Connect Oksign to AI agents

Connect Oksign to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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. Also retrieves the form descriptor if the document has one configured.

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.

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

Update the callback URL, return URL, and/or 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 contact ID.

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 are automatically removed once all signatures are collected, but this tool allows manual removal. Cannot be undone.

get_audit_trail

Get Audit Trail

Retrieve the audit trail report for a signed document as a base64-encoded PDF. 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.

More integrations teams use with Oksign

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 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.

Connect Oksign to production AI agents

See how Metorial gives Oksign access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Oksign to AI agents with Metorial.

  1. Can Metorial connect Oksign to AI agents?
    Yes. Metorial connects AI agents to Oksign through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.