How to Use the Zoho Sign MCP in Mastra AI

Q: How can I automate Zoho Sign requests with Mastra AI?

You'll use a sequence of tools like createrequestfromtemplate() followed by submitsignrequest(). If the submission fails, your Mastra AI workflow engine can automatically retry or notify an admin.

Q: Does Mastra AI support listing document templates for Zoho Sign?

Yes. Calling listsigntemplates() lets the agent gather all available reusable documents in a single step. This is useful when building multi-stage workflows that depend on specific document types.

Q: What metadata can I get for Zoho Sign using Mastra AI?

The getdocumentmetadata() tool pulls key information about documents, like creation dates or file IDs. This helps your workflow engine track the asset throughout its lifecycle.

Q: Can Mastra AI revoke a Zoho Sign request if something goes wrong?

Absolutely. The revokesignrequest() tool gives you control to immediately halt an active signing process. This is essential for complex, failure-prone workflows where the document must be pulled back.

Build reliable workflows that handle failures with Mastra AI and Zoho Sign.

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Create your Vinkius account to connect Zoho Sign to Mastra AI 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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Execute Signature Requests

Start a new signing workflow by calling `create_request_from_template()`. The agent handles taking an existing template ID and turning it into an actionable sign request for recipients. The subsequent step, `submit_sign_request()`, actually launches the process. This allows your complex Mastra AI workflows to reliably initiate a document signing sequence.

Process Audit Certificates

After signatures are collected, you can call `get_completion_certificate()` to retrieve the full audit trail. This provides documented proof that all necessary parties signed and when they did it. This is crucial for compliance workflows built in Mastra AI; it gives your agent a definitive outcome to pass on or store.

Check Account Settings

The `get_zohosign_account_info()` tool fetches the overall profile and settings for your Zoho Sign account. This allows Mastra AI's built-in workflow engine to check credentials or quotas before running a critical operation. If the agent needs to know if an API key is valid or what limits are in place, it checks this info first.

Setup guide

Set up Zoho Sign MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Zoho Sign tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "zoho-sign-mcp-client",
  servers: {
    "zoho-sign-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Zoho Sign Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Zoho Sign tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Zoho Sign transactions"
);
console.log(result.text);

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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 Zoho Sign. 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 Zoho Sign MCP in Mastra AI

You'll use a sequence of tools like `create_request_from_template()` followed by `submit_sign_request()`. If the submission fails, your Mastra AI workflow engine can automatically retry or notify an admin.

Yes. Calling `list_sign_templates()` lets the agent gather all available reusable documents in a single step. This is useful when building multi-stage workflows that depend on specific document types.

The `get_document_metadata()` tool pulls key information about documents, like creation dates or file IDs. This helps your workflow engine track the asset throughout its lifecycle.

Absolutely. The `revoke_sign_request()` tool gives you control to immediately halt an active signing process. This is essential for complex, failure-prone workflows where the document must be pulled back.

This server primarily deals with signature request details and audit completion certificates. The sensitive data type passed through is structured metadata detailing who signed, when, and the status of the signing process.

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