How to Use the eSignly Electronic Signature MCP in Windsurf

Q: What's the best way to get a quick signing summary with eSignly Electronic Signature and Windsurf?

Just ask Windsurf to run a volume audit. It will use the quicksigningvolumeaudit tool to give you a high-level summary of your document and template activity.

Let Windsurf's Cascade agent manage your entire e-signature workflow, from checking status to pulling final audit trails.

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Connect eSignly Electronic Signature MCP to Windsurf

Create your Vinkius account to connect eSignly Electronic Signature to Windsurf and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup eSignly Electronic Signature with Windsurf

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Track Document Status Automatically

This tool connects eSignly to your AI client, letting you check on documents without leaving your editor. Ask Windsurf to get the status of all pending contracts. Its Cascade agent takes over from there. Cascade plans and executes the whole job. It runs `list_esign_documents` to get the master list, then loops through each one to call `get_document_detailed_data` and `list_document_signers`. You get a full report back without having to prompt for each step.

Manage Templates with your Windsurf Agent

Stop digging through web UIs to find the right template. Just tell Windsurf what you need. It uses the `list_esign_templates` tool to find a match in your eSignly account. Once you pick one, your agent can pull the full configuration using `get_template_details`. This gives you all the info needed to start a new signing session, right inside your IDE. It's a much faster way to get work started.

Run Compliance Audits on Demand

When you need to prove a document was signed, you need the audit trail. With this MCP Server, you can ask Windsurf to gather the evidence for you. It's perfect for responding to compliance requests quickly. Your agent will identify all completed contracts with `list_successfully_signed_documents`. Then, for each one, it fetches the complete history using `list_document_audit_trail`. You get a clean, verifiable record without any manual copy-pasting.

Setup guide

Set up eSignly Electronic Signature MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the eSignly Electronic Signature MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my eSignly Electronic Signature payment history." If connected, Cascade will call the eSignly Electronic Signature tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "esignly-electronic-signature-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by eSignly Electronic Signature. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about eSignly Electronic Signature MCP in Windsurf

You can install it with one click from the MCP Marketplace inside Windsurf. Alternatively, add the server URL to your `mcp_config.json` file and click the refresh button in the MCP panel.

Yes. After connecting the MCP Server, you can ask Windsurf to run the `get_esignly_account_metadata` tool. It will return your account's limits and other configuration details.

Just ask Windsurf to run a volume audit. It will use the `quick_signing_volume_audit` tool to give you a high-level summary of your document and template activity.

Absolutely. Give Windsurf the document ID and ask for the signers. It will execute the `list_document_signers` tool to return a list of all signers and their current status.

The server only processes metadata like document IDs, signer emails, and audit trail events. Your actual document content is never accessed. Every request is handled in an isolated, ephemeral Vinkius sandbox that's destroyed after use.

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