# swiftsign_send_from_template

Send an envelope from a saved template by assigning signers to roles. Sandbox keys (sk_test_) send immediately; LIVE keys create a DRAFT for human review unless confirm: true — nothing is emailed until confirmed.

Agent View of the PolicyLayer registry record for `swiftsign_send_from_template`. HTML page: https://policylayer.com/tools/ca-swiftsign-mcp/swiftsign-send-from-template

## Facts

- Tool: `swiftsign_send_from_template`
- Server: Mcp (`https://swiftsign.ca/mcp`) — https://policylayer.com/tools/ca-swiftsign-mcp.md
- Homepage: https://github.com/shahdadk/swiftsign
- Risk category: Write (Medium risk)
- Registry record: grade F, identity unverified
- Server auth posture: open
- Server rate-limited: no
- Parameters: 5 (2 required)
- Recommended policy verdict: Rate-limited

## Parameters

| Parameter | Type | Required | Description |
| --- | --- | --- | --- |
| `confirm` | boolean | no | 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 | no | Optional message to include |
| `subject` | string | no | Email subject / document title |
| `templateId` | string | yes | The template ID to send from |
| `roleAssignments` | object | yes | Map of template role name → signer { name, email } |

Parameters from the server's own tool schema.

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "swiftsign_send_from_template",
    "arguments": {
      "templateId": "<templateId>",
      "roleAssignments": {}
    }
  }
}
```

## Why swiftsign_send_from_template is rated Medium

This tool creates or modifies document state by instantiating an envelope from a template and assigning signers. While it can trigger email sends, the primary effect is creation of a reversible record. It falls under Write rather than Execute because it doesn't run arbitrary code or shell commands—it follows a structured workflow within the e-signature platform.

From the tool's own definition: "Tool 'sends an envelope' and 'nothing is emailed until confirmed' — creates a new envelope document state that is reversible (can be voided via swiftsign_void_envelope)."

## Use case

AI agents use swiftsign_send_from_template 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.

## Recommended policy (PolicyLayer)

Verdict: **Rate-limited**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Mcp:

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "swiftsign_send_from_template": {
      "limits": [
        {
          "counter": "swiftsign_send_from_template_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}
```

## Other tools on Mcp (9)

- `swiftsign_void_envelope` — Destructive — https://policylayer.com/tools/ca-swiftsign-mcp/swiftsign-void-envelope.md
- `swiftsign_create_embedded_url` — Execute — https://policylayer.com/tools/ca-swiftsign-mcp/swiftsign-create-embedded-url.md
- `swiftsign_upgrade` — Financial — https://policylayer.com/tools/ca-swiftsign-mcp/swiftsign-upgrade.md
- `swiftsign_check_status` — Read — https://policylayer.com/tools/ca-swiftsign-mcp/swiftsign-check-status.md
- `swiftsign_download_signed_pdf` — Read — https://policylayer.com/tools/ca-swiftsign-mcp/swiftsign-download-signed-pdf.md
- `swiftsign_list_envelopes` — Read — https://policylayer.com/tools/ca-swiftsign-mcp/swiftsign-list-envelopes.md
- `swiftsign_list_templates` — Read — https://policylayer.com/tools/ca-swiftsign-mcp/swiftsign-list-templates.md
- `swiftsign_confirm_send` — Write — https://policylayer.com/tools/ca-swiftsign-mcp/swiftsign-confirm-send.md
- `swiftsign_send_envelope` — Write — https://policylayer.com/tools/ca-swiftsign-mcp/swiftsign-send-envelope.md

## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

---

Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=ca-swiftsign-mcp · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/ca-swiftsign-mcp