distribute_envelope
Distribute Envelope
Send an envelope to its recipients for signing. This transitions the envelope from DRAFT to PENDING status. Use **redistribute** to resend to recipients who haven't signed yet.
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distribute_envelope
Send an envelope to its recipients for signing. This transitions the envelope from DRAFT to PENDING status. Use **redistribute** to resend to recipients who haven't signed yet.
update_envelope
Update an existing envelope's title or metadata (subject, message, signing order, redirect URL, language, etc.). Provider permissions and envelope status determine which changes are accepted.
manage_fields
Add, update, or remove signature/form fields on an envelope. Supports field types: SIGNATURE, INITIALS, NAME, EMAIL, DATE, TEXT, NUMBER, CHECKBOX, RADIO, DROPDOWN. Fields are positioned on specific pages with coordinates and dimensions. Only one action (create, update, or delete) per call.
create_envelope
Create a new envelope (document or template) in Documenso. Optionally attach PDF files (base64-encoded), add recipients, and configure signing metadata in a single call. After creation, use the **Distribute Envelope** tool to send it to recipients.
manage_recipients
Add, update, or remove recipients on an envelope. You can create multiple recipients at once, update their details (email, name, role, signing order), or delete a recipient. Only one action (create, update, or delete) can be performed per call.
get_audit_log
Retrieve the audit log for an envelope, showing all actions taken (creation, sends, opens, signatures, completions, etc.). Useful for compliance and tracking document activity.
use_template
Generate a new document from an existing template. Override recipient details and prefill field values to customize each instance. The resulting document can then be distributed for signing.
delete_envelope
Delete a document or template envelope through Documenso. Completed envelopes cannot be deleted. Draft/pending documents and templates may be permanently removed together with their native audit records. Deletion can emit webhooks or cancellation notifications; it does not revoke previously delivered files or external history.
manage_folders
List, create, update, or delete folders for organizing documents and templates. Provide exactly one action per call: set **action** to "list", "create", "update", or "delete".
get_envelope
Retrieve detailed information about a specific envelope including its recipients, status, and metadata. Use this to check the current state of a document or template.
duplicate_envelope
Create a copy of an existing envelope. The duplicate will be in DRAFT status with the same documents, recipients, and fields as the original.
find_envelopes
Search and list envelopes (documents or templates) in Documenso. Supports filtering by status, type, folder, and full-text search. Results are paginated.
download_envelope_file
Download an original, completed signed, or pending PDF item, an audit-log PDF, or a signing certificate for a document envelope.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
Create and manage document or template envelopes, PDF files, recipients and form fields. Send or resend signing requests, organize folders, inspect audit history, and download original, pending or signed PDFs and signing certificates.
Common questions about connecting Documenso to AI agents with Metorial.