Assinafy MCP Server

Send a template for signature

assinafy_create_document_from_template

Generate a document from a saved template and invite one signer per role, by signer ID or full name and email. Find roles with assinafy_list_templates and validate editor_fields values with assinafy_validate_fields first. DigitalCertificate signers require a virtual template without placed fields. This sends invitations and can consume credits.

Input Schema

Name	Required	Description
`name`	No	custom document name
`tags`	No	tag names, merged with the template's defaults
`message`	No	signing invitation message
`signers`	Yes	one signer per template role, each by ID or by name and email
`account_id`	No	account ID; uses request routing if omitted
`expires_at`	No	assignment expiry in RFC 3339 format
`template_id`	Yes	template ID
`editor_fields`	No	template editor field values
`estimate_only`	No	preview cost and balances for the given roles without creating contacts, documents or invitations; roles alone are sufficient

Schema Changelog

Changes observed during successful MCP inspections.

Changed1 schema field changedOct 19, 2026

changedInput schema / properties / signers / items / properties / verification_method / description

Previous value: -"Email (default), Whatsapp, DigitalCertificate (A1/A3), or IdDocumentFaceMatchBasic (ID photo and liveness)"New value: +"Email (default), Whatsapp, DigitalCertificate (A1/A3, virtual templates without placed fields only), or IdDocumentFaceMatchBasic (ID photo and liveness)"

Changed2 schema fields changedOct 16, 2026

addedInput schema / properties / estimate_only

Added value: +{
+  "description": "preview cost and balances for the given roles without creating contacts, documents or invitations; roles alone are sufficient",
+  "type": "boolean"
+}

changedInput schema / properties / signers / items / properties / verification_method / description

Previous value: -"Email (default), Whatsapp, or DigitalCertificate"New value: +"Email (default), Whatsapp, DigitalCertificate (A1/A3), or IdDocumentFaceMatchBasic (ID photo and liveness)"

AddedOct 13, 2026
RemovedSep 18, 2026

Changed10 schema fields changedSep 18, 2026

changedInput schema / properties / signers / description

Previous value: -"one email signer per template role"New value: +"one signer per template role, each by ID or by name and email"

changedInput schema / properties / signers / items / properties / email / description

Previous value: -"signer's email address; existing exact matches are reused"New value: +"signer's email address, required when id is omitted; existing exact matches are reused"

changedInput schema / properties / signers / items / properties / full_name / description

Previous value: -"signer's full name"New value: +"signer's full name; required when id is omitted"

addedInput schema / properties / signers / items / properties / id

Added value: +{
+  "description": "existing signer ID; use instead of full_name and email",
+  "type": "string"
+}

addedInput schema / properties / signers / items / properties / notification_methods

Added value: +{
+  "description": "delivery channels; inferred from verification_method when omitted",
+  "items": {
+    "type": "string"
+  },
+  "type": [
+    "null",
+    "array"
+  ]
+}

addedInput schema / properties / signers / items / properties / step

Added value: +{
+  "description": "signing order, contiguous from 1; all signers must set it if any does",
+  "type": [
+    "null",
+    "integer"
+  ]
+}

addedInput schema / properties / signers / items / properties / verification_method

Added value: +{
+  "description": "Email (default), Whatsapp, or DigitalCertificate",
+  "type": "string"
+}

changedInput schema / properties / signers / items / required

Previous value: -[
-  "role_id",
-  "full_name",
-  "email"
-]New value: +[
+  "role_id"
+]

addedInput schema / properties / tags

Added value: +{
+  "description": "tag names, merged with the template's defaults",
+  "items": {
+    "type": "string"
+  },
+  "type": [
+    "null",
+    "array"
+  ]
+}

changedOutput schema / (root)

