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upload_and_attach_document

Upload PDF or DOCX files to attach them to digital signature envelopes for signing workflows.

Instructions

Upload a local file (PDF/DOCX) and attach it to an envelope.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
envelopeIdYesEnvelope UUID
filePathYesAbsolute path to the file to upload
documentNameNoDisplay name for the document

Implementation Reference

  • The 'upload_and_attach_document' tool is registered and implemented in src/index.js. The handler takes envelopeId, filePath, and an optional documentName, then calls api.uploadFile and api.addDocument to complete the operation.
    server.tool(
      'upload_and_attach_document',
      'Upload a local file (PDF/DOCX) and attach it to an envelope.',
      {
        envelopeId: z.string().describe('Envelope UUID'),
        filePath: z.string().describe('Absolute path to the file to upload'),
        documentName: z.string().optional().describe('Display name for the document'),
      },
      async ({ envelopeId, filePath, documentName }) => {
        try {
          const path = await import('node:path');
          const file = await api.uploadFile(creds, filePath);
          const doc = await api.addDocument(creds, envelopeId, {
            fileId: file.id,
            name: documentName || path.basename(filePath),
          });
          return result({ file, document: doc });
        } catch (err) {
          return errorResult(err);
        }
      }
Behavior2/5

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

With no annotations, the description carries full burden but lacks behavioral details. It implies a write operation ('upload and attach') but doesn't disclose permissions needed, rate limits, whether the operation is idempotent, or what happens on failure (e.g., if filePath is invalid).

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

Conciseness5/5

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

The description is a single, efficient sentence with no wasted words. It front-loads the core action and key details (file types), making it easy to scan and understand quickly.

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

Completeness2/5

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

For a mutation tool with no annotations and no output schema, the description is incomplete. It doesn't explain the outcome (e.g., success response, error handling), side effects, or integration with sibling tools, leaving gaps for an AI agent to infer behavior.

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 parameters are well-documented in the schema. The description adds minimal value by implying file format constraints (PDF/DOCX) not in the schema, but doesn't elaborate on parameter interactions or usage context.

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?

The description clearly states the action ('upload and attach') and the resource ('local file to an envelope'), specifying acceptable file formats (PDF/DOCX). However, it doesn't explicitly differentiate from sibling tools like 'list_documents' or 'get_download_url', which handle document viewing rather than uploading.

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

Usage Guidelines2/5

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

No guidance is provided on when to use this tool versus alternatives. It doesn't mention prerequisites (e.g., envelope must exist), exclusions (e.g., file size limits), or related tools like 'create_envelope' for initial setup or 'list_documents' for verification.

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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