Documenso MCP server

Connect Documenso to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Documenso MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the distribute envelope tool in Documenso
  • Use the update envelope tool in Documenso
  • Use the manage fields tool in Documenso
  • Use the create envelope tool in Documenso
  • Use the manage recipients tool in Documenso
  • Use the get audit log tool in Documenso

Supported Tools

distribute_envelope

Distribute Envelope

Send an envelope to its recipients for signing. This transitions the envelope from DRAFT to PENDING status. Use **redistribute** to resend to recipients who haven't signed yet.

update_envelope

Update Envelope

Update an existing envelope's title or metadata (subject, message, signing order, redirect URL, language, etc.). Provider permissions and envelope status determine which changes are accepted.

manage_fields

Manage Fields

Add, update, or remove signature/form fields on an envelope. Supports field types: SIGNATURE, INITIALS, NAME, EMAIL, DATE, TEXT, NUMBER, CHECKBOX, RADIO, DROPDOWN. Fields are positioned on specific pages with coordinates and dimensions. Only one action (create, update, or delete) per call.

create_envelope

Create Envelope

Create a new envelope (document or template) in Documenso. Optionally attach PDF files (base64-encoded), add recipients, and configure signing metadata in a single call. After creation, use the **Distribute Envelope** tool to send it to recipients.

manage_recipients

Manage Recipients

Add, update, or remove recipients on an envelope. You can create multiple recipients at once, update their details (email, name, role, signing order), or delete a recipient. Only one action (create, update, or delete) can be performed per call.

get_audit_log

Get Audit Log

Retrieve the audit log for an envelope, showing all actions taken (creation, sends, opens, signatures, completions, etc.). Useful for compliance and tracking document activity.

use_template

Create Document from Template

Generate a new document from an existing template. Override recipient details and prefill field values to customize each instance. The resulting document can then be distributed for signing.

delete_envelope

Delete Envelope

Delete a document or template envelope through Documenso. Completed envelopes cannot be deleted. Draft/pending documents and templates may be permanently removed together with their native audit records. Deletion can emit webhooks or cancellation notifications; it does not revoke previously delivered files or external history.

manage_folders

Manage Folders

List, create, update, or delete folders for organizing documents and templates. Provide exactly one action per call: set **action** to "list", "create", "update", or "delete".

get_envelope

Get Envelope

Retrieve detailed information about a specific envelope including its recipients, status, and metadata. Use this to check the current state of a document or template.

duplicate_envelope

Duplicate Envelope

Create a copy of an existing envelope. The duplicate will be in DRAFT status with the same documents, recipients, and fields as the original.

find_envelopes

Find Envelopes

Search and list envelopes (documents or templates) in Documenso. Supports filtering by status, type, folder, and full-text search. Results are paginated.

download_envelope_file

Download Envelope File

Download an original, completed signed, or pending PDF item, an audit-log PDF, or a signing certificate for a document envelope.

Connect Documenso to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Documenso in Metorial. In your Metorial portal, enable the Documenso MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Documenso tools.

Run Documenso through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Documenso and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Documenso tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Documenso

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs.

Netlify

Manage web application sites, deploys, builds, build hooks, deployed files, metadata, and hosting on Netlify. Create, update, configure, list, and delete sites. Manage environment variables with per-context values and scopes. Access and manage form submissions, including spam filtering. Configure DNS zones and records. Inject JavaScript or HTML snippets into site pages. Create and manage split tests (A/B testing) for traffic routing between branches. Set up notification hooks for deploy and form submission events. Purge CDN cached content by site or cache tag.

Typeform

Create, retrieve, update, and delete online forms and surveys. Manage form responses, including filtering by date and deleting submissions. Configure webhooks to receive real-time notifications on form submissions and partial responses. Upload and manage images, create and apply visual themes, and organize forms across workspaces with team collaboration. Translate forms into multiple languages, retrieve form insights and analytics, and download files uploaded by respondents.

WordPress

Create, read, update, and delete WordPress posts and pages. Manage media library items, comments, categories, tags, site users, site metadata, editable site settings, content search, and WordPress.com site statistics. Supports WordPress.com hosted sites via OAuth and self-hosted WordPress sites via application passwords.

Technical notes for Documenso

Create and manage document or template envelopes, PDF files, recipients and form fields. Send or resend signing requests, organize folders, inspect audit history, and download original, pending or signed PDFs and signing certificates.

Frequently asked questions

Common questions about connecting Documenso to AI agents with Metorial.

  1. How many tools does the Documenso MCP server have?
    The Documenso MCP server exposes 13 tools, including Distribute Envelope, Update Envelope, Manage Fields. Each one is governed and traced through Metorial.
  2. Documenso exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Documenso MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Documenso and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Documenso MCP server yourself or use the hosted gateway.

Connect Documenso to production AI agents

See how Metorial gives your team governed access to Documenso, with tracing and security controls built in.