DocuSign MCP connector

DocuSign is an electronic signature and document management platform for executing legally binding agreements. The DocuSign MCP connector allows AI agents to create and send envelopes, apply templates, and manage recipients throughout the signing process. It also supports retrieving envelope status, modifying or voiding in-progress envelopes, and tracking document workflows across your organization.

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 signature with dynamic recipient lists and signing workflows
• Track envelope status and recipient signatures in real time across teams
• Automate document preparation by applying templates to new envelopes instantly
• Manage signature tabs, fields, and custom metadata on documents before sending
• Retrieve completed signed documents and route them to downstream systems
• Void or modify envelopes in progress without manual intervention
• Create reusable document templates for consistent, repeatable signing processes

Example prompts

Use the following example prompts to invoke DocuSign MCP connector tools from your AI assistant or Boomi Connect workflow:

• Send this contract to our three vendors in DocuSign and let me know when they've signed.
• Show me all envelopes waiting for signatures from the sales team in DocuSign.
• Create a new DocuSign envelope using our standard NDA template.
• Add two more recipients to the pending employment agreement in DocuSign.
• Download the signed PDF from DocuSign and attach it to the customer record.
• List all DocuSign templates we use for purchase orders.
• Update the signing tabs on the lease agreement before sending it out.
• Mark this DocuSign envelope as void and create a new one with corrected terms.
• Get the current status of all envelopes sent to acme-corp@example.com.
• Add custom fields to track the department and cost center on this DocuSign document.

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	Applies a saved template to an envelope to populate documents and settings.
createEnvelope	Creates a new envelope for sending documents to recipients for signing.
listEnvelopes	Retrieves a list of envelopes with their current status and details.
getEnvelope	Retrieves detailed information about a specific envelope.
updateEnvelope	Sends, voids, or modifies the status and properties of an envelope.
deleteEnvelope	Removes an envelope from the system permanently.
listEnvelopeRecipients	Retrieves the list of recipients assigned to an envelope.
createEnvelopeRecipients	Adds one or more recipients to an envelope.
updateEnvelopeRecipients	Modifies the details or properties of existing envelope recipients.
deleteEnvelopeRecipient	Removes a recipient from an envelope.
listEnvelopeDocuments	Retrieves the list of documents contained in an envelope.
updateEnvelopeDocuments	Adds new documents or replaces existing documents in an envelope.
getEnvelopeDocument	Retrieves a specific document from an envelope.
deleteEnvelopeDocument	Removes a document from an envelope.
listEnvelopeCustomFields	Retrieves custom fields defined for an envelope.
createEnvelopeCustomFields	Creates new custom fields for an envelope.
updateEnvelopeCustomFields	Modifies the values or properties of custom fields in an envelope.
deleteEnvelopeCustomField	Removes a custom field from an envelope.
listEnvelopeRecipientTabs	Retrieves the tabs assigned to a specific recipient in an envelope.
createEnvelopeRecipientTabs	Adds signing or data entry tabs to a recipient in an envelope.
updateEnvelopeRecipientTabs	Modifies the properties or positions of tabs for a recipient.
deleteEnvelopeRecipientTabs	Removes tabs assigned to a recipient in an envelope.
getEnvelopeWorkflow	Retrieves the workflow sequence and routing rules for an envelope.
updateEnvelopeWorkflow	Modifies the workflow sequence or routing rules for an envelope.
deleteEnvelopeWorkflow	Removes the workflow from an envelope.
createTemplate	Creates a reusable template with predefined documents and recipient settings.
listTemplates	Retrieves a list of saved templates available for use.