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Supported DocuSign tools

Every eSignature operation the agent can call, from envelopes and tabs to templates, bulk send and folders, plus the events it can watch.

docusign_accounts_get_information

Retrieves the account information for the specified account..

docusign_envelopes_create

Creates an envelope..

docusign_envelopes_get

Gets the status of a single envelope..

docusign_envelopes_list_status_changes

Search for specific sets of envelopes by using search filters..

docusign_envelopes_update

Send, void, or modify a draft envelope.

docusign_templates_create

Creates one or more templates..

docusign_templates_get

Gets a specific template associated with a specified account..

docusign_templates_list

Gets the list of templates..

docusign_templates_update_2

Updates an existing template..

docusign_bulk_send_create_list

Creates a bulk send list..

docusign_bulk_send_create_request

Creates a bulk send request..

docusign_bulk_send_get_batch_status

Gets the status of a specific bulk send batch..

docusign_bulk_send_get_lists

Gets bulk send lists..

docusign_users_get_information

Gets the user information for a specified user using an userId (GUID).

docusign_users_list

Retrieves the list of users for the specified account.

docusign_envelope_recipients_create

Adds one or more recipients to an envelope..

docusign_envelope_recipients_list

Gets the status of recipients for an envelope..

docusign_envelope_recipients_update

Updates recipients in a draft envelope or corrects recipient information for an in-process envelope..

docusign_envelope_views_create_recipient

Returns a URL to the recipient view UI.

docusign_envelope_views_create_sender

Returns a URL to the sender view UI.

docusign_signing_groups_list

Gets a list of the Signing Groups in an account..

docusign_template_recipients_create

Adds tabs for a recipient..

docusign_template_recipients_list

Gets recipient information from a template..

docusign_custom_tabs_list

Gets a list of all account tabs..

docusign_envelope_custom_fields_create

Creates envelope custom fields for an envelope..

docusign_envelope_custom_fields_list

Gets the custom field information for the specified envelope..

docusign_envelope_documents_list

Gets a list of documents in an envelope..

docusign_envelope_documents_update

Adds one or more documents to an existing envelope..

docusign_envelope_recipient_tabs_create

Adds tabs for a recipient..

docusign_envelope_recipient_tabs_list

Gets the tabs information for a signer or sign-in-person recipient in an envelope..

docusign_envelope_recipient_tabs_update

Updates the tabs for a recipient..

docusign_folders_list

Returns a list of the account's folders..

docusign_folders_list_items

Gets information about items in a specified folder..

docusign_envelope_form_data_get

Returns envelope tab data for an existing envelope..

docusign_template_recipient_tabs_list

Gets the tabs information for a signer or sign-in-person recipient in a template..

docusign_envelope_workflow_definition_create_step

Adds a new step to an envelope's workflow..

docusign_envelope_workflow_definition_create_template_step

Adds a new step to a template's workflow..

docusign_envelope_workflow_definition_delete

Delete the workflow definition for an envelope..

docusign_envelope_workflow_definition_delete_delayed_routing

Deletes the delayed routing rules for the specified envelope workflow step..

docusign_envelope_workflow_definition_delete_scheduled_sending

Deletes the scheduled sending rules for the envelope's workflow..

docusign_envelope_workflow_definition_delete_step

Deletes a workflow step from an envelope's workflow definition..

docusign_envelope_workflow_definition_delete_template

Delete the workflow definition for a template..

docusign_envelope_workflow_definition_delete_template_delayed

Deletes the delayed routing rules for the specified template workflow step..

docusign_envelope_workflow_definition_delete_template_scheduled

Deletes the scheduled sending rules for the template's workflow..

docusign_envelope_workflow_definition_delete_template_step

Deletes a workflow step from an template's workflow definition..

docusign_envelope_workflow_definition_get

Returns the workflow definition for an envelope..

docusign_envelope_workflow_definition_get_delayed_routing

Returns the delayed routing rules for an envelope's workflow step definition..

