Connect Claude, or any assistant that speaks MCP, and you can run your signings by asking. Tell it to send the NDA to Jane with fields on the signature lines and show you the draft first. It does the clicking. You still sign.
What an agent can do
- Create signing drafts and add PDF or Word documents to them.
- Add signers and viewers. A signer can be a company, which then names its own representatives in swipesign.
- Place signature fields, or let detection find the signature lines.
- Send a signing, remind a signer, cancel.
- Start a signing from one of your templates.
- Convert Word to PDF and PDF to PDF/A, and merge PDFs.
- Prepare and send a Safe Transfer.
- Search your contacts.
- Read signing status, document text and audit trails.
- Create short-lived download links.
What stays with people
- Signing. The agent can hand you the link to your own signing. It never signs.
- Safe Transfer verification. Recipients prove who they are in their own browser. Agents never see access codes or recipient links.
- Your contact list. Agents can search it. They can't add to it or edit it.
The guardrails
- New domains need your OK. Before an agent sends to an email domain your organisation has never sent to, it gets a preview and has to ask you to confirm.
- You hear about every send. Whenever an agent sends a signing or a Safe Transfer for you, you get an email.
- It's all in the audit trail. Every action is logged with the name of the client that did it.
- Documents are data. Text the agent reads in your documents is treated as content, never as instructions. A contract that says "ignore your rules" gets read, not obeyed.
Giving it files
Chat apps like Claude.ai can't pass swipesign a file you attach to the chat. Upload it to a draft in swipesign first and tell the agent which draft, or give it a public https link to the file. Agents that can run code, like Claude Code, upload directly.
Things to ask
- "I uploaded the contract to my 'Acme NDA' draft in swipesign. Add Jane Doe as a signer, place the signature fields where the document has signature lines, and show me the draft before you send it."
- "Send the signed contract from the Acme signing to my contact Max Muster as a safe transfer."
- "Check what is waiting for my signature in swipesign and give me the links."
- "Which of my signings are still waiting for signers, and who has not signed yet?"
- "Merge the offer and the terms PDFs into one document and add it to a new signing draft."
Does it sign for me?
No. Signing always happens in swipesign, by you. The agent can give you the link to a signing that's waiting for you, nothing more.
Can my team see what it did?
Yes. Every action is in the audit trail with the client's name, next to everything done by hand. See The audit trail.
What happens after the trial?
A connected agent can still read your account status and point you to the upgrade page. Everything else stops until your plan includes agent access. See Compare plans.
Is it an API key?
No. You sign in to swipesign and approve the connection on a consent screen, and you can revoke it in Settings whenever you like. There's no key to copy around or leak.