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Propper in Claude Code

Connect Claude Code to Propper to prepare agreements, generate documents, and track signatures while working in your project. Install the plugin for both skills and tools, or add only the MCP server if you already have your own workflow instructions.

Before you start

  • Install and sign in to Claude Code.
  • For connected tools, have a Propper account with API access and the relevant organization permissions. See prerequisites.
  • Open Claude Code in a folder containing documents you want it to read. Local document checks can work before connecting Propper.

Option 1: Install the Propper plugin

Start claude in your terminal, then run these commands in the Claude Code session:

/plugin marketplace add mypropper/skills
/plugin install propper@propper-marketplace

Choose User scope to use the plugin across your projects, Project to share its configuration with collaborators, or Local for your use in this project only. See Anthropic's plugin installation guide.

The plugin includes the Propper skills and MCP server configuration. After installation, follow any reload prompt or start a new Claude Code session. Run /plugin to confirm Propper is installed and enabled.

Authenticate and verify

  1. Run /mcp and select the Propper server supplied by the plugin.
  2. Follow the authentication prompt. In your browser, sign in to Propper, choose the intended organization, and review the requested permissions.
  3. Return to Claude Code and check /mcp again.
  4. Ask: “Show my connected Propper organization and list my recent agreements.” Confirm the organization and results before making changes.

OAuth uses PKCE and dynamic client registration. You do not need to create a client ID, set an environment variable, or paste a token into Claude.

Use a skill

Ask naturally:

Check ./agreement.pdf for blanks and inconsistent names, then prepare a Propper draft for Jordan Lee. Ask me for the recipient's email address and show me the draft and recipient details before sending.

Or invoke a skill directly:

/propper:signature-ready-check Check ./agreement.pdf before I send it.

Plugin skills use the /propper:<skill-name> prefix in Claude Code. See the skill catalog for available workflows and Anthropic's skills guide for invocation details.

Option 2: Connect only the MCP server

Use this option when you want tools without installing the plugin. Run this in your terminal shell, outside the Claude conversation:

claude mcp add --transport http --scope user propper https://mcp.propper.ai/mcp

--scope user makes the connection available across your projects. Use --scope project to store the server configuration in the project's .mcp.json, or --scope local for a connection private to you in the current project. Shared configuration does not share credentials: each collaborator approves the server and authenticates separately.

Start claude, run /mcp, and complete the same browser authentication described above. You can inspect a manually added connection from your shell:

claude mcp list
claude mcp get propper

The command stores the server configuration; successful OAuth authentication is still required before tools can access Propper. Keep the /mcp suffix in the URL. See Anthropic's MCP setup guide for connection and scope settings.

Choose one connection setup

The plugin already supplies the MCP server. If you install it after configuring MCP manually, inspect /mcp and keep one active Propper connection to avoid duplicate tools. The MCP-only option does not install skills.

Permissions and confirmation

Start with a read-only request, then grant the permissions needed for your workflow. Draft editing and deletion use sign:write; sending and voiding use sign:send. See the scope guide for generation and Locker permissions.

Keep Claude Code's tool approvals enabled. Review the documents, recipients, and signing order before confirming a send. Neither setup signs a document on someone's behalf.

Troubleshooting

SymptomWhat to check
/plugin is unavailableUpdate Claude Code using the installation guide, then restart it.
Propper skills are missingCheck /plugin for installation, enablement, and errors; reload plugins or start a new session. Use the /propper: prefix for explicit invocation.
Authentication is required or has expiredOpen /mcp, select Propper, and authenticate again in the browser.
A required scope is missingReauthorize with the needed permission and confirm your Propper role allows the action. See MCP troubleshooting.
A project server is pending approvalStart Claude Code interactively in the project and review the server approval prompt.
The connection failsConfirm the URL is https://mcp.propper.ai/mcp, use HTTP transport, and inspect /mcp for connection details.
Tools appear twiceCheck for both plugin and manually configured connections, and disable the duplicate.

To keep the plugin current, open /plugin, select Marketplaces, choose propper-marketplace, and enable auto-update if appropriate for your project. Reload or start a new session when an update is available.

For Cowork or organization distribution, see Propper Skills.