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Docnify

Docnify MCP integration

Adds recipients and fields to a document, sends it for signature, resends when it stalls, and reports where signing stands.

Connect DocnifySee all integrations

13actions available

  1. Home/
  2. Integrations/
  3. Docnify

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

  • Create document fields

    Lyro adds signature, text, and data fields to documents, transforming static files into interactive signing forms. Field creation is the first step before sending for signatures.

  • Send document

    Lyro dispatches a document for signing and notifies all recipients of their signing tasks. Completion status is tracked automatically from send until all signatures are collected.

  • Get document

    Lyro retrieves document details including signing progress and status to update the customer on completion. Signer responses are available immediately after retrieval.

See all 13 actions

How businesses use Docnify + Lyro

Each card is one request a support team gets, and the Docnify actions Lyro runs to close it.

  • task_alt

    Prepare a document for the people who must sign it

    Lyro adds each recipient with their signing order and authentication option, then creates the fields they need to complete, so routing is correct before the document leaves draft.

    Add Document RecipientCreate Document FieldsGet Document
  • mail

    Send it out and chase it when it stalls

    Lyro sends the document for signature, corrects a recipient's name or email if the first attempt bounced, and re-triggers the signing notification when nobody has acted on it.

    Send DocumentUpdate Document RecipientResend Document
  • search

    Answer where a signature request stands

    Lyro fetches a document by ID for its current state and metadata, lists what is outstanding across the account, and reads the templates the team builds requests from.

    Get DocumentList DocumentsList Templates
  • checklist

    Fix a request that was set up wrong

    Lyro changes a field's label or whether it is required, removes a field or a recipient who should not have access, and deletes the document when it has to be reissued from scratch.

    Update Document FieldsDelete Document RecipientDelete Document

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Docnify actions it has and picks the ones a request needs.

  1. 01

    Connect Docnify

    Authorize the Docnify account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.

  2. 02

    Tell your agent what you need

    Describe the job the way you would hand it to a teammate. Lyro maps it to the Docnify actions that close it and chains as many as the request needs.

  3. 03

    Watch it work

    The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.

    Get started free

Docnify · Lyro

What can you do in Docnify without me setting anything up?

These, right away:

  • Add document recipient
  • Get document
  • Delete document

Great, let's start with the first one.

Ask Lyro anything...

FAQ

Everything else about Docnify

Setup, permissions, and the limits of what Lyro can do inside Docnify.

  • No. This toolkit acts on documents that already exist in Docnify: adding recipients and fields, sending, resending, reading status, and deleting. Get Template and List Templates read template details but do not instantiate one, so the document is created in Docnify and Lyro takes it from there.

  • Yes. Add Document Recipient takes an optional signing order along with authentication options, so a countersignature can be sequenced behind the customer's signature instead of both notifications going out together.

  • Before it is sent. Create Document Fields is used after fetching a document and before sending, and Update Document Fields changes labels or requirements on existing fields at the same stage. After a send, a correction means a new request rather than an edit in place.

  • No. Delete Document permanently removes it by ID, so confirm the right document with Get Document or List Documents first. When only one person should lose access, Delete Document Recipient is the narrower action.

Every action available in Docnify

All 13 actions your agent can call on Docnify, straight from the live MCP connection.

  • Add document recipient

    Add a recipient to a document.

  • Create document fields

    Create one or more fields on a document.

  • Delete document

    Delete a specific document by its ID.

  • Delete document field

    Delete a field from a document.

  • Delete document recipient

    Remove a recipient from a document.

  • Get document

    Fetch a specific document by its ID.

  • Get template

    Fetch a specific template by its ID.

  • List documents

    List documents in the Docnify account.

  • List templates

    List templates in the Docnify account.

  • Resend document

    Resend a document for signing.

  • Send document

    Send a document for signing.

  • Update document fields

    Update metadata of document fields.

  • Update document recipient

    Update a recipient's details (name, email, role) on a document.

The tools Docnify sits next to

Same connection, same setup. Pick the next one your team already uses.

  • Boxarrow_outward

    Box

    Finds the document behind a question, shares it by link or collaboration, files it with metadata, and applies retention and legal hold.

  • DocRaptorarrow_outward

    DocRaptor

    Generates PDF and Excel files from HTML, follows async jobs through to download, and pages through the document creation history.

  • Dropboxarrow_outward

    Dropbox

    Searches stored files for the right document, generates shared links with the right settings, and collects files back through file requests.

  • Happy scribearrow_outward

    Happy scribe

    Happy Scribe is an automatic transcription service that converts audio and video files into accurate text.

  • Pdf api ioarrow_outward

    Pdf api io

    Lists PDF-API.io templates with their required fields and variants, right inside the conversation.

  • Text to pdfarrow_outward

    Text to pdf

    Renders text or Markdown into a downloadable PDF, runs longer conversions as async jobs, and clears the temporary files once they are delivered.

Browse every integration
Support agent working at a laptop next to the Lyro mascot

Ready to connect Docnify?

Authorize the account and your agent has all 13 actions from the first conversation.

Connect DocnifyTalk to sales
Connect DocnifyTalk to sales
Support agent working at a laptop next to the Lyro mascot