Consist-Systems/doxi-mcp-server

Doxi Sign MCP Server (.NET Core)

Overview

This project provides a Model Context Protocol (MCP) Server implemented in ASP.NET Core for managing document signing flows via the Doxi Sign API.

It exposes JSON-RPC 2.0 methods that allow AI clients (ChatGPT, Claude, etc.) to create, edit, and manage signing flows, documents, and attachments.

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Setup Guide

1. Clone & build git clone https://github.com/yourorg/doxi-mcp-server.git cd doxi-mcp-server dotnet build

2. Run locally dotnet run

   Default endpoint: http://localhost:5287/{Your Company Name}/mcp

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Headers

All requests must include: Mcp-Session-Id: test Content-Type: application/json

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Example Requests

List available tools:

POST http://localhost:5287/{Your Company Name}/mcp { "jsonrpc": "2.0", "id": 1, "method": "tools/list" }

Example response: { "jsonrpc": "2.0", "id": 1, "result": { "tools": [...] } }

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Get Flow Status Example:

POST http://localhost:5287/{Your Company Name}/mcp { "jsonrpc": "2.0", "id": 2, "method": "tools/call", "params": { "name": "GetFlowStatus", "arguments": { "username": "apiuser", "password": "apipass", "signFlowId": "123456" } } }

Response: { "jsonrpc": "2.0", "id": 2, "result": { "status": "Approved" } }

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Available Tools

1. GetAllWebhookSubscription — Lists all webhook subscriptions (GET /ex/webhook).
2. DeleteUserTemplate — Deletes a user template (DELETE /ex/template/{templateId}).
3. GetFormSettings — Downloads form settings for a company form (GET /ex/company/{companyId}/forms/{formId}/settings).
4. ReplaceSigner — Replaces an existing signer in a signing flow (POST /flow/ReplaceSigner).
5. MergeDocuments — Merges multiple documents into a single file (POST /ex/document/merge).
6. DocumentInfoBase64 — Extracts information from a document provided as base64 (POST /ex/document/info/base64).
7. AddTemplate — Creates a new user template (POST /ex/template).
8. GetFlowAttachments — Gets all attachments of a flow (GET /flow/{signFlowId}/attachments).
9. AddAttachmentAsBase64ToFlow — Adds a base64-encoded attachment to a flow (POST /flow/{signFlowId}/attachments/base64).
10. DeleteSubscription — Deletes a webhook subscription (DELETE /ex/webhook/{subscriptionId}).
11. GetFlowAttachmentField — Gets a specific attachment field from a flow (POST /flow/{signFlowId}/AttachmentField).
12. UpdateKit — Updates an existing kit (PUT /ex/kit/{kitId}).
13. EditSignFlow — Edits an existing signing flow (POST /flow/edit).
14. SetSignatures — Updates or adds signatures to a flow (POST /flow/{signFlowId}/SetSignatures).
15. GetKits — Lists kits for the tenant (GET /ex/kit).
16. SearchWebhookCallLogs — Searches webhook call logs for a subscription (POST /ex/webhook/{subscriptionId}/logs/search).
17. GetUserTemplates — Retrieves templates of a user identified by key type and value (GET /ex/user/{searchType}/{searchValue}/templates).
18. GetFlowsStatus — Retrieves statuses for multiple flows at once (POST /flow/status).
19. WebHookCheck — Validates and previews a webhook payload (POST /ex/webhook/check).
20. UpdateWebhookSubscription — Updates a webhook subscription (PUT /ex/webhook/{subscriptionId}).
21. GetFlowStatus — Gets the current status of a specific flow (GET /flow/{signFlowId}/status).
22. UpdateTemplate — Updates an existing template (PUT /ex/template/{templateId}).
23. GetTemplate — Retrieves template metadata (GET /ex/template/{templateId}).
24. DeleteAttachmentFromTemplate — Deletes an attachment from a template (DELETE /ex/template/{templateId}/attachments/{attachmentId}).
25. GetUserIdByEmail — Retrieves the user ID by email (GET /ex/user/byEmail/{email}/id).
26. GetUsers — Queries users with filter parameters (GET /ex/users).
27. GetFlow — Retrieves metadata for a specific signing flow (GET /flow/{signFlowId}).
28. SearchInDocumentBase64 — Searches for text or patterns in a base64-encoded document (POST /ex/document/search/base64).
29. GetAllFlows — Retrieves all signing flows available for the current tenant (GET /flow).
30. DocumentInfo — Extracts information from a document file (POST /ex/document/info).
31. SearchInDocument — Searches for text or patterns in an uploaded document (POST /ex/document/search).
32. CreateFlowFromTemplate — Creates a new signing flow from a template (POST /ex/template/CreateFlowFromTemplate/{templateId}).
33. GetUserGroups — Retrieves groups for a user identified by key type and value (GET /ex/user/{searchType}/{searchValue}/groups).
34. SearchFlow — Searches signing flows by filters such as signer, date, or status (POST /flow/search).
35. AddKit — Creates a new kit (POST /ex/kit).
36. AddSubscription — Adds a new webhook subscription (POST /ex/webhook).
37. GetKit — Retrieves kit metadata (GET /ex/kit/{kitId}).
38. GetDocument — Downloads a document from a signing flow (GET /flow/{signFlowId}/Document).
39. AddSignFlow — Creates a new signing flow and uploads a document (POST /flow).
40. SetFlowAction — Sets an action on a flow such as approve, reject, or delegate (POST /flow/{signFlowId}/action).

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Integration (Claude / ChatGPT)

Windows config (claude_desktop_config.json): { "mcpServers": { "doxi_flows": { "command": "dotnet", "args": [ "run", "--project", "C:\path\to\DoxiMcpServer.csproj" ] } } }

macOS/Linux: { "mcpServers": { "doxi_flows": { "command": "/usr/local/bin/dotnet", "args": [ "run", "--project", "/path/to/DoxiMcpServer.csproj" ] } } }

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Troubleshooting

• Bad Request: Mcp-Session-Id header is required → Add header.
• Session not found → Use fixed session ID.
• Method not available → Ensure method name is tools/list or tools/call.
• Empty tool list → Verify metadata.json is loaded.

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License

Licensed under the MIT License.