Previous value: -{
-  "additionalProperties": false,
-  "properties": {
-    "account_id": {
-      "type": "string"
-    },
-    "activities": {
-      "items": {
-        "additionalProperties": false,
-        "properties": {
-          "created_at": {
-            "type": "string"
-          },
-          "event": {
-            "type": "string"
-          },
-          "id": {
-            "type": "integer"
-          },
-          "message": {
-            "type": "string"
-          },
-          "origin": true,
-          "payload": true
-        },
-        "required": [
-          "id",
-          "event",
-          "message",
-          "created_at"
-        ],
-        "type": "object"
-      },
-      "type": [
-        "null",
-        "array"
-      ]
-    },
-    "artifacts": {
-      "additionalProperties": false,
-      "properties": {
-        "bundle": {
-          "type": [
-            "null",
-            "string"
-          ]
-        },
-        "certificate-page": {
-          "type": [
-            "null",
-            "string"
-          ]
-        },
-        "certificated": {
-          "type": [
-            "null",
-            "string"
-          ]
-        },
-        "original": {
-          "type": "string"
-        },
-        "pades": {
-          "type": [
-            "null",
-            "string"
-          ]
-        },
-        "thumbnail": {
-          "type": [
-            "null",
-            "string"
-          ]
-        }
-      },
-      "required": [
-        "original"
-      ],
-      "type": [
-        "null",
-        "object"
-      ]
-    },
-    "assignment": {
-      "additionalProperties": false,
-      "properties": {
-        "copy_receivers": {
-          "items": true,
-          "type": [
-            "null",
-            "array"
-          ]
-        },
-        "expiration": {
-          "type": "string"
-        },
-        "expires_at": {
-          "type": "string"
-        },
-        "id": {
-          "type": "string"
-        },
-        "items": {
-          "items": true,
-          "type": [
-            "null",
-            "array"
-          ]
-        },
-        "message": {
-          "type": "string"
-        },
-        "method": {
-          "type": "string"
-        },
-        "resource": {
-          "type": "string"
-        },
-        "sender_email": {
-          "type": "string"
-        },
-        "signers": {
-          "items": {
-            "additionalProperties": false,
-            "properties": {
-              "completed": {
-                "type": [
-                  "null",
-                  "boolean"
-                ]
-              },
-              "email": {
-                "type": "string"
-              },
-              "full_name": {
-                "type": "string"
-              },
-              "has_accepted_terms": {
-                "type": [
-                  "null",
-                  "boolean"
-                ]
-              },
-              "id": {
-                "type": "string"
-              },
-              "notification_history": {
-                "items": {
-                  "additionalProperties": false,
-                  "properties": {
-                    "error_code": {
-                      "type": [
-                        "null",
-                        "string"
-                      ]
-                    },
-                    "error_message": {
-                      "type": [
-                        "null",
-                        "string"
-                      ]
-                    },
-                    "event": {
-                      "type": "string"
-                    },
-                    "failed_at": {
-                      "type": [
-                        "null",
-                        "string"
-                      ]
-                    },
-                    "sent_at": {
-                      "type": [
-                        "null",
-                        "string"
-                      ]
-                    },
-                    "status": {
-                      "type": "string"
-                    }
-                  },
-                  "required": [
-                    "event",
-                    "status"
-                  ],
-                  "type": "object"
-                },
-                "type": [
-                  "null",
-                  "array"
-                ]
-              },
-              "notification_methods": {
-                "items": {
-                  "type": "string"
-                },
-                "type": [
-                  "null",
-                  "array"
-                ]
-              },
-              "notified": {
-                "type": [
-                  "null",
-                  "boolean"
-                ]
-              },
-              "resource": {
-                "type": "string"
-              },
-              "step": {
-                "type": [
-                  "null",
-                  "integer"
-                ]
-              },
-              "verification_method": {
-                "type": [
-                  "null",
-                  "string"
-                ]
-              },
-              "whatsapp_phone_number": {
-                "type": [
-                  "null",
-                  "string"
-                ]
-              }
-            },
-            "required": [
-              "id",
-              "full_name",
-              "email"
-            ],
-            "type": "object"
-          },
-          "type": [
-            "null",
-            "array"
-          ]
-        },
-        "signing_urls": {
-          "items": {
-            "additionalProperties": false,
-            "properties": {
-              "signer_id": {
-                "type": "string"
-              },
-              "url": {
-                "type": "string"
-              }
-            },
-            "required": [
-              "signer_id",
-              "url"
-            ],
-            "type": "object"
-          },
-          "type": [
-            "null",
-            "array"
-          ]
-        },
-        "summary": {
-          "additionalProperties": false,
-          "properties": {
-            "completed_count": {
-              "type": "integer"
-            },
-            "signer_count": {
-              "type": "integer"
-            },
-            "signers": {
-              "items": true,
-              "type": [
-                "null",
-                "array"
-              ]
-            }
-          },
-          "required": [
-            "signer_count",
-            "completed_count"
-          ],
-          "type": [
-            "null",
-            "object"
-          ]
-        }
-      },
-      "required": [
-        "id",
-        "method"
-      ],
-      "type": [
-        "null",
-        "object"
-      ]
-    },
-    "created_at": {
-      "type": "string"
-    },
-    "decline_reason": {
-      "type": [
-        "null",
-        "string"
-      ]
-    },
-    "declined_by": {
-      "additionalProperties": false,
-      "properties": {
-        "email": {
-          "type": "string"
-        },
-        "full_name": {
-          "type": "string"
-        },
-        "has_accepted_terms": {
-          "type": [
-            "null",
-            "boolean"
-          ]
-        },
-        "id": {
-          "type": "string"
-        },
-        "resource": {
-          "type": "string"
-        },
-        "whatsapp_phone_number": {
-          "type": [
-            "null",
-            "string"
-          ]
-        }
-      },
-      "required": [
-        "id",
-        "full_name",
-        "email"
-      ],
-      "type": [
-        "null",
-        "object"
-      ]
-    },
-    "id": {
-      "type": "string"
-    },
-    "is_closed": {
-      "type": "boolean"
-    },
-    "name": {
-      "type": "string"
-    },
-    "pages": {
-      "items": {
-        "additionalProperties": false,
-        "properties": {
-          "download_url": {
-            "type": "string"
-          },
-          "height": {
-            "type": "integer"
-          },
-          "id": {
-            "type": "string"
-          },
-          "number": {
-            "type": "integer"
-          },
-          "width": {
-            "type": "integer"
-          }
-        },
-        "required": [
-          "id",
-          "number",
-          "height",
-          "width",
-          "download_url"
-        ],
-        "type": "object"
-      },
-      "type": [
-        "null",
-        "array"
-      ]
-    },
-    "resource": {
-      "type": "string"
-    },
-    "signing_url": {
-      "type": "string"
-    },
-    "status": {
-      "type": "string"
-    },
-    "tags": {
-      "items": {
-        "additionalProperties": false,
-        "properties": {
-          "id": {
-            "type": "string"
-          },
-          "name": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "id",
-          "name"
-        ],
-        "type": "object"
-      },
-      "type": [
-        "null",
-        "array"
-      ]
-    },
-    "template_id": {
-      "type": [
-        "null",
-        "string"
-      ]
-    },
-    "updated_at": {
-      "type": "string"
-    }
-  },
-  "required": [
-    "id",
-    "account_id",
-    "name",
-    "status",
-    "is_closed",
-    "created_at",
-    "updated_at"
-  ],
-  "type": "object"
-}New value: +null

