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Oksign

Oksign MCP integration

Uploads a document, lays its signature fields on it, sends signing links by email or SMS, and reports which documents are still waiting.

Connect OksignSee all integrations

17actions available

  1. Home/
  2. Integrations/
  3. Oksign

Three actions you can hand over today

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

  • Get active documents

    Lyro lists all unsigned and signed documents in the account. Agents track document status for compliance.

  • Upload document

    Lyro uploads a PDF or Word document to OKSign for signing. Support teams send agreements to customers for execution.

  • Upload notifications

    Lyro configures email and SMS notifications for signers. Support teams ensure customers receive signing links and reminders.

See all 17 actions

How businesses use Oksign + Lyro

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

  • task_alt

    Prepare a document for signature

    Lyro uploads the PDF or Word file, applies the form descriptor that defines the signature and field positions, and opens an Editor Express session when a person needs to place the fields by hand.

    Upload DocumentUpload Form DescriptorCreate Editor Express Session
  • mail

    Send signing links to the right people

    Lyro pulls the stored contact details for each signer, confirms the document is still on the platform, and uploads the notifications that deliver the signing links by email or SMS.

    Retrieve ContactsCheck Document ExistsUpload Notifications
  • search

    Report which documents are still open

    Lyro lists the active documents on the account, follows the link between a source document and its signed copy, and reports the remaining credits and storage before a batch goes out.

    Get Active DocumentsRetrieve Linked Document ListRetrieve Account Credits
  • contacts

    Keep the contact list and storage clean

    Lyro inserts or updates a signer's name, email, mobile, and company in the account contact list, drops the entries that are stale, and removes documents that no longer need keeping.

    Upload ContactsRemove ContactsRemove 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 Oksign actions it has and picks the ones a request needs.

  1. 01

    Connect Oksign

    Authorize the Oksign 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 Oksign 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

Oksign · Lyro

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

These, right away:

  • Upload contacts
  • Retrieve briefcase information
  • Remove briefcase

Great, let's start with the first one.

Ask Lyro anything...

FAQ

Everything else about Oksign

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

  • Get Active Documents is rate limited to one request every three minutes, so it is used for periodic sweeps rather than per-question lookups. When someone asks about one specific document, Lyro uses Check Document Exists instead, which is a targeted check and not subject to that limit.

  • Upload Document accepts PDF, DOC, and DOCX up to a maximum of 10 MB. Anything larger or in another format has to be converted before Lyro can upload it, and the form descriptor that defines signature and field placement is uploaded separately against the document.

  • Remove Document can return a FAILED status with a retry message while the platform is still processing signing notifications. Lyro treats that as a retry rather than a deletion, so a document is not reported as gone when it is in fact still on the platform.

  • Yes. Update Organization Token Info configures the callback URL, webhook URL, and return URL held against the organization's token, which is how signing events reach your system and how a signer is redirected once they finish. Remove SignExpress Token invalidates a sign-button token that should no longer work.

Every action available in Oksign

All 17 actions your agent can call on Oksign, straight from the live MCP connection.

  • Remove briefcase

    Remove a previously created briefcase from OKSign platform.

  • Retrieve briefcase information

    Retrieve a previously uploaded briefcase tokeninfo for consultation.

  • Remove contacts

    Remove specified contacts from the account's contact list.

  • Retrieve contacts

    Retrieve the list of contacts stored in the account.

  • Upload contacts

    Insert or update contact information in the account's contact list.

  • Retrieve account credits

    Retrieve account credit balance and storage information.

  • Check document exists

    Check if a signed or unsigned document still exists on the OKSign platform.

  • Remove document

    Remove a signed or unsigned document from the OKSign platform.

  • Upload document

    Upload a PDF or Word document to OKSign platform for completion and/or signing.

  • Create editor express session

    Invoke the OKSign Editor Express for modifying documents and form descriptors.

  • Upload form descriptor

    Upload form descriptor defining signature fields and other field types to a document.

  • Get active documents

    Retrieve all active document IDs and properties from OKsign account.

  • Retrieve linked document list

    Retrieve the list of linked signed or source document IDs related to a specific document.

  • Upload notifications

    Upload notifications defining email(s) and/or SMS(es) to be sent to signer(s) with signing links.

  • Update organization token info

    Update organizational token information and settings for the account.

  • Remove signexpress token

    Remove a previously uploaded SignExpress tokeninfo JSONObject from the OKSign platform.

  • Retrieve users

    Retrieve the list of users associated with the OkSign account.

The tools Oksign sits next to

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

  • Clockifyarrow_outward

    Clockify

    Clockify is a free time tracking software for individuals and teams to monitor work hours across projects.

  • Googlecontactsarrow_outward

    Googlecontacts

    Searches contacts across every field, creates and corrects people in bulk, manages groups, and reads the Workspace domain directory.

  • Mailtraparrow_outward

    Mailtrap

    Reads captured test messages, checks sending domain setup, reports delivery stats by date, domain, or ESP, and keeps contacts and templates current.

  • Proabonoarrow_outward

    Proabono

    Pulls a subscriber's plan and invoices, quotes an upgrade before it is created, corrects billing details, and checks what their plan entitles them to.

  • Streamtimearrow_outward

    Streamtime

    Returns organisation details, lists roles with their IDs and active status, and reads the saved segment filters a specific user has created.

  • Wixarrow_outward

    Wix

    Looks up current Wix site and store data and triggers updates directly from a Lyro conversation.

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

Ready to connect Oksign?

Authorize the account and your agent has all 17 actions from the first conversation.

Connect OksignTalk to sales
Connect OksignTalk to sales
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