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Python
Hybrid

Create from template and embedded invite

create_embedded_invite_from_template

Create a document from a template or template group and generate an embedded signing invite for recipients to sign, view, or approve.

Instructions

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.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoOptional name for the new document or document group
ordersNoList of orders with recipients for the embedded invite (can be a list or JSON string)
entity_idYesID of the template or template group
entity_typeNoType of entity: 'template' or 'template_group' (optional, auto-detected if not provided).

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
invite_idYesID of the created embedded invite
invite_entityYesType of invite entity: 'document' or 'document_group'
recipient_linksYesArray of objects with role and link for recipients with delivery_type='link'
created_entity_idYesID of the created document or document group
created_entity_nameYesName of the created entity
created_entity_typeYesType of created entity: 'document' or 'document_group'

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. Changed1 schema field changedv2.7.0
    • changedInput schema / properties / orders / anyOf
      Previous value: -[
-  {
-    "items": {
-      "description": "Order information for embedded invite.",
-      "properties": {
-        "order": {
-          "description": "Order number for this step",
-          "type": "integer"
-        },
-        "recipients": {
-          "description": "List of recipients for this order",
-          "items": {
-            "description": "Recipient information for embedded invite.",
-            "properties": {
-              "action": {
-                "default": "sign",
-                "description": "Allowed action with a document. Possible values: 'view', 'sign', 'approve'",
-                "type": "string"
-              },
-              "auth_method": {
-                "default": "none",
-                "description": "Authentication method in integrated app: 'password', 'email', 'mfa', 'biometric', 'social', 'other', 'none'",
-                "type": "string"
-              },
-              "close_redirect_uri": {
-                "anyOf": [
-                  {
-                    "type": "string"
-                  },
-                  {
-                    "type": "null"
-                  }
-                ],
-                "default": null,
-                "description": "Link that opens when clicking 'Close' button"
-              },
-              "decline_redirect_uri": {
-                "anyOf": [
-                  {
-                    "type": "string"
-                  },
-                  {
-                    "type": "null"
-                  }
-                ],
-                "default": null,
-                "description": "URL that opens after decline"
-              },
-              "delivery_type": {
-                "anyOf": [
-                  {
-                    "type": "string"
-                  },
-                  {
-                    "type": "null"
-                  }
-                ],
-                "default": "link",
-                "description": "Invite delivery method: 'email' or 'link', use 'link' if you wand to get a link to sign. If you want to send an email, use 'email'"
-              },
-              "email": {
-                "description": "Recipient's email address",
-                "type": "string"
-              },
-              "first_name": {
-                "anyOf": [
-                  {
-                    "type": "string"
-                  },
-                  {
-                    "type": "null"
-                  }
-                ],
-                "default": null,
-                "description": "Recipient's first name"
-              },
-              "last_name": {
-                "anyOf": [
-                  {
-                    "type": "string"
-                  },
-                  {
-                    "type": "null"
-                  }
-                ],
-                "default": null,
-                "description": "Recipient's last name"
-              },
-              "message": {
-                "anyOf": [
-                  {
-                    "type": "string"
-                  },
-                  {
-                    "type": "null"
-                  }
-                ],
-                "default": null,
-                "description": "Invite email message (max 5000 chars)"
-              },
-              "redirect_target": {
-                "anyOf": [
-                  {
-                    "type": "string"
-                  },
-                  {
-                    "type": "null"
-                  }
-                ],
-                "default": "self",
-                "description": "Redirect target: 'blank' for new tab, 'self' for same tab"
-              },
-              "redirect_uri": {
-                "anyOf": [
-                  {
-                    "type": "string"
-                  },
-                  {
-                    "type": "null"
-                  }
