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.
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.
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.
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.
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
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.
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.
list_templates
List available signature templates. Filter by active templates, archived templates, or template drafts. Returns template details including signer roles and merge fields.
download_document
Get a download URL for a document PDF. Choose between the original (raw) document or the final signed version. Optionally include the audit trail with the final document.
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.
cancel_document
Cancel an active document, preventing any further signing. Also supports trashing or permanently deleting documents that are in draft or cancelled state.
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.
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.
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.
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.
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.
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.
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.
Common questions about connecting Eversign to AI agents with Metorial.
