Tools
Every tool the Docshark MCP server offers, with its area, whether it reads or changes, who can use it and what it does.
An app sees only the tools your role opens and your connection allows. A tool marked Change is marked as a change in the tool list (destructiveHint), so apps that support it ask you before running it. A tool marked Read is marked read only (readOnlyHint) and never changes anything.
Every tool runs as you, in the connection's workspace. The workspace is never an input: an app cannot point a tool at another workspace.
Overview and analytics
| Tool | Title | Type | Who can use it | What it does |
|---|---|---|---|---|
get_workspace_overview | Get workspace overview | Read | Any Docshark member | The workspace at a glance: plan limits and usage, recent envelopes, templates, data rooms, share links, settings, and what you can do. |
analyze_engagement | Analyze reader engagement | Read | View analytics or send signatures | Who opened a share link, envelope or data room, how far they read and where they stopped. |
Library
| Tool | Title | Type | Who can use it | What it does |
|---|---|---|---|---|
search_library | Search the library | Read | Any Docshark member | Finds documents by name. Shows only documents you can open in Docshark: private and restricted folders stay hidden exactly as on the Library page. Up to 50 results. |
upload_document | Upload a document | Change | Manage documents | Uploads a file into the library, for the team or privately. The app sends the file's content; up to 20 MB per file. PDF, Word, PowerPoint, Excel, images and text. Plan storage limits apply. |
create_library_folder | Create a library folder | Change | Manage documents | Makes a folder in Team files or My files, optionally inside another folder. |
create_library_share_link | Create a share link | Change | Manage documents or links | Shares a document or folder with a link: expiry, password, email check, allow and block lists, downloads and watermark. The link opens from outside the workspace. |
update_library_share_link | Update a share link | Change | Manage documents or links | Changes an existing link's settings. |
revoke_library_share_link | Revoke a share link | Change | Manage documents or links | Turns a link off so nobody can open it again. |
Signatures
| Tool | Title | Type | Who can use it | What it does |
|---|---|---|---|---|
list_envelopes | List envelopes | Read | Send signatures or view analytics | Envelopes newest first, with each recipient's status. Filter by status (draft, sent, in progress, completed, declined, voided, expired) or subject. Up to 50. |
get_envelope_status | Get envelope status | Read | Send signatures or view analytics | One envelope: its documents, each recipient's role, order and status, when they signed, and the latest ten events. |
check_execution_readiness | Check envelope readiness | Read | Send signatures | Whether an envelope is ready to send or complete: signers, required fields, order and anything blocking it. |
reconcile_contract_metrics | Reconcile contract figures | Read | Send signatures | Compares amounts, dates and terms across an envelope's documents and reports mismatches. |
check_bilingual_parity | Check English–Arabic parity | Read | Send signatures | Compares the English and Arabic versions in an envelope and reports clauses that differ. |
list_approvals | List approvals | Read | Send signatures or manage templates | Approval requests for envelopes, templates, forms and rooms, with status. |
list_obligations | List obligations | Read | Send signatures | What signed agreements require and when: renewals, payments, notices, with owners. Open ones by default. |
create_signature_draft | Create a signature draft | Change | Send signatures | Makes a draft from library documents (up to 50) or a template, with up to 50 recipients as signer, viewer, approver or copy, in parallel or in order. Nothing is sent. |
send_envelope | Send an envelope for signature | Change | Send signatures | Sends a draft to its recipients. This emails people outside the workspace. |
run_envelope_action | Run an envelope action | Change | Send signatures | Sends a reminder, voids an envelope, deletes or recovers a draft, copies an envelope to a new draft, saves it as a template, or turns viewer analytics on or off. |
edit_draft_recipients | Edit draft recipients | Change | Send signatures | Adds, updates, removes or reorders a draft's recipients. |
correct_sent_recipient | Correct a sent recipient | Change | Send signatures | Fixes a pending recipient's name or email on a sent envelope, or hands their part to someone else. |
edit_fields | Edit signing fields | Change | Send signatures or manage templates | Adds, updates, removes or replaces fields on a draft envelope or a template. |