-                ],
-                "default": null,
-                "description": "Link that opens after completion"
-              },
-              "role": {
-                "description": "Recipient's role name in the document",
-                "type": "string"
-              },
-              "subject": {
-                "anyOf": [
-                  {
-                    "type": "string"
-                  },
-                  {
-                    "type": "null"
-                  }
-                ],
-                "default": null,
-                "description": "Invite email subject (max 1000 chars)"
-              }
-            },
-            "required": [
-              "email",
-              "role"
-            ],
-            "type": "object"
-          },
-          "type": "array"
-        }
-      },
-      "required": [
-        "order",
-        "recipients"
-      ],
-      "type": "object"
-    },
-    "type": "array"
-  },
-  {
-    "type": "string"
-  },
-  {
-    "type": "null"
-  }
-]New value: +[
+  {
+    "items": {
+      "description": "Order information for embedded invite.",
+      "properties": {
+        "order": {
+          "description": "Order number for this step",
+          "type": "integer"
+        },
+        "recipients": {
+          "description": "List of recipients for this order",
+          "items": {
+            "description": "Recipient information for embedded invite.",
+            "properties": {
+              "action": {
+                "default": "sign",
+                "description": "Allowed action with a document. Possible values: 'view', 'sign', 'approve'",
+                "enum": [
+                  "view",
+                  "sign",
+                  "approve"
+                ],
+                "type": "string"
+              },
+              "auth_method": {
+                "default": "none",
+                "description": "Authentication method in integrated app",
+                "enum": [
+                  "password",
+                  "email",
+                  "mfa",
+                  "biometric",
+                  "social",
+                  "other",
+                  "none"
+                ],
+                "type": "string"
+              },
+              "close_redirect_uri": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": null,
+                "description": "Link that opens when clicking 'Close' button"
+              },
+              "decline_redirect_uri": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": null,
+                "description": "URL that opens after decline"
+              },
+              "delivery_type": {
+                "anyOf": [
+                  {
+                    "enum": [
+                      "email",
+                      "link"
+                    ],
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": "link",
+                "description": "Invite delivery method: use 'link' if you want to get a link to sign, use 'email' to send an email"
+              },
+              "email": {
+                "description": "Recipient's email address",
+                "type": "string"
+              },
+              "first_name": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": null,
+                "description": "Recipient's first name"
+              },
+              "last_name": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": null,
+                "description": "Recipient's last name"
+              },
+              "message": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": null,
+                "description": "Invite email message (max 5000 chars)"
+              },
+              "redirect_target": {
+                "anyOf": [
+                  {
+                    "enum": [
+                      "blank",
+                      "self"
+                    ],
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": "self",
+                "description": "Redirect target: 'blank' for new tab, 'self' for same tab"
+              },
+              "redirect_uri": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": null,
+                "description": "Link that opens after completion"
+              },
+              "role": {
+                "description": "Recipient's role name in the document",
+                "type": "string"
+              },
+              "subject": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": null,
+                "description": "Invite email subject (max 1000 chars)"
+              }
+            },
+            "required": [
+              "email",
+              "role"
+            ],
+            "type": "object"
+          },
+          "type": "array"
+        }
+      },
+      "required": [
+        "order",
+        "recipients"
+      ],
+      "type": "object"
+    },
+    "type": "array"
+  },
+  {
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]
  2. Addedv2.4.0
  3. Removedv2.2.3
  4. Changed5 schema fields changedv2.2.1
    • removedInput schema / $defs
      Removed value: -{
-  "EmbeddedInviteOrder": {
-    "description": "Order information for embedded invite.",
-    "properties": {
-      "order": {