Changed1 schema field changedSep 17, 2026

changedOutput schema / (root)

Previous value: -nullNew value: +{
+  "additionalProperties": false,
+  "properties": {
+    "account_id": {
+      "type": "string"
+    },
+    "activities": {
+      "items": {
+        "additionalProperties": false,
+        "properties": {
+          "created_at": {
+            "type": "string"
+          },
+          "event": {
+            "type": "string"
+          },
+          "id": {
+            "type": "integer"
+          },
+          "message": {
+            "type": "string"
+          },
+          "origin": true,
+          "payload": true
+        },
+        "required": [
+          "id",
+          "event",
+          "message",
+          "created_at"
+        ],
+        "type": "object"
+      },
+      "type": [
+        "null",
+        "array"
+      ]
+    },
+    "artifacts": {
+      "additionalProperties": false,
+      "properties": {
+        "bundle": {
+          "type": [
+            "null",
+            "string"
+          ]
+        },
+        "certificate-page": {
+          "type": [
+            "null",
+            "string"
+          ]
+        },
+        "certificated": {
+          "type": [
+            "null",
+            "string"
+          ]
+        },
+        "original": {
+          "type": "string"
+        },
+        "pades": {
+          "type": [
+            "null",
+            "string"
+          ]
+        },
+        "thumbnail": {
+          "type": [
+            "null",
+            "string"
+          ]
+        }
+      },
+      "required": [
+        "original"
+      ],
+      "type": [
+        "null",
+        "object"
+      ]
+    },
+    "assignment": {
+      "additionalProperties": false,
+      "properties": {
+        "copy_receivers": {
+          "items": true,
+          "type": [
+            "null",
+            "array"
+          ]
+        },
+        "expiration": {
+          "type": "string"
+        },
+        "expires_at": {
+          "type": "string"
+        },
+        "id": {
+          "type": "string"
+        },
+        "items": {
+          "items": true,
+          "type": [
+            "null",
+            "array"
+          ]
+        },
+        "message": {
+          "type": "string"
+        },
+        "method": {
+          "type": "string"
+        },
+        "resource": {
+          "type": "string"
+        },
+        "sender_email": {
+          "type": "string"
+        },
+        "signers": {
+          "items": {
+            "additionalProperties": false,
+            "properties": {
+              "completed": {
+                "type": [
+                  "null",
+                  "boolean"
+                ]
+              },
+              "email": {
+                "type": "string"
+              },
+              "full_name": {
+                "type": "string"
+              },
+              "has_accepted_terms": {
+                "type": [
+                  "null",
+                  "boolean"
+                ]
+              },
+              "id": {
+                "type": "string"
+              },
+              "notification_history": {
+                "items": {
+                  "additionalProperties": false,
+                  "properties": {
+                    "error_code": {
+                      "type": [
+                        "null",
+                        "string"
+                      ]
+                    },
+                    "error_message": {
+                      "type": [
+                        "null",
+                        "string"
+                      ]
+                    },
+                    "event": {
+                      "type": "string"
+                    },
+                    "failed_at": {
+                      "type": [
+                        "null",
+                        "string"
+                      ]
+                    },
+                    "sent_at": {
+                      "type": [
+                        "null",
+                        "string"
+                      ]
+                    },
+                    "status": {
+                      "type": "string"
+                    }
+                  },
+                  "required": [
+                    "event",
+                    "status"
+                  ],
+                  "type": "object"
+                },
+                "type": [
+                  "null",
+                  "array"
+                ]
+              },
+              "notification_methods": {
+                "items": {
+                  "type": "string"
+                },
+                "type": [
+                  "null",
+                  "array"
+                ]
+              },
