Connect Docnify to AI agents

Connect Docnify to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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.

More integrations teams use with Docnify

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. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

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. 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. Subscribe to webhooks for list and library change notifications. 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.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.

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.

Connect Docnify to production AI agents

See how Metorial gives Docnify access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Docnify to AI agents with Metorial.

  1. Can Metorial connect Docnify to AI agents?
    Yes. Metorial connects AI agents to Docnify through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.