-        "description": "Order number for this step",
-        "type": "integer"
-      },
-      "recipients": {
-        "description": "List of recipients for this order",
-        "items": {
-          "$ref": "#/$defs/EmbeddedInviteRecipient"
-        },
-        "type": "array"
-      }
-    },
-    "required": [
-      "order",
-      "recipients"
-    ],
-    "type": "object"
-  },
-  "EmbeddedInviteRecipient": {
-    "description": "Recipient information for embedded invite.",
-    "properties": {
-      "action": {
-        "default": "sign",
-        "description": "Allowed action with a document. Possible values: 'view', 'sign', 'approve'",
-        "type": "string"
-      },
-      "auth_method": {
-        "default": "none",
-        "description": "Authentication method in integrated app: 'password', 'email', 'mfa', 'biometric', 'social', 'other', 'none'",
-        "type": "string"
-      },
-      "close_redirect_uri": {
-        "anyOf": [
-          {
-            "type": "string"
-          },
-          {
-            "type": "null"
-          }
-        ],
-        "default": null,
-        "description": "Link that opens when clicking 'Close' button"
-      },
-      "decline_redirect_uri": {
-        "anyOf": [
-          {
-            "type": "string"
-          },
-          {
-            "type": "null"
-          }
-        ],
-        "default": null,
-        "description": "URL that opens after decline"
-      },
-      "delivery_type": {
-        "anyOf": [
-          {
-            "type": "string"
-          },
-          {
-            "type": "null"
-          }
-        ],
-        "default": "link",
-        "description": "Invite delivery method: 'email' or 'link', use 'link' if you wand to get a link to sign. If you want to send an email, use 'email'"
-      },
-      "email": {
-        "description": "Recipient's email address",
-        "type": "string"
-      },
-      "first_name": {
-        "anyOf": [
-          {
-            "type": "string"
-          },
-          {
-            "type": "null"
-          }
-        ],
-        "default": null,
-        "description": "Recipient's first name"
-      },
-      "last_name": {
-        "anyOf": [
-          {
-            "type": "string"
-          },
-          {
-            "type": "null"
-          }
-        ],
-        "default": null,
-        "description": "Recipient's last name"
-      },
-      "message": {
-        "anyOf": [
-          {
-            "type": "string"
-          },
-          {
-            "type": "null"
-          }
-        ],
-        "default": null,
-        "description": "Invite email message (max 5000 chars)"
-      },
-      "redirect_target": {
-        "anyOf": [
-          {
-            "type": "string"
-          },
-          {
-            "type": "null"
-          }
-        ],
-        "default": "self",
-        "description": "Redirect target: 'blank' for new tab, 'self' for same tab"
-      },
-      "redirect_uri": {
-        "anyOf": [
-          {
-            "type": "string"
-          },
-          {
-            "type": "null"
-          }
-        ],
-        "default": null,
-        "description": "Link that opens after completion"
-      },
-      "role": {
-        "description": "Recipient's role name in the document",
-        "type": "string"
-      },
-      "subject": {
-        "anyOf": [
-          {
-            "type": "string"
-          },
-          {
-            "type": "null"
-          }
-        ],
-        "default": null,
-        "description": "Invite email subject (max 1000 chars)"
-      }
-    },
-    "required": [
-      "email",
-      "role"
-    ],
-    "type": "object"
-  }
-}
    • addedInput schema / additionalProperties
      Added value: +false
    • changedInput schema / properties / entity_type / description
      Previous value: -"Type of entity: 'template' or 'template_group' (optional). If you're passing it, make sure you know what type you have. If it's not found, try using a different type."New value: +"Type of entity: 'template' or 'template_group' (optional, auto-detected if not provided)."
    • changedInput schema / properties / orders / anyOf
      Previous value: -[
-  {
-    "items": {
-      "$ref": "#/$defs/EmbeddedInviteOrder"
-    },
-    "type": "array"
-  },
-  {
-    "type": "string"
-  },
-  {
-    "type": "null"
-  }
-]New value: +[
+  {
+    "items": {
+      "description": "Order information for embedded invite.",
+      "properties": {
+        "order": {
+          "description": "Order number for this step",
+          "type": "integer"
+        },
+        "recipients": {
+          "description": "List of recipients for this order",
+          "items": {
+            "description": "Recipient information for embedded invite.",
+            "properties": {
+              "action": {
+                "default": "sign",
+                "description": "Allowed action with a document. Possible values: 'view', 'sign', 'approve'",
+                "type": "string"
+              },
+              "auth_method": {
+                "default": "none",
+                "description": "Authentication method in integrated app: 'password', 'email', 'mfa', 'biometric', 'social', 'other', 'none'",
