DocuSign

Connect your AI agents to DocuSign.

Available Tools

list_documents

List all documents in an envelope with document IDs and metadata.

get_document

Download a specific document as base64 PDF. Use ‘combined’ for all docs, ‘certificate’ for signing cert.

download_all_documents

Download all documents as combined PDF or ZIP archive. Returns base64 content.

add_document

Add a document to a draft envelope. Document must be base64 encoded. Only works on draft envelopes (status=‘created’).

delete_document

Delete a document from a draft envelope. Only works on draft envelopes (status=‘created’).

list_envelopes

List envelopes with date/status/folder filters. Use from_date for recent envelopes.

get_envelope

Get envelope details including status, recipients, and documents.

create_envelope

Create envelope from documents or template. Set status=‘sent’ to send immediately.

send_envelope

Send a draft envelope to recipients. Changes status from ‘created’ to ‘sent’.

resend_envelope

Resend email notifications to pending recipients who haven’t signed yet. Only works for ‘sent’ or ‘delivered’ envelopes.

void_envelope

Void an in-progress envelope with a reason. Only ‘sent’ or ‘delivered’ envelopes can be voided. Cannot void completed, voided, or draft envelopes.

get_envelope_audit_events

Get audit trail/history showing all events for an envelope.

get_form_data

Get filled form/tab data from a completed or in-progress envelope. Returns all field values entered by recipients.

list_recipients

List envelope recipients with signing status. Includes signers, CC, and certified delivery.

update_recipients

Update recipient email/name to correct errors. Use resend_envelope=true to notify after update. Only works for ‘created’, ‘sent’, or ‘delivered’ envelopes.

create_signing_url

Create embedded signing URL for a recipient. Envelope must be ‘sent’ status (not draft). Requires clientUserId to match envelope.

delete_recipient

Delete a recipient from an envelope. Only works on draft envelopes (status=‘created’).

list_templates

List available templates with optional search and folder filters.

create_template

Create a new template with documents and recipient roles for reusable envelope configurations.

delete_template

Delete a template by moving it to the recycle bin. Templates are retained for 24 hours before permanent deletion.

get_template

Get template details including roles, documents, and tabs configuration.

Available Tools

list_documents

List all documents in an envelope with document IDs and metadata.

get_document

Download a specific document as base64 PDF. Use ‘combined’ for all docs, ‘certificate’ for signing cert.

download_all_documents

Download all documents as combined PDF or ZIP archive. Returns base64 content.

add_document

Add a document to a draft envelope. Document must be base64 encoded. Only works on draft envelopes (status=‘created’).

delete_document

Delete a document from a draft envelope. Only works on draft envelopes (status=‘created’).

list_envelopes

List envelopes with date/status/folder filters. Use from_date for recent envelopes.

get_envelope

Get envelope details including status, recipients, and documents.

create_envelope

Create envelope from documents or template. Set status=‘sent’ to send immediately.

send_envelope

Send a draft envelope to recipients. Changes status from ‘created’ to ‘sent’.

resend_envelope

Resend email notifications to pending recipients who haven’t signed yet. Only works for ‘sent’ or ‘delivered’ envelopes.

void_envelope

Void an in-progress envelope with a reason. Only ‘sent’ or ‘delivered’ envelopes can be voided. Cannot void completed, voided, or draft envelopes.

get_envelope_audit_events

Get audit trail/history showing all events for an envelope.

get_form_data

Get filled form/tab data from a completed or in-progress envelope. Returns all field values entered by recipients.

list_recipients

List envelope recipients with signing status. Includes signers, CC, and certified delivery.

update_recipients

Update recipient email/name to correct errors. Use resend_envelope=true to notify after update. Only works for ‘created’, ‘sent’, or ‘delivered’ envelopes.

create_signing_url

Create embedded signing URL for a recipient. Envelope must be ‘sent’ status (not draft). Requires clientUserId to match envelope.

delete_recipient

Delete a recipient from an envelope. Only works on draft envelopes (status=‘created’).

list_templates

List available templates with optional search and folder filters.

create_template

Create a new template with documents and recipient roles for reusable envelope configurations.

delete_template

Delete a template by moving it to the recycle bin. Templates are retained for 24 hours before permanent deletion.

get_template

Get template details including roles, documents, and tabs configuration.