Mcp

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ca.swiftsign/mcpv0.5.2 Domain verified

E-signatures for agents: mint a sandbox key, send PDFs, track status, download the sealed result.

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swiftsign_check_status Read-only

Check the status of an envelope — who signed, who hasn't, download links. Works in both sandbox (sk_test_ keys) and live.

envelopeIdstring, required

The envelope ID to check

Tools (10)

swiftsign_check_status

Check the status of an envelope — who signed, who hasn't, download links. Works in both sandbox (sk_test_ keys) and live.

read-only

Argument	Type	Description
envelopeId*	string	The envelope ID to check

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "envelopeId"
  ],
  "properties": {
    "envelopeId": {
      "type": "string",
      "description": "The envelope ID to check"
    }
  }
}

swiftsign_confirm_send

Dispatch a DRAFT envelope — use after a human has reviewed an envelope that swiftsign_send_envelope or swiftsign_send_from_template returned as draft_pending_confirmation. This emails the signers. Does NOT work on envelopes already SENT/COMPLETED/VOIDED.

destructive

Argument	Type	Description
envelopeId*	string	The DRAFT envelope ID to dispatch

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "envelopeId"
  ],
  "properties": {
    "envelopeId": {
      "type": "string",
      "description": "The DRAFT envelope ID to dispatch"
    }
  }
}

swiftsign_create_embedded_url

Mint a short-lived embedded signing URL for a recipient (30-minute expiry). Returns a url to embed plus its expiresAt. The envelope must already be SENT. Works in both sandbox (sk_test_ keys) and live.

Argument	Type	Description
returnUrl	string	URL to redirect the signer to after they finish
envelopeId*	string	The envelope ID
recipientId*	string	The recipient ID within that envelope

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "envelopeId",
    "recipientId"
  ],
  "properties": {
    "returnUrl": {
      "type": "string",
      "description": "URL to redirect the signer to after they finish"
    },
    "envelopeId": {
      "type": "string",
      "description": "The envelope ID"
    },
    "recipientId": {
      "type": "string",
      "description": "The recipient ID within that envelope"
    }
  }
}

swiftsign_download_signed_pdf

Download the completed, sealed PDF (or its Certificate of Completion) for an envelope. Only works once status is COMPLETED — run swiftsign_check_status first. Does NOT work on DRAFT or SENT envelopes; nothing has been signed yet on those.

read-only

Argument	Type	Description
document	number	Which document to download when an envelope has several (0-based, default 0)
envelopeId*	string	The envelope ID (must be COMPLETED)
outputPath	string	Where to save the file (default: ./swiftsign-<id>.pdf). Ignored on the hosted endpoint, which returns base64.
certificate	boolean	If true, download the Certificate of Completion (audit trail) instead of the signed document

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "envelopeId"
  ],
  "properties": {
    "document": {
      "type": "number",
      "description": "Which document to download when an envelope has several (0-based, default 0)"
    },
    "envelopeId": {
      "type": "string",
      "description": "The envelope ID (must be COMPLETED)"
    },
    "outputPath": {
      "type": "string",
      "description": "Where to save the file (default: ./swiftsign-<id>.pdf). Ignored on the hosted endpoint, which returns base64."
    },
    "certificate": {
      "type": "boolean",
      "description": "If true, download the Certificate of Completion (audit trail) instead of the signed document"
    }
  }
}

swiftsign_list_envelopes

List envelopes (sent documents) with their status. Scoped to your key's mode — sandbox (sk_test_) keys see test envelopes, live keys see live.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

swiftsign_list_templates

List your saved templates. Scoped to your key's mode — sandbox (sk_test_) keys see test templates, live keys see live.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

swiftsign_send_envelope

Send a document for e-signature. Accepts PDF as base64, recipients, and field placement. Sandbox keys (sk_test_) send immediately (watermarked test mail). LIVE keys create a DRAFT and return it for human review unless confirm: true — nothing is emailed until confirmed. Field placement: page+x+y (percent, top-left origin) OR an anchor string, not both. After everyone signs, retrieve the sealed PDF with swiftsign_download_signed_pdf.

destructive

Argument	Type	Description
fields*	array	Signing fields to place on documents
confirm	boolean	Set true to dispatch immediately on a LIVE key (sk_live_/sk_oat_). Without it, live envelopes are created as DRAFT and returned for human review before anything is emailed. Test keys (sk_test_) always send immediately (sandbox, watermarked).
message	string	Optional message to include
subject*	string	Email subject / document title
documents*	array	PDF documents to send
recipients*	array	People who need to sign or receive a copy

Input schema (JSON)

swiftsign_send_from_template

Send an envelope from a saved template by assigning signers to roles. Sandbox keys (sk_test_) send immediately; LIVE keys create a DRAFT for human review unless confirm: true — nothing is emailed until confirmed.

