Connect Documenso to AI agents

Connect Documenso to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools12Triggers1

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.). Can only be applied to envelopes in DRAFT status.

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

Permanently delete an envelope (document or template) from Documenso. This action cannot be undone.

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.

More integrations teams use with Documenso

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. 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. Subscribe to webhooks for list and library change notifications. 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. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.

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. Receive real-time webhook notifications for page changes, new pages, comments, and database schema updates.

Google Sheets

Create, read, and update spreadsheets and their cell data. Read and write values to individual cells, ranges, or multiple ranges using A1 notation or named ranges. Apply cell formatting including text styles, backgrounds, borders, number formats, and conditional formatting. Manage sheets (tabs) within a spreadsheet—add, delete, copy, rename, and reorder them. Create and manage embedded charts, pivot tables, filter views, data validation rules, protected ranges, named ranges, and merged cells. Perform batch operations to apply multiple updates atomically. Monitor spreadsheet changes via Google Drive push notifications.

Google Drive

Upload, download, create, copy, move, rename, trash, and permanently delete files and folders in Google Drive. Search for files using complex queries filtering by name, MIME type, owner, modification date, labels, and other metadata. Share files and folders with specific users, groups, or domains with role-based permissions (owner, writer, commenter, reader). Manage shared drives and their members. Export Google Workspace files (Docs, Sheets, Slides) to standard formats like PDF, DOCX, and XLSX. Track file revision history and restore earlier versions. Create, read, update, and delete threaded comments and replies on files. Apply and read custom labels on files. Monitor file and folder changes via push notifications or webhook subscriptions. Store app-specific data in a hidden per-user folder.

Google Slides

Create, read, edit, and delete Google Slides presentations. Create and manipulate slides with predefined or custom layouts. Insert, style, and replace text across slides, including bulk placeholder replacement for template-based generation. Add and position shapes, text boxes, lines, and images. Embed and refresh charts linked to Google Sheets. Manage speaker notes, duplicate or reorder slides, and perform batch updates combining multiple operations in a single call. Supports automated report and deck generation using templates with placeholder text and image substitution.

Technical notes for Documenso

Create, send, and manage electronic signature documents and multi-document envelopes. Upload PDF documents, add recipients with roles (signer, viewer, approver, CC), and configure signature fields (signature, text, date, checkbox, etc.) with precise positioning. Create reusable templates with direct signing links. Organize documents into folders. Manage teams and organizations. Embed signing and document authoring experiences into external applications. Receive webhook notifications for document lifecycle events including creation, sending, opening, signing, completion, rejection, and cancellation.

Connect Documenso to production AI agents

See how Metorial gives Documenso access the governance, tracing, and security controls teams need.

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Frequently asked questions

Common questions about connecting Documenso to AI agents with Metorial.

  1. Can Metorial connect Documenso to AI agents?
    Yes. Metorial connects AI agents to Documenso through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.