+              "notified": {
+                "type": [
+                  "null",
+                  "boolean"
+                ]
+              },
+              "resource": {
+                "type": "string"
+              },
+              "step": {
+                "type": [
+                  "null",
+                  "integer"
+                ]
+              },
+              "verification_method": {
+                "type": [
+                  "null",
+                  "string"
+                ]
+              },
+              "whatsapp_phone_number": {
+                "type": [
+                  "null",
+                  "string"
+                ]
+              }
+            },
+            "required": [
+              "id",
+              "full_name",
+              "email"
+            ],
+            "type": "object"
+          },
+          "type": [
+            "null",
+            "array"
+          ]
+        },
+        "signing_urls": {
+          "items": {
+            "additionalProperties": false,
+            "properties": {
+              "signer_id": {
+                "type": "string"
+              },
+              "url": {
+                "type": "string"
+              }
+            },
+            "required": [
+              "signer_id",
+              "url"
+            ],
+            "type": "object"
+          },
+          "type": [
+            "null",
+            "array"
+          ]
+        },
+        "summary": {
+          "additionalProperties": false,
+          "properties": {
+            "completed_count": {
+              "type": "integer"
+            },
+            "signer_count": {
+              "type": "integer"
+            },
+            "signers": {
+              "items": true,
+              "type": [
+                "null",
+                "array"
+              ]
+            }
+          },
+          "required": [
+            "signer_count",
+            "completed_count"
+          ],
+          "type": [
+            "null",
+            "object"
+          ]
+        }
+      },
+      "required": [
+        "id",
+        "method"
+      ],
+      "type": [
+        "null",
+        "object"
+      ]
+    },
+    "created_at": {
+      "type": "string"
+    },
+    "decline_reason": {
+      "type": [
+        "null",
+        "string"
+      ]
+    },
+    "declined_by": {
+      "additionalProperties": false,
+      "properties": {
+        "email": {
+          "type": "string"
+        },
+        "full_name": {
+          "type": "string"
+        },
+        "has_accepted_terms": {
+          "type": [
+            "null",
+            "boolean"
+          ]
+        },
+        "id": {
+          "type": "string"
+        },
+        "resource": {
+          "type": "string"
+        },
+        "whatsapp_phone_number": {
+          "type": [
+            "null",
+            "string"
+          ]
+        }
+      },
+      "required": [
+        "id",
+        "full_name",
+        "email"
+      ],
+      "type": [
+        "null",
+        "object"
+      ]
+    },
+    "id": {
+      "type": "string"
+    },
+    "is_closed": {
+      "type": "boolean"
+    },
+    "name": {
+      "type": "string"
+    },
+    "pages": {
+      "items": {
+        "additionalProperties": false,
+        "properties": {
+          "download_url": {
+            "type": "string"
+          },
+          "height": {
+            "type": "integer"
+          },
+          "id": {
+            "type": "string"
+          },
+          "number": {
+            "type": "integer"
+          },
+          "width": {
+            "type": "integer"
+          }
+        },
+        "required": [
+          "id",
+          "number",
+          "height",
+          "width",
+          "download_url"
+        ],
+        "type": "object"
+      },
+      "type": [
+        "null",
+        "array"
+      ]
+    },
+    "resource": {
+      "type": "string"
+    },
+    "signing_url": {
+      "type": "string"
+    },
+    "status": {
+      "type": "string"
+    },
+    "tags": {
+      "items": {
+        "additionalProperties": false,
+        "properties": {
+          "id": {
+            "type": "string"
+          },
+          "name": {
+            "type": "string"
+          }
+        },
+        "required": [
+          "id",
+          "name"
+        ],
+        "type": "object"
+      },
+      "type": [
+        "null",
+        "array"
+      ]
+    },
+    "template_id": {
+      "type": [
+        "null",
+        "string"
+      ]
+    },
+    "updated_at": {
+      "type": "string"
+    }
+  },
+  "required": [
+    "id",
+    "account_id",
+    "name",
+    "status",
+    "is_closed",
+    "created_at",
+    "updated_at"
+  ],
+  "type": "object"
+}

