# 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.

Tally Sign University › [AI](https://sign.gettally.io/university/ai)

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.

## How it works

![Settings → AI & API: connect your AI app, ask for what you need, review then send](https://sign.gettally.io/university/ai/settings-overview.png)

*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](https://sign.gettally.io/university/ai/settings-connect-chatgpt.png)

*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](https://sign.gettally.io/university/ai/api-key-created.png)

*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>"
```

> **Note:** **Disconnect all apps** in Settings → AI & API revokes every app's access at once. API keys can be revoked one by one.

## 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.

> **Why it matters:** Reps can prepare and send an order form from a chat, while the numbers still come 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

| Area | Tools |
| --- | --- |
| Find | `list_templates`, `list_documents`, `get_document`, `get_status` |
| Create | `create_document`, `create_sow`, `create_nda`, `create_lease`, `duplicate_document` |
| Edit drafts | `update_document`, `set_recipients`, `edit_blocks`, `attach_pdf`, `check_document` |
| Send and follow up | `send_document` (only after you approve), `send_reminder`, `void_document`, `get_pdf_link` |
| Salesforce | `salesforce_search_records`, `salesforce_preview`, `create_from_salesforce` |

> **Note:** Only drafts can be edited. To change a sent document, the AI voids it, duplicates it into a new draft and sends that instead, after asking you.

Source: https://sign.gettally.io/university/ai/use-with-claude-or-chatgpt