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.

Tool to duplicate an existing template with optional customization. Use when you need to create a new template based on an existing one.

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.

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 invitation via email. Use this when you need to add additional signers to a contract after it has been created, or when you want to add signers incrementally rather than all at once during contract creation. Note: The API returns a queued status, indicating the operation has been accepted for processing. Adding a new signer does not automatically send an email notification unless the contract settings are configured to do so.

Tool to create a new template. Use when you want to register a reusable contract template after defining document elements.

Tool to remove a signer from a contract. Use when you need to revoke a signer's access to sign a contract.

Tool to delete a specific template by its ID. Use when you need to remove an unused or outdated template after confirming its ID.

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.

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.

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.

Tool to retrieve all collaborators with editing access to a template. Returns collaborator IDs, names, emails, and editor URLs.

Tool to retrieve a list of all templates. Use when you need to browse available templates before selecting one.

Tool to revoke a collaborator's template editing permissions. Use when you need to remove access for a specific collaborator from a template.

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.

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 updated.

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.

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.