# Ugosign MCP > Ugosign connects your AI agent directly to advanced electronic signature workflows. Use this server to programmatically create, track, and manage legally compliant document signing requests. Check document status in real-time, retrieve full audit trails, or list all active agreements without touching a web dashboard. ## Overview - **Category:** document-management - **Price:** Free - **Tags:** digital-signatures, document-approval, audit-trail, compliance, workflow-automation, security ## Description Ugosign connects your AI agent directly to advanced electronic signature workflows. You use this server to programmatically create, track, and manage legally compliant document signing requests without ever touching a web dashboard. Need to start a new agreement? You can run `create_signature_request` to send all the necessary data required for an electronic signature request, defining both the documents and the specific recipients who need to act on them. To keep tabs on what’s happening across your organization, you've got two ways to list agreements. Run `list_signature_requests` to pull a summary of multiple active requests; this shows you exactly who needs to sign and gives you a quick read on the current status for every pending agreement. If you just want to see every document Ugosign is managing, use `list_documents`. When you need deep status checks, you don't wanna rely on summaries. You can run `get_signature_request` with a specific ID to get the precise, current details and status for one single signing request. This tells you immediately if it’s pending, fully executed, or where else along the line it is stuck. For document specifics, you've got `get_document`. Running this tool lets you pull all the granular metadata and specific details tied to a single document ID; that includes its entire version history and any associated data points. Want an overview of your whole account? You can use `get_organization` to retrieve high-level information about your Ugosign account, checking things like user counts or if you're running low on signing capacity. When all these tools work together with your agent, the process is clean. Your AI client handles the logic—you just tell it what data point you need. It executes the tool call and spits out structured JSON that your agent can use instantly to make decisions or update records. You're automating compliance; you aren't reading dashboards. You can start by creating a workflow using `create_signature_request`. Then, if you need to know what happened with that agreement later, you run `get_signature_request` against the new ID. If you suddenly gotta check every document in the system—the ones drafted and the finalized ones—you call `list_documents`. You can also pull a summary of all active agreements at once using `list_signature_requests`, which tells you who needs to sign what right now. It's all about precision. If you need full proof on a document, run `get_document` for its complete metadata and version history. And don’t forget your account health; check your limits with `get_organization` so you never get caught off guard by hitting capacity. ## Tools ### create_signature_request Sends data required to create a new electronic signature request within Ugosign. ### get_document Fetches the specific details and metadata for a single document ID. ### get_organization Retrieves high-level data about your Ugosign account, including user counts or plan limits. ### get_signature_request Checks the current status and details for a single signature request ID. ### list_documents Provides a list of all documents currently stored or managed by Ugosign. ### list_signature_requests Lists summaries of multiple signature requests, showing who needs to act and the current status. ## Prompt Examples **Prompt:** ``` List all active signature requests in Ugosign. ``` **Response:** ``` I've retrieved your signature requests. You have 5 active requests, including 'Employment Agreement - John Doe' (Pending) and 'Sales Contract - Acme Corp' (Viewed). ``` **Prompt:** ``` What is the status of signature request 'req_123'? ``` **Response:** ``` Signature request 'req_123' ('Service Agreement') is currently 'Signed' by all parties. The execution was completed today at 10:15 AM. ``` **Prompt:** ``` Show me the details for my Ugosign organization. ``` **Response:** ``` I've retrieved your organization details. Your account is 'Vinkius Legal' (ID: 552) and you have unlimited signature requests remaining on your current plan. ``` ## Capabilities ### Initiate Signing Workflows Create a new signature request containing necessary document details and recipient lists using `create_signature_request`. ### Track Document Statuses Get the current status (e.g., pending, signed) for one specific signature request with `get_signature_request`. ### View Document Lists Retrieve a list of all documents or a summary list of active signature requests using `list_documents` and `list_signature_requests`. ### Check Organization Limits Fetch high-level details about your Ugosign account, such as remaining signing capacity, via `get_organization`. ### Retrieve Document Metadata Get the full, granular details of a specific document using `get_document`, including its version history and associated metadata. ## Use Cases ### The Quarterly Audit A compliance