# Eversign MCP

> Eversign (Cloud Electronic Signature) connects your AI agent to manage digital signing workflows. Use it to list business accounts, generate new signature requests from templates, and create custom documents directly through natural conversation.

## Overview
- **Category:** document-management
- **Price:** Free
- **Tags:** electronic-signature, digital-contracts, document-automation, e-sign, workflow-automation

## Description

You can handle complex document signing entirely within your existing chat environment. Instead of jumping between a dedicated e-signature platform and your CRM, you talk to your agent, and it does the work. You tell your agent which business needs an NDA, or that a sales agreement is needed for a specific client. The system handles finding the right account ID first, then building the document draft, assigning signers, and generating the request—all based on conversation. This capability makes managing contracts feel like just another chat thread. By connecting through Vinkius, your AI agent gets access to this powerful signing catalog alongside every other service you use.

## Tools

### create_document
Generates new documents, creates reusable templates, or starts a signing process using an existing template hash.

### list_businesses
Retrieves a list of all businesses tied to your account, providing the necessary IDs for document actions.

## Prompt Examples

**Prompt:** 
```
List all businesses in my Eversign account.
```

**Response:** 
```
I've retrieved your business profiles. You have access to 'Global Logistics Ltd' (ID: 54321) and 'Creative Agency' (ID: 98765). Which business ID would you like to use for your document?
```

**Prompt:** 
```
Create a test document in sandbox mode for business 54321 with a signer named Alice.
```

**Response:** 
```
I've initiated the document creation in sandbox mode for business 54321. The document has been prepared for Alice. Since this is sandbox mode, it will not be legally binding.
```

**Prompt:** 
```
Generate a document from template 'abc123hash' for business 98765.
```

**Response:** 
```
Processing template 'abc123hash'... I have successfully generated a new document for business 98765 based on your template. Would you like to check the status of the signers?
```

## Capabilities

### Locate Business IDs
List all associated business profiles and retrieve the specific ID needed for document operations.

### Generate New Contracts
Create a brand new signature request from scratch, specifying custom files and signers.

### Build Reusable Templates
Draft reusable document templates or initiate signing requests using an existing template hash.

### Test Workflows Safely
Run document drafts in a sandbox mode, testing the process without creating legally binding contracts.

### Configure Embedded Signing
Prepare document drafts specifically for integration into iFrame or embedded web environments.

## Use Cases

### Onboarding a new vendor
The procurement manager needs an NDA signed by a brand-new partner. They ask their agent, and the system first uses list_businesses to verify the company exists, then uses create_document to generate the specific NDA draft for signing.

### Updating standard sales agreements
Sales Ops needs to update the master services agreement. They use create_document to build a new template from an old hash, ensuring all signers and fields are correct before it goes out to the team.

### Debugging client integration
A developer wants to verify if their embedded signing widget works. They use create_document with specific parameters for iFrame mode in a sandbox test, simulating production without risk.

## Benefits

- Stop switching tabs. You get the AI agent to handle finding business IDs and initiating documents in one flow, keeping you focused on the outcome.
- Build templates once, use them forever. The ability to create reusable document templates means your team doesn't have to rebuild standard forms for every new client type.
- Test before you commit. Sandbox mode lets developers confirm a full workflow—from ID lookup to signing draft—without ever creating a legally binding contract.
- Contextual drafting is instant. You can immediately generate documents from existing templates, saving the time of manually copying and pasting data fields.
- Handles complex business structures. By first listing businesses, your agent gets the correct context (the Business ID) needed before it can build any document.

## How It Works

The bottom line is you manage digital contracts by talking to your agent, not by navigating a web UI.

1. Subscribe to this MCP and provide your Eversign API Access Key.
2. Your AI agent uses the credentials to communicate with the e-signature platform's backend.
3. You instruct your agent on the document goal (e.g., 'Create an offer letter for Client X'), and it executes the necessary steps.

## Frequently Asked Questions

**How do I find the Business ID required for creating documents?**
You can use the `list_businesses` tool. It will return a list of all businesses associated with your account along with their unique IDs.

**Can I test document creation without it being legally binding?**
Yes! When using the `create_document` tool, set the `sandbox` parameter to true. This allows you to test the workflow with a testing prefix.

**Is it possible to generate a document from an existing template?**
Absolutely. Use the `create_document` tool and provide the `template_id` (the hash of your template) to generate a document based on that template.

**What steps do I take to connect my Eversign account using the `list_businesses` tool?**
You must first subscribe to this MCP and provide your API Access Key. Once connected, you can use `list_businesses` immediately to confirm access and retrieve all necessary Business IDs.

**If I need to send a document for an iFrame or embedded signing environment, how do I configure it using `create_document`?**
When calling `create_document`, you specify the configuration flag needed for embedding. This ensures the generated draft is ready specifically for use within web components like iframes.

**I'm getting an error when I try to run `create_document`. What should I check first?**
First, verify your API key and ensure you have the correct Business ID. If those are good, double-check that all mandatory fields or signer details required for the document were provided.

**How does `list_businesses` help me manage my overall corporate structure?**
The `list_businesses` tool provides a complete list of every business associated with your account. This lets you retrieve all necessary IDs, ensuring your subsequent document operations are linked to the correct entity.

**Does `create_document` only create new files, or can it handle template creation too?**
The tool handles both. You can use it to generate a brand-new file, but you can also utilize its function to build reusable templates first, giving you stable hashes for later document generation.