# OneSpan Sign MCP

> OneSpan Sign automates entire e-signature workflows directly through your AI agent. Instead of logging into a separate portal for every contract, you can manage document packages, upload metadata, and track signing progress using natural conversation. It handles everything from creating new deal packages to downloading final signed documents in one command.

## Overview
- **Category:** document-management
- **Price:** Free
- **Tags:** digital-signatures, contract-automation, onespan-sign, document-workflow, secure-signing

## Description

Need to handle contracts? This MCP connects your OneSpan Sign account directly to your AI agent so you don't have to navigate multiple websites or click through complicated dashboards. You manage the entire digital signing lifecycle using plain conversation.

For example, if a deal is ready to go, you tell your agent to start a new transaction package. The system creates it and registers it. Next, you upload all necessary documents and attach specific metadata. When everyone's signature is needed, you simply update the package status, kicking off the signing process for participants automatically. When everything’s done, you get one command that downloads every signed document into a ZIP file. It makes managing legal paperwork feel like talking to a teammate, not operating complex software. You access this power through Vinkius, connecting it instantly to your preferred AI client.

## Tools

### configure_callback
Sets up or receives event notifications so your agent is alerted when a package finishes or a signer takes action.

### create_package
Starts the process by generating a brand new digital transaction package ready for documents and signers.

### download_documents_zip
Retrieves all signed documents from an entire completed package, delivering them as one ZIP file.

### update_package
Changes the status of a contract package (for instance, moving it to 'SENT') to officially kick off the signing sequence for participants.

### upload_document
Attaches documents to an existing package and adds specific metadata about that file.

## Prompt Examples

**Prompt:** 
```
Create a new OneSpan transaction package for 'Service Agreement 2024'.
```

**Response:** 
```
I've initiated the package creation. The new transaction 'Service Agreement 2024' has been created with Package ID: `pkg-99283`. You can now start uploading documents to it.
```

**Prompt:** 
```
Upload the document metadata for package ID 'pkg-99283'.
```

**Response:** 
```
The document metadata has been successfully uploaded to package `pkg-99283`. The document is now registered and ready for signer placement.
```

**Prompt:** 
```
Update the status of package 'pkg-99283' to SENT.
```

**Response:** 
```
Package `pkg-99283` has been updated to SENT. OneSpan Sign is now notifying the signers to review and sign the documents.
```

## Capabilities

### Initiate Deal Packages
Creates new digital transaction packages to organize related documents and assign signers for a specific deal.

### Add Documents and Metadata
Uploads physical or draft documents into existing packages, adding necessary details like titles and content configurations.

### Control Workflow Status
Updates a package's status (like setting it to SENT) which automatically notifies participants to take action.

### Track Signer Activity
Configures real-time callbacks so your agent knows exactly when packages are completed or signers interact with the documents.

### Archive Final Contracts
Downloads all finalized, signed documents from a package into one single ZIP file for easy archiving and record-keeping.

## Use Cases

### Closing a Vendor Agreement
A legal team needs to finalize a vendor contract. They ask their agent: 'Create a new OneSpan transaction package for the Acme contract.' The agent responds with the Package ID, and the user immediately runs `upload_document` to attach all necessary NDAs before finally running `update_package` to send it out.

### Onboarding a New Employee
An HR specialist needs to process five documents (W4, handbook, contract). They tell their agent to first run `create_package`, then systematically use `upload_document` for all files. Once complete, they ask the agent to set up notifications using `configure_callback` so they know when the employee signs everything.

### Following Up on Stalled Contracts
A sales rep finds a package hasn't moved in days. They instruct their agent to check the status and, if necessary, run `update_package` to nudge the signers again. When it finally moves forward, they can immediately use `download_documents_zip` for final record-keeping.

### Completing a Due Diligence Audit
An auditor needs all signed contracts from a specific deal. They ask their agent to gather the data using one command, triggering `download_documents_zip`. This avoids having to download and manually merge dozens of individual PDFs.

## Benefits

- Start deals faster. Instead of manually setting up a contract in a web portal, use the `create_package` tool to initiate a signed deal package with just a few commands.
- Keep your records clean. Use `upload_document` to attach documents and add metadata directly to the package before anyone signs anything.
- Get real-time status updates. Set up event notifications using `configure_callback` so your agent alerts you immediately when signatures are finalized or stalled.
- Manage the flow easily. Need to prompt signers? The `update_package` tool moves the contract status, which automatically triggers the signing notification for all participants.
- Archive effortlessly. Instead of downloading 10 separate PDFs, use `download_documents_zip` to get every final signed document instantly packed into one ZIP file.

## How It Works

The bottom line is that you manage complex digital signing processes using simple natural language commands within your existing AI workflow.

1. First, subscribe to this MCP and enter your OneSpan API Key (and Base URL if needed).
2. Next, use your AI client to issue commands like 'create a new contract package' or 'upload the NDA document'.
3. Finally, when the process is complete, ask your agent to download all signed files into a single archive.

## Frequently Asked Questions

**How do I use OneSpan Sign MCP to start a contract?**
You start by telling your agent to run the `create_package` tool. This initializes the digital package, giving you a unique ID that you must reference for all subsequent actions.

**Can I upload documents without creating a package first?**
No. You must use `create_package` to establish the container before you can attach files. After creation, you run `upload_document` to add your materials.

**What is the best way to get all final signed documents?**
After the signing process is complete, use the `download_documents_zip` tool. This gathers every single signed document from the package and compresses them into one ZIP file.

**Does OneSpan Sign MCP handle status changes?**
Yes, you control the workflow using `update_package`. Changing the status—for example, to SENT—is how you formally tell all participants it's time to sign.

**How do I know if my agent is tracking signing activity?**
You configure real-time updates using `configure_callback`. This tells the system to alert your agent when key events, like package completion, occur.