Formify — AI Assisted E-Signing

Create Document

create_document

Destructive

Create a document and send it for electronic signature. Provide either templateId (from list_templates) or fileId (from upload_file) — not both. When using a template: call get_template to see signee slots and pre-configured signature settings, then get_template_fields for form fields. When using a file: call get_file_fields to discover form fields. Signature placement defaults to new_page unless explicitly configured via signatureBox. The document name is visible to signees and should be a clear, human-readable title, not the uploaded filename. If deriving it from a PDF filename, strip the file extension unless the user explicitly wants to keep it. BEFORE calling this tool, always ask the user: (1) invitation language, (2) optional personal message, (3) signature placement — only when using a file, not a template: new_page (default, recommended) or existing page with coordinates, (4) signature type — only if get_account_capabilities shows non-default types available and no template default applies; the choice only selects how the signer will verify on Formify's signing page, (5) AI assistant — only if get_account_capabilities confirms the aiAssistant capability. ALSO when using a file: ask the user whether they want a preview before sending. If yes, save the configuration as a draft via create_draft, share a one-time preview via get_draft_file_url, and send via send_draft after the user confirms — instead of calling create_document directly. Recommend a preview whenever signaturePlacement is 'existing' or when custom coordinates have been used.

Input Schema

TableJSON Schema

Name	Required	Description
`name`	Yes	Human-readable document title visible to signees. If deriving from an uploaded PDF filename, strip the file extension (e.g. 'contract.pdf' → 'contract') unless the user explicitly wants the extension.
`fields`	No	Form fields to pre-fill at document creation time. This is the preferred way to fill fields — always use this when you have the values, rather than set_document_field_values after creation.
`fileId`	No	File ID from upload_file. Required if templateId is not provided.
`userId`	No	User ID to assign as document owner. Defaults to the authenticated user.
`language`	No	Language for the signing invitation
`templateId`	No	Template ID from list_templates. Required if fileId is not provided.
`aiAssistant`	No	Optional AI assistant that helps signees while reviewing the document. Requires the aiAssistant capability.
`signeeDetails`	Yes	List of signees. At least 1 is always required. The number of signees should match what the template expects — call get_template first to see how many signee slots it defines. The user decides the final count; some templates are pre-configured for a specific number.
`sharingSetting`	No	Whether the document is private or shared with other users on the account
`personalMessage`	No	Optional personal message included in the signing invitation. Maximum 500 characters.
`enableSigningOrder`	No	Enable sequential signing order (default false)
`fieldsReadonlyMode`	No	Always set to 'filled' when providing field values — this locks pre-filled fields so signers cannot change them. Options: keepOriginal (default — no locking), filled (pre-filled fields become read-only), all (all fields become read-only).

Schema Changelog

Changes observed during successful MCP inspections.

Changed2 schema fields changedOct 8, 2026

changedInput schema / properties / signeeDetails / items / properties / idScanBox / description

Previous value: -"ID scan placeholder coordinates. Required for digital_ink_id_scan unless a template already provides a pre-configured position. Omit unless overriding. The ID document itself is captured and read on Formify's signing page; only the placeholder's position is configured here, and no image or document data passes through this API."New value: +"ID scan placeholder coordinates. Required for digital_ink_id_scan unless a template already provides a pre-configured position. Omit unless overriding. The ID document itself is captured and read on Formify's signing page; only the placeholder's position is configured here, and no image or document data passes through this API. The scanned front side is then placed in the signed document at this position, so the sender needs a legal basis for keeping a copy of the identity document there (see signatureType)."

changedInput schema / properties / signeeDetails / items / properties / signatureType / description

