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DocuSign is the industry-leading e-signature and digital transaction management platform. Professionals use DocuSign daily to send contracts, NDAs, agreements, and documents for legally binding electronic signatures. Track signature status, manage templates, and automate approval workflows.
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Domain knowledge for DocuSign — workflow patterns, data models, and gotchas for your AI agent.
DocuSign manages e-signatures for contracts, NDAs, and agreements. Each credential is bound to a single DocuSign account_id; base_path is region-specific and defaults from the account when not set.
Docusign Create From Template
Create and send an envelope from a DocuSign template. Templates streamline sending frequently used documents by pre-configuring documents, tabs, and workflow. Simply specify the template ID, provide recipient information for each role, and optionally customize the subject/message. This is faster than creating envelopes from scratch when you have standard documents like NDAs, employment contracts, or onboarding forms.
Docusign List Envelopes
List DocuSign envelopes with rich filtering options. Supports filtering by status (sent, completed, voided), date range, folder location, and pagination. The workhorse tool for exploring your documents and tracking signature workflows. Returns envelope metadata including status, recipients, and document counts.
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Browse all toolsDocusign List Templates
List available DocuSign templates. Templates are pre-configured envelope structures with documents, recipients, and signing fields already set up. Use templates to quickly send commonly used documents like NDAs, contracts, or forms without recreating the structure each time. Returns template IDs for sending new envelopes from those templates.
Docusign Send Envelope
Send documents for electronic signature via DocuSign. Create an envelope with one or more documents, specify recipients (signers and CC), and optionally set signing order. Supports PDF, Word, Excel, and other document formats. This is the primary tool for initiating signature workflows - use it to send contracts, NDAs, agreements, or any document requiring legal signatures.
Docusign Void Envelope
Void (cancel) a DocuSign envelope to stop the signing process. Use this to cancel sent envelopes that are no longer needed, contain errors, or need to be replaced. Voiding is permanent and cannot be undone. Recipients will be notified that the envelope has been voided. Only envelopes in 'sent' or 'delivered' status can be voided - completed envelopes cannot be voided.
Fetch
Universal fetch tool that retrieves any DocuSign envelope, template, or document using smart ID routing with colon-separated format. Get complete envelope details including recipient status, document list, and audit trail information.
Search
Search DocuSign envelopes using natural language or structured queries. Returns ranked results with IDs, subjects, status, and recipient information. Perfect for finding contracts, NDAs, or documents by status, date, or recipient.
DocuSign is the industry-leading e-signature and digital transaction management platform. Professionals use DocuSign daily to send contracts, NDAs, agreements, and documents for legally binding electronic signatures. Track signature status, manage templates, and automate approval workflows. It provides 7 tools that AI agents can use through the Model Context Protocol (MCP).
Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/docusign. Authentication is handled automatically.
DocuSign provides 7 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
DocuSign uses API Key. DocuSign requires credentials. Connect via MCPBundles and authentication is handled automatically.
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MCPBundles is an independent platform built on the open Model Context Protocol standard. Not affiliated with Anthropic PBC or Claude.
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