# Docnify — how to use (mcp.ai)

Connect your Docnify account and use 13 tools for documents straight from your AI agent. Connect with your own API key. Docnify is a digital signing platform that simplifies the document signing process, offering integrations with tools like Figma, Jira, Trello, and Google Docs to create a unified workspace.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_docnify?ms=1787291460000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `docnify_add_document_recipient`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/docnify`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/docnify/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/docnify/add/document/recipient` — Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
  - body: { name: string, role: string, email: string, documentId: integer, authOptions?: object, signingOrder?: integer }
- `POST https://api.mcp.ai/api/docnify/create/document/fields` — Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
  - body: { fields: object[], documentId: integer }
- `POST https://api.mcp.ai/api/docnify/delete/document` — Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
  - body: { id: integer }
- `POST https://api.mcp.ai/api/docnify/delete/document/fields` — Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
  - body: { id: integer, fieldId: string }
- `POST https://api.mcp.ai/api/docnify/delete/document/recipient` — Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
  - body: { document_id: integer, recipient_id: integer }
- `POST https://api.mcp.ai/api/docnify/get/document` — Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
  - body: { id: integer }
- `POST https://api.mcp.ai/api/docnify/get/template` — Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
  - body: { template_id: integer }
- `POST https://api.mcp.ai/api/docnify/list/documents` — Tool to list documents in the Docnify account.
  - body: { page?: integer, perPage?: integer }
- `POST https://api.mcp.ai/api/docnify/list/templates` — Tool to list templates in the Docnify account.
  - body: { page?: integer, perPage?: integer }
- `POST https://api.mcp.ai/api/docnify/resend/document` — Tool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.
  - body: { id: integer }
- `POST https://api.mcp.ai/api/docnify/send/document` — Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
  - body: { id: integer }
- `POST https://api.mcp.ai/api/docnify/update/document/fields` — Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
  - body: { fields: object[], documentId: integer }
- `POST https://api.mcp.ai/api/docnify/update/document/recipient` — Tool to update a recipient's details (name, email, role) on a document. Use after confirming document and recipient IDs. Provide at least one field to update.
  - body: { name?: string, role?: string, email?: string, documentId: integer, recipientId: integer }

## Example prompts
- "What can I do in Docnify?"
- "Show me a summary of my Docnify account"

## More
- Page: https://mcp.ai/docnify
- Agent spec (llms.txt): https://mcp.ai/docnify/llms.txt
- Postman collection: https://mcp.ai/docnify/postman.json