The Formify MCP Server implements the Model Context Protocol — a standard that lets AI assistants connect to external services. With the Formify MCP server, AI assistants can securely access your Formify account to create and manage documents and drafts, inspect templates and fields, track signing progress, send reminders, and manage related account/webhook operations.
MCP server URL
https://mcp.formify.eu/mcp
How it works
The MCP server acts as a bridge between your AI client and the Formify API. OAuth authentication happens directly between your AI client and Formify's authorization server. The MCP server validates the token on each request and proxies tool calls to the Formify API. Each user authorizes access with their own Formify account.
Quick start
Claude (Desktop & Web)
- Go to Customize → Connectors → Add custom connector.
- Enter the server URL:
https://mcp.formify.eu/mcp - Click Add, then Connect.
- Sign in to your Formify account and select Allow access.
- Verify the connection by entering a prompt such as: "List my templates."
Claude Code (CLI)
- Launch Claude Code in your terminal or VS Code extension.
- Run
/mcp add formify https://mcp.formify.eu/mcp - When prompted, complete the Formify login in your browser.
- Verify with: "List the available Formify MCP tools."
Cursor, Windsurf, VS Code, Codex and other clients
Remote MCP configuration differs between clients and client versions. Use the server URL below and follow your client's own MCP configuration documentation:
https://mcp.formify.eu/mcp
What you can do
Once connected, you can use natural language to manage the full document signing lifecycle:
- Send documents for signing — pick a template or upload your own PDF, fill in fields, add signers, and send
- Prepare drafts — create and edit drafts before sending, preview the PDF with signature fields, and send when ready
- Upload and merge PDFs — upload one or more PDF files, optionally merge them, and send for signing
- Track signing status — see who has signed and who hasn't
- Manage signees — send reminders, update contact details
- Handle document lifecycle — revoke, delete, or download completed documents
- Manage webhooks — set up real-time notifications for signing events
Example prompts
- "Send the NDA template to example.user@formify.eu for signing."
- "Upload this PDF and send it to Example User for signing."
- "Merge these two PDFs and send the combined document for signing."
- "List all documents waiting to be signed."
- "Has the contract with Example User been signed yet? If not, send a reminder."
- "Revoke the unsigned offer I sent yesterday."
- "Download the signed copy of the employment agreement."
- "Set up a webhook to notify me when documents are completed."
Available tools
Documents
| Tool | Description |
|---|---|
| list_documents | List documents on the account |
| get_document | Get document status and signee details |
| create_document | Create a document from a template or uploaded PDF and send it for signing |
| revoke_document | Revoke an unsigned document |
| delete_document | Permanently delete a completed or revoked document |
| get_signed_document_url | Get a time-limited download link for a signed document (valid 10 minutes) |
| send_reminder | Send a signing reminder to unsigned signees |
| update_signee | Correct a signee's name, email, or phone number |
Drafts
| Tool | Description |
|---|---|
| list_drafts | List drafts with pagination |
| get_draft | Get full draft configuration |
| create_draft | Create a new draft |
| update_draft | Replace an existing draft's configuration |
| get_draft_file | Get the draft preview PDF as an embedded resource |
| get_draft_file_url | Get a one-time download URL for the draft preview PDF |
| send_draft | Convert a draft to a live document and send invitations |
| delete_draft | Permanently delete a draft |
Files
| Tool | Description |
|---|---|
| request_file_upload_url | Get a presigned upload URL for a PDF file attached to the conversation |
| upload_file | Upload a PDF by presigned upload ID, public URL, or base64 content |
| get_file_fields | List form fields in an uploaded PDF before creating a document |
| merge_files | Merge 2–8 uploaded PDFs into a single file (page order follows input order) |
| delete_file | Delete a previously uploaded file |
Templates & form fields
| Tool | Description |
|---|---|
| list_templates | List available signing templates |
| get_template | Get template details, signee slots, and signature settings |
| get_template_fields | List form fields in a template (types, options, editability) |
| get_document_fields | List form fields in a created document |
| get_document_field_values | Get current field values in a document |
| set_document_field_values | Update form field values on an existing document |
Webhooks
| Tool | Description |
|---|---|
| list_webhooks | List registered webhooks |
| register_webhook | Register a webhook for signing events |
| delete_webhook | Delete a webhook |
| rotate_webhook_secret | Rotate the HMAC signing secret for a webhook |
Account & user
| Tool | Description |
|---|---|
| get_account_users | List users on the account |
| get_account_capabilities | Check enabled features (BankID, WhatsApp, AI assistant, etc.) |
| get_current_user | Get the authenticated user's info |
Authentication & permissions
The MCP server uses OAuth 2.0 with PKCE. No API keys or secrets are needed — just sign in to your Formify account when prompted.
When you connect, you authorize the AI client to perform actions on your behalf within your existing Formify account permissions:
- Documents — create, send, revoke, and delete documents; send reminders; update signee details
- Drafts — create, update, preview, send, and delete drafts
- Files — upload, merge, and delete PDF files
- Templates — browse and read templates and their form fields
- Webhooks — register, list, and delete webhooks
- Account — read account users, capabilities, and your own user profile
There are two independent session layers:
- OAuth tokens — The MCP client authenticates directly with Formify's authorization server. Access tokens are valid for 1 hour and refreshed automatically using a refresh token. Token refresh is handled entirely by the MCP client; the server accepts whatever valid Bearer token arrives on each request.
- MCP server session — The server keeps an in-memory session per connected client. This session expires after 30 minutes of inactivity, independent of OAuth token lifetime. When a session expires, the client receives a 404 and must re-initialize the MCP connection — it does not need to re-authenticate with OAuth as long as the refresh token is still valid.
You can revoke access at any time under Settings → Integration → My applications.
Privacy
The MCP server holds no persistent storage. During an active session, the OAuth access token and user ID are kept in process memory to authenticate requests to the Formify API. When a PDF file is uploaded via the MCP server, the file is held temporarily in memory until it has been forwarded to the Formify API — typically a matter of seconds — and is then discarded. Draft preview PDFs fetched via get_draft_file follow the same pattern — held in memory for the duration of the request only, never persisted. No file data is written to disk or retained after the request completes.
The MCP server acts as a proxy: document metadata, form values and PDF previews transit through process memory only while a request is being fulfilled, are never written to disk, and are not retained afterwards. Full details in the Formify Privacy Policy.
AI model visibility: When you fetch documents via the MCP server, their contents — including titles, recipient names, and email addresses — are sent to the AI model as part of the conversation context. Be aware that personal data may be processed by your AI provider.
Limitations
- AI responses may vary — always review tool results before confirming actions.
- PDF uploads are supported up to 50 MB. Files must not be password-protected or contain existing digital signatures.
- Rate limits apply: 60 requests per minute per session, 2 reminders per signee per hour.
Support
For questions or issues with the MCP integration: support@formify.eu