Connect Docuseal to AI agents

Connect Docuseal 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

Tools15Triggers3

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. 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. 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 details including fields, submitter 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 retrieve and merge all signed documents.

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.

More integrations teams use with Docuseal

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 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. Receive webhook notifications for form events (viewed, started, completed, declined), submission lifecycle events (created, completed, expired, archived), and template changes (created, updated).

Connect Docuseal to production AI agents

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Frequently asked questions

Common questions about connecting Docuseal to AI agents with Metorial.

  1. Can Metorial connect Docuseal to AI agents?
    Yes. Metorial connects AI agents to Docuseal 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.