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, search_by_contents or list_flow_drafts; the agent chains them for you.

• Find documents by title, party, status, tag or date, or by what they say.
• 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, and download_document only reads a file. 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.

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. Uploads are bounded by a 44 MB request limit.

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.
search_by_contents	Read	Searches the text inside documents, including scanned PDFs, and returns matching excerpts.
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; to search the text written inside documents, use search_by_contents.

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.
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 and mtime.

search_by_contents

Searches the text inside documents, including scanned PDFs, and returns the matching excerpts. A document can also match on its title, a party name or a stored field value, in which case it is returned without excerpts. Every result carries a url the agent shows you and a ref it passes to other tools.

Input	Type	Description
query	string	Words that must all appear in the document. Words of three characters or more also match longer words starting with them. Required.
status	string[]	preparation, pending, closed, canceled, rejected, timedout.
party	string	Only documents with a party whose name, email, organisation number, address or reference contains this text.
owned_by_me	boolean	true for documents you own, false for documents someone else owns.
to_sign	true	Only documents out for signature and waiting for you to sign.
updated_after, updated_before	ISO 8601	Changed after, before.
signed_after, signed_before	ISO 8601	Signed after, before.
max_results	integer	1 to 100. Default 20.
cursor	string	next_cursor from an earlier call, for the following page.

Returns results with title, url, ref, status, updated_at, source (standalone document or document in a flow) and excerpts, plus next_cursor. Matches in draft documents or in flow attachments whose contents cannot be opened yet are counted in omitted.

Agreement Platform only

Searching inside documents uses the Agreement Platform. Accounts without it get a message saying so, and the agent falls back to list_documents with search_text.

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.

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 its URL, https://scrive.com/d/<id>. 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 URL.

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.

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.

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, add_to_sealed_file. Replaces the party’s current list.
fields	object[]	The party’s full field list, replacing the current one. Each field has a type (name, full_name, email, mobile, company, personal_number, company_number, signature, checkbox, radiogroup, text, multi_line_text, date, sign_date), a name for custom fields, an optional value, flags such as is_obligatory and should_be_filled_by_sender, and placements that position it on the PDF by page and relative coordinates or by anchoring to text.

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.

Bundle / 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.

list_flow_drafts

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

get_flow_draft

Input	Type	Description
draft_id	string	The draft id. Required.

Returns the draft with its documents, participants and steps.

add_document_to_draft

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

Input	Type	Description
draft_id	string	The draft id. Required.
name	string	Document name. Defaults to the filename without extension.

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.

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.

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, parties, signing, reminders, flows, usage	The whole platform
Best for	Asking questions, preparing and sending, following up	Automated pipelines and integrations

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What comes next?

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