Documents and signing

signing.envelopes.signAsMember

Sign as the assigned company signer from a signed-in Oatmilk session (dashboard only, never API keys or agents): consent, typed or drawn signature, name, and title are recorded with the document hash, time, IP address, and device.

POST/api/v1/accounting/signing.envelopes.signAsMember

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required

MCP

Not offered over MCP: A person's own e-signature, with their signed-in session.

Fields

  • idstring (ID)Required

    The record's ID.

  • recipientIdstring (ID)Required

    The ID of one signer on a document.

  • documentSha256stringRequired

    SHA-256 hash as 64 lowercase hex characters

  • consentVersionstringRequired

    Matches ^[0-9a-z.-]{1,40}$

  • signatureobjectRequired

  • signedNamestringRequired

    1–200 characters

  • signedTitlestring

    at most 200 characters

  • idempotencyKeystringRequired

    Any unique text you generate once per intended change, so a retried request only happens once. Send it as the Idempotency-Key header instead if you prefer; if you send both they must match.

    8–200 characters

Example

curl https://app.getoatmilk.com/api/v1/accounting/signing.envelopes.signAsMember \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
  "recipientId": "4d5e6f7a-8b9c-4d0e-8f1a-2b3c4d5e6f7a",
  "documentSha256": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c",
  "consent": true,
  "consentVersion": "example",
  "signature": {
    "method": "typed",
    "text": "example"
  },
  "signedName": "Synthetic Ventures Inc."
}'
Response
{
  "data": { … }
}

Try it

Try it

Checks your input with this action’s real schema and answers like the API, with synthetic data. No key needed, and nothing changes.

POST/api/v1/accounting/signing.envelopes.signAsMember
curl https://app.getoatmilk.com/api/v1/accounting/signing.envelopes.signAsMember \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
  "recipientId": "4d5e6f7a-8b9c-4d0e-8f1a-2b3c4d5e6f7a",
  "documentSha256": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c",
  "consent": true,
  "consentVersion": "example",
  "signature": {
    "method": "typed",
    "text": "example"
  },
  "signedName": "Synthetic Ventures Inc."
}'

More in Documents and signing.