Skip to main content

Adobe Sign Agreements MCP Server

Create a powerful Model Context Protocol (MCP) server for Adobe Sign Agreements in minutes with our AI Gateway. This guide walks you through setting up seamless e-signature integration with enterprise-grade security and instant OAuth authentication.

About Adobe Sign Agreements API​

Adobe Sign is the trusted e-signature solution that transforms how businesses get documents signed. The Agreements API provides comprehensive access to creating, sending, tracking, and managing agreements throughout their lifecycle.

Key Capabilities​

  • Agreement Creation: Send documents for signature
  • Template Management: Reusable agreement templates
  • Workflow Automation: Multi-party approval flows
  • Status Tracking: Real-time agreement monitoring
  • Reminder Management: Automated follow-ups
  • Bulk Operations: Send agreements at scale
  • Form Fields: Dynamic form creation
  • Post-Sign Actions: Automated workflows

API Features​

  • REST API v6: Modern interface
  • OAuth 2.0: Secure authentication
  • Webhooks: Real-time notifications
  • Bulk Send: Mass distribution
  • Custom Workflows: Complex routing
  • Integration APIs: Third-party connections
  • Mobile Support: Sign anywhere
  • Compliance: Legal standards

What You Can Do with Adobe Sign Agreements MCP Server​

The MCP server transforms Adobe Sign API into a natural language interface, enabling AI agents to:

Agreement Creation & Sending​

  • Document Operations

    • "Send contract for signature"
    • "Create agreement from template"
    • "Upload and send multiple documents"
    • "Add form fields to document"

  • Recipient Management

    • "Send to multiple signers in order"
    • "Add CC recipients"
    • "Set up approval workflow"
    • "Configure hybrid routing"

  • Agreement Options

    • "Set signature deadline"
    • "Require identity verification"
    • "Enable password protection"
    • "Add completion redirect"

Template Management​

  • Template Creation

    • "Create reusable contract template"
    • "Design NDA template"
    • "Build employment agreement"
    • "Set up purchase order template"

  • Field Configuration

    • "Add signature fields"
    • "Create text input fields"
    • "Insert date fields"
    • "Configure dropdown menus"

  • Template Library

    • "Organize templates by category"
    • "Share templates with team"
    • "Archive old templates"
    • "Clone successful templates"

Agreement Lifecycle​

  • Status Tracking

    • "Show agreements pending signature"
    • "List completed agreements today"
    • "Find expired agreements"
    • "Track agreement by ID"

  • Reminder Management

    • "Send reminder to signers"
    • "Set automatic reminders"
    • "Customize reminder message"
    • "Escalate overdue agreements"

  • Agreement Actions

    • "Cancel pending agreement"
    • "Replace current signer"
    • "Extend deadline by 7 days"
    • "Download signed document"

Signer Experience​

  • Identity Verification

    • "Enable phone authentication"
    • "Require knowledge-based auth"
    • "Set up government ID check"
    • "Configure biometric signing"

  • Signing Options

    • "Enable in-person signing"
    • "Allow written signatures"
    • "Set signing order"
    • "Configure delegation rules"

  • Post-Sign Experience

    • "Redirect to thank you page"
    • "Send custom confirmation"
    • "Trigger business process"
    • "Update CRM automatically"

Bulk Send Operations​

  • Mass Distribution

    • "Send agreement to 100 recipients"
    • "Personalize each agreement"
    • "Use CSV for recipient data"
    • "Track individual status"

  • Merge Fields

    • "Insert recipient name"
    • "Add custom values"
    • "Populate from database"
    • "Calculate field values"

  • Batch Management

    • "Monitor batch progress"
    • "Resend failed agreements"
    • "Export batch report"
    • "Cancel entire batch"

Workflow Automation​

  • Custom Workflows

    • "Create multi-step approval"
    • "Set conditional routing"
    • "Configure parallel signing"
    • "Build escalation paths"

  • Integration Actions

    • "Update Salesforce on completion"
    • "Store in SharePoint"
    • "Trigger payment process"
    • "Send to archive system"

  • Business Rules

    • "Route by agreement value"
    • "Assign by department"
    • "Require legal review"
    • "Enforce compliance checks"

Analytics & Reporting​

  • Agreement Metrics

    • "Show completion rate"
    • "Calculate average time to sign"
    • "Track agreement volume"
    • "Measure template usage"

  • User Analytics

    • "Top agreement senders"
    • "Signer response times"
    • "Device usage stats"
    • "Geographic distribution"

  • Compliance Reports

    • "Audit trail access"
    • "Agreement history"
    • "User activity logs"
    • "Security events"

Security & Compliance​

  • Document Security

    • "Enable certified delivery"
    • "Set document retention"
    • "Configure access controls"
    • "Implement watermarks"

  • Compliance Features

    • "GDPR data handling"
    • "HIPAA compliance mode"
    • "21 CFR Part 11 support"
    • "SOC 2 compliance"

