create_embedded_signing_url
Generates a URL for embedded signing, allowing a recipient to sign documents directly within your application. The signer must have been created with a **clientUserId** when the envelope was sent. The returned URL is valid for a limited time (typically 5 minutes).
list_envelopes
Searches and lists DocuSign envelopes with flexible filtering by date range, status, text, and more. Returns up to 1000 envelopes per call with pagination support. Use **fromDate** to specify the start of the search window (required unless envelopeIds or transactionIds are provided).
get_envelope_recipients
Retrieves all recipients for a DocuSign envelope, including their status, signing order, and optionally their tab (form field) data. Useful for tracking who has signed and who hasn't.
list_templates
Lists and searches DocuSign templates available in the account. Returns template details including name, description, and recipient roles. Use search to find specific templates by name or keyword.
download_document
Downloads a document from a DocuSign envelope as an attachment. Can download individual documents by ID, all documents combined, or list available documents in the envelope.
get_envelope
Retrieves detailed information about a specific DocuSign envelope, including its status, sender, recipients, and documents. Optionally includes recipient details and custom fields.
send_envelope
Creates and sends a DocuSign envelope with documents for electronic signature. Supports inline documents with signers, carbon copy recipients, sequential/parallel signing workflows, and embedded signing. Set **status** to `"sent"` to send immediately or `"created"` to save as a draft.
send_envelope_from_template
Creates and sends a DocuSign envelope using a pre-existing template. Assign recipients to template roles and optionally override the email subject, message, and tab values. Use **List Templates** first to find the templateId and available role names.
void_envelope
Voids (cancels) a DocuSign envelope that has been sent but not yet completed. All recipients are notified that the envelope has been voided. A reason must be provided.
get_template
Retrieves the definition of a DocuSign template, including its subject, documents, and placeholder recipient roles for envelope creation.
create_sender_view
Generates a URL for the embedded DocuSign sender view, allowing a user to prepare, tag, and send a draft envelope in your application.
delete_envelope
Moves a DocuSign envelope to Deleted Items by moving it from its current folder to the recyclebin folder. Useful for discarding drafts and cleaning up test envelopes.
get_envelope_audit_events
Retrieves DocuSign audit events for a specific envelope, including envelope lifecycle and recipient activity records used for compliance review.
Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.
Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.
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.
Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.
Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.
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.
Send, sign, and manage documents and agreements electronically. Create and track envelopes with documents and recipients, configure signing workflows (sequential and parallel), and manage templates. Embed signing and sending experiences directly within applications. Support bulk sending to large recipient lists, create self-service PowerForms, and manage clickwrap agreements. Track envelope and recipient status in real-time, download signed documents, and retrieve audit trails. Administer users, groups, and account settings. Create web forms, manage real estate transaction rooms, and configure webhooks for envelope and recipient status change notifications.
Common questions about connecting Docusign to AI agents with Metorial.
