Connect eSignatures.io to your AI agent

Productivity 17 actions available

eSignatures.io provides a platform for sending and signing mobile-friendly contracts over the web.

We set up the connection using your own eSignatures.io account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

What your agent can do in eSignatures.io

Each one is a real action the agent can take on its own, the same things a person clicking around eSignatures.io could do. Read-only by default; write actions are confirmed against your policy.

  • Add Template Collaborator Tool to grant editing access to a template with optional email invitation. Use when you need to add a collaborator who can edit the template.
  • Copy Template Tool to duplicate an existing template with optional customization. Use when you need to create a new template based on an existing one.
  • Create Contract Tool to create a new contract using a specified template and signer details. Use after selecting a template when you need to send a contract for signature.
  • Create Signer Add a signer to an existing contract/signature request. This action queues the addition of a new signer to a contract that has already been created. The signer will be added asynchronously and will receive their signing…
  • Create Template Tool to create a new template. Use when you want to register a reusable contract template after defining document elements.
  • Delete Signer Tool to remove a signer from a contract. Use when you need to revoke a signer's access to sign a contract.
  • Delete Template Tool to delete a specific template by its ID. Use when you need to remove an unused or outdated template after confirming its ID.
  • Generate Contract PDF Preview Tool to generate a PDF preview of a contract and receive a webhook notification with a download URL. Use when you need to preview the contract document before or after signing.
  • Get Contract Tool to retrieve details of a specific contract by its ID. Returns contract status, signer information, and values entered by signers. Use when you need to check contract status or download signed PDF.
  • Get Template Tool to retrieve details of a specific template by its ID. Use when you need to fetch a template’s metadata after selecting its ID.
  • List Template Collaborators Tool to retrieve all collaborators with editing access to a template. Returns collaborator IDs, names, emails, and editor URLs.
  • List Templates Tool to retrieve a list of all templates. Use when you need to browse available templates before selecting one.
  • Remove Template Collaborator Tool to revoke a collaborator's template editing permissions. Use when you need to remove access for a specific collaborator from a template.
  • Send Contract to Signer Tool to send or resend a contract signature request to a specific signer via their configured communication channel. Use when you need to deliver a contract to a signer for their signature.
  • Update Signer Tool to update contact details of an existing signer on a contract. Use when you need to change a signer's name, email, or mobile number. Note: The contract is not automatically emailed when the signer's information is…
  • Update Template Tool to update an existing template's content, title, or labels. Use when you need to modify a template's configuration without creating a new one.
  • Withdraw Contract Tool to withdraw a contract by its ID. Use when you need to prevent further signing of a contract that hasn't been fully signed.

How we connect it

  1. 1

    Connect your account

    You create a key in eSignatures.io, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

eSignatures.io questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions eSignatures.io's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put eSignatures.io to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

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