Capabilities & tools

What you can do today

The Scrive MCP covers finding, preparing, sending and following up on documents, plus the basics of multi-document bundle flows. Most tools take a document or draft id that the agent gets from list_documents or list_flow_drafts; the agent chains them for you.

• Find documents by title, party name, status, tag or date.
• Prepare documents from an uploaded PDF or a template, with parties, eID authentication, delivery methods and signing order.
• Send and follow up: start signing, remind, cancel, download the signed PDF.
• Prepare bundle flows: create a bundle draft, add PDFs and participants.
• Report on daily or monthly usage.

Read and write actions

Some tools are read-only. The rest change data in Scrive. A few of those cannot be undone or reach other people, and are annotated as destructive so your AI client asks before running them: start_signing, cancel_document, start_flow and delete_flow_draft. remind_document sends email or SMS to parties too, so treat it the same way. Keep those confirmations on.

download_document does not change anything in Scrive, but it is not annotated as read-only, so some clients ask before running it too.

Links back to Scrive

Tool results link to the documents, flow drafts and flows they touch, and the MCP asks the agent to include the link whenever it tells you about one. Documents link to https://scrive.com/new/document/<id>, flow drafts to https://scrive.com/new/flow/editor/<id> and started flows to https://scrive.com/new/started-process/<flow_id>.

File uploads and downloads

Some tools move PDF files between your computer and Scrive: create_document, set_file, add_document_to_draft and download_document. They open a small panel inside your chat, built on the MCP Apps extension, where you pick the file to upload or click to download. Each PDF can be up to 30 MB, and add_document_to_draft takes up to 25 at once. Once an upload finishes, the panel shows an Open in Scrive link.

Clients without MCP Apps support see a text message asking you to pick a file and cannot complete the upload. Claude renders these panels; in clients that do not, create documents from templates with create_from_template instead.

Tools

Find and read

Tool	Type	Description
list_documents	Read	Lists your documents with filters and sorting. Matches titles and party names.
get_document	Read	Returns a document’s full JSON, optionally narrowed to chosen properties.
download_document	Read	Opens a panel to download the document’s main PDF, the sealed file once signed.

Prepare

Tool	Type	Description
create_document	Write	Uploads a PDF from your computer as a new document in preparation. Opens a file picker.
create_from_template	Write	Creates a new document from one of your templates.
set_file	Write	Replaces the main PDF of a document in preparation. Opens a file picker.
update_document	Write	Edits a document’s settings: title, deadlines, messages, language, tags, display options and parties.
add_party	Write	Adds a signing party, viewer or approver to a document.
update_party	Write	Changes a party’s role, details, authentication or delivery settings.

Send and follow up

Tool	Type	Description
start_signing	Write, confirm	Starts the signing process and sends the invitations.
remind_document	Write, confirm	Sends a reminder to every party who has not signed yet.
cancel_document	Write, confirm	Cancels a pending document.

Journey flows

Tool	Type	Description
create_flow_draft	Write	Creates a new flow draft with a title.
list_flow_drafts	Read	Lists your flow drafts, with pagination.
get_flow_draft	Read	Returns a flow draft’s documents, participants and steps.
add_document_to_draft	Write	Adds one or more PDFs to a flow draft. Opens a file picker.
add_participant_to_draft	Write	Adds a participant with an action and regenerates the flow’s steps.
start_flow	Write, confirm	Starts the flow and sends the first invitations.
delete_flow_draft	Write, confirm	Deletes a flow draft.

Account

Tool	Type	Description
get_usage_stats	Read	Daily or monthly usage statistics for you or your company.

Four further tools with names starting with an underscore, such as _create_document_upload, exist only for the upload and download panels to call. They are hidden from the agent.

Find and read

list_documents

Lists documents with filtering and sorting. search_text matches document titles and party names, not the text inside documents.