transfer_envelope_ownership | Transfer envelope ownership | Change | Send signatures | Requests, accepts or declines handing an envelope to a teammate. |
Templates
| Tool | Title | Type | Who can use it | What it does |
|---|---|---|---|---|
run_template_action | Run a template action | Change | Manage templates | Creates a template (blank, from a document or from an envelope), or clones, renames, archives, restores, deletes or favorites one. |
edit_template_placeholders | Edit template placeholders | Change | Manage templates | Adds, changes or deletes a template's fill-in placeholders. |
Data rooms
| Tool | Title | Type | Who can use it | What it does |
|---|---|---|---|---|
list_rooms | List data rooms | Read | Any Docshark member | Rooms newest first, with how many files each holds. Up to 50. |
get_room_contents | Show a data room's contents | Read | Any Docshark member with access to the room | The folders and files inside one room, with each file's download, print, copy and watermark settings. |
list_inbox | List open reader questions | Read | Manage data rooms | Questions readers asked inside rooms that still need an answer. |
create_room | Create a data room | Change | Manage data rooms | Makes a room, optionally filled with library documents (up to 200). |
create_room_folders | Create data room folders | Change | Manage data rooms | Builds a folder structure inside a room. |
edit_room_files | Edit data room files | Change | Manage data rooms | Adds, removes or reorders files, or changes what readers may do with them, including the watermark (off, overlay or burned in). |
rename_room | Rename a data room | Change | Manage data rooms | Changes a room's name. |
update_room_defaults | Update data room defaults | Change | Manage data rooms | The settings new links in the room start with: protection, downloads, watermark, questions and expiry. |
create_room_share_link | Create a data room link | Change | Manage data rooms | Shares a room with a link. The link opens from outside the workspace. |
revoke_room_share_link | Revoke a data room link | Change | Manage data rooms | Turns a room link off. |
answer_room_question | Answer a data room question | Change | Manage data rooms | Posts an answer to a reader's question. The reader is told. |
set_room_question_status | Set a question's status | Change | Manage data rooms | Marks a question open, answered or closed. |
File requests and forms
| Tool | Title | Type | Who can use it | What it does |
|---|---|---|---|---|
list_file_requests | List file requests | Read | Manage file requests | Requests newest first, whether each is still open, and how many files came in. |
create_file_request | Create a file request | Change | Manage file requests | Makes a link where people outside the workspace upload files to you, with an optional note, expiry and target folder. Returns the link. |
list_forms | List forms | Read | Manage templates | Web forms and PowerForms, whether each is live, and response counts. |
Workspace
| Tool | Title | Type | Who can use it | What it does |
|---|---|---|---|---|
update_branding | Update branding | Change | Any Docshark member; team branding needs manage branding | Changes or resets the team's branding, your own signing look, or one link's branding. |
update_notification_preferences | Update notification preferences | Change | Any Docshark member | Changes which Docshark emails and alerts you receive. |
manage_plan_and_seats | Manage plan and seats | Change | Any Docshark member; acts only with billing or team rights | Starts a plan change (Hobby, Starter, Team or Business, monthly or yearly) or invites team members within the plan's seats. A plan change still goes through checkout. |
Results
- Results are JSON. Dates are ISO 8601 in UTC.
- A result longer than 60,000 characters is cut short with a note. Ask for fewer items or a narrower filter.
- Lists default to 20 items and take at most 50.
- When a tool cannot do what was asked, it returns a plain sentence marked as an error, such as "Envelope not found". It never returns internal details.
Who can use it
"Who can use it" names the Docshark permission that opens the tool. Owners and admins hold every permission. Other roles get what the workspace's roles grant under Settings → Team. Your connection can narrow this further but never widen it; see Access.
Setup guide for admins
Roll out the Docshark MCP server to a team. Add it once for your Claude or ChatGPT organisation, decide who may connect and what apps may do, watch and end connections, and offboard people.
Access
How access is chosen per area, what each level allows, what you can grant, and how to change it later.