Connect Signwell to AI agents

Connect Signwell 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.

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Supported Tools

Tools12Triggers1

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 or retrieve the URL for a completed, fully-signed document PDF. The document must have been completed (all recipients signed) 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 recipient details (name or email) on a pending document. Can be used to correct recipient information before they sign.

delete_document

Delete Document

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

More integrations teams use with Signwell

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.

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.

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. Receive real-time webhook notifications for page changes, new pages, comments, and database schema updates.

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. Monitor spreadsheet changes via Google Drive push notifications.

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. Apply and read custom labels on files. Monitor file and folder changes via push notifications or webhook subscriptions. 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 Signwell

Create, send, and manage electronic signature documents. Upload files, define signature fields, configure multi-signer workflows, and send documents for legally binding e-signatures. Create reusable templates with pre-defined fields and generate documents from them with dynamic recipient data. Support embedded signing experiences within third-party websites via iFrame. Bulk send template-based documents to many recipients using CSV data. Manage document lifecycle including sending reminders, updating recipients, downloading signed PDFs, and tracking status. Configure webhooks for real-time notifications on document events such as created, sent, viewed, signed, completed, declined, and expired.

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Frequently asked questions

Common questions about connecting Signwell to AI agents with Metorial.

  1. Can Metorial connect Signwell to AI agents?
    Yes. Metorial connects AI agents to Signwell 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.