analyst needs to prove every vendor agreement signed last quarter is accounted for. They tell their agent: 'List all documents from Q2.' The agent uses `list_documents` and then filters the results, providing a structured list that details the file ID, creation date, and final signatory. ### The Deal Closer A sales rep just finalized an order. Instead of manually sending emails to multiple parties, they prompt their agent: 'Create signature requests for the Acme Corp SOW.' The agent uses `create_signature_request`, initiating the entire workflow and tracking it via `get_signature_request`. ### The Follow-Up Check A legal team member has sent out three critical NDAs. They ask: 'What's the status of all active NDA requests?' The agent uses `list_signature_requests`, instantly telling them which documents are Pending and which ones have been Viewed, allowing for targeted follow-up. ### The System Check A developer building a dashboard needs to know if the organization has hit its signing limit. They query their agent: 'What is our current signing capacity?' The agent uses `get_organization` and reports the remaining quota, preventing workflow failure. ## Benefits - **Instant Status Checks:** Instead of logging into Ugosign to find out if a contract is pending, you ask your agent. It runs `get_signature_request` and gives you the definitive status in seconds. - **Bulk Oversight:** Need to know how many contracts are active? Use `list_signature_requests`. You get an immediate overview of every document awaiting action across your organization. - **Automated Onboarding:** When a sales deal closes, let your agent use `create_signature_request` instantly. It builds the entire request—document, recipients, workflow—with one command. - **Compliance Proofing:** Need an audit trail? The server lets you access detailed metadata via various tools, giving you a structured record that manual exports can't match. - **Contextual Data Retrieval:** You don't have to guess which document is right. `get_document` gives you the full details of any file ID, ensuring your agent uses the correct version. ## How It Works The bottom line is: you manage complex document approval workflows entirely through natural language prompts, without needing to log into a web portal. 1. First, subscribe to the server and provide your Ugosign API Key in your agent's settings. 2. Next, prompt your AI client (e.g., 'List all pending contracts'). The agent translates this into a specific tool call (like `list_signature_requests`). 3. The server executes the tool, retrieves the live data from Ugosign, and returns structured JSON to your agent for immediate use. ## Frequently Asked Questions **How do I check if a specific contract is signed using get_signature_request?** Call `get_signature_request` and pass the unique request ID. This tool returns the document's current status—whether all required parties have completed their signature or if it’s still pending review. **Can I list all contracts that are currently awaiting signatures? Use list_signature_requests.** Yes, running `list_signature_requests` gives you a summary of every active request. You can quickly filter this output to identify which documents are in 'Pending' status and require immediate follow-up. **What is the difference between list_documents and get_document?** `list_documents` gives you a directory—a summary of all file IDs. `get_document`, however, pulls the full metadata for one specific file ID, including version history and detailed audit trail information. **How do I find out how many signatures we can process? Use get_organization.** Run `get_organization`. This tool reports your account's current status, helping you verify remaining signing capacity or check overall organizational details required for compliance. **If I use the `create_signature_request` tool and pass invalid data, what happens?** The system immediately throws a validation error. This response tells your AI client exactly which JSON field is incorrect or missing required information. You fix that specific field and retry. **Are there rate limits when calling `list_signature_requests`?** Yes, the server implements standard API rate limiting to maintain stability for all users. If you hit a limit, your AI client gets a clear error code (429), and it specifies when you can try again. **What kind of credentials do I need when running `get_organization`?** You must provide an active Ugosign API Key for the agent to connect. This key links all retrieved organization data directly back to your specific account and team. **When using `get_document`, how do I ensure the metadata is compliant?** The tool retrieves detailed audit trails, including timestamps for every view or status change. This built-in compliance data lets you prove exactly when and by whom the document was accessed. **How do I get my Ugosign API Key?** Log in to your Ugosign account, navigate to the **Developer API** or **Integrations** section, and copy your secret Bearer Token. **Can I track the status of a specific signature request?** Yes, use the `get_signature_request` tool with the unique ID to see if it is 'pending', 'viewed', or 'signed'. **Does it support multiple recipients?** Absolutely. You can specify one or more recipients when creating a new signature request via the `create_signature_request` tool.