+                "type": "string"
+              },
+              "close_redirect_uri": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": null,
+                "description": "Link that opens when clicking 'Close' button"
+              },
+              "decline_redirect_uri": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": null,
+                "description": "URL that opens after decline"
+              },
+              "delivery_type": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": "link",
+                "description": "Invite delivery method: 'email' or 'link', use 'link' if you wand to get a link to sign. If you want to send an email, use 'email'"
+              },
+              "email": {
+                "description": "Recipient's email address",
+                "type": "string"
+              },
+              "first_name": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": null,
+                "description": "Recipient's first name"
+              },
+              "last_name": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": null,
+                "description": "Recipient's last name"
+              },
+              "message": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": null,
+                "description": "Invite email message (max 5000 chars)"
+              },
+              "redirect_target": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": "self",
+                "description": "Redirect target: 'blank' for new tab, 'self' for same tab"
+              },
+              "redirect_uri": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": null,
+                "description": "Link that opens after completion"
+              },
+              "role": {
+                "description": "Recipient's role name in the document",
+                "type": "string"
+              },
+              "subject": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "default": null,
+                "description": "Invite email subject (max 1000 chars)"
+              }
+            },
+            "required": [
+              "email",
+              "role"
+            ],
+            "type": "object"
+          },
+          "type": "array"
+        }
+      },
+      "required": [
+        "order",
+        "recipients"
+      ],
+      "type": "object"
+    },
+    "type": "array"
+  },
+  {
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]
    • removedInput schema / properties / orders / examples
      Removed value: -[
-  [
-    {
-      "order": 1,
-      "recipients": [
-        {
-          "action": "sign",
-          "auth_method": "none",
-          "email": "user@example.com",
-          "role": "Signer 1"
-        }
-      ]
-    }
-  ],
-  "[{\"order\": 1, \"recipients\": [{\"email\": \"user@example.com\", \"role\": \"Signer 1\", \"action\": \"sign\", \"auth_method\": \"none\"}]}]"
-]
  5. Changed15 schema fields changedv1.0.0
    • addedInput schema / $defs
      Added value: +{
+  "EmbeddedInviteOrder": {
+    "description": "Order information for embedded invite.",
+    "properties": {
+      "order": {
+        "description": "Order number for this step",
+        "type": "integer"
+      },
+      "recipients": {
+        "description": "List of recipients for this order",
+        "items": {
+          "$ref": "#/$defs/EmbeddedInviteRecipient"
+        },
+        "type": "array"
+      }
+    },
+    "required": [
+      "order",
+      "recipients"
+    ],
+    "type": "object"
+  },
+  "EmbeddedInviteRecipient": {
+    "description": "Recipient information for embedded invite.",
+    "properties": {
+      "action": {
+        "default": "sign",
+        "description": "Allowed action with a document. Possible values: 'view', 'sign', 'approve'",
+        "type": "string"
+      },
+      "auth_method": {
+        "default": "none",
+        "description": "Authentication method in integrated app: 'password', 'email', 'mfa', 'biometric', 'social', 'other', 'none'",
+        "type": "string"
+      },
+      "close_redirect_uri": {
+        "anyOf": [
+          {
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null,
+        "description": "Link that opens when clicking 'Close' button"
+      },
+      "decline_redirect_uri": {
+        "anyOf": [
+          {
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null,
+        "description": "URL that opens after decline"
+      },
+      "delivery_type": {
+        "anyOf": [
+          {
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": "link",
+        "description": "Invite delivery method: 'email' or 'link', use 'link' if you wand to get a link to sign. If you want to send an email, use 'email'"
+      },
+      "email": {
+        "description": "Recipient's email address",
+        "type": "string"
+      },
+      "first_name": {
+        "anyOf": [
+          {
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null,
+        "description": "Recipient's first name"
+      },
+      "last_name": {
+        "anyOf": [
+          {
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null,
+        "description": "Recipient's last name"
