Connect Docusign with AI agents using Model Context Protocol (MCP). Seamlessly integrate Docusign tools and actions into Claude, Cursor, Windsurf, and other AI applications for enhanced workflow automation.
Document & File Management tools for AI automation
Install Docusign MCP server in minutes. Choose your AI platform: Cursor, Claude Desktop, Windsurf, or use HTTP endpoint for custom integrations. Follow our step-by-step guide to connect Docusign with your AI agent.
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DocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage documents electronically
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Document & File Management
Paste and run this command in your terminal to set up Cursor with MCP
After running the command, restart Cursor to start using the MCP Server.
Adds multiple contacts to a user's contacts list in docusign. this endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone numbers, email addresses, and notary-specific information. it's particularly useful for populating a user's address book efficiently or synchronizing contacts from external sources. the endpoint supports various contact types, including regular contacts, shared contacts, and signing groups. use this when you need to add or update multiple contacts simultaneously in a docusign account. note that while it can handle a variety of contact information, it does not provide functionality for removing or deactivating contacts.
Creates and sends an envelope using a template. allows multiple recipients with different roles and routing orders.
Gets the status and basic information about an envelope from docusign. this action retrieves detailed information about a specific envelope, including: - envelope status (created, sent, delivered, completed, declined, voided) - creation and sent timestamps - subject and message - recipient information and their status - document details - envelope metadata
Retrieves the custom document field information from an existing envelope document. the documentid must be a positive 32-bit signed integer (1 through 2147483647). typically the first document has id 1, the second document id 2, and so on, but you can use any numbering scheme within the valid range.
Given an envelopeid, this method returns the sender fields found in that envelope's documents. after you retrieve the sender fields, you can use the documentgeneration::updateenvelopedocgenformfields method to populate the fields.
Gets a template definition from the specified account. you can include additional template attributes in the response by using the include parameter: - powerforms: includes information about powerforms - tabs: includes information about tabs - documents: includes information about documents - favorite template status: includes the template favoritedbyme property
Gets the definition of a template or templates in the specified account. note: if the count parameter is not used, listtemplates has a default limit of 2,000 templates. if the account has more than 2,000 templates, listtemplates will return the first 2,000 templates. to retrieve more than 2,000 templates, repeat the api call, specifying start position and count to control the number of templates retrieved.
Sends a draft envelope by updating its status to 'sent'. example envelope id format: '93be49ab-xxxx-xxxx-xxxx-f752070d71ec'
This method dynamically generates an envelope's documents by populating its sender fields. the envelope must be in a draft state. use the documentgeneration::getenvelopedocgenformfields response to retrieve the list of sender fields for your envelope. use that list to build the request for this method. for each field, specify the field name and the value to populate. important notes: - if update docgen formfields only is false (the default), the documentid changes after the update. - this endpoint does not validate number, date, or select data field values. the request can succeed even if a number or date field value is not a valid number or date, or if a select field value is not one of the allowed values.
9 actions available