Docuseal MCP server

Connect Docuseal 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 Docuseal MCP server

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

  • Use the merge templates tool in Docuseal
  • Use the create template tool in Docuseal
  • Use the create submission tool in Docuseal
  • Use the list submissions tool in Docuseal
  • Use the create submission from pdf tool in Docuseal
  • Use the list submitters tool in Docuseal

Supported Tools

merge_templates

Merge Templates

Combine multiple templates into a single unified template containing all documents and fields from the source templates.

create_template

Create Template

Create a new document template from a PDF, DOCX, or HTML source. For **PDF** and **DOCX**: provide document files as base64-encoded strings or downloadable URLs. PDF templates support text field tags like `{{Field Name;role=Signer1;type=date}}` or pixel-coordinate field definitions. For **HTML**: provide raw HTML content with field tags like `<text-field>`, `<signature-field>`, etc.

create_submission

Create Submission

Create a signature request (submission) from an existing template and send it to one or more submitters for signing. Email invitations default to enabled; pass sendEmail=false to suppress them. Auto-signing with completed=true is irreversible. Supports sequential or parallel signing order, field pre-filling, expiration dates, custom email messaging, 2FA, and auto-signing.

list_submissions

List Submissions

List signature requests (submissions). Filter by template, status, submitter details, or folder. Returns submission metadata and submitter statuses.

create_submission_from_pdf

Create Submission from PDF

Create a one-off signature request directly from a PDF document without needing a pre-existing template. Email invitations default to enabled; pass sendEmail=false to suppress them. The PDF can use text tags like `{{Field Name;role=Signer1;type=date}}` to define fillable fields, or fields can be specified with pixel coordinates.

list_submitters

List Submitters

List submitters (signers) across submissions. Filter by submission, completion date range, external ID, or search query. Returns submitter details including status, filled values, and signed documents.

list_templates

List Templates

List document templates from your DocuSeal account. Filter by name, folder, external ID, or archived status. Returns template summaries; use get_template for fields, roles and documents. Supports pagination for large result sets.

get_submitter

Get Submitter

Retrieve detailed information about a specific submitter (signer) including their status, filled field values, signed document download URLs, and submission event history.

update_submitter

Update Submitter

Update a submitter's details, pre-fill or modify field values, mark as completed for auto-signing, or re-send notification emails/SMS. Can also change email, name, phone, and configure 2FA requirements.

get_submission

Get Submission

Retrieve detailed information about a specific submission including all submitters, their statuses, filled field values, signed document URLs, and the audit log. Optionally download merged available PDFs; these are previews until signing completes. Retrieval may generate retained files.

get_template

Get Template

Retrieve detailed information about a specific document template including its fields, submitter roles, documents, and configuration. Useful for inspecting a template before creating a submission.

archive_submission

Archive Submission

Archive a submission, removing it from active listings while preserving the data.

clone_template

Clone Template

Create an independent copy of an existing document template. The cloned template can be given a new name, placed in a different folder, and assigned a custom external ID.

archive_template

Archive Template

Archive a document template, removing it from active use while preserving its submission history.

update_template

Update Template

Update an existing document template's name, folder, external ID, or submitter roles.

update_submission

Update Submission

Rename a submission, change or remove its expiration, or archive and restore it. Archival retains documents and history; expiration restricts signing availability and does not undo completed signatures.

download_submission_documents

Download Submission Documents

Download available PDFs for an exact submission, optionally merged. Pending submissions return previews; completed submissions return completed documents. Retrieval can generate and retain previews. The total download limit is 64 MiB.

Connect Docuseal 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 Docuseal in Metorial. In your Metorial portal, enable the Docuseal 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 Docuseal tools.

Run Docuseal through the Metorial gateway

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

  • Give Docuseal and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Docuseal 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 Docuseal

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 Docuseal

Create, manage, and send electronic documents for signature. Build reusable document templates from PDF, DOCX, or HTML with fillable fields (signature, text, date, initials, checkboxes, etc.). Send signing requests to one or multiple parties via email or SMS with options for sequential or parallel signing order, field pre-filling, expiration dates, two-factor authentication, and custom messaging. Retrieve submitter details, track signing progress, and download completed signed documents as PDFs. Clone, merge, and archive templates and submissions.

Frequently asked questions

Common questions about connecting Docuseal to AI agents with Metorial.

  1. How many tools does the Docuseal MCP server have?
    The Docuseal MCP server exposes 17 tools, including Merge Templates, Create Template, Create Submission. Each one is governed and traced through Metorial.
  2. Docuseal 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 Docuseal MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Docuseal and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Docuseal MCP server yourself or use the hosted gateway.

Connect Docuseal to production AI agents

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