+      },
+      "message": {
+        "anyOf": [
+          {
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null,
+        "description": "Invite email message (max 5000 chars)"
+      },
+      "redirect_target": {
+        "anyOf": [
+          {
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": "self",
+        "description": "Redirect target: 'blank' for new tab, 'self' for same tab"
+      },
+      "redirect_uri": {
+        "anyOf": [
+          {
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null,
+        "description": "Link that opens after completion"
+      },
+      "role": {
+        "description": "Recipient's role name in the document",
+        "type": "string"
+      },
+      "subject": {
+        "anyOf": [
+          {
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null,
+        "description": "Invite email subject (max 1000 chars)"
+      }
+    },
+    "required": [
+      "email",
+      "role"
+    ],
+    "type": "object"
+  }
+}
    • removedInput schema / properties / entity_id / title
      Removed value: -"Entity Id"
    • removedInput schema / properties / entity_type / title
      Removed value: -"Entity Type"
    • removedInput schema / properties / name / title
      Removed value: -"Name"
    • changedInput schema / properties / orders / anyOf
      Previous value: -[
-  {
-    "items": {
-      "$ref": "#/$defs/EmbeddedInviteOrder"
-    },
-    "type": "array"
-  },
-  {
-    "type": "null"
-  }
-]New value: +[
+  {
+    "items": {
+      "$ref": "#/$defs/EmbeddedInviteOrder"
+    },
+    "type": "array"
+  },
+  {
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]
    • changedInput schema / properties / orders / description
      Previous value: -"List of orders with recipients for the embedded invite"New value: +"List of orders with recipients for the embedded invite (can be a list or JSON string)"
    • addedInput schema / properties / orders / examples
      Added value: +[
+  [
+    {
+      "order": 1,
+      "recipients": [
+        {
+          "action": "sign",
+          "auth_method": "none",
+          "email": "user@example.com",
+          "role": "Signer 1"
+        }
+      ]
+    }
+  ],
+  "[{\"order\": 1, \"recipients\": [{\"email\": \"user@example.com\", \"role\": \"Signer 1\", \"action\": \"sign\", \"auth_method\": \"none\"}]}]"
+]
    • removedInput schema / properties / orders / title
      Removed value: -"Orders"
    • removedOutput schema / properties / created_entity_id / title
      Removed value: -"Created Entity Id"
    • removedOutput schema / properties / created_entity_name / title
      Removed value: -"Created Entity Name"
    • removedOutput schema / properties / created_entity_type / title
      Removed value: -"Created Entity Type"
    • removedOutput schema / properties / invite_entity / title
      Removed value: -"Invite Entity"
    • removedOutput schema / properties / invite_id / title
      Removed value: -"Invite Id"
    • removedOutput schema / properties / recipient_links / title
      Removed value: -"Recipient Links"
    • removedOutput schema / title
      Removed value: -"CreateEmbeddedInviteFromTemplateResponse"
  6. First observed

TDQS

A4.1/5.0
Behavior3/5

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

Annotations already indicate non-readOnly and non-idempotent behavior. The description adds that the tool creates both a document/group and an invite, but does not disclose other behavioral traits such as required permissions, error conditions, or side effects beyond creation. This is adequate given the annotation context.

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 consists of two sentences, no redundancy, and immediately conveys the core functionality and restriction. Every word earns its place.

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?

With a complex multi-step operation (create from template + embedded invite) and the presence of sibling tools for individual steps, the description clearly defines the scope. An output schema exists (not shown but indicated), so return value explanation is unnecessary.

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?

The input schema has 100% description coverage for all parameters, so the schema already provides meaning. The description does not add further parameter-specific guidance, meeting the baseline for high coverage.

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 clearly states the action ('Create a document or document group from a template or template group, then create an embedded signing invite immediately') and explicitly restricts usage to templates and template groups, distinguishing it from sibling tools that operate on documents or invites separately.

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?

The description explicitly states the tool is ONLY for templates and template groups, providing clear context. However, it does not explicitly mention when to use separate sibling tools (e.g., create_from_template + create_embedded_invite) instead of this combined tool, but the presence of sibling names implies the distinction.

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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