Eversign MCP server

Connect Eversign 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 Eversign MCP server

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

  • Use the create bulk job tool in Eversign
  • Use the send document tool in Eversign
  • Use the list documents tool in Eversign
  • Use the get bulk job tool in Eversign
  • Use the list businesses tool in Eversign
  • Use the get document tool in Eversign

Supported Tools

create_bulk_job

Create Bulk Job

Create a bulk sending job to send multiple documents based on a template. Provide document data as a 2D array (headers + rows) matching the template's CSV structure. Use the "Get Bulk CSV Template" tool to retrieve the expected CSV format. Call list_businesses to discover the businessId.

send_document

Send Document

Create and send a document for electronic signature. Supports uploading files via URL, file ID, or base64, adding multiple signers with configurable signing order, placing signature fields on specific pages, and adding CC recipients. Optionally enable embedded signing to get signing URLs for each signer. Call list_businesses to discover the businessId.

list_documents

List Documents

List documents filtered by status type. Supports pagination and filtering by categories like all documents, action required, waiting for others, completed, drafts, or cancelled. Call list_businesses to discover the businessId.

get_bulk_job

Get Bulk Job

Get the status and details of a bulk sending job, including document completion counts and the resulting documents. Optionally retrieve the blank CSV template for a given template. Call list_businesses to discover the businessId.

list_businesses

List Businesses

List all businesses associated with the authenticated Eversign account. Returns business IDs, names, and status for selecting a business for API operations.

get_document

Get Document

Retrieve detailed information about a specific document by its hash, including status, signers, files, fields, and activity log. Also returns embedded signing URLs if embedded signing is enabled. Call list_businesses to discover the businessId.

manage_signer

Manage Signer

Send a signing reminder to a signer or reassign a document's signing responsibility to a different person. Email notifications are sent automatically for both actions. Call list_businesses to discover the businessId.

list_templates

List Templates

List available signature templates. Filter by active templates, archived templates, or template drafts. Returns template details including signer roles and merge fields. Call list_businesses to discover the businessId.

download_document

Download Document

Prepare a downloadable document PDF. Choose between the original (raw) document or the final signed version. Optionally include the audit trail with the final document. Call list_businesses to discover the businessId.

create_document_from_template

Create Document from Template

Create and send a new document based on an existing template. Assign real signers to template roles, fill in merge field values, and configure delivery and signing options. Call list_businesses to discover the businessId.

cancel_document

Cancel Document

Cancel an active document, move a document to trash, or permanently delete a cancelled or trashed document. Call list_businesses to discover the businessId.

list_bulk_jobs

List Bulk Jobs

Find bulk sending job IDs, template hashes, creation status, and document counts with pagination. Call list_businesses to discover the businessId.

get_bulk_csv_template

Get Bulk CSV Template

Download the blank CSV structure for a template before preparing create_bulk_job data. Call list_businesses to discover the businessId.

get_document_audit_log

Get Document Audit Log

Retrieve the full event history of a document, including signer details and integrity checksums. Call list_businesses to discover the businessId.

Connect Eversign 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 Eversign in Metorial. In your Metorial portal, enable the Eversign 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 Eversign tools.

Run Eversign through the Metorial gateway

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

  • Give Eversign and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Eversign 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 Eversign

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.

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.

Jira

Create, read, update, and delete issues across projects. Search issues using JQL queries. Manage projects, boards, sprints, and epics for agile workflows. Log work time, add comments and attachments, and transition issues through workflow statuses. Create and manage project versions/releases, issue links, filters, and dashboards. Query users, groups, and permissions.

Technical notes for Eversign

Create, send, sign, and manage legally binding electronic signature documents. Send documents to signers with configurable signing order, create reusable templates, and generate documents from templates. Support embedded signing and document preparation within your own application via iFrame. Upload files, download completed PDFs with audit trails, and bulk send documents from CSV data. Manage signers by sending reminders, reassigning signing responsibility, and authenticating via SMS. Track document lifecycle events through webhooks including creation, viewing, signing, completion, decline, and expiration. Operate in sandbox mode for testing.

Frequently asked questions

Common questions about connecting Eversign to AI agents with Metorial.

  1. How many tools does the Eversign MCP server have?
    The Eversign MCP server exposes 14 tools, including Create Bulk Job, Send Document, List Documents. Each one is governed and traced through Metorial.
  2. Eversign 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 Eversign MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Eversign and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Eversign MCP server yourself or use the hosted gateway.

Connect Eversign to production AI agents

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