  • Audit & Archive

    • "Download audit reports"
    • "Archive completed agreements"
    • "Maintain legal records"
    • "Export for e-discovery"

Prerequisites​

  • Access to Cequence AI Gateway
  • Adobe Sign account (Business or Enterprise)
  • API access enabled
  • OAuth application credentials

Step 1: Create Adobe Sign Integration​

1.1 Access Adobe Sign Admin​

  1. Log in to Adobe Sign
  2. Go to Account Adobe Sign API
  3. Click API Applications
  4. Select Create Application

1.2 Configure OAuth Application​

  1. Fill in application details:
    • Application Name: "AI Gateway MCP Integration"
    • Application Display Name: "AI Gateway"
    • Redirect URI: 
      https://auth.aigateway.cequence.ai/v1/outbound/oauth/callback

1.3 Set Application Scopes​

Select required scopes:

  • agreement_read - View agreements
  • agreement_write - Create/modify agreements
  • agreement_send - Send for signature
  • library_read - Access templates
  • library_write - Manage templates
  • user_read - User information
  • workflow_read - View workflows
  • workflow_write - Manage workflows

1.4 Get Credentials​

  1. After creation, view application
  2. Copy Client ID
  3. Copy Client Secret
  4. Note the Base URI for your region:
    • NA1: https://api.na1.adobesign.com
    • NA2: https://api.na2.adobesign.com
    • EU1: https://api.eu1.adobesign.com

Step 2-4: Standard Setup​

Follow standard steps to access AI Gateway, find Adobe Sign Agreements API, and create MCP server.

Step 5: Configure API Endpoints​

  1. Base URL: Your regional API endpoint
    • Example: https://api.na1.adobesign.com/api/rest/v6
  2. Select Agreements endpoints:
    • Agreements endpoints
    • Library endpoints
    • Workflow endpoints
  3. Click Next

Step 6: MCP Server Configuration​

  1. Name: "Adobe Sign Agreements"
  2. Description: "E-signature agreement management"
  3. Configure production mode
  4. Click Next

Step 7: Configure Authentication​

  1. Authentication Type: OAuth 2.0
  2. Authorization URL: 
    https://secure.{region}.adobesign.com/public/oauth/v2
  3. Token URL: 
    https://api.{region}.adobesign.com/oauth/v2/token
  4. Enter Client ID and Secret
  5. Select required scopes

Available Adobe Sign OAuth Scopes​

Agreement Management​

  • agreement_read:self

    • View own agreements
    • Access agreement details
    • Download documents
    • View audit trails

  • agreement_write:self

    • Create agreements
    • Modify drafts
    • Update agreements
    • Manage form fields

  • agreement_send:self

    • Send for signature
    • Send reminders
    • Cancel agreements
    • Replace signers

Extended Permissions​

  • agreement_read:group

    • View group agreements
    • Access shared agreements
    • Monitor team activity

  • agreement_write:group

    • Manage group agreements
    • Bulk operations
    • Template sharing

  • agreement_read:account

    • Full account visibility
    • Administrative access
    • Compliance monitoring

For Individual Users:

agreement_read:self
agreement_write:self
agreement_send:self
library_read:self
user_read:self

For Team Management:

agreement_read:group
agreement_write:group
agreement_send:group
library_read:group
library_write:group
workflow_read:group
workflow_write:group

Step 8-10: Complete Setup​

Configure security, choose deployment, and deploy.

Using Your Adobe Sign Agreements MCP Server​

With Claude Desktop​

{
  "servers": {
    "adobe-sign-agreements": {
      "url": "your-mcp-server-url",
      "auth": {
        "type": "oauth2",
        "client_id": "your-client-id"
      }
    }
  }
}

Natural Language Commands​

  • "Send employment contract to john@example.com"
  • "Check status of agreement ABC123"
  • "Create NDA from template"
  • "Show all agreements awaiting my signature"
  • "Send reminder for overdue agreements"

API Integration Example​

// Initialize MCP client
const mcpClient = new MCPClient({
  serverUrl: 'your-mcp-server-url',
  auth: {
    type: 'oauth2',
    token: 'access-token'
  }
});