docusign_envelope_workflow_definition_get_scheduled_sending

Returns the scheduled sending rules for an envelope's workflow definition..

docusign_envelope_workflow_definition_get_step

Returns a specified workflow step for a specified template..

docusign_envelope_workflow_definition_get_template

Returns the workflow definition for a template..

docusign_envelope_workflow_definition_get_template_delayed

Returns the delayed routing rules for a template's workflow step definition..

docusign_envelope_workflow_definition_get_template_scheduled

Returns the scheduled sending rules for a template's workflow definition..

docusign_envelope_workflow_definition_get_template_step

Returns a specified workflow step for a specified envelope..

docusign_envelope_workflow_definition_update

Updates the workflow definition for an envelope..

docusign_envelope_workflow_definition_update_delayed_routing

Updates the delayed routing rules for an envelope's workflow step definition..

docusign_envelope_workflow_definition_update_scheduled_sending

Updates the scheduled sending rules for an envelope's workflow..

docusign_envelope_workflow_definition_update_step

Updates the specified workflow step for an envelope..

docusign_envelope_workflow_definition_update_template

Updates the workflow definition for a template..

docusign_envelope_workflow_definition_update_template_delayed

Updates the delayed routing rules for a template's workflow step..

docusign_envelope_workflow_definition_update_template_scheduled

Updates the scheduled sending rules for a template's workflow definition.

docusign_envelope_workflow_definition_update_template_step

Updates a specified workflow step for a template..

docusign_accounts_create

Creates new accounts..

docusign_accounts_delete

Deletes the specified account..

docusign_accounts_delete_captive_recipient

Deletes the signature for one or more captive recipient records..

docusign_accounts_get_billing_charges

Gets list of recurring and usage charges for the account..

docusign_accounts_get_envelope_purge_configuration

Gets the envelope purge configuration for an account..

docusign_accounts_get_notification_defaults

Gets envelope notification defaults..

docusign_accounts_get_provisioning

Retrieves the account provisioning information for the account..

docusign_accounts_get_supported_languages

Gets the supported languages for envelope recipients..

docusign_accounts_list_settings

Gets account settings information..

docusign_accounts_list_shared_access

Reserved: Gets the shared item status for one or more users..

docusign_accounts_list_unsupported_file_types

Gets a list of unsupported file types..

docusign_accounts_update_envelope_purge_configuration

Sets the envelope purge configuration for an account..

docusign_accounts_update_notification_defaults

Updates envelope notification default settings..

docusign_accounts_update_settings

Updates the account settings for an account..

docusign_accounts_update_shared_access

Reserved: Sets the shared access information for users..

docusign_envelopes_delete_document_page

Deletes a page from a document in an envelope..

docusign_envelopes_get_document_page_images

Returns document page images based on input..

docusign_envelopes_get_notification_settings

Gets envelope notification information..

docusign_envelopes_get_recipient_signature

Gets signature information for a signer or sign-in-person recipient..

docusign_envelopes_list_audit_events

Gets the envelope audit events for an envelope..

docusign_envelopes_list_status

Gets envelope statuses for a set of envelopes..

docusign_envelopes_rotate_document_page

Rotates page image from an envelope for display..

docusign_envelopes_update_notification_settings

Sets envelope notifications for an existing envelope..

docusign_envelopes_update_recipient_initials_image

Sets the initials image for an accountless signer..

docusign_envelopes_update_recipient_signature_image

Sets the signature image for an accountless signer..

docusign_templates_delete_document_page

Deletes a page from a document in an template..

docusign_templates_delete_group_share

Removes a member group's sharing permissions for a template..

docusign_templates_get_document_page_images

Returns document page images based on input..

docusign_templates_get_notification_settings

Gets template notification information..

docusign_templates_rotate_document_page

Rotates page image from a template for display..

docusign_templates_update

PUT /v2.1/accounts/{accountId}/templates

docusign_templates_update_3

PUT /v2.1/accounts/{accountId}/templates/auto_match

docusign_templates_update_group_share

Shares a template with a group..

