Automate SignNow E-Signature Workflows

llama-index-tools-signnow

A plug‑and‑play ToolSpec that lets LlamaIndex agents use SignNow e‑signature workflows through the SignNow MCP server.
It discovers the server’s tools, exposes them to your agent, and keeps setup simple for users who already work with LlamaIndex.

---

✨ What you get

• One‑liner tool discovery for the SignNow MCP server (STDIO spawn by default).
• Works with any LlamaIndex agent that supports function/tools.
• Covers common e‑signature flows end‑to‑end (templates, invites, embedded signing/sending/editor, status, downloads).
• Environment‑first configuration (no code changes required for typical deployments).

---

Installation

# Core LlamaIndex + MCP client + SignNow ToolSpec
pip install -U llama-index llama-index-tools-mcp llama-index-tools-signnow

Quick start

import asyncio
from llama_index.tools.signnow import SignNowMCPToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import (
    OpenAI,
)  # or any LLM that supports tool/function calling


async def main():
    # Option A: pass credentials directly (no .env needed)
    spec = SignNowMCPToolSpec.from_env(
        env_overrides={
            # Option 1: token-based auth
            # "SIGNNOW_TOKEN": "your_signnow_token_here",
            # Option 2: credential-based auth
            "SIGNNOW_USER_EMAIL": "login@example.com",
            "SIGNNOW_PASSWORD": "password",
            "SIGNNOW_API_BASIC_TOKEN": "basic_token_base64",
        }
    )

    # Fetch tools from the MCP server
    tools = await spec.to_tool_list_async()
    print({"count": len(tools), "names": [t.metadata.name for t in tools]})

    # Wire them into a LlamaIndex agent
    agent = FunctionAgent(
        name="SignNow Agent",
        description="Query SignNow via MCP tools",
        tools=tools,
        llm=OpenAI(model="gpt-4o"),  # make sure your LLM supports tools
        system_prompt="Be helpful.",
    )

    # Ask for something useful
    resp = await agent.run("Show me the list of templates and their names.")
    print(resp)


if __name__ == "__main__":
    asyncio.run(main())

Prompt ideas

• “Create a document from the template ‘NDA v3’ and generate an embedded signing link for alice@example.com”
• “Send an invite to bob@example.com for document XYZ with signer order Alice first, Bob second.”
• “What’s the current invite status for document ABC?”
• “Give me a direct download link for the completed document (merged if it’s a group).”

---

Available tools (provided by the SignNow MCP server)

• list_all_templates - List templates & template groups with simplified metadata.
• list_document_groups - Browse your document groups and statuses.
• create_from_template - Make a document or a group from a template/group.
• send_invite - Email invites (documents or groups), ordered recipients supported.
• create_embedded_invite - Embedded signing session without email delivery.
• create_embedded_sending - Embedded “sending/management” experience.
• create_embedded_editor - Embedded editor link to place/adjust fields.
• send_invite_from_template - One‑shot: create from template and invite.
• create_embedded_sending_from_template - One‑shot: template → embedded sending.
• create_embedded_editor_from_template - One‑shot: template → embedded editor.
• create_embedded_invite_from_template - One‑shot: template → embedded signing.
• get_invite_status - Current invite status/steps for document or group.
• get_document_download_link - Direct download link (merged output for groups).
• get_document - Normalized document/group structure with field values.
• update_document_fields - Prefill text fields in individual documents.

Tip: A common flow is listall_templates → create_from_template → one‑shot or send_invite / create_embedded* → get_invite_status → get_document_download_link.

---

Configuration

The ToolSpec reads standard SignNow environment variables and forwards them to the server when spawning sn-mcp

Auth options

# Username / Password (recommended for desktop dev flows)
SIGNNOW_USER_EMAIL=you@example.com
SIGNNOW_PASSWORD=********
SIGNNOW_API_BASIC_TOKEN=base64(app_id:app_secret)  # SignNow Basic token

# or a direct API token
SIGNNOW_TOKEN=eyJhbGciOi...

---

How it works (under the hood)

SignNowMCPToolSpec wraps the generic MCP client from llama-index-tools-mcp.
On from_env(...) it spawns the sn-mcp server (STDIO) with your environment and converts the advertised MCP tools into LlamaIndex FunctionTools for your agent to call.