AI Agents for Docusign

Create powerful agentic AI solutions that seamlessly integrate with docusign.com's services.

  • docusign.com

    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
  • docusign.com

    List Envelopes

    List envelopes from DocuSign based on status and date range.
    crm
    docusign
    envelope
    beta
  • docusign.com

    Fetch Envelope

    Fetch details of a specific envelope from DocuSign.
    crm
    docusign
    envelope
    beta
  • docusign.com

    Create Envelope from Template

    Create and optionally send an envelope from a DocuSign template.
    crm
    docusign
    envelope
    beta
  • docusign.com

    Send Draft Envelope

    Send a draft envelope that was previously created.
    crm
    docusign
    envelope
    beta
  • docusign.com

    Void Envelope

    Void an envelope that has not yet been completed.
    crm
    docusign
    envelope
    beta
  • docusign.com

    List Templates

    List all templates available in the DocuSign account.
    crm
    docusign
    template
    beta
  • docusign.com

    Fetch Template

    Fetch details of a specific template from DocuSign.
    crm
    docusign
    template
    beta
  • docusign.com

    List Envelope Recipients

    List all recipients of an envelope.
    crm
    docusign
    recipient
    beta
  • docusign.com

    Resend Envelope to Recipients

    Resend the envelope notification to recipients.
    crm
    docusign
    recipient
    beta
  • docusign.com

    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
  • DocuSign

    DocuSign transforms how organizations prepare, sign, and manage agreements. Trusted by over a million customers and billions of users, DocuSign enables digital transactions that are faster, easier, and more secure than paper.

    Integrate ChatBotKit with DocuSign to automate envelope creation, track signature status, query document data using natural language, and build intelligent agreement workflows powered by AI.

    Connections

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