Connect Esignaturesio to AI agents

Connect Esignaturesio 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

copy_template

Copy Template

Creates a copy of an existing template, optionally with a new title and pre-filled placeholder values. Can also copy to another eSignatures account using a target API key.

manage_signers

Manage Signers

Add, update, remove, or send/resend a contract to a signer. Use the `action` field to choose the operation. Adding a signer does not automatically send the contract — use "send" to deliver it.

generate_pdf_preview

Generate PDF Preview

Generates a PDF preview of a contract before it is signed. The preview is generated asynchronously — a `contract-pdf-generated` webhook event will be sent with the PDF URL once ready.

withdraw_contract

Withdraw Contract

Withdraws a contract to prevent further signing. The contract data is retained but signers can no longer sign it. Can also be used when a signer declines.

create_template

Create Template

Creates a new contract template with a defined document structure. Templates use `documentElements` to define headers, text, signer fields, images, tables, and more. Created templates can then be used to generate contracts.

list_templates

List Templates

Lists all available contract templates. Returns template IDs and titles, which can be used for creating contracts or managing templates.

create_contract

Create Contract

Creates a new contract from a template and sends it to signers for electronic signature. Supports dynamic placeholder values, custom emails, branding, MFA, delivery methods, and embedded signing.

get_template

Get Template

Retrieves the full details of a template including its title, placeholder field keys, signer field IDs, document elements, and creation date.

update_template

Update Template

Updates an existing contract template's title, labels, or document elements. Only provided fields are updated.

delete_template

Delete Template

Permanently deletes a contract template. This action cannot be undone.

query_contract

Get Contract

Retrieves the full details of a contract including its status, signer information, signer-entered field values, and the signed PDF URL (available after all parties have signed).

manage_collaborators

Manage Template Collaborators

Add, list, or remove collaborators on a contract template. Collaborators can edit the template via a shareable editor URL that can be embedded in an iframe.

More integrations teams use with Esignaturesio

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 Esignaturesio

Create, send, and manage legally binding electronic signature contracts via templates. Define signers with configurable signing order, delivery methods (email/SMS), and multi-factor authentication (SMS, email, photo ID). Build and manage contract templates with dynamic placeholder fields, signer input fields (text, dropdowns, checkboxes, dates, file uploads), formatted text, tables, and images. Track contract and signer status in real time through webhooks for events like contract sent, signed, viewed, declined, and withdrawn. Generate PDF previews, download signed PDFs, embed signing pages in iframes, customize branding and email content, set contract expiration, and add CC recipients. Supports template collaboration, copying templates between accounts, and organizing contracts with labels and metadata.

Connect Esignaturesio to production AI agents

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

Frequently asked questions

Common questions about connecting Esignaturesio to AI agents with Metorial.

  1. Can Metorial connect Esignaturesio to AI agents?
    Yes. Metorial connects AI agents to Esignaturesio 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.