// Create and send agreement
const agreement = await mcpClient.adobeSign.agreements.create({
  name: 'Service Contract - Acme Corp',
  participantSetsInfo: [
    {
      memberInfos: [
        {
          email: 'john.doe@acmecorp.com',
          name: 'John Doe',
          securityOption: {
            authenticationMethod: 'EMAIL',
            phoneInfo: {
              countryCode: '+1',
              phoneNumber: '5551234567'
            }
          }
        }
      ],
      order: 1,
      role: 'SIGNER'
    },
    {
      memberInfos: [
        {
          email: 'legal@company.com',
          name: 'Legal Team'
        }
      ],
      order: 2,
      role: 'APPROVER'
    }
  ],
  fileInfos: [
    {
      libraryDocumentId: 'template-12345'
    }
  ],
  signatureType: 'ESIGN',
  state: 'IN_PROCESS',
  message: 'Please review and sign the attached service contract.',
  reminderFrequency: 'DAILY_UNTIL_SIGNED',
  mergeFieldInfo: [
    {
      fieldName: 'CompanyName',
      defaultValue: 'Acme Corporation'
    },
    {
      fieldName: 'ContractValue',
      defaultValue: '$50,000'
    },
    {
      fieldName: 'StartDate',
      defaultValue: '2025-02-01'
    }
  ],
  postSignOptions: {
    redirectUrl: 'https://company.com/thank-you',
    redirectDelay: 5
  }
});

// Send reminder
await mcpClient.adobeSign.reminders.create({
  agreementId: agreement.id,
  reminderInfo: {
    recipientParticipantIds: ['participant-123'],
    status: 'ACTIVE',
    firstReminderDelay: 24,
    frequency: 'EVERY_OTHER_DAY',
    lastSentDate: '2025-01-15',
    nextSentDate: '2025-01-17',
    note: 'Friendly reminder to sign the service contract.',
    remindRecipientType: 'SIGNERS'
  }
});

// Check agreement status
const status = await mcpClient.adobeSign.agreements.get({
  agreementId: agreement.id,
  include: ['participantSet', 'documents']
});

// Download signed document
if (status.status === 'SIGNED') {
  const documents = await mcpClient.adobeSign.agreements.getDocuments({
    agreementId: agreement.id
  });
  
  const combinedPdf = await mcpClient.adobeSign.agreements.downloadDocument({
    agreementId: agreement.id,
    documentId: documents[0].id
  });
}

// Create from template
const templateAgreement = await mcpClient.adobeSign.agreements.createFromTemplate({
  templateId: 'CBJCHBCAABAAqF5p8mAu',
  name: 'Q1 2025 Sales Agreement',
  participantSetsInfo: [
    {
      memberInfos: [
        {
          email: 'buyer@customer.com',
          name: 'Jane Smith'
        }
      ],
      role: 'SIGNER'
    }
  ],
  mergeFieldInfo: [
    { fieldName: 'ProductName', defaultValue: 'Enterprise Suite' },
    { fieldName: 'Quantity', defaultValue: '100' },
    { fieldName: 'Price', defaultValue: '$25,000' }
  ]
});

// Bulk send
const bulkSend = await mcpClient.adobeSign.agreements.bulkSend({
  name: 'Annual Contract Renewal',
  templateId: 'template-abc123',
  recipients: [
    {
      email: 'client1@example.com',
      mergeFields: {
        'ClientName': 'ABC Company',
        'RenewalDate': '2025-03-01'
      }
    },
    {
      email: 'client2@example.com',
      mergeFields: {
        'ClientName': 'XYZ Corp',
        'RenewalDate': '2025-03-15'
      }
    }
  ]
});

// Create workflow
const workflow = await mcpClient.adobeSign.workflows.create({
  name: 'Contract Approval Workflow',
  description: 'Multi-step approval for contracts over $10k',
  scope: 'GROUP',
  steps: [
    {
      name: 'Manager Approval',
      recipients: ['manager@company.com'],
      action: 'APPROVE',
      order: 1
    },
    {
      name: 'Legal Review',
      recipients: ['legal@company.com'],
      action: 'APPROVE',
      order: 2
    },
    {
      name: 'Final Signature',
      recipients: ['$SENDER$'],
      action: 'SIGN',
      order: 3
    }
  ]
});

Common Use Cases​

Contract Management​

  • Sales agreements
  • Service contracts
  • Vendor agreements
  • Partnership deals

HR Documents​

  • Employment offers
  • Onboarding paperwork
  • Policy acknowledgments
  • Performance reviews
  • NDAs
  • Terms of service
  • Privacy policies
  • Compliance forms

Financial Documents​

  • Loan agreements
  • Investment documents
  • Purchase orders
  • Invoices

Security Best Practices​

  1. OAuth Security:

    • Use minimal scopes
    • Rotate credentials
    • Monitor token usage
    • Implement IP restrictions

  2. Document Security:

    • Enable authentication
    • Use certified signatures
    • Implement access controls
    • Audit all actions

  3. Data Protection:

    • Encrypt in transit
    • Secure storage
    • GDPR compliance
    • Retention policies

Troubleshooting​

Common Issues​

  1. Authentication Errors

    • Verify OAuth credentials
    • Check redirect URI
    • Validate scopes
    • Review token expiration

  2. Agreement Errors

    • Check recipient emails
    • Verify document access
    • Validate merge fields
    • Review participant roles

  3. API Limits

    • Monitor rate limits
    • Implement retry logic
    • Use bulk operations
    • Cache responses

Getting Help​