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E Signature

Penneo MCP connector

The Penneo connector lets Claude, ChatGPT, Cursor and the Elaichi Agent create casefiles, build and publish forms, and read submissions and answers in Penneo, with every action running as the signed-in person and recorded in an audit log.

  • How it connects. Connects over OAuth. The credential goes into a vault nobody reads back.

  • One address. https://api.elaichi.ai/mcp, the same for every user.

  • Their own access. An agent never gets more than the person it acts for.

How to connect

How to connect Penneo to Claude, ChatGPT or Cursor

Two steps, about a minute.

1

In Elaichi

Connect Penneo once

  1. Open Connections, choose Add connection, and pick Penneo.

  2. Optionally set Share with to give a team access, then press Connect.

  3. Supply your own Penneo app, then approve. Penneo needs an OAuth app you register yourself, so bring its client ID and secret. One person does this once for the organization.

The credential is vaulted. Nobody reads it back, not even the AI.

Add connection

Choose a connector.

penneo
Penneo
1Password
360learning
7shifts
Acquire
Ada
2

In your AI client

Point it at one endpoint

Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.

Connect Penneo to Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

Connect Penneo to ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

Works on the web today. The plugin directory lives at chatgpt.com/plugins.

Connect Penneo to Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 3

    Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

Set up per machine, so repeat it on each computer you work from.

Connect Penneo to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 2

    Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

The Elaichi Agent already has these tools, with nothing to set up.

Use cases

What teams do with Penneo through Elaichi

Every one of these runs inside the access the person already has, and lands in the same audit log.

  • Legal

    Open a casefile for a new agreement

    Ask for a Penneo casefile to be created for a supplier agreement or NDA, then check which files it holds before anyone is asked to sign.

  • HR

    Build and publish an onboarding form

    Draft an onboarding form in Penneo from a description of the fields you need, publish the version, and send a form request to each new starter.

  • Sales

    Get a contract signed after the close

    When a deal closes, have a Penneo casefile created for the customer contract in the same conversation, without opening another tab.

  • Compliance

    Review what people actually submitted

    Pull the answers from a Penneo form's submissions and have them summarized, so you can spot missing declarations before the deadline.

  • Operations

    Update a form and roll back safely

    Change a Penneo form, publish the new version, and restore the previous one if something is wrong, all by asking in plain language.

  • Finance

    Check answers on signed casefiles

    Ask which casefile answers came back for an approval or expense form in Penneo, and get a clean list rather than clicking through each one.

Try asking

  • “Which Penneo casefiles are still waiting on signatures?”
  • “Show form requests created this week and their answers.”
  • “List every Penneo form used by the onboarding team.”

See all 22 Penneo tools below

AI tools

Penneo tools for your AI agents

22 tools are ready to call through Elaichi's MCP endpoint the moment you connect Penneo, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

See it in Elaichi

What connecting Penneo gets you

6 screens from the product, each doing one job for your Penneo account.

The agent

Ask about casefiles, get real answers.

Type a question in plain language and read live Penneo casefiles and forms.

  • casefiles
  • forms
  • form requests
  • form answers

Ask Elaichi to work across your apps.

Which Penneo casefiles are still waiting on signatures?

Show form requests created this week and their answers.

List every Penneo form used by the onboarding team.

Also runs in Claude, ChatGPT or Cursor

MCP clients

Claude, ChatGPT and Cursor reach Penneo.

One org MCP endpoint over OAuth, no SDK and no shared API key.

ElaichiMCP clients
Claude ChatGPT Cursor

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emma Laurent

• Connected 4 minutes ago
Cursor
S

Sofia Ricci

• Connected 2 hours ago
ChatGPT
C

Clara Nowak

• Connected Yesterday

Tool catalog

All 22 Penneo tools, ready to call.

Browse casefile, form and form request methods without writing custom code.

  • Create a Penneo oauth
  • Delete a Penneo oauth by ID
  • List all Penneo oauth
  • List all Penneo version
ElaichiTools
Tool Action Description
Create a Penneo oauth Create Exchange credentials for a Penneo access token using the authorization code, refresh token, or API keys grant. Returns: grant_type. Required: grant_type, client_id, client_secret.
Delete a Penneo oauth by ID Delete Revoke a Penneo refresh token, rendering it permanently invalid. Returns an empty 200 response on success regardless of whether the token existed or was already invalid. Required: token.
List all Penneo oauth List Initiate the Penneo OAuth 2.0 authorization flow by redirecting the user's browser to Penneo's authorization endpoint. Returns a 302 redirect to the registered redirect_uri with an authorization code appended as a query parameter. Required: response_type, redirect_uri, client_id, code_challenge.
List all Penneo version List Get Penneo API version information for the running app. Returns: language, additionalSignersConfig.
List all Penneo casefile answers List List all submission answers for a penneo casefile. Returns answer records whose fields are specific to the casefile's form question schema defined in penneo; the response shape is form-schema-specific and cannot be enumerated from the API reference — consult the upstream penneo Collect docs for the field-level breakdown. Required: casefile_id.

Toolboxes

Every team gets its own Penneo toolbox.

Curate one toolbox per team so Legal and Finance see different Penneo tools.