Previous value: -"Signature method: digital_ink (default, always available), bankid_identification (Swedish BankID — requires signatureBankId capability), digital_ink_id_scan (draw + ID scan — requires signatureIdScan capability), face_liveness (draw + face liveness — requires signatureFaceLiveness capability). Call get_account_capabilities to verify availability before using a non-default type. Omit when using a template to use its pre-configured method. Only set to override. Identity verification for bankid_identification, digital_ink_id_scan and face_liveness is performed by Formify's signing page in the signer's browser, after the invitation is sent. This parameter only selects the method: no identity document, biometric data or national identity number is sent to, returned by or stored through this API."New value: +"Signature method: digital_ink (default, always available), bankid_identification (Swedish BankID — requires signatureBankId capability), digital_ink_id_scan (draw + ID scan — requires signatureIdScan capability), face_liveness (draw + face liveness — requires signatureFaceLiveness capability). Call get_account_capabilities to verify availability before using a non-default type. Omit when using a template to use its pre-configured method. Only set to override. Identity verification for bankid_identification, digital_ink_id_scan and face_liveness is performed by Formify's signing page in the signer's browser, after the invitation is sent. This parameter only selects the method: no identity document, biometric data or national identity number is sent to, returned by or stored through this API. digital_ink_id_scan additionally places an image of the signer's identity document (front side) in the signed document, at the idScanBox position. Reproducing a copy of an identity document requires the sender's own legal basis: before selecting this method, tell the user that a copy of the ID document will be embedded in the signed document and get an explicit yes. Suggest another signing method if they do not need a copy of the identity document in the document."

Changed2 schema fields changedSep 22, 2026

changedInput schema / properties / signeeDetails / items / properties / idScanBox / description

Previous value: -"ID scan placeholder coordinates. Required for digital_ink_id_scan unless a template already provides a pre-configured position. Omit unless overriding."New value: +"ID scan placeholder coordinates. Required for digital_ink_id_scan unless a template already provides a pre-configured position. Omit unless overriding. The ID document itself is captured and read on Formify's signing page; only the placeholder's position is configured here, and no image or document data passes through this API."

changedInput schema / properties / signeeDetails / items / properties / signatureType / description

Previous value: -"Signature method: digital_ink (default, always available), bankid_identification (Swedish BankID — requires signatureBankId capability), digital_ink_id_scan (draw + ID scan — requires signatureIdScan capability), face_liveness (draw + face liveness — requires signatureFaceLiveness capability). Call get_account_capabilities to verify availability before using a non-default type. Omit when using a template to use its pre-configured method. Only set to override."New value: +"Signature method: digital_ink (default, always available), bankid_identification (Swedish BankID — requires signatureBankId capability), digital_ink_id_scan (draw + ID scan — requires signatureIdScan capability), face_liveness (draw + face liveness — requires signatureFaceLiveness capability). Call get_account_capabilities to verify availability before using a non-default type. Omit when using a template to use its pre-configured method. Only set to override. Identity verification for bankid_identification, digital_ink_id_scan and face_liveness is performed by Formify's signing page in the signer's browser, after the invitation is sent. This parameter only selects the method: no identity document, biometric data or national identity number is sent to, returned by or stored through this API."

First observedSep 10, 2026

TDQS

A4.7/5.0

Behavior5/5

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

Annotations declare a destructive, open-world write, and the description adds substantial context beyond that: it sends an invitation, requires user confirmation of language/message/placement/signature type, warns that digital_ink_id_scan embeds an ID image requiring a legal basis and explicit user consent, and points to the draft/preview alternative. This is well beyond the annotation surface.

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

Conciseness3/5

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

The description is front-loaded and organized into a numbered pre-flight checklist, which helps, but it is very long and duplicates guidance already carried in the schema (the PDF filename / extension advice appears in both places). Several sentences are dense and could be trimmed without losing meaning.

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

Completeness5/5

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

For a 12-parameter, nested, destructive mutation with no output schema, the description covers workflow prerequisites, mutually exclusive inputs, user-consent obligations, capability gating, and the safer draft/preview path. Nothing an agent needs to call it correctly appears to be missing.

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

Parameters4/5

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

Schema coverage is 100%, so the baseline is 3, but the description adds cross-parameter meaning the schema does not: templateId vs fileId are mutually exclusive ('not both'), and it ties signature placement defaults and signature-type selection to earlier capability calls. It also repeats the name-derivation guidance already in the schema, which dilutes the added value slightly.

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

Purpose5/5

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

States a specific verb and resource: 'Create a document and send it for electronic signature.' This distinguishes it clearly from siblings like create_draft (which saves without sending) and create_template. An agent can identify the tool's job without opening the schema.

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

Usage Guidelines5/5

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

Explicitly covers when to use this tool vs. the alternative path: for files it names the create_draft -> get_draft_file_url -> send_draft preview flow and recommends it for 'existing' placement or custom coordinates. It also names the prerequisite discovery calls (get_template, get_template_fields, get_file_fields, get_account_capabilities) and the confirmation questions to ask first.

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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