MCP Integration

Firma provides an MCP server that lets AI assistants interact with the Firma API directly. You can manage templates, create signing requests, configure workspaces, and more through natural language conversations.

What is MCP?

The Model Context Protocol (MCP) is an open standard that connects AI assistants to external tools and data sources. Instead of writing API calls manually, you describe what you need in plain language, and the AI assistant uses the Firma MCP server to execute the right API calls on your behalf.

Supported clients

The Firma MCP server works with any client that supports the MCP Streamable HTTP transport:

Claude — Claude Code, Claude Desktop, Claude.ai
ChatGPT — Via Developer Mode connectors
Cursor — Native MCP support
GitHub Copilot — VS Code 1.101+
OpenAI Codex — Via CLI or config
Other MCP clients — Any client implementing the Streamable HTTP transport

Authentication

The MCP server authenticates via OAuth 2.1 with PKCE using your Firma account credentials. When you connect through any supported client, the OAuth flow is handled automatically — you’ll be redirected to sign in with your Firma account and authorize access.

Setup

Add the Firma MCP server via the CLI:

claude mcp add firma-api --type url --url https://mcp.firma.dev/mcp

Or add it to your Claude Code configuration (.claude/settings.json):

{
  "mcpServers": {
    "firma-api": {
      "type": "url",
      "url": "https://mcp.firma.dev/mcp"
    }
  }
}

You’ll be prompted to sign in with your Firma account on first use.

Add the server to your Claude Desktop configuration file (claude_desktop_config.json):

{
  "mcpServers": {
    "firma-api": {
      "type": "url",
      "url": "https://mcp.firma.dev/mcp"
    }
  }
}

Restart Claude Desktop after saving. You’ll be prompted to sign in with your Firma account on first use.

Add Firma to Claude.ai

Open Claude.ai Connector Settings

Click Add Connector
Enter the server URL: https://mcp.firma.dev/mcp
Complete the OAuth sign-in flow when prompted
The connector will appear in your conversation toolbar

Requires a ChatGPT Pro, Team, Enterprise, or Edu plan with Developer Mode enabled.

Add Firma to ChatGPT

Open ChatGPT Connector Settings

Click Create to add a new connector
Enter the server URL: https://mcp.firma.dev/mcp
Complete the OAuth sign-in flow when prompted
The Firma tools will appear in your conversations

Install in Cursor

One-click install for Cursor IDE

Or add manually to your project-level config (.cursor/mcp.json) or global Cursor settings:

{
  "mcpServers": {
    "firma-api": {
      "url": "https://mcp.firma.dev/mcp"
    }
  }
}

You’ll be prompted to sign in with your Firma account on first use.

Requires VS Code 1.101+ with GitHub Copilot enabled.

Install in VS Code

One-click install for VS Code with GitHub Copilot

Or add manually to your workspace config (.vscode/mcp.json):

{
  "servers": {
    "firma-api": {
      "url": "https://mcp.firma.dev/mcp"
    }
  }
}

You’ll be prompted to sign in with your Firma account on first use.

Add the server via the Codex CLI:

codex mcp add firma-api --type url --url https://mcp.firma.dev/mcp

Or add it to your config.toml:

[mcp.firma-api]
type = "url"
url = "https://mcp.firma.dev/mcp"

You’ll be prompted to sign in with your Firma account on first use.

Available tools

Once connected, the AI assistant can use the following tools. There are 84 tools organized across 10 categories.

The core workflow tools for creating and managing signing requests.

Tool	Description
`signing_requests_list`	List signing requests with filtering and pagination
`signing_requests_create`	Create a new signing request from a document or template
`signing_requests_create_and_send`	Create and send a signing request in one step
`signing_requests_get`	Get details of a specific signing request
`signing_requests_partial_update`	Update specific fields on a signing request
`signing_requests_update`	Full update of a signing request
`signing_requests_send`	Send a draft signing request to recipients
`signing_requests_cancel`	Cancel an active signing request
`signing_requests_resend`	Resend to specific recipients
`signing_requests_users_list`	List recipients on a signing request
`signing_requests_fields_list`	List fields on a signing request
`signing_requests_reminders_list`	List reminders for a signing request
`signing_requests_audit_list`	Get the audit trail for a signing request

Create and manage reusable document templates.

Tool	Description
`templates_list`	List templates with filtering and pagination
`templates_create`	Create a new template from a base64-encoded document
`templates_get`	Get details of a specific template
`templates_partial_update`	Update specific fields on a template
`templates_update`	Full update of a template
`templates_delete`	Delete a template
`templates_duplicate`	Duplicate a template into a new signing request
`templates_replace_document`	Replace the document on an existing template
`templates_users_list`	List recipients on a template
`templates_fields_list`	List fields on a template
`templates_reminders_list`	List reminders on a template

Manage workspaces for multi-tenant isolation.

Tool	Description
`workspaces_list`	List all workspaces
`workspaces_create`	Create a new workspace
`workspaces_get`	Get details of a specific workspace
`workspaces_update`	Full update of a workspace
`workspaces_partial_update`	Update specific fields on a workspace
`workspaces_api_key_regenerate`	Regenerate a workspace’s API key
`workspaces_api_key_expire`	Expire pending API keys
`select_workspace`	Switch the active workspace for the session

Configure webhook endpoints for real-time event notifications.

