Oksign MCP server

Connect Oksign 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 Oksign MCP server

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

  • Use the get account info tool in Oksign
  • Use the get form descriptor tool in Oksign
  • Use the upsert contacts tool in Oksign
  • Use the send notification tool in Oksign
  • Use the list contacts tool in Oksign
  • Use the check document tool in Oksign

Supported Tools

get_account_info

Get Account Info

Retrieve OKSign account information including credit balance, team members, and email templates. Returns a combined view of account details useful for monitoring usage and managing team access.

get_form_descriptor

Get Form Descriptor

Retrieve the form descriptor (field configuration) for a document. Returns all configured fields, signer information, and signing options.

upsert_contacts

Upsert Contacts

Add or update contacts in your OKSign account. Contacts are uniquely identified by the combination of email and name. If a contact with the same email and name already exists, it will be updated; otherwise, a new contact is created.

send_notification

Send Notification

Send email and/or SMS notifications to signers informing them a document is ready for signing. Supports HTML email body, configurable reminders, CC recipients, and sequential signing workflows. Replaces any previously pending notifications for the document.

list_contacts

List Contacts

Retrieve all contacts from your OKSign account. Returns the full contact list with names, emails, mobile numbers, roles, and groups.

check_document

Check Document

Check if a document exists on the OKSign platform and retrieve its basic info including filename and whether it's a reusable template. Provider errors are reported rather than treated as missing documents.

get_editor_express

Get EditorExpress

Retrieve configuration and details of an existing EditorExpress session.

get_sign_express

Get SignExpress

Retrieve configuration and details of an existing SignExpress session.

create_editor_express

Create EditorExpress

Launch an embedded OKSign document editor that allows users to interactively add and position signature and form fields on a document. After editing, use the "Get Form Descriptor" tool to retrieve the updated field configuration for use in the standard signing flow.

get_document_metadata

Get Document Metadata

Retrieve detailed metadata from a signed document, including signature details (who signed, when, authentication method), form field values, and document status. Uses the v2 metadata endpoint for enhanced field information.

list_active_documents

List Active Documents

Retrieve a list of documents that are currently active (pending signatures) on the OKSign platform.

create_sign_express

Create SignExpress

Create an embedded "Sign now" signing flow for face-to-face signing scenarios. Generates a time-limited signing URL for a specific signer and set of documents that can be embedded in your application. Default validity is 90 days. Configure each document form first and use a signer ID present in its form descriptor.

get_linked_documents

Get Linked Documents

Look up linked source and signed document ID pairs. Given a document ID, returns the mapping between original (source) and signed document IDs.

remove_sign_express

Remove SignExpress

Delete a SignExpress session from the OKSign platform, invalidating its signing URL.

configure_form

Configure Form

Define signature and form fields on an uploaded document, configure signers, and receive signing URLs. Supports signature boxes, text fields, text areas, select dropdowns, date fields, and checkboxes. Fields can be positioned using coordinates or text markers embedded in the document. Returns a signing URL for each signer.

create_briefcase

Create Briefcase

Bundle multiple documents together so signers can sign all of them using a single signing link. Each document must have its form descriptor configured beforehand, and all documents must use the same signer IDs. Supports custom package names displayed during signing.

update_token_config

Update Token Config

Replace the callback URL, return URL, and webhook URL linked to the current organizational token (API key). These URLs control where OKSign sends signature callbacks, browser redirects, and notification delivery error reports.

remove_editor_express

Remove EditorExpress

Delete an EditorExpress session from the OKSign platform.

remove_contact

Remove Contact

Remove a contact from your OKSign account by their exact name and email. Call list_contacts to discover both values.

get_briefcase

Get Briefcase

Retrieve configuration and details of an existing briefcase (document bundle).

upload_document

Upload Document

Upload a PDF or Word document to OKSign for signing. Word documents (.doc, .docx) are automatically converted to PDF upon upload. Returns a document ID that is used in all subsequent operations (form configuration, notifications, signing).

remove_briefcase

Remove Briefcase

Delete a briefcase (document bundle) from the OKSign platform. This does not delete the individual documents.

remove_document

Remove Document

Remove a document from the OKSign platform. Documents remain available until explicitly removed. Cannot be undone.

get_audit_trail

Get Audit Trail

Retrieve a downloadable PDF audit trail report for a source or signed document. The audit trail provides certified proof of all actions performed on the document — access, review, and signatures — with timestamps and document hash verification.

calculate_signer_id

Calculate Signer ID

Calculate an OKSign signer ID from a person's name and email. Signer IDs are required when configuring form fields and sending notifications. The ID follows the format: bt_00000000-0000-0000-0000-0000000-XXXXXXXXXXXX.

download_document

Download Document

Prepare a source or signed document as a downloadable PDF. Use get_linked_documents to find the signed document ID when you have its source ID.

list_signed_documents

List Signed Documents

List signing events in a time range for documents uploaded through the API. Returns source and signed document IDs, signer details, timestamps, and signature counts. An event may represent a partially signed document.

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

Run Oksign through the Metorial gateway

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

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

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 Oksign

Upload PDF or Word documents, define signature and form fields, and collect legally binding electronic signatures via eID, itsme, SMS, Smart-ID, or pen/scribble. Configure signer workflows with ordered email/SMS notifications and reminders. Bundle multiple documents into briefcases for single-link signing. Embed signing flows (SignExpress) or document editors (EditorExpress) into external applications. Manage contacts, retrieve signed document metadata and audit trails, and monitor account credits and storage. Supports simple, advanced, and qualified electronic signatures compliant with EU eIDAS regulation.

Frequently asked questions

Common questions about connecting Oksign to AI agents with Metorial.

  1. How many tools does the Oksign MCP server have?
    The Oksign MCP server exposes 27 tools, including Get Account Info, Get Form Descriptor, Upsert Contacts. Each one is governed and traced through Metorial.
  2. Oksign 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 Oksign MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Oksign and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Oksign MCP server yourself or use the hosted gateway.

Connect Oksign to production AI agents

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