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Create from template and send invite

send_invite_from_template

Create a document from a template or template group and send a signing invite immediately to specified recipients with defined roles and actions.

Instructions

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.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoOptional name for the new document or document group
ordersYesList of orders with recipients for the 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 invite
invite_entityYesType of invite entity: 'document' or 'document_group'
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. Addedv2.4.0
  2. Removedv2.2.3
  3. Changed5 schema fields changedv2.2.1
    • removedInput schema / $defs
      Removed value: -{
      -  "InviteOrder": {
      -    "description": "Order information for invite.",
      -    "properties": {
      -      "order": {
      -        "description": "Order number for this step",
      -        "type": "integer"
      -      },
      -      "recipients": {
      -        "description": "List of recipients for this order",
      -        "items": {
      -          "$ref": "#/$defs/InviteRecipient"
      -        },
      -        "type": "array"
      -      }
      -    },
      -    "required": [
      -      "order",
      -      "recipients"
      -    ],
      -    "type": "object"
      -  },
      -  "InviteRecipient": {
      -    "description": "Recipient information for invite.",
      -    "properties": {
      -      "action": {
      -        "default": "sign",
      -        "description": "Allowed action with a document. Possible values: 'view', 'sign', 'approve'",
      -        "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"
      -      },
      -      "email": {
      -        "description": "Recipient's email address",
      -        "type": "string"
      -      },
      -      "message": {
      -        "anyOf": [
      -          {
      -            "type": "string"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ],
      -        "default": null,
      -        "description": "Custom email message for the recipient"
      -      },
      -      "redirect_target": {
      -        "anyOf": [
      -          {
      -            "type": "string"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ],
      -        "default": "blank",
      -        "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": "Custom email subject for the recipient"
      -      }
      -    },
      -    "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/InviteOrder"
      -    },
      -    "type": "array"
      -  },
      -  {
      -    "type": "string"
      -  }
      -]New value: +[
      +  {
      +    "items": {
      +      "description": "v1.0.1 invite order with v1 recipients (no v2-only fields).",
      +      "properties": {
      +        "order": {
      +          "description": "Order number for this step",
      +          "type": "integer"
      +        },
      +        "recipients": {
      +          "description": "List of recipients for this order",
      +          "items": {
      +            "description": "v1.0.1 invite recipient — no reminder/expiration_days/authentication fields.",
      +            "properties": {
      +              "action": {
      +                "default": "sign",
      +                "description": "Allowed action with a document. Possible values: 'view', 'sign', 'approve'",
      +                "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"
      +              },
      +              "email": {
      +                "description": "Recipient's email address",
      +                "type": "string"
      +              },
      +              "message": {
      +                "anyOf": [
      +                  {
      +                    "type": "string"
      +                  },
      +                  {
      +                    "type": "null"
      +                  }
      +                ],
      +                "default": null,
      +                "description": "Custom email message for the recipient"
      +              },
      +              "redirect_target": {
      +                "anyOf": [
      +                  {
      +                    "type": "string"
      +                  },
      +                  {
      +                    "type": "null"
      +                  }
      +                ],
      +                "default": "blank",
      +                "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": "Custom email subject for the recipient"
      +              }
      +            },
      +            "required": [
      +              "email",
      +              "role"
      +            ],
      +            "type": "object"
      +          },
      +          "type": "array"
      +        }
      +      },
      +      "required": [
      +        "order",
      +        "recipients"
      +      ],
      +      "type": "object"
      +    },
      +    "type": "array"
      +  },
      +  {
      +    "type": "string"
      +  }
      +]
    • removedInput schema / properties / orders / examples
      Removed value: -[
      -  [
      -    {
      -      "order": 1,
      -      "recipients": [
      -        {
      -          "action": "sign",
      -          "email": "user@example.com",
      -          "role": "Signer 1"
      -        }
