Esign Automation

eSign Automation

This skill provides automation capabilities for the eSignGlobal electronic signature platform. It enables AI agents to automate document signing workflows and integrate with eSignGlobal APIs. This skill is maintained by the eSignGlobal team and is intended for safe automation of contract signing workflows.

Best For

Use this skill when the user wants to:

• send a contract, agreement, or approval form for signature
• launch a new e-sign workflow from a local file
• send one document to one or more recipients for signing

Example requests:

• "Send this contract to John for signature"
• "Start a signing workflow for this PDF"
• "Send this agreement to Alice and Bob"

Installation

Use the external CLI through npx:

npx @esignglobal/envelope-cli <command>

Setup

Before calling any send action, set ESIGNGLOBAL_APIKEY in the shell environment. If the user does not already have an api key, direct them to:

1. Sign in at https://www.esignglobal.com
2. Open Settings -> Integration -> Apps
3. Create an application and copy the generated api key

# Windows PowerShell
$env:ESIGNGLOBAL_APIKEY="your_api_key"

# macOS / Linux
export ESIGNGLOBAL_APIKEY="your_api_key"

# Verify connectivity
npx @esignglobal/envelope-cli config health

Credential handling rules:

• The CLI reads credentials only from ESIGNGLOBAL_APIKEY
• Do not implement local credential storage inside this skill
• Do not print or persist secrets

Workflow

1. Collect a single absolute filePath, signer list, and optional subject
2. Confirm the file is a .pdf and the signer data is complete
3. Set ESIGNGLOBAL_APIKEY in the current shell session
4. Run the external CLI command to send the envelope
5. Return the CLI result to the user

Safety Rules

• Only use a file path the user explicitly provided for this task
• Only handle one local PDF file per run
• Refuse relative paths; require an absolute path to a .pdf file
• Reject any non-PDF file before invoking the CLI
• Never print or persist secrets
• Do not scan directories, expand globs, or discover files on the user's behalf
• Only call the trusted eSignGlobal CLI configured for this environment

Required Inputs

• filePath: absolute path to an existing local PDF file
• signers: JSON array of signer objects
• subject: optional email or envelope subject

Each signer must include:

• userName
• userEmail

Optional field:

• signOrder as an integer >= 1

Input Format

filePath

filePath must be an absolute path to an existing local PDF file.

Example:

/tmp/contract.pdf

signers

Each signer must include:

• userName
• userEmail

Optional field:

• signOrder (integer, minimum 1)

Single signer example:

[
  {
    "userName": "Bob Smith",
    "userEmail": "bob@example.com"
  }
]

Sequential signing example:

[
  {
    "userName": "Bob Smith",
    "userEmail": "bob@example.com",
    "signOrder": 1
  },
  {
    "userName": "Alice Jones",
    "userEmail": "alice@example.com",
    "signOrder": 2
  }
]

Parallel signing example:

[
  {
    "userName": "Bob Smith",
    "userEmail": "bob@example.com",
    "signOrder": 1
  },
  {
    "userName": "Alice Jones",
    "userEmail": "alice@example.com",
    "signOrder": 1
  }
]

External CLI Pattern

Use the external command-line tool instead of bundled scripts:

npx @esignglobal/envelope-cli send-envelope --file <filePath> --signers '<signersJson>' [--subject <subject>] --confirm

Check available commands if needed:

npx @esignglobal/envelope-cli help

Example:

npx @esignglobal/envelope-cli send-envelope --file "C:\\docs\\contract.pdf" --signers '[{"userName":"Bob Smith","userEmail":"bob@example.com"}]' --subject "Please sign this contract" --confirm

Required Configuration

• Node.js 18 or later
• Access to the trusted external CLI, either preinstalled or available through npx
• ESIGNGLOBAL_APIKEY must already be configured in the shell environment

Output

Return the external CLI result. Do not bundle or implement upload logic inside this skill.