Input	Type	Description
max_results	integer	Page size. Default 20.
offset	integer	Number of documents to skip. Default 0.
status	string[]	preparation, awaiting_start, pending, closed, canceled, timedout, rejected, document_error.
mtime	object	start_time and end_time, ISO 8601: last modified within the range.
tag	object	name and value: documents carrying that tag value. Ignored unless both are given.
has_tag	string	Documents carrying a tag with this name.
is_author	boolean	Only documents you authored.
author_id	string	Only documents authored by this user id.
user_can_sign	string	Only documents this user id can sign.
search_text	string	Case-insensitive match on title and party names.
is_template, is_not_template	boolean	Templates only, or documents only.
is_in_trash, is_not_in_trash	boolean	Trashed only, or not trashed.
is_signable_on_pad	boolean	Documents that can be signed in person on a pad.
sorting	object[]	sort_by (title, status, mtime, author) and order (ascending, descending).

Returns offset, total_matching and a compact documents list with id, title, status, mtime and url.

get_document

Retrieves a document’s full JSON representation.

Input	Type	Description
document_id	string	The document id. Required.
properties	string[]	Only return these top-level properties: id, title, parties, file, sealed_file, author_attachments, ctime, mtime, timeout_time, auto_remind_time, status, days_to_sign, days_to_remind, display_options, invitation_message, sms_invitation_message, confirmation_message, sms_confirmation_message, lang, api_callback_url, object_version, access_token, date_format, timezone, tags, is_template, is_saved, is_shared, is_trashed, is_deleted. Omit for the whole document.

The result always carries the document’s url, even when narrowed. A document with many parties runs to tens of thousands of tokens. The agent narrows properties when it only needs part of it.

download_document

Opens a panel with a download button for the document’s main PDF: the sealed file once the document is closed, otherwise the current main file.

Input	Type	Description
document_id	string	The document id. Required.

Prepare

create_document

Uploads a PDF file to Scrive as a new document in preparation. Takes no inputs: it opens a file picker in the chat for you to choose the PDF. Returns the new document’s id, and the panel links to it in Scrive. Add parties and start signing next.

create_from_template

Creates a new document from a template.

Input	Type	Description
document_id	string	The template’s document id, found with list_documents and is_template. Required.

Returns the new document’s id and link.

set_file

Sets the main PDF of a document in preparation. Opens a file picker for the PDF.

Input	Type	Description
document_id	string	The document id. Required.

update_document

Updates the metadata of a document in preparation. Only the keys provided in document change.

Input	Type	Description
document_id	string	The document id. Required.
document	object	The changes, see below. Required.
object_version	integer	The document’s object_version as last seen. The update is rejected with a 409 if the document has changed since, which prevents overwriting a concurrent edit.
return_properties	string[]	Narrow the returned document to these top-level properties, as for get_document.

Returns the updated document with its url.

Keys accepted in document:

Key	Type	Description
title	string	Document title.
days_to_sign	integer	1 to 365.
days_to_remind	integer or null	Days before an automatic reminder.
invitation_message, confirmation_message	string	Email texts.
sms_invitation_message, sms_confirmation_message	string	SMS texts.
lang	string	cs, da, de, el, en, es, et, fi, fr, hu, is, it, lt, lv, nl, pl, pt, sv.
api_callback_url	string or null	Callback URL for status changes.
timezone	string	For example Europe/Stockholm.
is_template	boolean	true turns the document into a template. One-way.
tags	object[]	name and value pairs.
display_options	object	show_header, show_pdf_download, show_reject_option, allow_reject_reason, show_footer, document_is_receipt, show_arrow, show_form, show_form_arrow.
parties	object[]	Replaces the document’s party list. Entries are matched positionally, entries you omit are removed, and the first entry is always the author. Give an entry the id of an existing party to carry its data forward and change only the settings you pass. Each entry accepts the party settings listed under add_party. The author’s name and email cannot be changed and are ignored.

Providing parties replaces the list

An entry without an id is built from scratch, so anything you do not pass (remaining fields, placements, sign_order, delivery_method) is cleared. For a single change, prefer add_party or update_party.

add_party

Adds a new party to a document in preparation.