docusign_templates_update_notification_settings

Updates the notification structure for an existing template..

docusign_bulk_send_create_test_request

Creates a bulk send test..

docusign_bulk_send_delete_list

Deletes a bulk send list..

docusign_bulk_send_get_batch_envelopes

Gets envelopes from a specific bulk send batch..

docusign_bulk_send_get_batches

Returns a list of bulk send batch summaries..

docusign_bulk_send_get_list

Gets a specific bulk send list..

docusign_bulk_send_update_batch_action

Applies a bulk action to all envelopes from a specified bulk send..

docusign_bulk_send_update_batch_status

Updates the name of a bulk send batch..

docusign_bulk_send_update_list

Updates a bulk send list..

docusign_account_brands_create

Creates one or more brand profiles for an account..

docusign_account_brands_delete

Deletes one or more brand profiles..

docusign_account_brands_delete_2

Deletes a brand..

docusign_account_brands_delete_logo_by_type

Deletes a brand logo..

docusign_account_brands_get

Gets information about a brand..

docusign_account_brands_get_export_file

Exports a brand..

docusign_account_brands_get_resources

Returns metadata about the branding resources for an account..

docusign_account_brands_get_resources_by_content_type

Returns a branding resource file..

docusign_account_brands_list

Gets a list of brands..

docusign_account_brands_update

Updates an existing brand..

docusign_account_brands_update_logo_by_type

Updates a brand logo..

docusign_connect_configurations_create

Creates a Connect configuration..

docusign_connect_configurations_create_oauth_config

Set up Connect OAuth for the specified account..

docusign_connect_configurations_delete

Deletes the specified Connect configuration..

docusign_connect_configurations_delete_oauth_config

Delete the Connect OAuth configuration..

docusign_connect_configurations_get

Gets the details about a Connect configuration..

docusign_connect_configurations_get_all_users

Returns all users from the configured Connect service..

docusign_connect_configurations_get_oauth_config

Retrieves the Connect OAuth information for the account..

docusign_connect_configurations_list

Get Connect configuration information..

docusign_connect_configurations_update

Updates a specified Connect configuration..

docusign_connect_configurations_update_oauth_config

Updates the existing Connect OAuth configuration for the account.

docusign_connect_configurations_users

Returns users from the configured Connect service..

docusign_users_create

Adds new users to the specified account..

docusign_users_delete

Closes one or more users in the account..

docusign_users_delete_profile_image

Deletes the user profile image for the specified user..

docusign_users_get_settings

Gets the user account settings for a specified user..

docusign_users_update

Changes one or more users in the specified account..

docusign_users_update_2

Updates user information for the specified user..

docusign_users_update_profile_image

Updates the user profile image for a specified user..

docusign_users_update_settings

Updates the user account settings for a specified user..

docusign_account_signatures_create

Adds or updates one or more account stamps..

docusign_account_signatures_delete

Deletes an account stamp..

docusign_account_signatures_delete_image

Deletes the image for a stamp..

docusign_account_signatures_get

Returns a list of stamps available in the account..

docusign_account_signatures_get_2

Returns information about the specified stamp..

docusign_account_signatures_update

Updates an account stamp..

docusign_account_signatures_update_by_id

Updates an account stamp by ID..

docusign_account_signatures_update_image

Sets a signature image, initials, or stamp..

docusign_authorizations_create_user

Creates an user authorization..

docusign_authorizations_create_user_2

Create or update multiple user authorizations..

docusign_authorizations_delete_user

Deletes the user authorization..

docusign_authorizations_delete_user_2

Delete multiple user authorizations..

docusign_authorizations_get_agent_user

Returns the authorizations for which the specified user is the agent user..

docusign_authorizations_get_principal_user

Returns the authorizations for which the specified user is the principal user..

docusign_authorizations_get_user

Returns the user authorization for a given authorization ID..

docusign_authorizations_update_user

Updates the start or end date for an user authorization..

docusign_billing_plans_get

Get Account Billing Plan.

