Docnify MCP server

Connect Docnify to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Docnify MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the get document tool in Docnify
  • Use the send document tool in Docnify
  • Use the add recipient to document tool in Docnify
  • Use the list documents tool in Docnify
  • Use the create document from template tool in Docnify

Supported Tools

get_document

Get Document

Retrieves detailed information about a specific Docnify document, including its status, recipients, and signing progress. Use this to check the current state of a document or verify recipient details.

send_document

Send Document

Sends a Docnify document to its assigned recipients for signing. The document must already have recipients added before it can be sent. Once sent, recipients will be notified and can sign the document.

add_recipient_to_document

Add Recipient To Document

Adds a recipient to an existing Docnify document. Recipients are individuals who need to sign or interact with the document. Each recipient is identified by their email and name.

list_documents

List Documents

Lists documents in your Docnify account. Returns a summary of each document including its ID, name, status, and timestamps. Supports pagination through limit and offset parameters.

create_document_from_template

Create Document From Template

Creates a new Docnify document from a pre-existing template. Templates define reusable document structures that can be populated and sent to recipients for signing. This is the primary method for programmatically generating documents in Docnify.

Connect Docnify to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Docnify in Metorial. In your Metorial portal, enable the Docnify MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Docnify tools.

Run Docnify through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Docnify and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Docnify tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Docnify

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

Google Sheets

Create, read, and update spreadsheets and their cell data. Read and write values to individual cells, ranges, or multiple ranges using A1 notation or named ranges. Apply cell formatting including text styles, backgrounds, borders, number formats, and conditional formatting. Manage sheets (tabs) within a spreadsheet—add, delete, copy, rename, and reorder them. Create and manage embedded charts, pivot tables, filter views, data validation rules, protected ranges, named ranges, and merged cells. Perform batch operations to apply multiple updates atomically.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues.

Technical notes for Docnify

Create, send, and manage electronic document signatures. Create documents from templates, add recipients, and send documents for signing. Monitor document lifecycle events including creation, individual recipient signatures, and full completion when all recipients have signed.

Frequently asked questions

Common questions about connecting Docnify to AI agents with Metorial.

  1. How many tools does the Docnify MCP server have?
    The Docnify MCP server exposes 5 tools, including Get Document, Send Document, Add Recipient To Document. Each one is governed and traced through Metorial.
  2. Docnify exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Docnify MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Docnify and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Docnify MCP server yourself or use the hosted gateway.

Connect Docnify to production AI agents

See how Metorial gives your team governed access to Docnify, with tracing and security controls built in.