  • Legal
  • Finance
  • HR
  • Sales
ElaichiToolboxes
Name Source template Tools Created

Legal toolbox

Penneo · casefiles and signing order

Penneo starter 18 Mar 4, 2026

Finance toolbox

Penneo · signed contracts and audit trails

9 Mar 2, 2026

HR toolbox

Penneo · employment casefiles and onboarding forms

24 Feb 27, 2026

Sales toolbox

Penneo · customer agreements and form requests

Penneo starter 6 Feb 19, 2026

Compliance toolbox

Penneo · KYC forms and answers

31 Jan 30, 2026

Operations toolbox

Penneo · form versions and casefile files

12 Jan 22, 2026

Shared connections

Teammates use Penneo without a credential.

See who connected each Penneo account and which teams and members share it.

  • Legal Nordics
  • Finance
  • HR Onboarding
  • Sales EMEA
ElaichiConnections
Connection Scope Status Access
PE

Penneo (Legal Nordics)

Connected by Emma Laurent

Personal • Active 1 team · 6 members
PE

Penneo (Finance)

Connected by James Whitfield

Organization • Active 3 teams · 24 members
PE

Penneo (HR Onboarding)

Connected by Sofia Ricci

Organization • Active 2 teams · 11 members
PE

Penneo (Sales EMEA)

Connected by Daniel Ortega

Personal • Needs re-auth 1 team · 3 members
PE

Penneo (Compliance)

Connected by Clara Nowak

Personal • Active Not shared
PE

Penneo (Operations)

Connected by Michael Brennan

Personal • Active 2 teams · 9 members

Audit log

Every Penneo call is on the record.

When, who, what happened, type and resource for each casefile and form request.

  • When
  • Who
  • What happened
  • Type
ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emma Laurent

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

James Whitfield

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

S

Sofia Ricci

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

D

Daniel Ortega

[email protected]

Penneo Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

C

Clara Nowak

[email protected]

Penneo Casefiles Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

M

Michael Brennan

[email protected]

Penneo Casefiles List Toolbox

Launching soon

From answering questions to doing the work

A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards are launching soon, on the Black plan.

Automations

A schedule signs off your signing digest.

Fetch Penneo casefiles, group them, draft a digest, approve, post it back.

Penneo digest

Run 418 · started 2 minutes ago · on behalf of Emma Laurent

  1. Schedule

    Every weekday at 08:00

    0.2s
  2. Fetch casefiles

    Penneo

    1.4s
  3. Group by owner

    Transform

    0.1s
  4. Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Michael Brennan

    Approve
  6. Post the digest

    Penneo

    Queued

Collections and dashboards

Penneo signing health, refreshed on schedule.

Four metrics, 14 days of casefiles created and a breakdown by team.

Penneo health

Refreshed 4 minutes ago · every 15 minutes · from the casefiles collection

Live

Casefiles

1,284 ↓ 12%

Forms

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Casefiles created

Last 14 days

By team

Share of activity

Legal Nordics 34%

Finance 27%

HR Onboarding 21%

Sales EMEA 18%

FAQ

Frequently asked questions

How do I connect Penneo to Claude?

Connect Penneo in Elaichi first, then in Claude go to Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp. Penneo connects over OAuth, but Penneo requires the customer to register an OAuth application inside Penneo themselves, so one person enters that client ID and secret in Elaichi once. After that, everyone else simply signs in to Penneo in a normal browser window when Claude first asks.

Does Penneo work with ChatGPT and Cursor as well as Claude?

Yes. Penneo is connected once in Elaichi, and the same endpoint, https://api.elaichi.ai/mcp, is pasted into Claude, ChatGPT, Cursor or any other MCP client. The Elaichi Agent uses it too, so nobody sets Penneo up twice.

What can an AI agent actually do with my Penneo data?

With Penneo connected, an agent can create a casefile for a document that needs signing, list the files and answers on a casefile, and build, update, publish, archive or restore forms. It can also send a form request to someone and read back the submissions and answers they return, so you can ask questions like who has not yet filled in the onboarding form.

Does connecting Penneo give the AI access to all my casefiles and forms?

No. Every call to Penneo runs as the person who signed in, so the AI sees only the casefiles and forms that person could already open in Penneo. Elaichi can narrow that access further, for example by hiding delete actions, but it can never grant more than the person already has.

Can my team share one Penneo connection?

Yes. One person connects Penneo in Elaichi and shares the connection with a team, and nobody else ever handles the client ID, secret or a password. Each teammate still signs in to Elaichi as themselves, so the audit log names the actual person who created a casefile or published a form.

Can I stop an agent from deleting or changing things in Penneo?

Yes. Restrictions in Elaichi apply per action, so you can allow reading Penneo submissions while blocking form deletion or version changes. A blocked action is never shown to Claude, ChatGPT or Cursor at all, so no prompt, however worded, can reach it.

What happens to a Penneo connection when someone leaves?

Offboarding a person in Elaichi ends their access to Penneo through every client at once. A Penneo connection shared with a team keeps working for everyone else. If you want Penneo gone entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor and the Elaichi Agent together.

Put Penneo in front of your team

Fourteen days on Gold, no credit card. Connect it once and pick what each team can call.