docusign_billing_plans_get_2

Gets billing plan details..

docusign_billing_plans_get_credit_card_info

Get credit card information.

docusign_billing_plans_get_downgrade_request_info

Returns downgrade plan information for the specified account.

docusign_billing_plans_list

Gets a list of available billing plans..

docusign_billing_plans_purchase_envelopes

Reserved: Purchase additional envelopes..

docusign_billing_plans_update

Updates an account billing plan..

docusign_billing_plans_update_downgrade_account

Queues downgrade billing plan request for an account.

docusign_connect_events_delete_failure_log

Deletes a Connect failure log entry..

docusign_connect_events_delete_log

Deletes a specified Connect log entry..

docusign_connect_events_delete_logs

Deletes a list of Connect log entries..

docusign_connect_events_get_log

Gets a Connect log entry..

docusign_connect_events_list_failure_logs

Gets the Connect failure log information..

docusign_connect_events_list_logs

Gets the Connect log..

docusign_connect_events_retry_for_envelope

Republishes Connect information for the specified envelope..

docusign_connect_events_retry_for_envelopes

Republishes Connect information for multiple envelopes..

docusign_envelope_recipients_create_manual_review_view

Create the link to the page for manually reviewing IDs..

docusign_envelope_recipients_create_preview

Creates an envelope recipient preview..

docusign_envelope_recipients_create_proof_file_resource_token

Creates a resource token for a sender to request ID Evidence data..

docusign_envelope_recipients_delete

Deletes recipients from an envelope..

docusign_envelope_recipients_delete_2

Deletes a recipient from an envelope..

docusign_user_signatures_create

Adds user Signature and initials images to a Signature..

docusign_user_signatures_delete

Removes removes signature information for the specified user..

docusign_user_signatures_delete_image

Deletes the user initials image or the user signature image for the specified user..

docusign_user_signatures_get

Gets the user signature information for the specified user..

docusign_user_signatures_list

Retrieves a list of signature definitions for an user..

docusign_user_signatures_update

Adds/updates an user signature.

docusign_user_signatures_update_2

Updates the user signature for a specified user..

docusign_user_signatures_update_image

Updates the user signature image or user initials image for the specified user..

docusign_envelope_views_create_console

Returns a URL to the Docusign eSignature web application..

docusign_envelope_views_create_correct

Returns a URL to the envelope correction UI.

docusign_envelope_views_create_edit

Returns a URL to the edit view UI.

docusign_envelope_views_create_recipient_shared

Returns a URL to the shared recipient view UI for an envelope..

docusign_envelope_views_delete_correct

Revokes the correction view URL to the Envelope UI..

docusign_power_forms_create

Creates a new PowerForm.

docusign_power_forms_delete

Deletes one or more PowerForms..

docusign_power_forms_delete_2

Deletes a PowerForm..

docusign_power_forms_get

Returns a single PowerForm..

docusign_power_forms_list

Returns a list of PowerForms..

docusign_power_forms_list_senders

Gets PowerForm senders..

docusign_power_forms_update

Updates an existing PowerForm..

docusign_signing_groups_create_list

Creates a signing group..

docusign_signing_groups_delete_list

Deletes one or more signing groups..

docusign_signing_groups_get

Gets information about a signing group..

docusign_signing_groups_update

Updates a signing group..

docusign_signing_groups_update_list

Updates signing group names..

docusign_template_recipients_create_preview

Creates a template recipient preview..

docusign_template_recipients_delete

Deletes recipients from a template..

docusign_template_recipients_delete_2

Deletes the specified recipient file from a template..

docusign_template_recipients_update

Updates recipients in a template..

docusign_workspace_items_create_file

Creates a workspace file..

docusign_workspace_items_delete_folder

Deletes files or sub-folders from a workspace..

docusign_workspace_items_get_file

Gets a workspace file.

docusign_workspace_items_list_file_pages

List File Pages.

docusign_workspace_items_list_folder

List workspace folder contents.

