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Server Details

ClearPolicy is a document signing and compliance tracking tool for organizations. Once connected, your AI assistant can import documents, send signature requests, track who has and hasn't signed, and manage your contacts — all by prompt.

Status
Healthy
Last Tested
Transport
Streamable HTTP
URL

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Available Tools

10 tools
cancel-signing-request-toolInspect

Cancel a pending signature or acknowledgment request. This cannot be undone.

ParametersJSON Schema
NameRequiredDescriptionDefault
request_idYesThe ULID of the signing request to cancel.
create-person-toolInspect

Add someone new to the organization so they can be sent documents for signature or acknowledgment.

ParametersJSON Schema
NameRequiredDescriptionDefault
nameYesFull name of the person.
emailYesEmail address of the person. Must be unique within the organization.
phoneNoPhone number in international format (e.g. +12125551234).
get-document-toolInspect

Get details of a document, including how many people have signed or acknowledged it and how many haven't.

ParametersJSON Schema
NameRequiredDescriptionDefault
document_idYesThe ULID of the document.
get-person-toolInspect

Get a person's profile and see which documents they have or haven't signed or acknowledged.

ParametersJSON Schema
NameRequiredDescriptionDefault
person_idYesThe ULID of the person.
get-signing-request-toolInspect

Check whether a specific person has signed or acknowledged a document, and when.

ParametersJSON Schema
NameRequiredDescriptionDefault
request_idYesThe ULID of the signing request.
list-documents-toolInspect

Find documents available to send for employee signatures or policy acknowledgments. Use this to browse what documents the organization has ready to send.

ParametersJSON Schema
NameRequiredDescriptionDefault
nameNoFilter documents by name (partial match, case-insensitive).
list-people-toolInspect

Find people in the organization who can be sent documents for signature or acknowledgment. Search by name or email.

ParametersJSON Schema
NameRequiredDescriptionDefault
nameNoFilter by name (partial match, case-insensitive).
emailNoFilter by email address (partial match).
include_archivedNoInclude archived people in the results. Defaults to false.
list-signing-requests-toolInspect

Check who has signed a document and who hasn't. Filter by document, person, or status (pending, signed, expired, etc.) to track compliance.

ParametersJSON Schema
NameRequiredDescriptionDefault
statusNoFilter by status: created, sent, viewed, attested, expired, or canceled.
person_idNoFilter by person ULID.
document_idNoFilter by document ULID.
send-reminder-toolInspect

Nudge someone who hasn't signed or acknowledged a document yet by sending them a reminder email.

ParametersJSON Schema
NameRequiredDescriptionDefault
request_idYesThe ULID of the signing request to send a reminder for.
send-signing-request-toolInspect

Send a document to one or more people to sign or acknowledge. Use this when a user wants their team or contacts to sign a policy, agreement, or compliance document.

ParametersJSON Schema
NameRequiredDescriptionDefault
person_idsYesArray of person ULIDs to send the request to.
document_idYesThe ULID of the document to send.
attestation_typeNoOverride the attestation type: "acknowledgment" or "signature". Defaults to the document's default.

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This connector has been claimed. The /.well-known/glama.json file has been verified and ownership is confirmed.

Glama periodically re-verifies ownership. If the file is removed, the claim will be revoked.

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