Docusign MCP server

Connect Docusign 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 Docusign MCP server

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

  • Use the create embedded signing url tool in Docusign
  • Use the list envelopes tool in Docusign
  • Use the get envelope recipients tool in Docusign
  • Use the list templates tool in Docusign
  • Use the download document tool in Docusign
  • Use the get envelope tool in Docusign

Supported Tools

create_embedded_signing_url

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

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

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

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

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

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

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

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

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

Get Template

Retrieves the definition of a DocuSign template, including its subject, documents, and placeholder recipient roles for envelope creation.

create_sender_view

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

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

Get Envelope Audit Events

Retrieves DocuSign audit events for a specific envelope, including envelope lifecycle and recipient activity records used for compliance review.

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

Run Docusign through the Metorial gateway

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

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

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.

GitHub

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.

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.

Microsoft Outlook

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.

Linear

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.

Jira

Create, read, update, and delete issues across projects. Search issues using JQL queries. Manage projects, boards, sprints, and epics for agile workflows. Log work time, add comments and attachments, and transition issues through workflow statuses. Create and manage project versions/releases, issue links, filters, and dashboards. Query users, groups, and permissions.

Technical notes for Docusign

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.

Frequently asked questions

Common questions about connecting Docusign to AI agents with Metorial.

  1. How many tools does the Docusign MCP server have?
    The Docusign MCP server exposes 13 tools, including Create Embedded Signing URL, List Envelopes, Get Envelope Recipients. Each one is governed and traced through Metorial.
  2. Docusign 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 Docusign MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Docusign and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Docusign MCP server yourself or use the hosted gateway.

Connect Docusign to production AI agents

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