ca.swiftsign/mcp

Official10 tools

by shahdadk · JavaScript

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

Enables agents to send e-signatures on PDFs, track status, and download sealed results.

Topics

ai-agentsdocusigne-signaturemcpnextjs

Captured live from the server via tools/list.

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.

Parameters (6)

subjectstringrequired
Email subject / document title
messagestring
Optional message to include
documentsarrayrequired
PDF documents to send
recipientsarrayrequired
People who need to sign or receive a copy
fieldsarrayrequired
Signing fields to place on documents
confirmboolean
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).

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.

Parameters (1)

envelopeIdstringrequired
The DRAFT envelope ID to dispatch

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.

Parameters (5)

templateIdstringrequired
The template ID to send from
roleAssignmentsobjectrequired
Map of template role name → signer { name, email }
subjectstring
Email subject / document title
messagestring
Optional message to include
confirmboolean
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).

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.

Parameters (1)

envelopeIdstringrequired
The envelope ID to check

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.

No parameters.

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.

Parameters (1)

envelopeIdstringrequired
The envelope ID to void

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.

Parameters (4)

envelopeIdstringrequired
The envelope ID (must be COMPLETED)
outputPathstring
Where to save the file (default: ./swiftsign-<id>.pdf). Ignored on the hosted endpoint, which returns base64.
documentnumber
Which document to download when an envelope has several (0-based, default 0)
certificateboolean
If true, download the Certificate of Completion (audit trail) instead of the signed document

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.

Parameters (1)

planstring
Plan to upgrade to (default PRO)

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.

Parameters (3)

envelopeIdstringrequired
The envelope ID
recipientIdstringrequired
The recipient ID within that envelope
returnUrlstring
URL to redirect the signer to after they finish

swiftsign_list_templates

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

No parameters.

Install

claude_desktop_config.json

{
  "mcpServers": {
    "mcp": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://swiftsign.ca/mcp"
      ]
    }
  }
}

Desktop config is stdio-only; this bridges via mcp-remote. Native remote: Settings > Connectors.