      -      ]
      -    }
      -  ],
      -  "[{\"order\": 1, \"recipients\": [{\"email\": \"user@example.com\", \"role\": \"Signer 1\", \"action\": \"sign\"}]}]"
      -]
  4. Changed16 schema fields changedv1.0.0
    • addedInput schema / $defs
      Added value: +{
      +  "InviteOrder": {
      +    "description": "Order information for invite.",
      +    "properties": {
      +      "order": {
      +        "description": "Order number for this step",
      +        "type": "integer"
      +      },
      +      "recipients": {
      +        "description": "List of recipients for this order",
      +        "items": {
      +          "$ref": "#/$defs/InviteRecipient"
      +        },
      +        "type": "array"
      +      }
      +    },
      +    "required": [
      +      "order",
      +      "recipients"
      +    ],
      +    "type": "object"
      +  },
      +  "InviteRecipient": {
      +    "description": "Recipient information for invite.",
      +    "properties": {
      +      "action": {
      +        "default": "sign",
      +        "description": "Allowed action with a document. Possible values: 'view', 'sign', 'approve'",
      +        "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"
      +      },
      +      "email": {
      +        "description": "Recipient's email address",
      +        "type": "string"
      +      },
      +      "message": {
      +        "anyOf": [
      +          {
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ],
      +        "default": null,
      +        "description": "Custom email message for the recipient"
      +      },
      +      "redirect_target": {
      +        "anyOf": [
      +          {
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ],
      +        "default": "blank",
      +        "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": "Custom email subject for the recipient"
      +      }
      +    },
      +    "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": "#/$defs/InviteOrder"
      -    },
      -    "type": "array"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]New value: +[
      +  {
      +    "items": {
      +      "$ref": "#/$defs/InviteOrder"
      +    },
      +    "type": "array"
      +  },
      +  {
      +    "type": "string"
      +  }
      +]
    • removedInput schema / properties / orders / default
      Removed value: -null
    • changedInput schema / properties / orders / description
      Previous value: -"List of orders with recipients for the invite"New value: +"List of orders with recipients for the invite (can be a list or JSON string)"
    • addedInput schema / properties / orders / examples
      Added value: +[
      +  [
      +    {
      +      "order": 1,
      +      "recipients": [
      +        {
      +          "action": "sign",
      +          "email": "user@example.com",
      +          "role": "Signer 1"
      +        }
      +      ]
      +    }
      +  ],
      +  "[{\"order\": 1, \"recipients\": [{\"email\": \"user@example.com\", \"role\": \"Signer 1\", \"action\": \"sign\"}]}]"
      +]
    • removedInput schema / properties / orders / title
      Removed value: -"Orders"
    • changedInput schema / required
      Previous value: -[
      -  "entity_id"
      -]New value: +[
      +  "entity_id",
      +  "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 / title
      Removed value: -"SendInviteFromTemplateResponse"
  5. First observed

TDQS

A4.4/5.0
Behavior4/5

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

The description openly discloses that the tool sends an invite immediately after creating the document, aligning with the annotations (readOnlyHint=false). It does not contradict annotations, and provides useful behavioral insight beyond what annotations convey.

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 extremely concise with only two sentences. The first sentence covers the entire action, and the second adds a critical restriction. No unnecessary words or repetition.

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 presence of an output schema (context says has output schema: true) and 100% schema description coverage, the description adequately covers the main action and scope. It could mention prerequisites or error conditions (e.g., template must exist) for full completeness, but it is sufficient for an agent.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The schema provides 100% description coverage for all 4 parameters, so the baseline is 3. The description adds value by reinforcing that the tool works only with templates/template groups, which helps clarify the entity_type parameter. However, it does not add new parameter-specific details.

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 that it creates a document or document group from a template/template group and immediately sends a signing invite. It explicitly distinguishes itself by noting that it is ONLY for templates and template groups, which differentiates it from sibling tools like send_invite or create_from_template.

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 provides strong guidance by stating the tool is only for templates and template groups, implying when to use it. However, it does not explicitly mention alternatives for non-template documents, which would improve clarity further.

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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