Tool	Description
`webhooks_list`	List all webhooks
`webhooks_create`	Create a new webhook
`webhooks_get`	Get details of a specific webhook
`webhooks_update`	Update a webhook
`webhooks_delete`	Delete a webhook
`webhooks_test`	Send a test event to a webhook
`webhooks_rotate_secret`	Rotate the webhook signing secret
`webhooks_secret_status`	Check webhook secret rotation status

View and update company-level information.

Tool	Description
`company_list`	Get company information
`company_update`	Full update of company details
`company_partial_update`	Update specific company fields

Configure custom email domains for sending notifications.

Tool	Description
`company_domains_list`	List company-level domains
`company_domains_create`	Add a company domain
`company_domains_get`	Get domain details
`company_domains_delete`	Remove a domain
`company_domains_verify_ownership`	Verify domain ownership
`company_domains_finalize`	Finalize domain setup
`company_domains_verify_dns`	Verify DNS records
`company_domains_set_primary`	Set as primary sending domain
`workspace_domains_list`	List workspace-level domains
`workspace_domains_create`	Add a workspace domain
`workspace_domains_get`	Get workspace domain details
`workspace_domains_delete`	Remove a workspace domain
`workspace_domains_verify_ownership`	Verify workspace domain ownership
`workspace_domains_finalize`	Finalize workspace domain setup
`workspace_domains_verify_dns`	Verify workspace domain DNS records
`workspace_domains_set_primary`	Set as primary workspace sending domain

Customize the email notifications sent to signers.

Tool	Description
`workspace_email_templates_list`	List workspace email templates
`workspace_email_templates_get`	Get a workspace email template
`workspace_email_templates_update`	Update a workspace email template
`workspace_email_templates_delete`	Reset a workspace email template to default
`company_email_templates_list`	List company email templates
`company_email_templates_update`	Update a company email template
`company_email_templates_delete`	Reset a company email template to default
`email_templates_defaults_get`	Get default email templates for a language
`email_templates_placeholders`	List available email template placeholders

Manage custom metadata fields on workspaces, templates, and signing requests.

Tool	Description
`workspace_custom_fields_list`	List workspace custom fields
`workspace_custom_fields_create`	Create a workspace custom field
`workspace_custom_fields_update`	Update a workspace custom field
`workspace_custom_fields_delete`	Delete a workspace custom field
`templates_custom_fields_list`	List template custom fields
`templates_custom_fields_create`	Create a template custom field
`templates_custom_fields_delete`	Delete a template custom field
`signing_requests_custom_fields_list`	List signing request custom fields
`signing_requests_custom_fields_create`	Create a signing request custom field
`signing_requests_custom_fields_delete`	Delete a signing request custom field

Generate JWT tokens for embedded editors and manage workspace settings.

Tool	Description
`generate_template_token_create`	Generate a JWT for the embedded template editor
`revoke_template_token_create`	Revoke a template JWT
`jwt_generate_signing_request_create`	Generate a JWT for the embedded signing request editor
`jwt_revoke_signing_request_create`	Revoke a signing request JWT
`workspace_settings_list`	Get workspace settings
`workspace_settings_update`	Update workspace settings

Workspace selection

After signing in, you start without a workspace selected. You can either:

Ask the assistant to select a workspace — e.g., “Switch to the Marketing workspace”
Let the assistant pass a workspace ID per request — the assistant can include a workspace_id parameter on individual tool calls

The assistant will typically list your workspaces first and ask which one to use.

Example conversations

List all signing requests

“Show me all pending signing requests in my Marketing workspace”

The assistant will select the workspace, call the signing requests list endpoint, and present the results.

Create and send a signing request

“Create a signing request from the NDA template and send it to jane@example.com”

The assistant will find the template, duplicate it into a signing request, set the recipient, and send it.

Check signing status

“What’s the status of the signing request I sent to John last week?”

The assistant will search recent signing requests and return the current status, including which recipients have signed.

Rate limits

MCP requests are subject to the same rate limits as direct API calls. Each tool call maps to one API request.

Troubleshooting

Tools not loading

If your client shows the server as connected but no tools appear:

Claude.ai / ChatGPT: Try disconnecting and reconnecting the connector from Settings
Cursor / VS Code: Restart the application after adding the configuration
Claude Desktop: Restart the app — changes to claude_desktop_config.json require a restart

Workspace not found

Make sure you’ve selected a workspace after connecting. Use “List my workspaces” to see available options.

Authentication errors

Try signing out and back in to refresh your session. If the issue persists, disconnect and reconnect the server in your client’s settings.

Starter guides

​What is MCP?

​Supported clients

​Authentication

​Setup

Add Firma to Claude.ai

Add Firma to ChatGPT

Install in Cursor

Install in VS Code

​Available tools

​Workspace selection

​Example conversations

​List all signing requests

​Create and send a signing request

​Check signing status

​Rate limits

​Troubleshooting

​Tools not loading

​Workspace not found

​Authentication errors

What is MCP?

Supported clients

Authentication

Setup

Available tools

Workspace selection

Example conversations

List all signing requests

Create and send a signing request

Check signing status

Rate limits

Troubleshooting

Tools not loading

Workspace not found

Authentication errors