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Adobe Sign Workflows MCP Server

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

About Adobe Sign Workflows API​

Adobe Sign Workflows enable complex, multi-step approval and signature processes. The Workflows API provides programmatic access to create, manage, and monitor sophisticated document workflows including conditional routing, parallel approvals, and automated actions.

Key Capabilities​

  • Workflow Design: Multi-step approval chains
  • Conditional Logic: Dynamic routing rules
  • Parallel Processing: Simultaneous approvals
  • Form Integration: Data-driven workflows
  • Automated Actions: Triggers and notifications
  • Template Management: Reusable workflows
  • Compliance Controls: Audit and validation
  • Integration Points: External system hooks

API Features​

  • REST API v6: Workflow operations
  • Workflow Builder API: Visual design
  • OAuth 2.0: Secure authentication
  • Webhook Integration: Event triggers
  • Conditional Rules: Logic engine
  • Data Mapping: Form field routing
  • Status Tracking: Real-time monitoring
  • Batch Processing: Bulk workflows

What You Can Do with Adobe Sign Workflows MCP Server​

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

Workflow Creation​

  • Workflow Design

    • "Create approval workflow with 3 steps"
    • "Build contract review process"
    • "Design expense approval chain"
    • "Set up document routing workflow"

  • Step Configuration

    • "Add manager approval step"
    • "Include legal review stage"
    • "Set up parallel approvals"
    • "Configure final signature step"

  • Routing Rules

    • "Route based on amount threshold"
    • "Send to department head if over $10k"
    • "Skip step if pre-approved"
    • "Escalate after timeout"

Conditional Logic​

  • Decision Points

    • "If amount > 5000, add CFO approval"
    • "Route to legal for international contracts"
    • "Skip review if standard template"
    • "Branch based on form selection"

  • Dynamic Routing

    • "Select approver from form field"
    • "Route by geographic region"
    • "Assign based on department code"
    • "Use requestor's manager"

  • Validation Rules

    • "Require all fields before routing"
    • "Validate budget codes"
    • "Check approval limits"
    • "Enforce business rules"

Participant Management​

  • Role Assignment

    • "Set approver for each step"
    • "Define backup approvers"
    • "Configure delegation rules"
    • "Assign multiple reviewers"

  • Participant Actions

    • "Approve and forward"
    • "Reject with comments"
    • "Delegate to colleague"
    • "Request clarification"

  • Notification Settings

    • "Alert on new assignments"
    • "Remind after 24 hours"
    • "Escalate if no response"
    • "Notify on completion"

Form Integration​

  • Data Collection

    • "Create intake form"
    • "Add required fields"
    • "Set field validation"
    • "Configure dropdowns"

  • Field Mapping

    • "Map form data to workflow"
    • "Populate document fields"
    • "Pass data between steps"
    • "Update based on approvals"

  • Calculations

    • "Calculate total amount"
    • "Apply discount rules"
    • "Compute deadlines"
    • "Generate reference numbers"

Workflow Automation​

  • Triggers

    • "Start on form submission"
    • "Trigger from email"
    • "Launch via API call"
    • "Schedule recurring workflows"

  • Automated Actions

    • "Send to next approver"
    • "Update external system"
    • "Create follow-up tasks"
    • "Archive completed documents"

  • Integration Actions

    • "Update CRM on completion"
    • "Create invoice in ERP"
    • "Log in audit system"
    • "Trigger payment process"

Workflow Analytics​

  • Performance Metrics

    • "Average completion time"
    • "Bottleneck identification"
    • "Approval rates by step"
    • "SLA compliance"

  • Process Insights

    • "Most used workflows"
    • "Rejection reasons"
    • "Time per step"
    • "User efficiency"

  • Compliance Tracking

    • "Audit trail reports"
    • "Policy adherence"
    • "Exception tracking"
    • "Regulatory compliance"

Template Management​

  • Workflow Templates

    • "Save workflow as template"
    • "Create from existing workflow"
    • "Share with organization"
    • "Version control"

  • Template Library

    • "Browse workflow templates"
    • "Search by use case"
    • "Filter by department"
    • "Rate and review"

  • Customization

    • "Modify template steps"
    • "Adjust routing rules"
    • "Update participants"
    • "Change notifications"

