Connect Eversign to your AI agent

Productivity 10 actions available

Xodo Sign is a cloud-based digital signature solution that allows users to sign, send, and manage documents online.

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

Book a setup call → See pricing
Actions

What your agent can do in Eversign

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

  • Get Document Audit Log Retrieves the complete audit trail for a document, showing all events from creation through completion. Use this after obtaining a document_hash from list_documents or create_document to track document lifecycle events,…
  • Create Document Creates a new Eversign document for electronic signature collection from one or more signers. You can create documents either: 1. From a template (use EVERSIGN_LIST_TEMPLATES to find available templates, then specify te…
  • Create Template Tool to create a new template. Use when you need to programmatically set up reusable document templates after confirming your business settings.
  • Delete Document or Template Tool to delete, cancel, or trash a document or template by its hash. Usage: - To cancel a pending/in-process document: Set cancel=True - To trash a document (safer, reversible): Set trash=True - To permanently delete a…
  • Get Bulk Jobs List Tool to retrieve a list of bulk jobs for a business. Use when you need to view or paginate existing bulk jobs.
  • Get Bulk Job Status Tool to retrieve the status of a bulk job. Use when you need to check the progress of a bulk sending job, including counts of completed, cancelled, and in-progress documents.
  • List Businesses Retrieves all businesses associated with your Eversign account, or filters to a specific business if business_id is provided. This is a read-only operation that returns business details including ID, name, status, and w…
  • List Documents Retrieves a paginated list of documents from your Eversign business account. This tool returns comprehensive document details including signers, status, timestamps, and metadata. Use filters to narrow results by status…
  • List Templates Tool to list templates for a business with optional pagination. Use when you need to retrieve a paginated list of templates.
  • Reassign Signer Tool to reassign a signer to a new person. Use when you need to replace an existing signer on a document before signing is complete. Example: "Reassign the signer alice@example.com on document abc123 to bob@example.com".
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Eversign, 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.

FAQ

Eversign 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 Eversign'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 Eversign to work?

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

Book a setup call → Browse all integrations

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