First observedSep 16, 2026

TDQS

A3.9/5.0

Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint=false, idempotentHint=false and openWorldHint=true, so the write/one-shot nature is known. The description adds genuinely new context beyond that: it 'sends invitations and can consume credits', and the DigitalCertificate template constraint. It does not describe failure behavior, partial-success handling, or whether the call is reversible.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Four sentences, all substantive, with the core action front-loaded ahead of prerequisites and caveats. Nothing is padded, though the prerequisite sentence is dense enough that it could be split for scanability.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a 9-parameter, no-output-schema mutation tool, the description covers the main flow, prerequisite discovery/validation, a signer-type restriction, and the credit cost. It omits what the call returns on success (e.g. the created document/assignment identifier), which an agent may need for follow-up calls.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so every parameter and nested signer field is already documented in the schema, including the DigitalCertificate and notification_methods constraints the description restates. The description adds only marginal framing (signer by ID vs. name+email), so the baseline 3 applies.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

Names a specific verb and resource: 'Generate a document from a saved template and invite one signer per role, by signer ID or full name and email.' The scope (template-driven, one signer per role) is clear. It stops short of explicitly contrasting with close siblings like assinafy_send_pdf_for_signature or assinafy_create_assignment, so an agent must infer the distinction.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Gives concrete prerequisites: find roles with assinafy_list_templates, validate editor_fields with assinafy_validate_fields first, and the constraint that DigitalCertificate signers need a virtual template without placed fields. It names those tools but never states when to prefer a sibling (e.g. send_pdf_for_signature for non-template flows) as an alternative.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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