Send invite to sign a document, document group, template, or template group. Supports both field invites (documents with roles/fields) and freeform invites (documents without fields). Document type is auto-detected — omit 'role' for freeform documents. For templates and template groups, automatically creates a document/group first, then sends the invite. Set self_sign=True (and omit orders) to sign the document yourself — the tool resolves the current user's email and populates SendInviteResponse.link with a direct signing link. The 'link' field is also populated when a freeform recipient's email matches the authenticated user's primary email.

Create embedded invite for signing a document, document group, template, or template group. For templates and template groups, automatically creates a document/group first, then creates the embedded invite.

Create embedded sending for managing, editing, or sending invites for a document, document group, template, or template group. For templates and template groups, automatically creates a document/group first, then creates the embedded sending. In MCP Apps-compatible clients the sender UI renders inline — no tab switch needed.

Create embedded editor for editing a document, document group, template, or template group. For templates and template groups, automatically creates a document/group first, then creates the embedded editor.

Get full document, template, template group or document group information with field values

Create a document or document group from a template or template group, then send a signing invite immediately. This tool is ONLY for templates and template groups.

Create a document or document group from a template or template group, then create an embedded sending link immediately. This tool is ONLY for templates and template groups.

Create a document or document group from a template or template group, then create an embedded editor link immediately. This tool is ONLY for templates and template groups.

Create a document or document group from a template or template group, then create an embedded signing invite immediately. This tool is ONLY for templates and template groups.

Get simplified list of all templates and template groups with basic information

Get simplified list of documents and document groups with basic information. Returns both documents and document groups in a unified format. Use this tool to fetch lists of documents by status, e.g. documents waiting for your signature (waiting-for-me) or expired documents (expired_filter=expired).

Convert an existing document or document group into a reusable template

Create a new document or document group from an existing template or template group

Get invite status for a document or document group. Supports field invites and freeform invites (field invite is preferred when both exist). For freeform document groups, uses the group documents list so signature_requests include signer emails when the API provides them. Returns invite_mode 'field' or 'freeform'.

Get download link for a document or document group

Get signing link for a document or document group

Update text fields in multiple documents (only individual documents, not document groups)

Upload a document to SignNow from a local file path, public URL, or MCP resource attachment. Supported file types: PDF, DOC, DOCX, PNG, JPG, JPEG. Max file size: 40 MB. On success the response includes a 'next_steps' array (prepare invite / send for signing / self-sign) and an 'agent_guidance' string — present those options to the user and wait for them to choose before calling any follow-up tool. NOTE: For URL uploads, the returned filename is locally inferred and may differ from how SignNow names the document.

Send a signing reminder to pending signers on a document or document group.

Cancel all active (pending) signing invites on a document or document group.

Replace the signing recipient on a pending field invite for a document or document group. Finds the pending invite for the current signer and replaces it with a new signer. For documents: deletes the old invite, creates a replacement, and triggers sending. For document groups: updates the pending step(s) with the new signer information. Only field invites are supported — freeform and embedded invites cannot be updated.

Generate a read-only embedded view link for a document or document group. To find an entity by name, first call list_documents or list_templates to search for it, then pass the returned entity_id here. In MCP Apps-compatible clients the document renders inline — no tab switch needed. In other hosts, the returned view_link is presented as a clickable URL.

Search CRM contacts by name, email, or phone. Use this tool before send_invite to resolve a recipient's email address by their name.

Rename a document, document group, template, or template group.

Query the bundled SignNow skill library. Omit skill_name to list all skills with descriptions. Provide skill_name to read the full skill body. Load signnow101 before performing any SignNow action — it contains required workflow rules including when to preview before sending.