Input	Type	Description
document_id	string	The document id. Required.
name	string	Full name; the first word becomes the first name. Required.
email	string	Required.
signatory_role	string	signing_party, viewer or approver. Required.

Plus any of the party settings:

Setting	Type	Description
authentication_method_to_sign	string	standard, sms_pin, se_bankid, no_bankid, no_bankid_qes, dk_mitid, dk_mitid_erhverv, fi_tupas, freja, freja_orgid, nl_idin, oneid, onfido, onfido_document_check, onfido_document_and_photo_check, swisscom_qes, swisscom_qes_with_srs, verimi_qes, itsme_qes, smart_id_qes, scrive_qes, scrive_qes_global. eID methods generally need personal_number; sms_pin needs mobile_number. The method must be enabled on your account or start_signing fails.
authentication_method_to_view, authentication_method_to_view_archived	string	standard, sms_pin, dk_mitid, dk_mitid_erhverv, fi_tupas, freja, freja_orgid, nl_idin, no_bankid, oneid, onfido, onfido_document_check, onfido_document_and_photo_check, se_bankid, verimi. Required to view the document before signing, or the archived document afterwards.
personal_number	string	National identification number, used by eID methods.
mobile_number	string	E.164 format. Required for sms_pin and mobile delivery.
sign_order	integer	Signing turn, from 1. Parties sharing an order sign in parallel; a higher order is invited once every lower order has signed.
delivery_method	string	email, mobile, email_mobile, pad, api.
confirmation_delivery_method	string	email, mobile, email_mobile, email_link, email_link_mobile, none.
notification_delivery_method	string	email, mobile, email_mobile, none. How reminders reach the party.
allows_highlighting	boolean	Party may highlight areas of the PDF while signing.
hide_personal_number	boolean	Hide the personal number on the finalised document.
can_forward	boolean	Party may forward the signing process to someone else.
is_visible	boolean or null	Viewers and approvers only; pass null for a signing party.
sign_success_redirect_url, reject_redirect_url	string	Where the party lands after signing or rejecting.
attachments	object[]	Files the party must upload before signing: name, description, required and add_to_sealed_file, both true by default. Replaces the party’s current list.
fields	object[]	The party’s full field list, replacing the current one, so pass the existing fields plus your changes. See below. name, email, mobile_number and personal_number are applied on top of this list.

Each entry in fields:

Key	Type	Description
type	string	name, full_name, email, mobile, company, personal_number, company_number, signature, checkbox, radiogroup, text, multi_line_text, date, sign_date. Required.
name	string	Identifies a text, multi_line_text, checkbox, signature, radiogroup or date field, where it is required.
order	integer	For name fields: 1 is the first name, 2 the last name.
value	string or null	The field’s value.
is_obligatory, should_be_filled_by_sender, editable_by_signatory	boolean	Must be filled before signing; filled by the sender; editable by the signatory.
description	string or null	Field description.
is_checked	boolean	checkbox only.
values, selected_value	string[], string	radiogroup only: at least two distinct options, and the selected one.
custom_validation	object	text only: pattern, positive_example and tooltip.
configuration	object	date only, where it is required: start_date and end_date, each a number of days from first view or an absolute YYYY-MM-DD. Pass {} for no bounds.
placements	object[]	Where the field is drawn: wrel, hrel and fsrel as fractions of the page, plus either page, xrel and yrel, or anchors that position it relative to text in the PDF. checkbox and radiogroup placements take fixed sizes, and a radiogroup needs one placement per value, all on one page.

update_party

Updates a party’s role, name, email, authentication or delivery settings on a document in preparation.

Input	Type	Description
document_id	string	The document id. Required.
party_id	string	The party id, from get_document. Required.

Plus any of the party settings listed under add_party, including name, email and signatory_role.

Send and follow up

start_signing

Starts the signing process for a document in preparation and sends the invitations.

