How to connect the Dropbox DocSend MCP server

The Dropbox DocSend Model Context Protocol, or MCP, server lets you connect your DocSend account to supported AI applications.

After connecting, you can ask an AI assistant to find DocSend content, review activity in your Content library and Spaces, and answer questions about document engagement without leaving your AI application.

The DocSend MCP server only provides access to information and features that are already available to you through your DocSend account and plan.

What you can do with the DocSend MCP server

DocSend MCP server checklist

Before you connect, make sure that:

• You have an active DocSend account.
• Your DocSend plan includes the features you want to use.
• Your organization allows connections to third-party AI applications.
• The AI application you’re using supports remote MCP servers.
• You trust the AI application and have reviewed its privacy and data-retention policies.

Some features may not be included with every DocSend plan. If you ask the AI application to use a feature that isn’t available with your plan, you’ll receive an error.

Supported AI applications

The DocSend MCP server is intended to work with AI applications that support remote MCP servers and OAuth authentication. You can use it with:

• ChatGPT
• Claude
• Codex CLI
• Microsoft Copilot

How to enable or disable DocSend MCP connections

To enable or disable DocSend MCP connections:

1. Click your avatar (profile picture or initials) in the top-right corner.
2. Click Settings.
3. Click Company.
4. Click AI use.
5. Toggle DocSend MCP server on or off.

How to connect using ChatGPT

To add the DocSend MCP server manually in ChatGPT:

1. Open ChatGPT.
2. Click your profile icon.
3. Click Settings.
4. Click Plugins.
5. Click Advanced settings.
6. Toggle on Developer mode.
7. Return to Plugins, click Browse Plugins.
8. Click Add plugin.
9. Enter the following information:
   • Name: Dropbox DocSend
   • MCP server URL: https://docsend.com/mcp
   • Authentication: OAuth
10. Click Create.
11. Log in to your DocSend account.
12. Review the requested permissions, then click Allow.

After connecting, you can use DocSend by mentioning it in your prompt or selecting DocSend from the tools menu if you want to explicitly enable it for the conversation.

How to connect using Claude

To add the DocSend MCP server manually as a custom connector in Claude.

1. Open Claude.
2. Click Settings.
3. Click Connectors.
4. Click Add custom connector.
5. Enter the following:
   • Name: Dropbox DocSend
   • MCP server URL: https://docsend.com/mcp
6. Click Add.
7. Log in to your DocSend account.
8. Review the requested permissions, then click Allow.

How to connect using Codex CLI

At launch, you’ll need to add the DocSend MCP server manually in Codex CLI.

1. Open a terminal.
2. Add the DocSend MCP server by running:
   codex mcp add DropboxDocSend --url https://docsend.com/mcp
3. Sign in to DocSend by running:
   codex mcp login DropboxDocSend
4. Complete the DocSend authorization flow in your browser.
5. Sign in to your DocSend account if prompted.
6. Review the requested permissions, then click Allow.
7. Return to your terminal.
8. Confirm that the DocSend MCP server was added by running:
   codex mcp list

You should see DropboxDocSend in your list of configured MCP servers.
After connecting, you can ask Codex CLI to use DocSend in your prompts.

How to connect using Microsoft Copilot 

To add DocSend to a Copilot Studio agent: 

1. Open Copilot Studio, then create a new agent or open an existing one.
2. Go to the Tools page.
3. Click Add a tool.
4. Click New tool, then select Model Context Protocol.
5. Fill in the server details:
   • Server name: Dropbox DocSend
   • Server description: Something specific, such as “Finds DocSend documents, Spaces, contacts, and visit activity.” The agent orchestrator uses the description to decide when to call the tool, so keep it clear and specific.
   • Server URL: https://docsend.com/mcp
6. Under Authentication, select OAuth 2.0, then select Dynamic discovery. 
7. Click Create. 
8. In the Add tool dialog, open the Connection dropdown, choose Create new connection, and sign in to DocSend.
9. Review the DocSend permissions, click Allow, then add the tool to the agent and make sure it’s enabled.
10. Test it in the test pane with a prompt like “Using DocSend, list my Spaces.”
11. Publish the agent to the channels your users work in. Copilot Studio agents can be published to Microsoft 365 Copilot, Teams, and other channels. 

Example queries for the DocSend MCP server

After connecting, you can try queries such as:

• “Summarize the key points in my pitch deck.”

Reads and analyzes a DocSend document to summarize its contents.

• “What documents are in my Series A Data Room?”

Shows the documents and folder structure in a selected Space.

• “Who has visited my Series A Data Room in the last 7 days?”

Shows recent visits to a selected Space.

• “What documents has Jane Smith viewed, and when did she last visit?”

Shows which documents a selected contact has visited.

• “Give me a summary of what happened in my Series A Data Room over the last week.”

Searches activity in a selected Space to help you understand recent events.