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TUTORIALS / 02 - CONNECT CLAUDE

How to connect LetSign to Claude.

A one-and-a-half-minute walkthrough of how to connect LetSign to Claude: one click from LetSign, sign in, pick your workspace, and your assistant can draft, send and track proposals for you.

START FREE FOREVER CLAUDE PLAYBOOK
IN THIS VIDEO

Jump to any step.

0:12Add to Claude from LetSign0:24Continue in Claude0:35Sign in and pick your workspace0:48Ask Claude for a proposal1:05ChatGPT, Cursor and Claude Code1:15Manage connected apps
STEP BY STEP

Connect Claude in five steps.

The same flow as the video, written down. You only do it once per assistant.

1

Open Connect AI in LetSign

In the LetSign app, open Connect AI in the sidebar and stay on the Claude tab. It works for claude.ai, Claude Desktop and the Claude mobile apps.

2

Click Add to Claude

Claude opens its Add custom connector window with the name LetSign and the server address already filled in. Click Continue. If you prefer to add it by hand, the address is:

SERVER URL

https://app.letsign.ai/api/mcp

3

Sign in and pick a workspace

Claude sends you to LetSign to sign in. Choose the workspace Claude should act in and click Authorize. The connection acts as you, with your role in that workspace.

4

Ask for your first proposal

Open a new chat and ask for something real:

PROMPT

"Draft a proposal for Jordan Lee at Harbor & Pine, from the recording of our call this morning."

The draft appears in your Proposals list, ready to review. The proposal tutorial picks up from there.

5

Manage the connection

Every assistant you connect is listed under Signed-in apps on the Keys tab of Connect AI. Switch its workspace or sign it out at any time.

TRANSCRIPT

Read along.

Show the full transcript

0:00Hi. In this tutorial, you'll connect LetSign to Claude, so your assistant can draft proposals, track who has signed, and follow up on payments for you. It takes about a minute.

0:12Start in LetSign. Open Connect AI in the sidebar, stay on the Claude tab, and click Add to Claude. There's no key to copy or paste.

0:24Claude opens its Add custom connector window, with the name, LetSign, and the server address already filled in. Just click Continue.

0:35Claude then sends you to LetSign to sign in. Choose the workspace Claude should work in, and click Authorize. Claude acts as you, with your role in that workspace, and nothing more.

0:48That's it. Open a new chat and ask for something real, like a proposal built from the recording of your last client call. Claude uses LetSign's tools, and the draft lands in your Proposals list, ready for you to review.

1:05Using ChatGPT, Cursor or Claude Code instead? The other tabs on the same page walk you through each one.

1:15You stay in control. Every assistant you connect is listed under Signed-in apps, where you can switch its workspace or sign it out at any time.

1:26That's all it takes. Next up, how to build templates you can reuse for every deal.

FAQ

Connecting Claude, answered.

Do I need an API key to connect LetSign to Claude?

No. Claude connects with OAuth: you click Add to Claude in LetSign, then sign in to LetSign and choose a workspace. There is nothing to copy or paste. Personal keys exist only for tools that cannot open a browser to sign in.

What can Claude do once LetSign is connected?

Claude works through LetSign's tools: it drafts proposals from your templates, sets pricing options and terms, checks who has opened or signed, and follows up on payments. Anything it creates appears in your LetSign workspace for you to review before it is sent.

What can Claude access in my LetSign account?

Only the workspace you choose when you sign in, and only what your own role allows. The connection acts as you: if you are a member, Claude has a member's permissions, not an admin's.

How do I disconnect Claude from LetSign?

In LetSign, open Connect AI, then the Keys tab. Under Signed-in apps you will see Claude with when it was last used. Click sign out to end the connection, or switch workspace to move it to another workspace you belong to.

Does LetSign work with ChatGPT, Cursor or Claude Code too?

Yes. The Connect AI page has a tab for ChatGPT, one for coding agents such as Claude Code, Cursor, Codex and Windsurf, and one for custom agents built on an SDK. Each tab gives the exact steps for that tool.

YOUR TURN

Connect Claude, then just ask.

Start free, add LetSign to Claude in a minute, and ask for your first proposal.

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