Input	Type	Description
document_id	string	The document id. Required.

remind_document

Sends a reminder invitation to every party who has not yet signed.

Input	Type	Description
document_id	string	The document id. Required.

cancel_document

Cancels a pending document.

Input	Type	Description
document_id	string	The document id. Required.

Journey flows

Journey flows send several documents to several participants in one process, with signers, viewers, approvers and copy recipients. The agent uses them for anything more involved than a single document.

create_flow_draft

Input	Type	Description
process_title	string	Title of the flow. Required.

Returns the draft id and a link to the draft in the Scrive flow editor.

list_flow_drafts

Input	Type	Description
limit	integer	Page size. Default 20.
page	string	Page cursor from an earlier call.

Returns results, each with its url, and navigation with the next_page and previous_page cursors.

get_flow_draft

Input	Type	Description
draft_id	string	The draft id. Required.

Returns the draft with its documents, participants, steps and url.

add_document_to_draft

Adds one or more PDFs to a flow draft. Opens a file picker for up to 25 PDFs.

Input	Type	Description
draft_id	string	The draft id. Required.
name	string	Document name. Defaults to the filename without extension. When several files are picked, every one gets this name, so leave it out.

add_participant_to_draft

Adds a participant and regenerates the draft’s steps: participants are grouped by action, and each acts on every document in the draft. Steps only cover documents already in the draft, so add the documents first.

Input	Type	Description
draft_id	string	The draft id. Required.
name	string	Full name. Required.
email	string	Required.
action	string	sign (default), view, approve, receive_copy.
invitation_method	string	email (default), sms, email_and_sms, link_only, kivra, eboks, eboks_private.
confirmation_method	string	email (default), sms, email_and_sms, none, kivra, eboks, eboks_private.
authentication_to_sign	string	onfido, sms_otp, se_bank_id, dk_mit_id, no_bank_id, ftn, no_bank_id_qes, swisscom, verimi, scrive_qes, scrive_qes_global. Journey names differ from the document tools. sms_otp needs mobile_number.
authentication_to_view, authentication_to_view_archived	string	onfido, sms_otp, se_bank_id, dk_mit_id, no_bank_id, ftn.
personal_number	string	National identification number, used by eID providers.
mobile_number	string	E.164 format. Required for sms_otp.

start_flow

Starts a flow draft, creating a running flow and sending the first invitations. Returns the flow id and a link to the started flow. No tool reads a flow once it has started, so follow it in Scrive.

Input	Type	Description
draft_id	string	The draft id. Required.

delete_flow_draft

Input	Type	Description
draft_id	string	The draft id. Required.

Account

get_usage_stats

Retrieves usage statistics from Scrive.

Input	Type	Description
period	string	days for daily statistics (default last 30 days) or months for monthly (default last 12 months). Required.
withCompany	boolean	Include the company summary.
userGroupID	string	User group to report on, when withCompany is true.
recursive	boolean	Include child user groups, when withCompany is true.
includeZeroRecords	boolean	Include periods with no activity.
fromDate, toDate	string	Bounds as YYYY-MM-DD or YYYY-MM.

Compared with the Scrive API

	Scrive MCP	Scrive API
Caller	AI assistants and agents deciding at runtime	Your code with explicit logic
Auth	Sign in with your Scrive account in the AI client	OAuth credentials from Account settings → Integrations
Coverage	Documents, templates, parties, signing, reminders, cancelling, downloads, flow drafts, usage	The whole platform
Best for	Asking questions, preparing and sending, following up	Automated pipelines and integrations

Not covered yet

• Searching the text inside documents. list_documents matches titles and party names only.
• Deleting, trashing or restoring documents.
• Changing a document once signing has started, other than reminding or cancelling.
• Reading, reminding or cancelling a flow once it has started.
• Removing documents or participants from a flow draft, or reordering its steps.

Use the Scrive app or the Scrive API for these.

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What comes next?

• Example use cases
• Connect your AI tool
• Access & permissions