Docusign MCP
Connect Docusign to your AI agents using the Model Context Protocol (MCP), enabling seamless integration with docusign.com's services through standardized interfaces.
Load DocuSign Tools
Dynamically load Model Context Protocol (MCP) tools for DocuSign digital transaction management.
This ability provides access to DocuSign capabilities including:
- Create and send envelopes for signature
- Manage documents and templates
- Track envelope and document status
- Handle recipient management
- Access agreement workflows and automation
Note: Do not call this ability if DocuSign MCP tools are already loaded and available.
docusign
mcp
e-signature
List Envelopes
List envelopes from DocuSign based on status and date range.
crm
docusign
envelope
beta
Fetch Envelope
Fetch details of a specific envelope from DocuSign.
crm
docusign
envelope
beta
Create Envelope from Template
Create and optionally send an envelope from a DocuSign template.
crm
docusign
envelope
beta
Send Draft Envelope
Send a draft envelope that was previously created.
crm
docusign
envelope
beta
Void Envelope
Void an envelope that has not yet been completed.
crm
docusign
envelope
beta
List Templates
List all templates available in the DocuSign account.
crm
docusign
template
beta
Fetch Template
Fetch details of a specific template from DocuSign.
crm
docusign
template
beta
List Envelope Recipients
List all recipients of an envelope.
crm
docusign
recipient
beta
Resend Envelope to Recipients
Resend the envelope notification to recipients.
crm
docusign
recipient
beta
Execute DocuSign SQL Query
Execute a simple SQL query in DocuSign. Known tables include docusign.envelopes and docusign.templates. Joining tables and other complex queries are not supported.
crm
docusign
sql
beta
How Docusign MCP Works
ChatBotKit's MCP action provides a powerful way to dynamically extend your AI agent's capabilities by loading tools from Docusign's MCP server.
Connect to MCP Server
ChatBotKit establishes a connection to Docusign API endpoints, initiating secure communication.
Discover Available Tools
The system automatically discovers all available Docusign tools and their schemas through the MCP protocol.
Load Tool Definitions
Tool definitions are loaded into your conversation context, making them available to your AI agent.
Execute Securely
Your AI uses these tools as if they were native abilities, with secure execution and proper authentication.
MCP Integrations
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