Claude / Connectors Directory

PortalFirma is a Chilean electronic signature and virtual notary platform. This connector lets a signed-in PortalFirma partner ingest documents, extract signers, send files to e-sign, look up operations by RUT or phone, resend signature links, search uploaded document content, find notary templates, and check wallet credit.

The server talks only to PortalFirma first-party APIs. Each session is scoped to the authenticated company. Sending to sign, notifications, CDS signing, and wallet top-ups may involve PortalFirma certificadoras, email or WhatsApp delivery, and Flow checkout when the user starts those actions.

Connect the remote MCP URL, complete OAuth login with a PortalFirma partner account, and grant access. Documentation: https://developers.portalfirma.cl/mcp

Enviar un documento a firma: «Te adjunté el mandato.pdf. Ingéstalo, extrae los firmantes y envíalo a firmar. El pagador es pagos@miempresa.cl.»
Consultar una operación: «Muéstrame el detalle de la operación 482910 y dime quién falta por firmar.»
Reenviar un link de firma: «Reenvía el link de firma al firmante de la operación 482910 que aún no ha firmado.»
Buscar en un documento: «En el PDF que acabo de subir, ¿qué dice sobre el plazo de vigencia?»
Buscar una plantilla notarial: «Busca plantillas de mandato especial, dime los campos y complétala para enviarla a firmar.»

Requires a PortalFirma partner/company account. The user must sign in with email and password on the OAuth page (integracion.portalfirma.cl). A personal account without company access cannot connect.

PortalFirma MCP (production)

MCP URL: https://mcp.portalfirma.cl/api/mcp
Transport: Streamable HTTP
OAuth: Dynamic Client Registration (RFC 7591) + PKCE S256
Authorization server: https://integracion.portalfirma.cl
Docs: https://developers.portalfirma.cl/mcp
Tool catalog: https://developers.portalfirma.cl/mcp/tools
Privacy: https://developers.portalfirma.cl/mcp/privacy

1. In Claude, add the connector (directory listing or Customize → Connectors → Add custom connector) with URL https://mcp.portalfirma.cl/api/mcp
2. When prompted, complete OAuth. Claude registers itself via POST https://integracion.portalfirma.cl/oauth/register (no pre-issued client_id). Redirect URI: https://claude.ai/api/mcp/auth_callback
3. Sign in with the test partner account:
   Email: REPLACE_ME_EMAIL
   Password: REPLACE_ME_PASSWORD
   Language: the authorize page is in Spanish. Use “Iniciar sesión”, then allow access.
4. After grant, tools/list should return the full catalog scoped to this company.

Test partner is a fully populated company account. Suggested prompts (replace IDs if needed):

- Session: “What PortalFirma partner am I authenticated as?”
- Templates: “Search notary templates for mandato especial, show me the form groups, then send it to sign with the field values I give you.”
- Operations lookup: “List signing operations for RUT REPLACE_ME_RUT between REPLACE_ME_START_DATE and REPLACE_ME_END_DATE, limit 10.”
- Process detail: “Show process detail for operation REPLACE_ME_OPERATION.”
- Ingest + extract (attach a small PDF): “Ingest this PDF, extract the signers, and tell me missing_fields.”
- Search: after ingest, “In that document, what does it say about plazo de vigencia?”
- Wallet: “What is my PortalFirma wallet balance?” Do not complete a Flow payment.
- Manage signing: “Resend the signature link to the unsigned signer on operation REPLACE_ME_OPERATION.”
- CDS: “List pending CDS documents for RUT REPLACE_ME_RUT.” Do not call request_sign_code / sign_documents (certificate password + SMS).

Do not use CDS certificate passwords, 2FA codes, or live card payments. Contact: contacto@portalfirma.cl