DocuSign MCP connector
Updated
DocuSign is an electronic signature platform that lets organizations send, sign, and manage documents digitally. The DocuSign MCP connector allows AI agents to create and send envelopes, apply templates, and track envelope status throughout the signing process. It also supports managing recipients by adding, updating, or removing them from envelopes, giving agents full control over document workflows.
Authentication type
- OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.
Uses
Use the DocuSign MCP connector to perform the following actions:
- Send documents for electronic signature directly from a workflow
- Track envelope status across recipients in real time
- Automate contract generation using reusable DocuSign templates
- Update recipient details and signing fields without leaving the workflow
- Retrieve signed documents and store them in connected systems
- Tag envelopes with custom fields for reporting and routing
- Void or correct envelopes before recipients complete signing
- Coordinate multi-step signing workflows with sequential recipient routing
Example prompts
Use the following example prompts to invoke DocuSign MCP connector tools from your AI assistant or Boomi Connect workflow:
Send the sales contract to the client for signature in DocuSign.Show me all envelopes still waiting on a signature in DocuSign.Create a new envelope from our standard NDA template in DocuSign.Void the envelope I sent to the wrong recipient in DocuSign.Add a new signer to the pending offer letter in DocuSign.Download the signed agreement from DocuSign.List all templates available in our DocuSign account.Update the signing order for the vendor contract in DocuSign.Delete the draft envelope I created by mistake in DocuSign.Check who still needs to sign the lease agreement in DocuSign.
DocuSign MCP connector tools
The DocuSign MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| docusign_docusignapplytemplate_invoke | Apply a DocuSign template to an existing envelope draft. |
| createEnvelope | Create an envelope |
| listEnvelopes | List envelopes |
| getEnvelope | Get envelope information |
| updateEnvelope | Send, void, or modify an envelope |
| deleteEnvelope | Delete an envelope |
| listEnvelopeRecipients | Get envelope recipients |
| createEnvelopeRecipients | Add recipients to an envelope |
| updateEnvelopeRecipients | Update recipients in an envelope |
| deleteEnvelopeRecipient | Delete a recipient from an envelope |
| listEnvelopeDocuments | Get list of envelope documents |
| updateEnvelopeDocuments | Add or replace documents in an envelope |
| getEnvelopeDocument | Get a document from an envelope |
| deleteEnvelopeDocument | Delete a document from an envelope |
| listEnvelopeCustomFields | Get custom fields for an envelope |
| createEnvelopeCustomFields | Create custom fields for an envelope |
| updateEnvelopeCustomFields | Update custom fields for an envelope |
| deleteEnvelopeCustomField | Delete a custom field from an envelope |
| listEnvelopeRecipientTabs | Get tabs for a recipient in an envelope |
| createEnvelopeRecipientTabs | Add tabs to a recipient in an envelope |
| updateEnvelopeRecipientTabs | Update tabs for a recipient in an envelope |
| deleteEnvelopeRecipientTabs | Delete tabs for a recipient in an envelope |
| getEnvelopeWorkflow | Get the workflow for an envelope |
| updateEnvelopeWorkflow | Update the workflow for an envelope |
| deleteEnvelopeWorkflow | Delete the workflow for an envelope |
| createTemplate | Create a template |
| listTemplates | List templates |
