SignNow

Search CRM contacts by name, email, or phone. Use this tool before send_invite to resolve a recipient's email address by their name.

list_contacts

Get simplified list of documents and document groups with basic information. Returns both documents and document groups in a unified format. Use this tool to fetch lists of documents by status, e.g. documents waiting for your signature (waiting-for-me) or expired documents (expired_filter=expired).

list_documents

Get simplified list of all templates and template groups with basic information

list_all_templates

Rename a document, document group, template, or template group.

rename_entity

Replace the signing recipient on a pending field invite for a document or document group. Finds the pending invite for the current signer and replaces it with a new signer. For documents: deletes the old invite, creates a replacement, and triggers sending. For document groups: updates the pending step(s) with the new signer information. Only field invites are supported — freeform and embedded invites cannot be updated. The entity's state may have changed in the SignNow editor since you last looked — re-read the current state first and build this request from the current roles/recipients, not from earlier in the conversation.

update_invite_recipient

Send invite to sign a document, document group, template, or template group. Supports both field invites (documents with roles/fields) and freeform invites (documents without fields). Document type is auto-detected — omit 'role' for freeform documents. For templates and template groups, automatically creates a document/group first, then sends the invite. Set self_sign=True (and omit orders) to sign the document yourself — the tool resolves the current user's email and populates SendInviteResponse.link with a direct signing link. The 'link' field is also populated when a freeform recipient's email matches the authenticated user's primary email. The entity's state may have changed in the SignNow editor since you last looked — re-read the current state first and build this request from the current roles/fields, not from earlier in the conversation.

send_invite

Send a signing reminder to pending signers on a document or document group.

send_invite_reminder

Update text fields in multiple documents (only individual documents, not document groups)

update_document_fields

Upload a conversation file to SignNow as a regular document. Upload is an intermediate step in a SignNow workflow. Select the final document, not a preview or QA artifact. Supported file types: PDF, DOC, DOCX, PNG, JPG, JPEG. Max file size: 40 MB. Use the returned document_id to continue the SignNow workflow that the user requested. If the user did not request a follow-up action, present the relevant next_steps.

upload_document

Generate a read-only embedded view link for a document or document group. To find an entity by name, first call list_documents or list_templates to search for it, then pass the returned entity_id here. In MCP Apps-compatible clients the document renders inline — no tab switch needed. In other hosts, the returned view_link is presented as a clickable URL.

view_document