Tally SignUniversity

Use Tally Sign from Claude or ChatGPT

Connect your AI app once, then ask for NDAs, SOWs or the order form for a Salesforce quote in plain English.

6 sections · 3 screenshots

Tally Sign has a built-in MCP server, the standard way AI apps use other tools. Once connected, you can ask for documents the way you'd ask a coworker. The AI drafts them in Tally Sign, gives you a link to check, and always asks before sending anything for signature.

On this page

How it works

Settings → AI & API: connect your AI app, ask for what you need, review then send
Settings → AI & API.
  • Connect your AI app. A one-time setup. Everyone on your team connects with their own login.
  • Ask for what you need. An NDA, a SOW from a quote, the order form for a Salesforce quote.
  • Review, then send. The AI shows you the draft. It sends only after you say so.

Connect ChatGPT

  1. In ChatGPT, open Settings → Apps & Connectors → Advanced settings and switch on Developer mode.
  2. Choose Create. Name it Tally Sign and paste the MCP address shown in Settings → AI & API.
  3. Set Authentication to OAuth, tick the box and choose Create.
  4. A Tally Sign window opens. Sign in with your own Tally Sign email and password and choose Allow access.
  5. In a new chat, choose + in the message box and switch on Tally Sign.
Step-by-step ChatGPT setup in Tally Sign with pictures of each screen
Settings → AI & API walks you through it, with a picture of each screen.

Connect Claude

  1. In Claude, open Settings → Connectors and choose Add custom connector.
  2. Paste the MCP address from Settings → AI & API and choose Connect.
  3. Sign in to Tally Sign and choose Allow access.

For Claude Code, create an API key in Settings → AI & API → Claude Code and run the command it shows once in a terminal:

A new API key with the claude mcp add command
Copy the key now. It's shown once.
claude mcp add --scope user --transport http tally-sign https://<your Tally Sign address>/api/mcp \
  --header "Authorization: Bearer <your key>"

Send the order form for a Salesforce quote

With Salesforce connected, the AI can find records, preview a template filled from them and create the document, linked back to the record.

Send the order form for the Brightline Yard Sensors quote to Dana.

The AI then:

  1. Finds the quote with salesforce_search_records.
  2. Picks the template linked to Quote with list_templates.
  3. Checks the filled document with salesforce_preview: merge values, signers found and quote lines. It tells you about anything missing.
  4. Creates a draft with create_from_salesforce and shows you the link.
  5. Sends it only after you confirm.

Status, the signed PDF and the quote-to-cash steps then flow back to Salesforce exactly as if the rep had sent it from the quote.

Things to ask

  • "Draft a mutual NDA with Harborview Freight. Lena Ortiz signs for them, lena@harborview.example."
  • "Turn this estimate into a SOW for Dana Whitfield at Brightline Logistics and attach the PDF as Exhibit A."
  • "Who hasn't signed the Brightline order form yet? Send them a reminder."
  • "Void the Driver Training order form. The customer is doing training in-house."
  • "Get me the signed PDF of the Brightline Depot Rollout order form."

What the AI can do

AreaTools
Findlist_templates, list_documents, get_document, get_status
Createcreate_document, create_sow, create_nda, create_lease, duplicate_document
Edit draftsupdate_document, set_recipients, edit_blocks, attach_pdf, check_document
Send and follow upsend_document (only after you approve), send_reminder, void_document, get_pdf_link
Salesforcesalesforce_search_records, salesforce_preview, create_from_salesforce

On the website: ChatGPT, Claude and MCP·Pricing