Documentation Index
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Sign.Plus MCP Server
The Sign.Plus MCP Server lets AI assistants create envelopes, send documents for signature, manage templates, track signing status, and configure webhooks through the Model Context Protocol (MCP) — an open standard for connecting AI tools to external services.API plan required — Access to the Sign.Plus API requires a Sign.Plus API plan. Non-API plans have access to sandbox but can’t send signature requests.
MCP server URL
What you can do
The Sign.Plus MCP Server enables AI assistants to interact with your Sign.Plus account using natural language. Here’s what’s supported:| Capability | Description |
|---|---|
| Create envelopes | Create signature request envelopes with documents and recipients |
| Send for signature | Send envelopes to one or more signers with configurable signing flows |
| Track signing status | Monitor envelope progress and check which recipients have signed |
| Place annotations | Add signature, text, date, initials, and checkbox fields at specific positions |
| Manage templates | List, create, and use reusable document templates |
| Download signed docs | Download completed signed documents and certificates of completion |
| Manage webhooks | Configure webhooks for real-time signing event notifications |
| Build signing flows | Define multi-step signing orders with sequential or parallel recipients |
Prerequisites
Before connecting, make sure you have:- An active Sign.Plus API plan or an active Sign.Plus Sandbox
- A Personal Access Token (PAT) or OAuth 2.0 credentials — How to create a PAT
- At least one document or template to work with
Authentication
Personal Access Tokens (PAT)
PATs provide secure access to the Sign.Plus API. Create them from your Sign.Plus dashboard:Open Integrations
Log in to your Sign.Plus account and go to Settings → Integrations.
Available scopes
| Scope | Access |
|---|---|
sign:all:read | Read-only access to all eSignature operations (GET endpoints) |
sign:all:edit | Full access to all eSignature operations (POST, PUT, DELETE endpoints) |
OAuth 2.0
For production integrations, Sign.Plus supports the standard OAuth 2.0 authorization code flow. See the authentication documentation for the full setup guide.Connecting to an MCP client
The Sign.Plus MCP Server works with any client that supports the Model Context Protocol. Below are setup instructions for common environments.Generic MCP configuration
Point your MCP client to the Sign.Plus server URL and pass your authentication token:Using with the Anthropic API (MCP Connector)
Using with OpenAI Agents SDK
Replace
YOUR_PERSONAL_ACCESS_TOKEN with the PAT you created in the Authentication section. If you’re using OAuth, pass the access token obtained from the OAuth flow.Available tools
The Sign.Plus MCP Server exposes the following tools to connected AI assistants.Envelopes
| Tool | Description |
|---|---|
list-envelopes | List envelopes with optional filters |
create-envelope | Create a new envelope |
get-envelope | Get details of a specific envelope |
delete-envelope | Delete an envelope |
duplicate-envelope | Duplicate an envelope |
create-envelope-from-template | Create a new envelope from a template |
send-envelope | Send a draft envelope for signature |
rename-envelope | Rename an envelope |
set-envelope-comment | Set envelope comment |
set-envelope-notification | Set envelope notification settings |
set-envelope-expiration-date | Set envelope expiration date |
set-envelope-legality-level | Set envelope legality level |
void-envelope | Void an in-progress envelope |
set-envelope-dynamic-fields | Set dynamic fields for signers |
Documents
| Tool | Description |
|---|---|
add-envelope-document | Upload a document to an envelope |
get-envelope-document | Get a specific envelope document |
list-envelope-documents | List all documents in an envelope |
download-envelope-documents | Download all signed envelope documents |
download-envelope-signed-document | Download one signed envelope document |
download-envelope-coc | Download envelope certificate of completion |
download-envelope-attachment | Download uploaded envelope attachment file |
Annotations
| Tool | Description |
|---|---|
list-envelope-annotations | List all envelope annotations |
list-envelope-document-annotations | List annotations for one envelope document |
add-envelope-annotation | Add an annotation to an envelope document |
delete-envelope-annotation | Delete an envelope annotation |
Signing Steps
| Tool | Description |
|---|---|
add-envelope-signing-steps | Add recipients and define signing order for an envelope |
Attachments
| Tool | Description |
|---|---|
set-envelope-attachments-settings | Configure required/optional attachments for signers |
set-envelope-attachments-placeholders | Place attachment placeholders in envelope documents |
Templates
| Tool | Description |
|---|---|
list-templates | List templates |
create-template | Create a template |
get-template | Get template details |
delete-template | Delete a template |
duplicate-template | Duplicate a template |
rename-template | Rename a template |
set-template-comment | Set template comment |
set-template-notification | Set template notification settings |
add-template-document | Add a document to a template |
get-template-document | Get a specific template document |
list-template-documents | List all documents in a template |
list-template-annotations | List all template annotations |
list-template-document-annotations | List annotations for one template document |
add-template-annotation | Add an annotation to a template document |
delete-template-annotation | Delete a template annotation |
add-template-signing-steps | Add recipients and signing order to a template |
set-template-attachments-settings | Configure template attachment requirements |
set-template-attachments-placeholders | Place attachment placeholders in template documents |
Webhooks
| Tool | Description |
|---|---|
list-webhooks | List configured webhook endpoints |
create-webhook | Register a webhook endpoint |
delete-webhook | Remove a webhook endpoint |
Usage examples
Once connected, you can interact with Sign.Plus through natural language. Here are some common workflows.Send a document for signature
You: Send the attached contract to sarah@example.com for signature
Assistant: I’ve created an envelope called “Contract”, uploaded the document, added Sarah as a signer, placed a signature field on page 2, and sent it. Sarah will receive an email with a signing link. The envelope ID isabc123def.
