list_signature_requests
List Signature Requests
List signature requests with pagination and optional search filtering. Returns a summary of each request including title, status, and signer information.
Supported Tools
list_templates
List Templates
List available signature request templates with pagination and optional search filtering. Returns template details including title, signer roles, and CC roles.
get_signature_request
Get Signature Request
Retrieve the full details and current status of a signature request, including all signer statuses, response data, custom fields, and metadata.
get_account
Get Account
Retrieve the current Dropbox Sign account details including email address, callback URL, quota information, and role.
send_template_request
Send Template Signature Request
Send an email or embedded signature request based on one or more existing templates. Templates define the document layout, signer roles, and form fields. You assign actual signers to the template roles and optionally pre-fill custom fields.
get_template
Get Template
Retrieve the full details of a signature request template including its signer roles, CC roles, form fields, and associated documents.
manage_template
Manage Template
Manage a signature request template: update its properties (title, subject, message), delete it, or manage user access by adding or removing users who can use the template.
send_signature_request
Send Signature Request
Send documents for electronic signature to one or more signers via email or as an embedded Dropbox Sign request. Supports document URLs, signer order, CC recipients, access codes for signer authentication, and metadata.
download_files
Download Files
Download the documents associated with a signature request or template. Returns the PDF or ZIP file as a Slate attachment and keeps structured output limited to metadata.
get_embedded_urls
Get Embedded URLs
Get an embedded signing URL for a signer or an embedded editing URL for a template. These URLs are used to embed Dropbox Sign experiences into your application via iFrame. URLs are short-lived and expire quickly.
manage_team
Manage Team
View team information or manage team membership. Retrieve team details, update the team name, add members, or remove members.
manage_signature_request
Manage Signature Request
Perform actions on an existing signature request: cancel it, release an on-hold request, remove your access, send a reminder to a signer, or update signer details. Combine related management actions into a single call.
create_report
Create Report
Request Dropbox Sign activity and document-status reports for a date range. Dropbox Sign generates the CSV asynchronously and emails download links to the account.
manage_bulk_send_jobs
Manage Bulk Send Jobs
List Dropbox Sign bulk send jobs or retrieve a specific job with its generated signature requests.
bulk_send_template_request
Bulk Send Template Request
Create a Dropbox Sign bulk send job from one or more templates. Each signer list entry creates one signature request, optionally as embedded signing requests when clientId and embeddedSigning are provided.
More integrations teams use with Hellosign
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 Hellosign
Send documents for electronic signature via email or embedded signing flows. Create and manage reusable signature templates with merge fields and signer roles. Embed signing experiences directly into applications via iframes. Track signature request status through lifecycle events (sent, viewed, signed, declined, expired). Bulk send template-based requests to multiple signers. Manage teams, accounts, and API apps. Create unclaimed drafts for embedded requesting workflows. Configure webhooks for real-time signature event notifications. Send faxes and manage fax lines. Generate reports on signature request activity. Supports signer authentication via access codes and SMS PIN, document form fields, CC recipients, and white-label branding.
Frequently asked questions
Common questions about connecting Hellosign to AI agents with Metorial.
Can Metorial connect Hellosign to AI agents?
Yes. Metorial connects AI agents to Hellosign through a governed integration layer, so teams can use the provider while keeping access controlled and observable.Does the Hellosign integration work with MCP?
Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.How does Metorial control access to Hellosign?
Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.Can teams trace Hellosign activity from agents?
Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.