destructive

Argument	Type	Description
confirm	boolean	Set true to dispatch immediately on a LIVE key (sk_live_/sk_oat_). Without it, live envelopes are created as DRAFT and returned for human review before anything is emailed. Test keys (sk_test_) always send immediately (sandbox, watermarked).
message	string	Optional message to include
subject	string	Email subject / document title
templateId*	string	The template ID to send from
roleAssignments*	object	Map of template role name → signer { name, email }

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "templateId",
    "roleAssignments"
  ],
  "properties": {
    "confirm": {
      "type": "boolean",
      "description": "Set true to dispatch immediately on a LIVE key (sk_live_/sk_oat_). Without it, live envelopes are created as DRAFT and returned for human review before anything is emailed. Test keys (sk_test_) always send immediately (sandbox, watermarked)."
    },
    "message": {
      "type": "string",
      "description": "Optional message to include"
    },
    "subject": {
      "type": "string",
      "description": "Email subject / document title"
    },
    "templateId": {
      "type": "string",
      "description": "The template ID to send from"
    },
    "roleAssignments": {
      "type": "object",
      "description": "Map of template role name → signer { name, email }",
      "propertyNames": {
        "type": "string"
      },
      "additionalProperties": {
        "type": "object",
        "required": [
          "name",
          "email"
        ],
        "properties": {
          "name": {
            "type": "string",
            "description": "Signer full name"
          },
          "email": {
            "type": "string",
            "description": "Signer email address"
          }
        }
      }
    }
  }
}

swiftsign_upgrade

Initiate the upgrade to PRO ($15/mo flat). Returns a Stripe checkout_url that a human opens once to add a card — agents cannot complete the payment themselves. Moves the account from sandbox (sk_test_) to live sends. Returns status 'updated' if already on the plan.

Argument	Type	Description
plan	string	Plan to upgrade to (default PRO)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "plan": {
      "type": "string",
      "const": "PRO",
      "description": "Plan to upgrade to (default PRO)"
    }
  }
}

swiftsign_void_envelope

Cancel/void an envelope that hasn't been completed yet. Signers can no longer sign a voided envelope. Works in both sandbox (sk_test_ keys) and live.

destructive

Argument	Type	Description
envelopeId*	string	The envelope ID to void

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "envelopeId"
  ],
  "properties": {
    "envelopeId": {
      "type": "string",
      "description": "The envelope ID to void"
    }
  }
}

{ "type": "object", "$schema": "http://json-schema.org/draft-07/schema#", "required": [ "subject", "documents", "recipients", "fields" ], "properties": { "fields": { "type": "array", "items": { "type": "object", "required": [ "recipientIndex", "type", "page", "x", "y" ], "properties": { "x": { "type": "number", "description": "X position, percent 0-100 of page width, top-left origin" }, "y": { "type": "number", "description": "Y position, percent 0-100 of page height, top-left origin" }, "page": { "type": "number", "description": "Page number (1-based). Ignored when anchor resolves." }, "type": { "enum": [ "SIGNATURE", "NAME", "DATE", "TEXT", "INITIALS", "CHECKBOX", "RADIO", "DROPDOWN", "ATTACHMENT" ], "type": "string", "description": "Field type" }, "width": { "type": "number", "description": "Field width (percent)" }, "anchor": { "type": "string", "description": "Anchor text to search in the PDF. Use anchor OR page+x+y, not both." }, "height": { "type": "number", "description": "Field height (percent)" }, "options": { "type": "array", "items": { "type": "string" }, "description": "Choices for RADIO / DROPDOWN fields" }, "yOffset": { "type": "number", "description": "Y offset from anchor (percent)" }, "document": { "type": "number", "default": 0, "description": "Document index (0-based)" }, "recipientIndex": { "type": "number", "description": "Index into recipients array (0-based)" } } }, "description": "Signing fields to place on documents" }, "confirm": { "type": "boolean", "description": "Set true to dispatch immediately on a LIVE key (sk_live_/sk_oat_). Without it, live envelopes are created as DRAFT and returned for human review before anything is emailed. Test keys (sk_test_) always send immediately (sandbox, watermarked)." }, "message": { "type": "string", "description": "Optional message to include" }, "subject": { "type": "string", "description": "Email subject / document title" }, "documents": { "type": "array", "items": { "type": "object", "required": [ "name", "base64" ], "properties": { "name": { "type": "string", "description": "Document filename (e.g. 'contract.pdf')" }, "base64": { "type": "string", "description": "Base64-encoded PDF content" } } }, "description": "PDF documents to send" }, "recipients": { "type": "array", "items": { "type": "object", "required": [ "name", "email" ], "properties": { "name": { "type": "string", "description": "Recipient full name" }, "role": { "enum": [ "SIGNER", "CC" ], "type": "string", "default": "SIGNER" }, "email": { "type": "string", "description": "Recipient email address" }, "routingOrder": { "type": "number", "default": 1, "description": "Signing order (1 = first)" } } }, "description": "People who need to sign or receive a copy" } } }