Solutions/ChatGPT and Claude
Tally Sign in ChatGPT and Claudedraft, change and send from a chat
Tally Sign has a built-in MCP server. Connect ChatGPT, Claude, Claude Code or any MCP client once, and ask for documents in plain words. It works on your real templates and documents, fills them from Salesforce, and asks before anything goes out.
25 toolsthe whole app in a chat
The AI calls these on its own as it works. Each one does what the same button does in Tally Sign, with the same checks.
Salesforce
Find a quote, opportunity or any record, preview a template filled from it, and create the document linked to the record, so its status goes back to Salesforce.
salesforce_search_records- Finds quotes, opportunities, orders, contracts, accounts or contacts in your connected Salesforce org.
salesforce_preview- Shows a template filled from a record without creating anything: merge values, the signers found, quote lines and anything missing.
create_from_salesforce- Creates the document from a record, linked back to it so its status syncs to Salesforce.
Create
From any template or from scratch. A mutual NDA, a SOW from an estimate or a lease in one call, or a copy of an earlier document.
create_document- A draft from any template, or from scratch with your own blocks.
create_nda- A mutual NDA with a counterparty in one call.
create_sow- A consulting agreement or SOW from an estimate: services, pricing, payment milestones and dates.
create_lease- A residential lease for a tenant, from your rental templates.
duplicate_document- Copies a document into a new draft, or saves it as a template.
Edit drafts
Rewrite, insert, move or remove any block, pricing tables and signature fields included. Change variables, signers, CCs and signing order, and attach PDF exhibits.
edit_blocks- Inserts, rewrites, moves or removes blocks. If one change fails, nothing is saved.
update_document- Title, variables, page header and footer, email subject and message, signing order and expiry.
set_recipients- Adds or changes signers and CCs by role, or removes them.
describe_blocks- The reference for every block, field type, theme and variable.
attach_pdf- Adds a PDF exhibit from a link, the file itself or an upload from your computer.
list_attachments- The exhibits on a document, in order.
remove_attachment- Takes an exhibit off a draft.
Send and follow up
Check what would stop it from sending and get a preview PDF, send, remind whoever hasn't signed, void, and download the signed PDF.
check_document- What would stop it from sending, fields per signer, and a preview PDF link.
send_document- Emails the signing links. It needs your explicit go-ahead.
send_reminder- Emails everyone who hasn't signed yet, or one person.
void_document- Cancels a document that's out for signature. Its links stop working.
get_pdf_link- A download link for the signed PDF with its audit certificate, or a preview.
delete_document- Deletes a draft, a voided document or a template. Never a signed one.
Look things up
Find documents by status, type or title, read one block by block, and see who has opened and signed it, and when.
list_templates- Your templates, with their signer roles and every variable they use.
get_document- A document in full, or a one-line-per-block outline, with its signers, issues and history.
list_documents- Finds documents by status, type or title, with each signer's status.
get_status- Who has opened and signed, and when, with the latest history.
Quote to SOW
A ready-made prompt, quote_to_sow, walks the AI through turning an estimate into a SOW: services, pricing, milestones, the estimate attached as Exhibit A, a check, and your review before it sends.
Connect in a minutefrom Settings → AI & API
This is the guide inside Tally Sign. ChatGPT and Claude connect when you sign in with your Tally Sign account. Claude Code and other MCP clients use an API key an admin creates.
- 1
Turn on Developer mode
In ChatGPT, click your name in the bottom-left → Settings → Apps & Connectors → Advanced settings, and switch on Developer mode.Open ChatGPT settings - 2
Add Tally Sign
Click Create. Name it Tally Sign, paste this address, set Authentication to OAuth, tick the box and click Create.http://localhost:3000/api/mcp - 3
Sign in and allow
A Tally Sign window opens. Sign in with your own Tally Sign email and password, then click Allow access. That's it — you're connected. - 4
Turn it on in a chat
In a new chat, click + in the message box and switch on Tally Sign. Then just ask.
Things to askin your own words
Names, emails and quote numbers are all it needs. It looks up the rest in Tally Sign and Salesforce, and tells you when something is missing.
“Send Brightline the order form for quote 00000042. Dana Whitfield signs for them.”
ChatGPT or Claude
“Draft a mutual NDA with Harborview Freight. Lena Ortiz signs for them, lena@harborview.example.”
ChatGPT or Claude
“Turn brightline-estimate.html into a SOW for Dana Whitfield and attach the PDF as Exhibit A.”
Claude Code
“Which documents are still waiting on signatures?”
ChatGPT or Claude
“Who hasn't signed the Brightline order form yet? Send them a reminder.”
ChatGPT or Claude
“Add accounts payable, ap@brightline.example, as a CC on the order form before you send it.”
ChatGPT or Claude
It works as youand asks before anything goes out
A connection belongs to one person at one company. It works inside that company's Tally Sign account and follows the same rules the app does.
ChatGPT, Claude and more
ChatGPT and Claude connect with a sign-in. Claude Code, Cursor and any other MCP client connect with an API key.
Connected in a minute
Settings → AI & API walks you through it with a picture of each step. Nothing to install.
It acts as you
Everyone signs in with their own Tally Sign account. Your name and title go on your side of the document, and on Salesforce documents you're the sender.
It asks before sending
The send tool only runs with your go-ahead, and it's marked as emailing people outside your company, so ChatGPT and Claude check with you first.
Signed stays signed
Only drafts can be edited. A sent document is locked, and signed ones can't be deleted.
Off in one click
An admin can disconnect every ChatGPT and Claude connection at once. Only admins create API keys, and each can be revoked.
Questions
Which AI apps work?+
ChatGPT and Claude connect with a sign-in. Claude Code, Cursor, VS Code and any other app that supports MCP connect with an API key. Adding a custom app in ChatGPT needs a paid ChatGPT plan.
Can it send something without asking me?+
The send tool won't run unless the AI confirms you approved it, and it's marked as emailing people outside your company, so ChatGPT and Claude ask you first. Reminders are marked the same way, and voiding or deleting is marked as a change that can't be undone.
What can it see?+
Your company's templates and documents in Tally Sign, the same ones your team sees in the app, and records in your Salesforce org once an admin has connected it. A connection never reaches another company's account.
Can it change a document that's already out for signature?+
No. Sent documents are locked. It can void the document, copy it into a new draft, make the change and send that instead, after asking you.
Do we need Salesforce?+
No. NDAs, SOWs, leases and any of your own templates work without it. The Salesforce tools come with the Salesforce plan and start working when an admin connects your org.
How do we turn it off?+
In Settings → AI & API an admin can disconnect every ChatGPT and Claude connection at once, and revoke API keys one by one. Turning off someone's Tally Sign access stops their connections too.
Does it cost extra?+
No. ChatGPT, Claude and API access are part of both plans, and nothing is metered. Your AI app is billed by its maker as usual.
Pricing
$200
a month for every five users, with Salesforce
$20
a user a month, without a CRM
That is the whole price list. Every feature is on both plans, and nothing is metered. The Salesforce plan adds the Salesforce and Revenue Cloud integration.
No limit on
- Documents and envelopesNo limit
- TemplatesNo limit
- SignersNo limit
- AutomationsNo limit
Customers never take a seat. In Salesforce, people who only look at status, signed documents and internal notes don't either.