Signwell MCP server

Connect Signwell 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.

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What you can do with the Signwell MCP server

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

  • Use the delete template tool in Signwell
  • Use the get template tool in Signwell
  • Use the send document tool in Signwell
  • Use the create template tool in Signwell
  • Use the get completed pdf tool in Signwell
  • Use the update template tool in Signwell

Supported Tools

delete_template

Delete Template

Permanently delete a document template from SignWell. This removes the template and its configuration but does not affect documents already created from it.

get_template

Get Template

Retrieve a document template and its configuration including placeholders, fields, and settings. Use this to inspect a template before creating documents from it.

send_document

Send Document

Send a draft document to its recipients for signing. Use this to finalize and deliver a document that was created with draft mode enabled.

create_template

Create Template

Create a reusable document template with predefined fields and placeholder recipients. Templates can then be used to generate documents quickly with recipient-specific data.

get_completed_pdf

Get Completed PDF

Download the completed, fully-signed document PDF with its audit page. The document must be completed before the PDF is available.

update_template

Update Template

Update an existing document template's settings such as name, subject, message, reminders, signing order, and expiration. Only provide the fields you want to change.

create_document

Create Document

Create a new document for electronic signing by uploading files and defining recipients. Supports configuring signing fields, signing order, embedded signing, reminders, and more. The document can be created as a draft or sent immediately to recipients.

send_reminder

Send Reminder

Send a signing reminder to all recipients who have not yet completed signing a document. Useful for nudging recipients on pending signature requests.

get_document

Get Document

Retrieve a document and all its associated data including recipients, status, fields, and metadata. Use this to check the current state of a signing request.

create_document_from_template

Create Document from Template

Create a new document for signing based on a pre-built template. Fill in recipient details and template field values dynamically. The document can be sent immediately or saved as a draft.

update_document_recipients

Update Document Recipients

Update a recipient's name or email on a sent document before they start signing. Existing values are retained when updating only one detail.

delete_document

Delete Document

Permanently delete a document from SignWell. This removes the document and all associated data.

get_current_user

Get Current User

Retrieve the user, role, account, and workspace associated with the connected API key.

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

Run Signwell through the Metorial gateway

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

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

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.

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.

Netlify

Manage web application sites, deploys, builds, build hooks, deployed files, metadata, and hosting on Netlify. Create, update, configure, list, and delete sites. Manage environment variables with per-context values and scopes. Access and manage form submissions, including spam filtering. Configure DNS zones and records. Inject JavaScript or HTML snippets into site pages. Create and manage split tests (A/B testing) for traffic routing between branches. Set up notification hooks for deploy and form submission events. Purge CDN cached content by site or cache tag.

Typeform

Create, retrieve, update, and delete online forms and surveys. Manage form responses, including filtering by date and deleting submissions. Configure webhooks to receive real-time notifications on form submissions and partial responses. Upload and manage images, create and apply visual themes, and organize forms across workspaces with team collaboration. Translate forms into multiple languages, retrieve form insights and analytics, and download files uploaded by respondents.

WordPress

Create, read, update, and delete WordPress posts and pages. Manage media library items, comments, categories, tags, site users, site metadata, editable site settings, content search, and WordPress.com site statistics. Supports WordPress.com hosted sites via OAuth and self-hosted WordPress sites via application passwords.

Technical notes for Signwell

Create and send electronic signature documents, manage reusable templates, inspect signing status and recipients, send reminders, update recipient details, and download completed signed PDFs. Supports drafts, ordered signing, text tags, and embedded signing URLs.

Frequently asked questions

Common questions about connecting Signwell to AI agents with Metorial.

  1. How many tools does the Signwell MCP server have?
    The Signwell MCP server exposes 13 tools, including Delete Template, Get Template, Send Document. Each one is governed and traced through Metorial.
  2. Signwell 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 Signwell MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Signwell and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Signwell MCP server yourself or use the hosted gateway.

Connect Signwell to production AI agents

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

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