Flexisign MCP server

Connect Flexisign 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 Flexisign MCP server

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

  • Use the list templates tool in Flexisign
  • Use the get template tool in Flexisign
  • Use the send document for signing tool in Flexisign

Supported Tools

list_templates

List Templates

List all reusable document templates in your FlexiSign account. Returns template IDs and names that can be used to retrieve details or send signature requests.

get_template

Get Template

Retrieve details of a specific document template by its ID. Returns the template metadata and body structure, which defines the fields and recipient roles required when sending a document from this template.

send_document

Send Document for Signing

Create a document from a template and send it to recipients for signing. The required fields depend on the template's body structure. Use **Get Template** first to inspect the `bodyStructure` and determine which fields to provide.

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

Run Flexisign through the Metorial gateway

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

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

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.

Google Sheets

Create, read, and update spreadsheets and their cell data. Read and write values to individual cells, ranges, or multiple ranges using A1 notation or named ranges. Apply cell formatting including text styles, backgrounds, borders, number formats, and conditional formatting. Manage sheets (tabs) within a spreadsheet—add, delete, copy, rename, and reorder them. Create and manage embedded charts, pivot tables, filter views, data validation rules, protected ranges, named ranges, and merged cells. Perform batch operations to apply multiple updates atomically.

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.

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.

Google Drive

Upload, download, create, copy, move, rename, trash, and permanently delete files and folders in Google Drive. Search for files using complex queries filtering by name, MIME type, owner, modification date, labels, and other metadata. Share files and folders with specific users, groups, or domains with role-based permissions (owner, writer, commenter, reader). Manage shared drives and their members. Export Google Workspace files (Docs, Sheets, Slides) to standard formats like PDF, DOCX, and XLSX. Track file revision history and restore earlier versions. Create, read, update, and delete threaded comments and replies on files. Read label definitions and search files by label. Browse the Drive apps installed for your account. Store app-specific data in a hidden per-user folder.

Google Slides

Create, read, edit, and delete Google Slides presentations. Create and manipulate slides with predefined or custom layouts. Insert, style, and replace text across slides, including bulk placeholder replacement for template-based generation. Add and position shapes, text boxes, lines, and images. Embed and refresh charts linked to Google Sheets. Manage speaker notes, duplicate or reorder slides, and perform batch updates combining multiple operations in a single call. Supports automated report and deck generation using templates with placeholder text and image substitution.

Technical notes for Flexisign

List reusable FlexiSign templates, inspect their signer roles and required fields, and send documents for signature from an existing template. Connect with a workspace API key, then use the template's body structure to supply recipient names, emails, a message, and expiration settings.

Frequently asked questions

Common questions about connecting Flexisign to AI agents with Metorial.

  1. How many tools does the Flexisign MCP server have?
    The Flexisign MCP server exposes 3 tools, including List Templates, Get Template, Send Document for Signing. Each one is governed and traced through Metorial.
  2. Flexisign 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 Flexisign MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Flexisign and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Flexisign MCP server yourself or use the hosted gateway.

Connect Flexisign to production AI agents

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