How to Use the Ugosign MCP in CrewAI

Q: How do I check signature request status using Ugosign and CrewAI?

You give the agent the task of checking status. It uses getsignaturerequest to pull the current state, allowing the crew to escalate or proceed accordingly.

Run autonomous Ugosign workflows using CrewAI's specialized agents.

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Connect Ugosign MCP to CrewAI

Create your Vinkius account to connect Ugosign to CrewAI 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 Ugosign with CrewAI

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Perplexity

Automate Signature Setup

Assign an agent the task of creating a signing request using `create_signature_request`. The agent passes the required JSON data, and the operation executes. This lets your autonomous crew handle complex setup without needing manual triggers.

Audit Document History

A monitor agent can call `list_documents` to research all available files. Another agent might use `get_document` to analyze the specific metadata needed for compliance. It's perfect for building a knowledge base that tracks everything.

Validate Signer Context

The crew can verify signer details by calling `get_organization`. This step ensures the agent has all necessary context before proceeding to signing. They also track history using `list_signature_requests` and `get_signature_request`.

Setup guide

Set up Ugosign MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Ugosign tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Ugosign Analyst",
    goal="Access and analyze Ugosign data via MCP.",
    backstory="Expert analyst with direct Ugosign access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Ugosign transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Ugosign Analyst",
        goal="Access and analyze Ugosign data via MCP.",
        backstory="Expert analyst with direct Ugosign access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Ugosign transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Ugosign. 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 Ugosign MCP in CrewAI

You expose the MCP Server to your agents. The crew can then autonomously decide when and how to use tools like `create_signature_request` as part of a larger goal.

Yes, you pass the MCP Server reference to your agents. They can then run `list_documents` at any point in the workflow to gather necessary data.

The server touches documents, organization details, and signature requests. You must define clear roles for which agents can access this sensitive information.

It does. Your specialized agents don't just sign; they can fetch details, list records, and create requests—making it a truly versatile toolset.

You give the agent the task of checking status. It uses `get_signature_request` to pull the current state, allowing the crew to escalate or proceed accordingly.

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