfax_line_remove_user

    Remove Fax Line Access.

Send, 1 operation

  • POSTfax_send

    Send Fax.

Sub team, 1 operation

  • GETteam_sub_teams

    List Sub Teams.

Template file, 1 operation

  • GETget_template_files

    Downloads the files associated with a template.

Token, 1 operation

  • POSToauth_token_generate

    OAuth Token Generate.

Token refresh, 1 operation

  • POSToauth_token_refresh

    OAuth Token Refresh.

Verify, 1 operation

  • POSTaccount_verify

    Verify Account.

Use HelloSign from Claude Code, Cursor or Codex

Connect HelloSign in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its HelloSign operations become tools the client can call, next to every other integration you connected.

Claude Code
claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"
Codex (~/.codex/config.toml)
[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"
Cursor, Claude Desktop and other JSON configs
{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect HelloSign

  1. Create your workspace

    Sign up free. Nothing to install.

  2. Connect HelloSign once

    Add your HelloSign connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.

  3. Describe the job in chat

    The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

HelloSign integration FAQ

What can you do with the HelloSign integration?
LiveContext exposes 73 operations on HelloSign, covering signature request, create, template and api app. Common uses include Manage template permissions, Invite team members and Load signing widget.

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