cancel_invite
ChatGPTCancel all active (pending) signing invites on a document or document group.
create_embedded_editor
ChatGPTCreate embedded editor for editing a document or document group. This tool is ONLY for documents and document groups. If you have template or template_group, use the alternative tool: create_embedded_editor_from_template
create_embedded_editor_from_template
ChatGPTCreate document/group from template and create embedded editor immediately. This tool is ONLY for templates and template groups. If you have document or document_group, use the alternative tool: create_embedded_editor
create_embedded_invite
ChatGPTCreate embedded invite for signing a document or document group. This tool is ONLY for documents and document groups. If you have template or template_group, use the alternative tool: create_embedded_invite_from_template
create_embedded_invite_from_template
ChatGPTCreate document/group from template and create embedded invite immediately. This tool is ONLY for templates and template groups. If you have document or document_group, use the alternative tool: create_embedded_invite
create_embedded_sending
ChatGPTCreate embedded sending for managing, editing, or sending invites for a document or document group. This tool is ONLY for documents and document groups. If you have template or template_group, use the alternative tool: create_embedded_sending_from_template
create_embedded_sending_from_template
ChatGPTCreate document/group from template and create embedded sending immediately. This tool is ONLY for templates and template groups. If you have document or document_group, use the alternative tool: create_embedded_sending
create_from_template
ChatGPTCreate a new document or document group from an existing template or template group
create_template
ChatGPTConvert an existing document or document group into a reusable template
get_document
ChatGPTGet full document, template, template group or document group information with field values
get_document_download_link
ChatGPTGet download link for a document or document group Note: If your client supports MCP Resources, prefer the resource version of this endpoint; this tool exists as a compatibility fallback for tool-only clients.
get_invite_status
ChatGPTGet invite status for a document or document group Note: If your client supports MCP Resources, prefer the resource version of this endpoint; this tool exists as a compatibility fallback for tool-only clients.
get_signing_link
ChatGPTGet signing link for a document or document group Note: If your client supports MCP Resources, prefer the resource version of this endpoint; this tool exists as a compatibility fallback for tool-only clients.
list_all_templates
ChatGPTGet simplified list of all templates and template groups with basic information Note: If your client supports MCP Resources, prefer the resource version of this endpoint; this tool exists as a compatibility fallback for tool-only clients.
list_contacts
ChatGPTSearch CRM contacts by name, email, or phone. Use this tool before send_invite to resolve a recipient's email address by their name.
list_documents
ChatGPTGet 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). Note: If your client supports MCP Resources, prefer the resource version of this endpoint; this tool exists as a compatibility fallback for tool-only clients.
rename_entity
ChatGPTRename a document, document group, template, or template group.
send_invite
ChatGPTSend invite to sign a document or document group. This tool is ONLY for documents and document groups. If you have template or template_group, use the alternative tool: send_invite_from_template
send_invite_from_template
ChatGPTCreate document/group from template and send invite immediately. This tool is ONLY for templates and template groups. If you have document or document_group, use the alternative tool: send_invite
send_invite_reminder
ChatGPTSend a signing reminder to pending signers on a document or document group.
update_document_fields
ChatGPTUpdate text fields in multiple documents (only individual documents, not document groups)
update_invite_recipient
ChatGPTReplace 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.
upload_document
ChatGPTUpload 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.
view_document
ChatGPTGenerate 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.
create_embedded_editor
Claudecreate_embedded_editor_from_template
Claudecreate_embedded_invite
Claudecreate_embedded_invite_from_template
Claudecreate_embedded_sending
Claudecreate_embedded_sending_from_template
Claudecreate_from_template
Claudeget_document
Claudeget_document_download_link
Claudeget_invite_status
Claudeget_signing_link
Claudelist_all_templates
Claudelist_documents
Claudesend_invite
Claudesend_invite_from_template
Claudeupdate_document_fields
Claude