Security & Compliance​

  • Access Control

    • "Restrict workflow creation"
    • "Limit template access"
    • "Control modification rights"
    • "Audit permissions"

  • Compliance Features

    • "Enforce approval limits"
    • "Require authentication"
    • "Track all actions"
    • "Maintain audit logs"

  • Data Protection

    • "Encrypt workflow data"
    • "Secure form submissions"
    • "Protect sensitive fields"
    • "Control data retention"

Prerequisites​

  • Access to Cequence AI Gateway
  • Adobe Sign Business or Enterprise plan
  • Workflow creation permissions
  • OAuth application credentials

Step 1: Create Adobe Sign Integration​

1.1 Access Adobe Sign Admin​

  1. Log in to Adobe Sign as administrator
  2. Go to Account Workflows
  3. Navigate to API Applications
  4. Select Create Application

1.2 Configure OAuth Application​

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

1.3 Set Application Scopes​

Select required scopes:

  • workflow_read - View workflows
  • workflow_write - Create/modify workflows
  • workflow_execute - Run workflows
  • template_read - Access templates
  • template_write - Manage templates
  • form_read - View forms
  • form_write - Create forms

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

Step 2-4: Standard Setup​

Follow standard steps to access AI Gateway, find Adobe Sign Workflows 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 Workflows endpoints:
    • Workflows endpoints
    • Forms endpoints
    • Templates endpoints
  3. Click Next

Step 6: MCP Server Configuration​

  1. Name: "Adobe Sign Workflows"
  2. Description: "Workflow automation and 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 Workflows OAuth Scopes​

Workflow Management​

  • workflow_read:self

    • View own workflows
    • Access workflow details
    • Check workflow status
    • View participants

  • workflow_write:self

    • Create workflows
    • Modify own workflows
    • Update routing rules
    • Configure steps

  • workflow_execute:self

    • Start workflows
    • Submit forms
    • Track progress
    • Cancel workflows

Extended Permissions​

  • workflow_read:group

    • View group workflows
    • Access shared workflows
    • Monitor team workflows

  • workflow_write:group

    • Manage group workflows
    • Create team templates
    • Update shared workflows

  • workflow_read:account

    • Full workflow visibility
    • Administrative access
    • Compliance monitoring

For Workflow Users:

workflow_read:self
workflow_write:self
workflow_execute:self
form_read:self
form_write:self

For Workflow Administrators:

workflow_read:account
workflow_write:account
workflow_execute:account
template_read:account
template_write:account
form_read:account
form_write:account

Step 8-10: Complete Setup​

Configure security, choose deployment, and deploy.

Using Your Adobe Sign Workflows MCP Server​

Setup Instructions:

Natural Language Commands​

  • "Create expense approval workflow with manager and finance steps"
  • "Add conditional routing for amounts over $5000"
  • "Set up contract review process with legal approval"
  • "Show status of purchase order workflow #12345"
  • "Create template from HR onboarding workflow"

Common Use Cases​

Approval Processes​

  • Purchase orders
  • Expense reports
  • Time off requests
  • Budget approvals

Contract Management​

  • Legal review workflows
  • Multi-party agreements
  • Amendment processes
  • Renewal workflows

HR Workflows​

  • Onboarding processes
  • Performance reviews
  • Policy acknowledgments
  • Termination workflows

Compliance Workflows​

  • Audit approvals
  • Policy exceptions
  • Regulatory filings
  • Risk assessments

Security Best Practices​

  1. Workflow Security:

    • Limit workflow creation
    • Control template access
    • Monitor executions
    • Audit modifications

  2. Data Protection:

    • Encrypt form data
    • Secure routing rules
    • Protect sensitive fields
    • Control visibility

  3. Access Control:

    • Role-based permissions
    • Approval limits
    • Delegation rules
    • Activity monitoring

Troubleshooting​

Common Issues​

  1. Workflow Errors

    • Check step configuration
    • Verify participant emails
    • Validate conditions
    • Review routing rules

  2. Execution Failures

    • Confirm form data
    • Check required fields
    • Verify permissions
    • Monitor timeouts

  3. Integration Issues

    • Validate webhooks
    • Check API limits
    • Review error logs
    • Test connections

Getting Help​