swiftsign_send_envelope
Send a document for e-signature. Accepts PDF as base64, recipients, and field placement. Sandbox keys (sk_test_) send immediately (watermarked test mail). LIVE keys create a DRAFT and return it for human review unless confirm: true — nothing is emailed until confirmed. Field placement: page+x+y (...
This record as markdown: /tools/ca-swiftsign-mcp/swiftsign-send-envelope.md
What swiftsign_send_envelope does on Mcp
AI agents use swiftsign_send_envelope to create or update resources in Mcp, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Mcp environment.
| Parameter | Type | Required | Description |
|---|---|---|---|
fields | array | Yes | Signing fields to place on documents |
confirm | boolean | — | Set true to dispatch immediately on a LIVE key (sk_live_/sk_oat_). Without it, live envelopes are created as DRAFT and returned for human review before anything |
message | string | — | Optional message to include |
subject | string | Yes | Email subject / document title |
documents | array | Yes | PDF documents to send |
recipients | array | Yes | People who need to sign or receive a copy |
Parameters from the server's own tool schema.
Why swiftsign_send_envelope is rated Medium
This tool sends legal e-signature requests to external recipients, creating binding signature envelopes. While it can be reversed (voided) before completion, it initiates external communications and creates legally significant documents. With 'confirm: true' on a live key, it sends immediately to recipients — a significant Write action with real-world consequences.
From the tool's definition Send a document for e-signature. Accepts PDF as base64, recipients, and field placement. Sandbox keys send immediately (watermarked test mail). LIVE keys create a DRAFT and return it for human review unless confirm: true — nothing is emailed until confirmed.
Risk signalsHigh parameter count (23 properties)
Attacks that exploit this kind of access
The rule that runs swiftsign_send_envelope safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Mcp, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For swiftsign_send_envelope, this is the rule to start with:
swiftsign_send_envelope stays usable, but capped: an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Mcp, apply this rule, and every swiftsign_send_envelope call is checked against it from then on.
Questions about swiftsign_send_envelope
Send a document for e-signature. Accepts PDF as base64, recipients, and field placement. Sandbox keys (sk_test_) send immediately (watermarked test mail). LIVE keys create a DRAFT and return it for human review unless confirm: true — nothing is emailed until confirmed. Field placement: page+x+y (percent, top-left origin) OR an anchor string, not both. After everyone signs, retrieve the sealed PDF with swiftsign_download_signed_pdf. It is categorised as a Write tool in the Mcp MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
swiftsign_send_envelope accepts 6 parameters: fields, confirm, message, subject, documents, recipients. Required: fields, subject, documents, recipients. The full parameter table on this page comes from the server's own tool schema.
Register the MCP server in PolicyLayer and add a rule for swiftsign_send_envelope: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Mcp. Nothing to install.
swiftsign_send_envelope is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the swiftsign_send_envelope rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for swiftsign_send_envelope. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
swiftsign_send_envelope is provided by the MCP server (https://swiftsign.ca/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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