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SignNow MCP connector

SignNow is an electronic signature platform for managing documents, sending signing invites, and automating document signing workflows. The SignNow MCP connector allows AI agents to send free-form and field-based signing invites, retrieve and update document details, and manage document operations like copying templates and adding tags. It also supports downloading signed documents, deleting documents, and listing all documents within a user's account.

Authentication type

  • OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.

Uses

Use the SignNow MCP connector to perform the following actions:

  • Send documents for signature and track signing progress across multiple recipients
  • Automate contract workflows by copying templates and managing document versions
  • Organize and retrieve signed documents using tags and metadata
  • Download completed agreements and integrate them into business processes
  • Manage document lifecycle from creation through signature and archival
  • Route documents for signing with customizable fields and signing instructions
  • Maintain document control by updating, deleting, and organizing files

Example prompts

Use the following example prompts to invoke SignNow MCP connector tools from your AI assistant or Boomi Connect workflow:

  • Show me all documents waiting for signatures in SignNow.
  • Send this contract to John for signature and request it by Friday.
  • Download the signed agreement from SignNow and attach it to the order.
  • Create a new document in SignNow by copying our standard NDA template.
  • Tag all vendor agreements in SignNow with 'Q4-2024' and 'pending-review'.
  • What documents have been signed in the last week in SignNow?
  • Delete the draft proposal from SignNow and remove all related copies.
  • Send the service agreement to Sarah and Marcus for field-based signing.
  • List all documents in SignNow that have the 'client-approved' tag.
  • Update the project contract details in SignNow with the new timeline.

SignNow MCP connector tools

The SignNow MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

ToolDescription
getDocumentRetrieves detailed information about a specific document.
updateDocumentModifies the properties or content of an existing document.
deleteDocumentRemoves a document from the system permanently.
sendInviteSends an unrestricted signing request to specified recipients.
sendFieldInviteSends a signing request with designated fields to complete.
downloadDocumentExports a document in its current state to a file.
copyTemplateCreates a new document by duplicating an existing one.
listUserDocumentsDisplays all documents associated with the current user.
addDocumentTagAssigns one or more labels to a document for organization.
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