MCP Server

The DocuTrust MCP (Model Context Protocol) server enables AI agents and coding assistants to manage templates, submissions, and signers programmatically. It exposes DocuTrust operations as tools that any MCP-compatible client can call.

Installation

Run the MCP server directly with npx (no installation required):

npx @docutrust/mcp

Or install globally:

npm install -g @docutrust/mcp

Configuration

Environment Variables

Variable	Required	Description
`DOCUTRUST_API_URL`	Yes	Base URL of your DocuTrust instance
`DOCUTRUST_API_TOKEN`	Yes	API token with appropriate scopes

Claude Code

Add the following to your Claude Code MCP configuration (.claude/mcp.json or project settings):

{
  "mcpServers": {
    "docutrust": {
      "command": "npx",
      "args": ["@docutrust/mcp"],
      "env": {
        "DOCUTRUST_API_URL": "https://spitshake.io",
        "DOCUTRUST_API_TOKEN": "your-api-token"
      }
    }
  }
}

Claude Desktop

Add to your Claude Desktop configuration file (~/Library/Application Support/Claude/claude_desktop_config.json on macOS, %APPDATA%\Claude\claude_desktop_config.json on Windows):

{
  "mcpServers": {
    "docutrust": {
      "command": "npx",
      "args": ["@docutrust/mcp"],
      "env": {
        "DOCUTRUST_API_URL": "https://spitshake.io",
        "DOCUTRUST_API_TOKEN": "your-api-token"
      }
    }
  }
}

Cursor

Add to your Cursor MCP settings (.cursor/mcp.json):

{
  "mcpServers": {
    "docutrust": {
      "command": "npx",
      "args": ["@docutrust/mcp"],
      "env": {
        "DOCUTRUST_API_URL": "https://spitshake.io",
        "DOCUTRUST_API_TOKEN": "your-api-token"
      }
    }
  }
}

Available Tools

The MCP server exposes tools organized into three tiers based on their impact:

Tier	Tools	Required Scope
READ	`list_templates`, `get_template`, `list_submissions`, `get_submission`, `list_submission_documents`, `get_submitter`, `get_audit_trail`, `download_completed_document`	`templates:read`, `submissions:read`
PREPARE	`create_draft_submission`, `update_draft_submission`	`submissions:draft` or `submissions:write`
BINDING	`send_submission`, `send_reminder`	`submissions:send` or `submissions:write` (stdio MCP: requires `DOCUTRUST_ALLOW_SEND`)

Send tool gating

By default, the binding send tools (send_submission, send_reminder) are not registered in the stdio MCP server. Set the DOCUTRUST_ALLOW_SEND environment variable to enable them:

{
  "mcpServers": {
    "docutrust": {
      "command": "npx",
      "args": ["@docutrust/mcp"],
      "env": {
        "DOCUTRUST_API_URL": "https://your-instance.com",
        "DOCUTRUST_API_TOKEN": "your-send-scoped-token",
        "DOCUTRUST_ALLOW_SEND": "1"
      }
    }
  }
}

Each send tool also requires confirmed_by_user: true as a parameter, providing a human confirmation step.

list_templates

List all available templates in your account. Parameters:

Parameter	Type	Required	Description
`limit`	number	No	Maximum number of templates to return (default: 10, max: 100)
`after`	string	No	Cursor for pagination
`folder_name`	string	No	Filter by folder name
`external_id`	string	No	Filter by external ID
`archived`	boolean	No	Include archived templates (default: `false`)

Example response:

{
  "data": [
    {
      "id": 15,
      "name": "Employment Agreement",
      "slug": "abc123def456",
      "folder_name": "HR Documents",
      "created_at": "2026-03-01T10:00:00.000Z",
      "updated_at": "2026-04-01T12:00:00.000Z",
      "external_id": null,
      "source": "native",
      "archived_at": null,
      "submitters": [
        {
          "name": "Recipient",
          "uuid": "b2c3d4e5-f6a7-8901-bcde-f12345678901"
        },
        {
          "name": "Sender",
          "uuid": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
        }
      ],
      "fields": [
        {
          "name": "Full Name",
          "type": "text",
          "required": true,
          "submitter_uuid": "b2c3d4e5-f6a7-8901-bcde-f12345678901"
        },
        {
          "name": "Signature",
          "type": "signature",
          "required": true,
          "submitter_uuid": "b2c3d4e5-f6a7-8901-bcde-f12345678901"
        },
        {
          "name": "Date",
          "type": "date",
          "required": true,
          "submitter_uuid": "b2c3d4e5-f6a7-8901-bcde-f12345678901"
        }
      ]
    }
  ],
  "pagination": {
    "count": 1,
    "next": null,
    "prev": null
  }
}

get_template

Get detailed information about a specific template. Parameters:

Parameter	Type	Required	Description
`template_id`	string	Yes	The template ID

Example response:

{
  "id": 15,
  "name": "Employment Agreement",
  "slug": "abc123def456",
  "folder_name": "HR Documents",
  "created_at": "2026-03-01T10:00:00.000Z",
  "updated_at": "2026-04-01T12:00:00.000Z",
  "external_id": null,
  "source": "native",
  "archived_at": null,
  "submitters": [
    {
      "name": "Recipient",
      "uuid": "b2c3d4e5-f6a7-8901-bcde-f12345678901"
    },
    {
      "name": "Sender",
      "uuid": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    }
  ],
  "fields": [
    {
      "name": "Full Name",
      "type": "text",
      "required": true,
      "submitter_uuid": "b2c3d4e5-f6a7-8901-bcde-f12345678901"
    },
    {
      "name": "Email",
      "type": "text",
      "required": true,
      "submitter_uuid": "b2c3d4e5-f6a7-8901-bcde-f12345678901"
    },
    {
      "name": "Signature",
      "type": "signature",
      "required": true,
      "submitter_uuid": "b2c3d4e5-f6a7-8901-bcde-f12345678901"
    },
    {
      "name": "Date",
      "type": "date",
      "required": true,
      "submitter_uuid": "b2c3d4e5-f6a7-8901-bcde-f12345678901"
    },
    {
      "name": "Sender Signature",
      "type": "signature",
      "required": true,
      "submitter_uuid": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    }
  ],
  "documents": [
    {
      "id": 42,
      "filename": "employment_agreement.pdf",
      "content_type": "application/pdf",
      "page_count": 4,
      "size": 185200
    }
  ]
}

get_audit_trail

Get account-wide compliance audit log entries. Parameters:

Parameter	Type	Required	Description
`event_type`	string	No	Filter by event type
`from`	string	No	Start date (ISO 8601)
`to`	string	No	End date (ISO 8601)
`per_page`	number	No	Results per page (default: 25)

download_completed_document

Download a signed PDF for a completed submission. Available in stdio MCP only. Parameters:

Parameter	Type	Required	Description
`submission_id`	number	Yes	The submission ID
`document_id`	number	No	Specific document ID (defaults to first document)

list_submission_documents

List generated documents for a submission. Parameters:

Parameter	Type	Required	Description
`submission_id`	number	Yes	The submission ID

create_draft_submission

Create a draft submission from a template. No emails are sent until the draft is explicitly sent. Parameters:

Parameter	Type	Required	Description
`template_id`	string	Yes	The template to create a draft from
`submitters`	array	Yes	Array of submitter objects
`submitters[].email`	string	Yes	Submitter email address
`submitters[].name`	string	No	Submitter name
`submitters[].role`	string	No	Role name matching the template
`submitters[].values`	object	No	Pre-filled field values
`metadata`	object	No	Custom metadata for the submission

update_draft_submission

Edit a draft submission before sending. Only works on submissions with draft status. Parameters:

Parameter	Type	Required	Description
`submission_id`	number	Yes	The draft submission ID
`submitters`	array	No	Updated submitter objects
`metadata`	object	No	Updated metadata
`expire_at`	string	No	ISO 8601 expiration date

send_submission

Send a draft submission for signing. This is a legally binding action. Only available when DOCUTRUST_ALLOW_SEND is set (stdio MCP) or the token has submissions:send scope (remote MCP). Parameters:

Parameter	Type	Required	Description
`submission_id`	number	Yes	The draft submission ID to send
`confirmed_by_user`	boolean	Yes	Must be `true` to confirm the send action
`message`	object	No	Custom email message
`message.subject`	string	No	Email subject line
`message.body`	string	No	Email body

create_submission

Create a new submission from a template and send it to recipients for signing. Parameters:

Parameter	Type	Required	Description
`template_id`	string	Yes	The template to create a submission from
`send_email`	boolean	No	Send invitation emails (default: `true`)
`submitters_order`	string	No	`random` or `sequential` (default: `random`)
`submitters`	array	Yes	Array of submitter objects
`submitters[].email`	string	Yes	Submitter email address
`submitters[].name`	string	No	Submitter name
`submitters[].role`	string	No	Role name matching the template
`submitters[].phone`	string	No	Phone number for SMS
`submitters[].values`	object	No	Pre-filled field values
`submitters[].metadata`	object	No	Custom metadata
`submitters[].send_email`	boolean	No	Send email to this submitter
`submitters[].send_sms`	boolean	No	Send SMS to this submitter
`message`	object	No	Custom email message
`message.subject`	string	No	Email subject line
`message.body`	string	No	Email body (supports merge tokens)
`expire_at`	string	No	ISO 8601 expiration date
`metadata`	object	No	Custom metadata for the submission

Example response:

{
  "id": 90,
  "template_id": 15,
  "status": "pending",
  "source": "api",
  "submitters_order": "random",
  "created_at": "2026-04-09T16:00:00.000Z",
  "completed_at": null,
  "archived_at": null,
  "expire_at": null,
  "metadata": {},
  "submitters": [
    {
      "id": 144,
      "email": "signer@example.com",
      "name": "Jane Doe",
      "role": "Recipient",
      "status": "sent",
      "slug": "cD5eF7gHiJ",
      "signing_url": "https://spitshake.io/s/cD5eF7gHiJ",
      "sent_at": "2026-04-09T16:00:01.000Z",
      "opened_at": null,
      "completed_at": null,
      "phone": null,
      "values": {},
      "metadata": {}
    }
  ]
}

create_submissions_from_emails

Create multiple submissions at once from a comma-separated list of email addresses. Each email gets its own submission. Parameters:

Parameter	Type	Required	Description
`template_id`	string	Yes	The template to use
`emails`	string	Yes	Comma-separated email addresses
`send_email`	boolean	No	Send invitation emails (default: `true`)
`message`	object	No	Custom email message
`message.subject`	string	No	Email subject
`message.body`	string	No	Email body

Example response:

{
  "submissions": [
    {
      "id": 91,
      "template_id": 15,
      "status": "pending",
      "submitters": [
        {
          "id": 145,
          "email": "signer1@example.com",
          "role": "Recipient",
          "status": "sent",
          "slug": "kL8mN0pQrS",
          "signing_url": "https://spitshake.io/s/kL8mN0pQrS"
        }
      ]
    },
    {
      "id": 92,
      "template_id": 15,
      "status": "pending",
      "submitters": [
        {
          "id": 146,
          "email": "signer2@example.com",
          "role": "Recipient",
          "status": "sent",
          "slug": "tU2vW4xYzA",
          "signing_url": "https://spitshake.io/s/tU2vW4xYzA"
        }
      ]
    }
  ]
}

get_submission

Get detailed information about a specific submission. Parameters:

Parameter	Type	Required	Description
`submission_id`	number	Yes	The submission ID

Example response:

{
  "id": 89,
  "template_id": 15,
  "status": "completed",
  "source": "api",
  "submitters_order": "random",
  "created_at": "2026-04-09T09:00:00.000Z",
  "completed_at": "2026-04-09T15:45:30.000Z",
  "archived_at": null,
  "expire_at": null,
  "metadata": {
    "deal_id": "deal_291"
  },
  "template": {
    "id": 15,
    "name": "Employment Agreement"
  },
  "submitters": [
    {
      "id": 142,
      "email": "jane.doe@example.com",
      "name": "Jane Doe",
      "role": "Recipient",
      "status": "completed",
      "slug": "aB3kL9mNpQ",
      "sent_at": "2026-04-09T10:00:00.000Z",
      "opened_at": "2026-04-09T14:28:05.000Z",
      "completed_at": "2026-04-09T14:32:18.000Z",
      "phone": "+15551234567",
      "values": {
        "Full Name": "Jane Doe",
        "Email": "jane.doe@example.com",
        "Company": "Acme Inc",
        "Title": "VP of Operations",
        "Date": "2026-04-09"
      },
      "metadata": {
        "customer_id": "cust_8472"
      }
    },
    {
      "id": 143,
      "email": "hr@example.com",
      "name": "HR Department",
      "role": "Sender",
      "status": "completed",
      "slug": "bC4dE6fGhI",
      "sent_at": "2026-04-09T14:33:00.000Z",
      "opened_at": "2026-04-09T15:40:10.000Z",
      "completed_at": "2026-04-09T15:45:30.000Z",
      "phone": null,
      "values": {},
      "metadata": {}
    }
  ],
  "documents": [
    {
      "name": "Employment Agreement - Fully Executed",
      "url": "https://spitshake.io/blobs/proxy/eyJfcm...",
      "content_type": "application/pdf",
      "size": 312450
    }
  ],
  "audit_log_url": "https://spitshake.io/submissions/89/audit_log"
}

list_submissions

List submissions with optional filtering. Parameters:

Parameter	Type	Required	Description
`template_id`	string	No	Filter by template
`status`	string	No	Filter by status: `pending`, `completed`, `archived`
`limit`	number	No	Maximum results (default: 10, max: 100)
`after`	string	No	Pagination cursor
`template_folder`	string	No	Filter by template folder name
`external_id`	string	No	Filter by external ID

Example response:

{
  "data": [
    {
      "id": 89,
      "template_id": 15,
      "status": "completed",
      "source": "api",
      "submitters_order": "random",
      "created_at": "2026-04-09T09:00:00.000Z",
      "completed_at": "2026-04-09T15:45:30.000Z",
      "archived_at": null,
      "expire_at": null,
      "metadata": {
        "deal_id": "deal_291"
      },
      "template": {
        "id": 15,
        "name": "Employment Agreement"
      },
      "submitters": [
        {
          "id": 142,
          "email": "jane.doe@example.com",
          "name": "Jane Doe",
          "role": "Recipient",
          "status": "completed",
          "completed_at": "2026-04-09T14:32:18.000Z"
        }
      ]
    }
  ],
  "pagination": {
    "count": 1,
    "next": null,
    "prev": null
  }
}

send_reminder

Send a reminder email to a submitter who has not yet completed signing. Parameters:

Parameter	Type	Required	Description
`submitter_id`	number	Yes	The submitter to remind

Example response:

{
  "success": true,
  "message": "Reminder sent to jane.doe@example.com",
  "submitter": {
    "id": 142,
    "email": "jane.doe@example.com",
    "name": "Jane Doe",
    "role": "Recipient",
    "status": "sent"
  }
}

get_submitter

Get detailed information about a specific submitter. Parameters:

Parameter	Type	Required	Description
`submitter_id`	number	Yes	The submitter ID

Example response:

{
  "id": 142,
  "submission_id": 89,
  "email": "jane.doe@example.com",
  "name": "Jane Doe",
  "role": "Recipient",
  "status": "completed",
  "slug": "aB3kL9mNpQ",
  "signing_url": "https://spitshake.io/s/aB3kL9mNpQ",
  "phone": "+15551234567",
  "sent_at": "2026-04-09T10:00:00.000Z",
  "opened_at": "2026-04-09T14:28:05.000Z",
  "completed_at": "2026-04-09T14:32:18.000Z",
  "declined_at": null,
  "external_id": null,
  "values": {
    "Full Name": "Jane Doe",
    "Email": "jane.doe@example.com",
    "Company": "Acme Inc",
    "Title": "VP of Operations",
    "Date": "2026-04-09",
    "Signature": "data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA..."
  },
  "metadata": {
    "customer_id": "cust_8472",
    "deal_id": "deal_291"
  },
  "documents": [
    {
      "name": "Employment Agreement - Signed",
      "url": "https://spitshake.io/blobs/proxy/eyJfcm...",
      "content_type": "application/pdf",
      "size": 284716
    }
  ]
}

Usage Examples

Once the MCP server is connected, you can use natural language to interact with DocuTrust through your AI assistant.

List templates

“Show me all my DocuTrust templates”

The agent calls list_templates and presents the results.

Send a document for signing

“Send the Employment Agreement template to jane@example.com for signing”

The agent calls create_submission with the template ID and submitter email.

Check submission status

“What’s the status of submission 89?”

The agent calls get_submission with the submission ID and reports back.

Bulk send

“Send the NDA template to alice@example.com, bob@example.com, and carol@example.com”

The agent calls create_submissions_from_emails with the template ID and email list.

Send a reminder

“Remind submitter 142 to sign their document”

The agent calls send_reminder with the submitter ID.

Remote MCP endpoint

For hosted AI agents that can’t spawn a local process, SpitShake provides a remote MCP endpoint at POST /mcp.

Authentication

Use a scoped API token or OAuth access token via Authorization: Bearer <token>.

Protocol

The endpoint speaks JSON-RPC 2.0. Supported methods: initialize, tools/list, tools/call, ping.

# List available tools
curl -X POST https://your-instance.com/mcp \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'

# Call a tool
curl -X POST https://your-instance.com/mcp \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":2,"method":"tools/call","params":{"name":"list_templates","arguments":{"limit":5}}}'

Scope-gated tools

Tools are only visible when the token carries the required scope. A read-only token (templates:read, submissions:read) sees 6 READ tools. Adding submissions:draft reveals the PREPARE tools. Adding submissions:send reveals the BINDING tools. The remote MCP includes all 10 tools from the stdio MCP plus write tools that use direct model operations (create/update drafts, send submissions, send reminders).

Security

The MCP server uses your API token for authentication. All operations are scoped to the token’s permissions.
The server runs locally on your machine and communicates with DocuTrust over HTTPS.
API tokens should be stored in environment variables, not hardcoded in configuration files that are committed to version control.
Use tokens with the minimum required scopes for your use case.

Never share your API token or commit it to a public repository. Use environment variables or a secrets manager to store tokens securely.

Documentation Index

​MCP Server

​Installation

​Configuration

​Environment Variables

​Claude Code

​Claude Desktop

​Cursor

​Available Tools

​Send tool gating

​list_templates

​get_template

​get_audit_trail

​download_completed_document

​list_submission_documents

​create_draft_submission

​update_draft_submission

​send_submission

​create_submission

​create_submissions_from_emails

​get_submission

​list_submissions

​send_reminder

​get_submitter

​Usage Examples

​List templates

​Send a document for signing

​Check submission status

​Bulk send

​Send a reminder

​Remote MCP endpoint

​Authentication

​Protocol

​Scope-gated tools

​Security

MCP Server

Installation

Configuration

Environment Variables

Claude Code

Claude Desktop

Cursor

Available Tools

Send tool gating

list_templates

get_template

get_audit_trail

download_completed_document

list_submission_documents

create_draft_submission

update_draft_submission

send_submission

create_submission

create_submissions_from_emails

get_submission

list_submissions

send_reminder

get_submitter

Usage Examples

List templates

Send a document for signing

Check submission status

Bulk send

Send a reminder

Remote MCP endpoint

Authentication

Protocol

Scope-gated tools

Security