Create from a template
You: Use the NDA template and send it to j.doe@example.com
Assistant: I’ve created a new envelope from your “NDA” template and sent it to John Doe at j.doe@example.com. The envelope is now in progress with a daily reminder configured.
Check signing status
You: Has Sarah signed the contract yet?
Assistant: The envelope “Contract” is still in progress. Sarah received the signing request at 2:15 PM today but hasn’t signed yet. The next reminder is scheduled for tomorrow.
List your templates
You: What templates do I have?
Assistant: You have 11 templates:
- Letter-of-Intent-to-Sue — 2 pages, 1 signer
- Technical SEO Audit Report — 3 pages, 1 signer
- UBS Factsheet (multi-signer) — 3 pages, 4 recipients across 3 signing steps
…and 8 more.
Download signed documents
You: Download the signed copy of the NDA
Assistant: Here’s the signed NDA document. All parties have completed signing and the certificate of completion is also available.
API reference
The MCP Server is built on the Sign.Plus REST API v2. For detailed endpoint documentation, schemas, and error codes:API Documentation
Full endpoint reference with request/response examples
Quickstart Guide
Get up and running with the Sign.Plus API in minutes
Envelope Concepts
Understand envelopes, documents, annotations, and signing flows
Help Center
FAQs, troubleshooting, and how-to articles
SDKs
| Language | Package |
|---|---|
| Python | signplus |
| TypeScript | @alohi/signplus |
| Go | signplus |
| Java | signplus |
| C# | Signplus |
| PHP | alohi/signplus |
Security and compliance
Sign.Plus is built with enterprise-grade security and meets strict regulatory requirements:- Encryption: AES-256 at rest, TLS 1.3+ in transit, unique encryption keys per user
- Certifications: ISO 27001, SOC 2 Type 2, HIPAA (with BAA), PCI DSS
- eSignature compliance: ESIGN Act, eIDAS (SES and QES), ZertES
- Privacy: GDPR, CCPA
- Access control: SSO, 2FA, role-based permissions, fine-grained PAT scopes
- Audit trails: Tamper-proof certificate of completion for every signed document
Limitations
- API plan required — The Sign.Plus API is only available on API-enabled plans. A free sandbox is available for evaluation and testing on all plans.
- Sandbox vs production — Create envelopes with
"sandbox": truefor testing. Sandbox envelopes don’t send real emails and aren’t billed. Some PATs may be restricted to sandbox-only mode — contact support@alohi.com to enable production envelope creation if needed. - No account creation via API — New user accounts must be created through the Sign.Plus web dashboard.
- Annotation coordinates — Annotation placement uses percentage-based coordinates (0–100) relative to page dimensions. The y-axis is measured from the bottom of the page.
- Rate limits — API requests are rate-limited. See the API documentation for current thresholds.
- File formats — Supported document formats include PDF, DOCX, PNG, XLS, and more. Maximum file sizes apply per the API documentation.
Troubleshooting
”Invalid token” or 401 Unauthorized
Your PAT may have expired or lacks the required scopes. Generate a new token from Settings → Integrations in your Sign.Plus dashboard. Ensure the token includes bothsign:all:read and sign:all:edit scopes.
”Non-sandbox envelopes are not allowed”
Your PAT is restricted to sandbox mode. Sandbox envelopes are created for testing only and do not send real emails. Contact support@alohi.com to enable production envelope creation, or upgrade your plan configuration.Annotation appears in the wrong position
Annotation coordinates are expressed as percentages (0–100) of the page dimensions. Note that the y-axis is measured from the bottom of the page, not the top. For a signature field at 75% from the top, sety to approximately 25 (i.e., 100 - 75).
Envelope stuck in DRAFT status
Ensure the envelope has at least one document, one recipient with theSIGNER role, and one required annotation (e.g., a signature field) assigned to that recipient before calling send_envelope.
Getting help
- Help Center: help.alohi.com
- API Support: support@alohi.com
- Enterprise Sales: alohi.com/contact-sales