MCP Server

APISign provides a Model Context Protocol (MCP) server that enables AI agents to manage templates and send contracts programmatically.

Overview

The MCP server uses the Streamable HTTP transport, which works with any MCP-compatible client including Claude Desktop, Cursor, and custom implementations.

Connection Details

Getting an API Key

1. Log into the APISign dashboard
2. Navigate to Account > API Keys
3. Click Create API Key
4. Copy the key (it won't be shown again)

Client Configuration

Claude Desktop

Add to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "apisign": {
      "url": "https://apisign.io/mcp",
      "headers": {
        "x-api-key": "your-api-key-here"
      }
    }
  }
}

Cursor

Add to your Cursor MCP configuration:

{
  "mcpServers": {
    "apisign": {
      "url": "https://apisign.io/mcp",
      "headers": {
        "x-api-key": "your-api-key-here"
      }
    }
  }
}

Local Development

When running locally, use:

{
  "mcpServers": {
    "apisign": {
      "url": "http://localhost:3553/mcp",
      "headers": {
        "x-api-key": "your-api-key-here"
      }
    }
  }
}

Available Tools

Template Tools

template_list

List all templates in your organization.

Parameters: None

Returns:

{
  "templates": [
    {
      "id": "clx...",
      "name": "NDA Template",
      "created_at": "2024-01-15T10:30:00Z",
      "updated_at": "2024-01-15T10:30:00Z"
    }
  ]
}

template_get

Get a specific template with its content and field definitions.

Parameters:

Returns:

{
  "template": {
    "id": "clx...",
    "name": "NDA Template",
    "content": "# Non-Disclosure Agreement\n\nThis agreement...",
    "fields": {
      "fields": [
        { "name": "company_name", "type": "text", "completedBy": "creator" },
        { "name": "signature", "type": "signature", "completedBy": "signer" }
      ]
    }
  }
}

template_create

Create a new blank template.

Parameters:

Example:

{
  "name": "Service Agreement",
  "content": "# Service Agreement\n\nBetween {{company_name}} and {{client_name}}..."
}

template_update

Update an existing template.

Parameters:

Fields array format:

{
  "fields": [
    {
      "name": "company_name",
      "type": "text",
      "completedBy": "creator"
    },
    {
      "name": "signature",
      "type": "signature",
      "completedBy": "signer"
    }
  ]
}

template_upload

Upload a DOCX or DOC file and convert it to a template.

Parameters:

template_archive

Archive (soft delete) a template.

Parameters:

Contract Tools

contract_list

List contracts in your organization.

Parameters:

Returns:

{
  "contracts": [
    {
      "id": "clx...",
      "name": "NDA - Acme Corp",
      "status": "sent",
      "created_at": "2024-01-15T10:30:00Z",
      "sent_at": "2024-01-15T11:00:00Z",
      "expires_at": "2024-02-14T11:00:00Z"
    }
  ]
}

contract_get

Get a contract with its signers.

Parameters:

Returns:

{
  "contract": {
    "id": "clx...",
    "name": "NDA - Acme Corp",
    "status": "sent",
    "content": { "markdown": "..." }
  },
  "signers": [
    {
      "id": "clx...",
      "name": "John Doe",
      "email": "john@example.com",
      "status": "pending",
      "signing_order": 1
    }
  ]
}

contract_create

Create a new contract from a template or custom content.

Parameters:

Signers array format:

{
  "signers": [
    {
      "email": "john@example.com",
      "name": "John Doe",
      "company": "Acme Corp",
      "signing_order": 1
    },
    {
      "email": "jane@example.com",
      "name": "Jane Smith",
      "signing_order": 2
    }
  ]
}

Example - From template:

{
  "name": "NDA - Acme Corp",
  "template_id": "clx...",
  "variables": {
    "company_name": "Acme Corporation",
    "effective_date": "January 15, 2024"
  },
  "signers": [
    {
      "email": "john@acme.com",
      "name": "John Doe",
      "signing_order": 1
    }
  ]
}

Example - Custom content:

{
  "name": "Simple Agreement",
  "content": "# Agreement\n\nI, {{signer_name}}, agree to the terms.\n\n{{signature}}",
  "signers": [
    {
      "email": "john@example.com",
      "name": "John Doe",
      "signing_order": 1
    }
  ]
}

contract_update

Update a draft contract. Only contracts with draft status can be updated.

Parameters:

contract_send

Send a contract to signers for signing. This:

• Changes status to sent
• Charges your organization balance
• Sends email notifications to all signers

Parameters:

Returns:

{
  "success": true,
  "contract_id": "clx...",
  "signers_notified": 2,
  "cost_charged": 0.25,
  "message": "Contract sent successfully"
}

contract_cancel

Cancel a contract. Only draft and sent contracts can be cancelled.

Parameters:

Template Variables

Templates use handlebar-style variables: {{variable_name}}

Variable Types

Common Variables

• {{company_name}} - Company name (creator)
• {{client_name}} - Client name (creator)
• {{effective_date}} - Contract effective date (creator)
• {{signer_name}} - Signer's name (signer)
• {{signature}} - Signature field (signer)
• {{date}} - Signing date (signer)

Error Handling

All tools return errors in a consistent format:

{
  "error": "Error message here",
  "details": [
    { "field": "name", "message": "Name is required" }
  ]
}

Common Errors

Usage Examples

Create and Send a Contract

1. Use template_list to find available templates
2. Use template_get to view template content and fields
3. Use contract_create with template_id and variables
4. Use contract_send to send to signers

Upload a Document Template

1. Read document file and base64 encode it
2. Use template_upload with filename and fileData
3. Use template_update to set field definitions

Check Contract Status

1. Use contract_list with status filter
2. Use contract_get for detailed signer status

Rate Limits

API keys have configurable rate limits. Default limits:

• 1000 requests per minute
• Refills automatically