docusign_workspace_items_update_file

Update workspace file or folder metadata.

docusign_account_permission_profiles_create

Creates a new permission profile for an account..

docusign_account_permission_profiles_delete

Deletes a permission profile from an account..

docusign_account_permission_profiles_get

Returns a permission profile for an account..

docusign_account_permission_profiles_list

Gets a list of permission profiles..

docusign_account_permission_profiles_update

Updates a permission profile..

docusign_chunked_uploads_create

Initiate a new chunked upload..

docusign_chunked_uploads_delete

Deletes a chunked upload..

docusign_chunked_uploads_get

Retrieves metadata about a chunked upload..

docusign_chunked_uploads_update

Commit a chunked upload..

docusign_chunked_uploads_update_part

Add a chunk to an existing chunked upload..

docusign_cloud_storage_providers_create

Configures the redirect URL information for one or more cloud storage providers for the specified user..

docusign_cloud_storage_providers_delete

Deletes the user authentication information for one or more cloud storage providers..

docusign_cloud_storage_providers_delete_2

Deletes the user authentication information for the specified cloud storage provider..

docusign_cloud_storage_providers_get

Gets the specified Cloud Storage Provider configuration for the User..

docusign_cloud_storage_providers_list

Get the Cloud Storage Provider configuration for the specified user..

docusign_contacts_delete

Deletes multiple contacts from an account..

docusign_contacts_delete_with_id

Deletes a contact..

docusign_contacts_get_by_id

Gets one or more contacts..

docusign_contacts_post

Add contacts to a contacts list..

docusign_contacts_put

Updates one or more contacts..

docusign_custom_tabs_create

Creates a custom tab..

docusign_custom_tabs_delete

Deletes custom tab information..

docusign_custom_tabs_get

Gets custom tab information..

docusign_custom_tabs_update

Updates custom tab information..

docusign_envelope_document_tabs_create

Adds tabs to a document in an envelope..

docusign_envelope_document_tabs_delete

Deletes tabs from a document in an envelope..

docusign_envelope_document_tabs_get

Returns the tabs on a document..

docusign_envelope_document_tabs_get_page

Returns tabs on the specified page..

docusign_envelope_document_tabs_update

Updates the tabs for document..

docusign_envelope_templates_apply

Adds templates to an envelope..

docusign_envelope_templates_apply_to_document

Adds templates to a document in an envelope..

docusign_envelope_templates_delete_from_document

Deletes a template from a document in an existing envelope..

docusign_envelope_templates_list

Gets templates used in an envelope..

docusign_envelope_templates_list_for_document

Gets the templates associated with a document in an existing envelope..

docusign_envelope_transfer_rules_create

Creates an envelope transfer rule..

docusign_envelope_transfer_rules_delete

Deletes an envelope transfer rule..

docusign_envelope_transfer_rules_get

Gets envelope transfer rules..

docusign_envelope_transfer_rules_update

Changes the status of multiple envelope transfer rules..

docusign_envelope_transfer_rules_update_2

Changes the status of an envelope transfer rule..

docusign_notary_jurisdiction_create

Creates a jurisdiction object..

docusign_notary_jurisdiction_delete

Deletes the specified jurisdiction..

docusign_notary_jurisdiction_get

Returns a list of jurisdictions that the notary is registered in..

docusign_notary_jurisdiction_get_2

Gets a jurisdiction object for the current user.

docusign_notary_jurisdiction_update

Updates the jurisdiction information about a notary..

docusign_template_document_tabs_delete

Deletes tabs from a template..

docusign_template_document_tabs_get

Returns tabs on a template..

docusign_template_document_tabs_get_page

Returns tabs on the specified page..

docusign_template_document_tabs_post

Adds tabs to a document in a template..

docusign_template_document_tabs_put

Updates the tabs for a template..

docusign_workspaces_create

Create a Workspace.

docusign_workspaces_delete

Delete Workspace.

docusign_workspaces_get

Get Workspace.

docusign_workspaces_list

List Workspaces.

