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Create embedded sending link

create_embedded_sending

Embed sending steps like manage, edit, or invite for documents and templates, auto-creating documents from templates if needed, with inline UI rendering.

Instructions

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.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoOptional name for the new document or document group (used only when entity_type is template or template_group)
typeNoType of sending step: 'manage', 'edit', or 'send-invite'manage
entity_idYesID of the document, document group, template, or template group
entity_typeNoType of entity: 'document', 'document_group', 'template', or 'template_group' (optional). Auto-detected if not provided.
redirect_uriNoOptional redirect URI after completion
redirect_targetNoOptional redirect target: 'self' (default), 'blank'
link_expiration_minutesNoLink lifetime in minutes (15–45). Default: 15 min.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
sending_urlYesURL for the embedded sending
sending_entityYesType of sending entity: 'document', 'document_group', or 'invite'
created_entity_idNoID of the entity created from template (None when entity was document/document_group)
created_entity_nameNoName of the entity created from template (None when entity was document/document_group)
created_entity_typeNoType of created entity: 'document' or 'document_group' (None when entity was document/document_group)

Schema Changelog

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

  1. Addedv2.4.0
  2. Removedv2.2.3
  3. Changed11 schema fields changedv2.2.1
    • addedInput schema / additionalProperties
      Added value: +false
    • changedInput schema / properties / entity_id / description
      Previous value: -"ID of the document or document group"New value: +"ID of the document, document group, template, or template group"
    • changedInput schema / properties / entity_type / anyOf
      Previous value: -[
      -  {
      -    "enum": [
      -      "document",
      -      "document_group"
      -    ],
      -    "type": "string"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]New value: +[
      +  {
      +    "enum": [
      +      "document",
      +      "document_group",
      +      "template",
      +      "template_group"
      +    ],
      +    "type": "string"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • changedInput schema / properties / entity_type / description
      Previous value: -"Type of entity: 'document' or 'document_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: 'document', 'document_group', 'template', or 'template_group' (optional). Auto-detected if not provided."
    • removedInput schema / properties / link_expiration
      Removed value: -{
      -  "anyOf": [
      -    {
      -      "maximum": 45,
      -      "minimum": 14,
      -      "type": "integer"
      -    },
      -    {
      -      "type": "null"
      -    }
      -  ],
      -  "default": null,
      -  "description": "Optional link expiration in days (14-45)"
      -}
    • addedInput schema / properties / link_expiration_minutes
      Added value: +{
      +  "anyOf": [
      +    {
      +      "maximum": 45,
      +      "minimum": 15,
      +      "type": "integer"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "description": "Link lifetime in minutes (15–45). Default: 15 min."
      +}
    • addedInput schema / properties / name
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "description": "Optional name for the new document or document group (used only when entity_type is template or template_group)"
      +}
    • changedOutput schema / description
      Previous value: -"Response model for creating embedded sending."New value: +"Response model for creating embedded sending.\n\nWhen the sending is created for a template-originated entity, the created_entity_*\nfields are populated. For direct document/document_group calls they are None."
    • addedOutput schema / properties / created_entity_id
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "description": "ID of the entity created from template (None when entity was document/document_group)"
      +}
    • addedOutput schema / properties / created_entity_name
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "description": "Name of the entity created from template (None when entity was document/document_group)"
      +}
    • addedOutput schema / properties / created_entity_type
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "description": "Type of created entity: 'document' or 'document_group' (None when entity was document/document_group)"
      +}
  4. Changed9 schema fields changedv1.0.0
    • removedInput schema / properties / entity_id / title
      Removed value: -"Entity Id"
    • removedInput schema / properties / entity_type / title
      Removed value: -"Entity Type"
    • removedInput schema / properties / link_expiration / title
      Removed value: -"Link Expiration"
    • removedInput schema / properties / redirect_target / title
      Removed value: -"Redirect Target"
    • removedInput schema / properties / redirect_uri / title
      Removed value: -"Redirect Uri"
    • removedInput schema / properties / type / title
      Removed value: -"Type"
    • removedOutput schema / properties / sending_entity / title
      Removed value: -"Sending Entity"
    • removedOutput schema / properties / sending_url / title
      Removed value: -"Sending Url"
    • removedOutput schema / title
      Removed value: -"CreateEmbeddedSendingResponse"
  5. First observed

TDQS

A4/5.0
Behavior4/5

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

Annotations already indicate non-read-only and non-destructive traits. The description adds important behavioral details: for templates/template groups, it automatically creates a document/group first, and in compatible clients the UI renders inline. No contradictions with annotations.

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 two sentences, front-loading the purpose. Every sentence provides value: the first defines the core action, the second adds essential behavioral context. No filler or redundancy.

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?

Given the 7 parameters, output schema existence, and annotations, the description covers the main purpose and key behaviors. It could mention prerequisites (e.g., entity must exist) or link details, but the existing content is reasonably complete for a tool with good schema coverage.

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 coverage is 100%, so the baseline is 3. The description does not add significant meaning beyond the schema; it only implicitly relates to the 'name' parameter via the auto-creation mention. The enum values for 'type' are already in the schema.

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 verb 'Create' and the resource 'embedded sending', and specifies the supported entity types: document, document group, template, template group. It also distinguishes behavior for templates by noting auto-creation of a document first. This level of specificity helps differentiate from sibling tools.

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

Usage Guidelines3/5

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

The description provides context on when to use the tool (for managing, editing, or sending invites) and mentions inline rendering. However, it does not explicitly state when not to use it or name alternative sibling tools, such as create_embedded_sending_from_template, despite the many related tools.

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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