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 — immediately, or scheduled to go out at a future time. 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. ACTIONS: documents and freeform invites support only action='sign'. Field-based document groups also accept 'view' and 'approve'. Unsupported actions fail before sending; do not replace them with 'sign' without the sender's consent. SETTINGS: authentication, automatic reminders and expiration go in the same call and the same tool approval. Field-based invites accept expiration_days from 1 to 180, including 1 and 2 days; use exactly the requested day count, not a link lifetime. Signer password verification requires authentication.type='password' and authentication.password, not embedded auth_method. Freeform invites (documents without fields or groups without roles) cannot apply these settings: explain the limit and obtain consent before omitting them. Reminder values are forwarded without undocumented numeric caps; SignNow validates their relation to general_expiration_days. Resolve conflicting instructions before sending. Set self_sign=True (and omit orders) to sign the document yourself — the tool resolves the current user's email and populates the response's '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. SCHEDULING: pass scheduled_send_at to queue the invite instead of sending it now. YOU must convert the user's wording into an absolute Unix timestamp in SECONDS (UTC) using the USER's timezone — this server has no timezone and will not interpret relative phrasing. If the requested time or timezone is ambiguous, confirm it before calling. A scheduled result is QUEUED, not sent. Echo its time in the user's timezone. Each call creates a new invite; SignNow validates whether the entity allows another. To replace an existing send, call cancel_invite, then send_invite with the new orders and time. Reusing a template ID creates another independent document/group; it does not change previous sends. Scheduled freeform documents accept one recipient per call. Groups and field invites accept multiple recipients. Use get_invite_status to read the schedule. The API exposes one scheduled row, not the full queue. NEVER schedule this yourself: do not create a reminder, task, routine or any other follow-up of your own that calls send_invite later, and do not tell the user you will send it yourself at that time. Always pass scheduled_send_at and let SignNow hold the send. Only then does it survive this conversation ending, show up in get_invite_status, and stay cancellable with cancel_invite — a send you intend to trigger yourself has none of those properties and simply will not happen if you are not running at that moment. The recipients, roles, subject and message are fixed when the invite is scheduled. The document content is NOT snapshotted. Editing a document in the SignNow web app cancels its scheduled send. After the user saves edits, re-read the invite status and schedule the updated document again if requested. Do not promise that the original schedule survives web editing. If an API edit leaves the schedule active, SignNow reads the current content when it sends. Recipients are bound to role names. If an API edit renames or removes a role, the scheduled send can fail. 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