GuidesAPIMCP

Send an NDA from Claude

Draft a mutual NDA in Claude, send it for review with Atlas MCP, and click Send when fields look right. Signers get email only after that step.

Before you start

  1. Connect Atlas MCP in Claude (OAuth one-click link works).
  2. Start a new chat after connecting.
  3. Have signer name and email ready.

Prompt: draft in chat

Draft a short mutual NDA between my company and Acme Corp in this chat.

When the text looks right, send it for signature with Atlas. Signer: sarah@acme.com, Sarah Chen.

Share the review link when it is ready. Do not email signers until I click Send on the review page.

Atlas calls send_contract_for_review with document_text and your parties. You get review_url back. No emails yet.

Prompt: existing PDF or DOCX on your computer

Claude cannot read a dragged attachment for Atlas. Use an upload session instead.

Send this contract for signature with Atlas.

Signer: jane@example.com, Jane Signer.

The PDF is on my computer. Do not try to read the attachment in chat. Give me an Atlas upload link, wait while I upload the file, then finish when I say "done". Share the review link when it is ready. I will click Send on the review page before anyone gets email.

Steps:

  1. Atlas returns an upload link.
  2. Open it and upload your PDF or DOCX.
  3. Back in chat, say done or uploaded.
  4. Open review_url.

On the review page

  1. Wait for field detection (~15 seconds on new docs).
  2. Check signers and signature fields.
  3. Click Send. First signer gets email.

After send

Ask Claude to poll status:

Check Atlas signing status for that envelope.

Atlas uses check_signing_status and returns progress plus sign_url for the next signer if needed.

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