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Send a PDF for signature

assinafy_send_pdf_for_signature

Upload a new PDF, wait for processing and invite signers by full name and email, using Email verification and notification. This sends invitations and uses plan allowance: use only recipients the user authorized. After a partial failure, inspect the retained document ID and continue with assinafy_create_assignment instead of uploading again.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
messageNoinvitation message shown to signers
signersYesone or more signers to create or reuse and request signatures from
file_nameYesPDF filename including the .pdf extension
poll_secsNopolling interval in seconds (default 2; cannot exceed max_wait_secs)
account_idNoaccount ID; uses the request or server default if omitted
expires_atNoassignment expiry timestamp in RFC 3339 format
file_base64Yesbase64-encoded PDF bytes (max 25 MB decoded)
estimate_onlyNoupload and prepare the PDF, then return cost and document ID without creating contacts or sending invitations; reuse that ID to send
max_wait_secsNomaximum seconds to wait for PDF processing (default 30; max 600)

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • addedInput schema / properties / estimate_only
      Added value: +{
      +  "description": "upload and prepare the PDF, then return cost and document ID without creating contacts or sending invitations; reuse that ID to send",
      +  "type": "boolean"
      +}
  2. Added

TDQS

A4.1/5.0
Behavior4/5

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

Annotations already mark this as a non-read-only, non-idempotent, open-world write, so the bar is lower; the description still adds meaningful behavior: it consumes plan allowance, sends real invitations/notifications via Email verification, blocks on processing, and retains a document ID on partial failure. It stops short of describing what a successful response contains or any auth/permission requirements.

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?

Three sentences, front-loaded with the primary action, then cost constraint, then failure-recovery guidance. Dense but every clause carries actionable information; no filler.

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 mutation with no output schema, the description covers the happy path, the cost/allowance implication, and the partial-failure recovery path. It could say more about what is returned or how signers are matched/reused (left to the schema), but nothing critical is missing.

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 including estimate_only, poll_secs, and max_wait_secs is already documented in the schema; the description only echoes signer name/email and the Email verification mode. Baseline 3 is appropriate.

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?

The description names a specific multi-step verb chain (upload, wait, invite) on a specific resource (PDF) and identifies the signer identity fields, clearly distinguishing it from the bare assinafy_upload_document sibling.

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?

It gives a real usage constraint ('use only recipients the user authorized') and explicitly routes the agent to assinafy_create_assignment after a partial failure rather than re-uploading. It does not, however, state when to prefer assinafy_upload_document or the template-based creation path.

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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