Integration

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.

Connect HelloSign How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in HelloSign.Built from the 73 HelloSign tools below, on the connection you add once.

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

cancel_signature_requestCancel signature requestPOSTCancels a pending signature request.
get_signature_requestGet signature requestGETRetrieves detailed information about a signature request.
list_signature_requestsList signature requestsGETRetrieves a paginated list of all signature requests.
release_hold_signature_requestRelease hold signature requestPOSTReleases an on-hold signature request.
remove_signature_requestRemove signature requestPOSTRemoves access to a completed signature request.
send_signature_requestSend signature requestPOSTSends a document for electronic signature to one or more signers.
send_with_templateSend with templatePOSTSends a signature request using a pre-defined template.
update_signature_requestUpdate signature requestPOSTUpdates signer information on a pending signature request.

Create, 6 operations

account_createAccount createPOSTCreate Account.
fax_line_createFax line createPOSTPurchase Fax Line.
report_createReport createPOSTCreate Report.
team_createTeam createPOSTCreate Team.
template_createTemplate createPOSTCreate Template.
unclaimed_draft_createUnclaimed draft createPOSTCreate Unclaimed Draft.

Template, 5 operations

create_embedded_template_draftCreate embedded template draftPOSTCreates a new reusable signature template with embedded draft editing.
delete_templateDelete templatePOSTPermanently deletes a signature template.
get_templateGet templateGETRetrieves detailed information about a template.
list_templatesList templatesGETRetrieves all reusable document templates.
update_template_filesUpdate template filesPOSTUpdates the files and settings of an existing template.

Api app, 4 operations

api_app_createApi app createPOSTCreate API App.
api_app_updateApi app updatePUTUpdate API App.
delete_api_appDelete api appDELETEDelete API App.
get_api_appGet api appGETGet API App.

List, 4 operations

api_app_listApi app listGETList API Apps.
bulk_send_job_listBulk send job listGETList Bulk Send Jobs.
fax_line_listFax line listGETList Fax Lines.
fax_listFax listGETLists Faxes.

Account, 2 operations

account_updateAccount updatePUTUpdate Account.
get_accountGet accountGETRetrieves current account information and settings.

Create embedded with template, 2 operations

create_signature_request_embedded_with_templateCreate signature request embedded with templatePOSTCreate Embedded Signature Request with Template.
create_unclaimed_draft_embedded_with_templateCreate unclaimed draft embedded with templatePOSTCreate Embedded Unclaimed Draft with Template.

Embedded url, 2 operations

get_embedded_sign_urlGet embedded sign urlGETRetrieves the URL for embedded signing interface.
get_embedded_template_edit_urlGet embedded template edit urlPOSTRetrieves the URL for embedded template editor.

Fax, 2 operations

delete_faxDelete faxDELETEDelete Fax.
get_faxGet faxGETGet Fax.

Fax line, 2 operations

delete_fax_lineDelete fax lineDELETEDelete Fax Line.
list_fax_lineList fax lineGETGet Fax Line.

File, 2 operations

download_filesDownload filesGETDownloads the signed documents as PDF or ZIP.
fax_filesFax filesGETDownload Fax Files.

Files as data uri, 2 operations

get_file_a_data_uriGet file a data uriGETDownload Files as Data Uri.
template_files_as_data_uriTemplate files as data uriGETGet Template Files as Data Uri.

Files as file url, 2 operations

get_file_a_urlGet file a urlGETDownload Files as File Url.
template_files_as_file_urlTemplate files as file urlGETGet Template Files as File Url.

Team, 2 operations

get_teamGet teamGETRetrieves information about your Dropbox Sign team.
team_updateTeam updatePUTUpdate Team.

Team member, 2 operations

add_team_memberAdd team memberPUTAdds a new member to your Dropbox Sign team.
remove_team_memberRemove team memberPOSTRemoves a member from your Dropbox Sign team.

Template access, 2 operations

add_user_to_templateAdd user to templatePOSTAdds a user to a template's access list.
remove_user_from_templateRemove user from templatePOSTRemoves a user from a template's access list.

Add user, 1 operation

fax_line_add_userFax line add userPUTAdd Fax Line User.

Area code, 1 operation

list_area_codesList area codesGETGet Available Fax Line Area Codes.

Bulk create embedded with template, 1 operation

create_bulk_embedded_with_templateCreate bulk embedded with templatePOSTEmbedded Bulk Send with Template.

Bulk send job, 1 operation

get_bulk_send_jobGet bulk send jobGETGet Bulk Send Job.

Bulk send with template, 1 operation

create_bulk_send_with_templateCreate bulk send with templatePOSTBulk Send with Template.

Create embedded, 1 operation

unclaimed_draft_create_embeddedUnclaimed draft create embeddedPOSTCreate Embedded Unclaimed Draft.

Destroy, 1 operation

delete_destroyDelete destroyDELETEDelete Team.

Edit, 1 operation

signature_request_editSignature request editPUTEdit Signature Request.

Edit and resend, 1 operation

unclaimed_draft_edit_and_resendUnclaimed draft edit and resendPOSTEdit and Resend Unclaimed Draft.

Edit embedded, 1 operation

signature_request_edit_embeddedSignature request edit embeddedPUTEdit Embedded Signature Request.

Edit embedded with template, 1 operation

update_edit_embedded_with_templateUpdate edit embedded with templatePUTEdit Embedded Signature Request with Template.

Edit with template, 1 operation

update_edit_with_templateUpdate edit with templatePUTEdit Signature Request With Template.

Embedded signature, 1 operation

create_embedded_signature_requestCreate embedded signature requestPOSTCreates a signature request for embedded in-app signing.

Info, 1 operation

team_infoTeam infoGETGet Team Info.

Invite, 1 operation

team_invitesTeam invitesGETList Team Invites.

Member, 1 operation

team_membersTeam membersGETList Team Members.

Reminder, 1 operation

send_reminderSend reminderPOSTSends a reminder email to a signer who hasn't signed.

Remove user, 1 operation

fax_line_remove_userFax line remove userPUTRemove Fax Line Access.

Send, 1 operation

fax_sendFax sendPOSTSend Fax.

Sub team, 1 operation

team_sub_teamsTeam sub teamsGETList Sub Teams.

Template file, 1 operation

get_template_filesGet template filesGETDownloads the files associated with a template.

Token, 1 operation

oauth_token_generateOauth token generatePOSTOAuth Token Generate.

Token refresh, 1 operation

oauth_token_refreshOauth token refreshPOSTOAuth Token Refresh.

Verify, 1 operation

account_verifyAccount verifyPOSTVerify 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

Create your workspace
Sign up free. Nothing to install.
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.
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.