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

Recommended Scope Combinations

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

With Claude Desktop

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

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"

API Integration Example

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

// Create approval workflow
const workflow = await mcpClient.adobeSign.workflows.create({
  name: 'Purchase Order Approval',
  description: 'Multi-level approval for purchase orders',
  scope: 'GROUP',
  steps: [
    {
      name: 'Manager Approval',
      order: 1,
      type: 'APPROVAL',
      participants: [
        {
          role: 'APPROVER',
          routing: 'FROM_FORM_FIELD',
          formFieldName: 'manager_email'
        }
      ],
      reminder: {
        frequency: 'DAILY',
        firstReminderDelay: 24
      }
    },
    {
      name: 'Finance Review',
      order: 2,
      type: 'APPROVAL',
      condition: {
        field: 'total_amount',
        operator: 'GREATER_THAN',
        value: '5000'
      },
      participants: [
        {
          role: 'APPROVER',
          email: 'finance@company.com'
        }
      ]
    },
    {
      name: 'Final Signature',
      order: 3,
      type: 'SIGNATURE',
      participants: [
        {
          role: 'SIGNER',
          email: 'cfo@company.com'
        },
        {
          role: 'SIGNER',
          routing: 'INITIATOR'
        }
      ]
    }
  ],
  routingRules: [
    {
      name: 'High Value Route',
      condition: {
        field: 'total_amount',
        operator: 'GREATER_THAN',
        value: '10000'
      },
      action: {
        type: 'ADD_STEP',
        step: {
          name: 'Executive Approval',
          participants: [{ email: 'ceo@company.com' }]
        }
      }
    }
  ]
});

// Create workflow form
const form = await mcpClient.adobeSign.forms.create({
  workflowId: workflow.id,
  name: 'Purchase Order Form',
  fields: [
    {
      name: 'vendor_name',
      type: 'TEXT',
      required: true,
      label: 'Vendor Name'
    },
    {
      name: 'total_amount',
      type: 'NUMBER',
      required: true,
      label: 'Total Amount',
      validation: {
        min: 0,
        max: 1000000
      }
    },
    {
      name: 'manager_email',
      type: 'EMAIL',
      required: true,
      label: 'Manager Email',
      defaultValue: '{{current_user.manager}}'
    },
    {
      name: 'justification',
      type: 'TEXTAREA',
      required: true,
      label: 'Business Justification'
    },
    {
      name: 'department',
      type: 'DROPDOWN',
      required: true,
      label: 'Department',
      options: ['Sales', 'Marketing', 'IT', 'Operations']
    }
  ]
});

// Execute workflow
const instance = await mcpClient.adobeSign.workflows.execute({
  workflowId: workflow.id,
  formData: {
    vendor_name: 'Acme Software',
    total_amount: 7500,
    manager_email: 'manager@company.com',
    justification: 'Annual software license renewal',
    department: 'IT'
  },
  documents: [
    {
      libraryDocumentId: 'template-po-123',
      mergeFields: {
        'vendor': 'Acme Software',
        'amount': '$7,500',
        'date': '2025-02-01'
      }
    }
  ],
  initiator: {
    email: 'john.doe@company.com',
    name: 'John Doe'
  }
});

// Monitor workflow status
const status = await mcpClient.adobeSign.workflows.getStatus({
  instanceId: instance.id
});

// Create workflow template
const template = await mcpClient.adobeSign.templates.createFromWorkflow({
  workflowId: workflow.id,
  name: 'Standard PO Approval Template',
  description: 'Reusable template for purchase orders',
  category: 'Finance',
  sharing: 'ORGANIZATION'
});

// Update workflow step
await mcpClient.adobeSign.workflows.updateStep({
  workflowId: workflow.id,
  stepId: workflow.steps[1].id,
  updates: {
    condition: {
      field: 'total_amount',
      operator: 'GREATER_THAN',
      value: '3000' // Lower threshold
    },
    timeout: {
      duration: 48,
      action: 'ESCALATE',
      escalateTo: 'finance-manager@company.com'
    }
  }
});

// Get workflow analytics
const analytics = await mcpClient.adobeSign.workflows.getAnalytics({
  workflowId: workflow.id,
  dateRange: {
    start: '2025-01-01',
    end: '2025-01-31'
  },
  metrics: [
    'total_instances',
    'completion_rate',
    'average_duration',
    'step_duration',
    'rejection_rate'
  ]
});

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

• Documentation: AI Gateway Docs
• Support: support@cequence.ai
• Adobe Sign API: helpx.adobe.com/sign/using/api.html

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