docusign_workspaces_update

Update Workspace.

docusign_account_custom_fields_create

Creates an account custom field..

docusign_account_custom_fields_delete

Deletes an account custom field..

docusign_account_custom_fields_list

Gets a list of custom fields..

docusign_account_custom_fields_update

Updates an account custom field..

docusign_bccemail_archive_create

Creates a BCC email archive configuration..

docusign_bccemail_archive_delete

Deletes a BCC email archive configuration..

docusign_bccemail_archive_get

Gets a BCC email archive configuration and its history..

docusign_bccemail_archive_list

Gets the BCC email archive configurations for an account..

docusign_envelope_attachments_delete

Deletes one or more envelope attachments from a draft envelope..

docusign_envelope_attachments_get

Returns a list of envelope attachments associated with a specified envelope..

docusign_envelope_attachments_put

Adds one or more envelope attachments to a draft or in-process envelope..

docusign_envelope_attachments_put_2

Updates an envelope attachment in a draft or in-process envelope..

docusign_envelope_custom_fields_delete

Deletes envelope custom fields for draft and in-process envelopes..

docusign_envelope_custom_fields_update

Updates envelope custom fields in an envelope..

docusign_envelope_document_fields_create

Creates custom document fields in an existing envelope document..

docusign_envelope_document_fields_delete

Deletes custom document fields from an existing envelope document..

docusign_envelope_document_fields_list

Gets the custom document fields from an existing envelope document..

docusign_envelope_document_fields_update

Updates existing custom document fields in an existing envelope document..

docusign_envelope_documents_delete

Deletes documents from a draft envelope..

docusign_envelope_documents_update_2

Adds or replaces a document in an existing envelope..

docusign_envelope_email_settings_create

Adds email setting overrides to an envelope..

docusign_envelope_email_settings_delete

Deletes the email setting overrides for an envelope..

docusign_envelope_email_settings_get

Gets the email setting overrides for an envelope..

docusign_envelope_email_settings_update

Updates the email setting overrides for an envelope..

docusign_envelope_locks_create

Locks an envelope..

docusign_envelope_locks_delete

Deletes an envelope lock..

docusign_envelope_locks_get

Gets envelope lock information..

docusign_envelope_locks_update

Updates an envelope lock..

docusign_envelope_recipient_tabs_delete

Deletes the tabs associated with a recipient.

docusign_folders_move_envelopes

Moves a set of envelopes from their current folder to another folder..

docusign_folders_search

Deprecated.

docusign_account_consumer_disclosures_get

Gets the Electronic Record and Signature Disclosure for an account..

docusign_account_consumer_disclosures_get_default

Gets the default Electronic Record and Signature Disclosure for an account..

docusign_account_consumer_disclosures_update

Updates the Electronic Record and Signature Disclosure for an account..

docusign_account_password_rules_get

Gets the password rules for an account..

docusign_account_password_rules_get_2

Gets membership account password rules.

docusign_account_password_rules_update

Updates the password rules for an account..

docusign_account_seal_providers_get

Returns available seals for specified account.

docusign_account_signature_providers_list

Gets the available signature providers for an account..

docusign_account_tab_settings_get

Returns tab settings list for specified account.

docusign_account_tab_settings_update

Modifies tab settings for specified account.

docusign_account_watermarks_get

Get watermark information..

docusign_account_watermarks_get_preview

Get watermark preview..

docusign_account_watermarks_update

Update watermark information..

docusign_cloud_storage_list

Gets a list of items from a cloud storage provider..

docusign_cloud_storage_list_folders

Retrieves a list of all the items in a specified folder from the specified cloud storage provider..

docusign_connect_configuration_create_secret

Generates a new connect HMAC Secret.

docusign_connect_configuration_delete_secret

Deletes the connect HMAC Secret for specified account.

docusign_connect_configuration_get_secret

GET /v2.1/accounts/{accountId}/connect/secret

docusign_document_generation_get_envelope_doc_gen_form_fields

Returns sender fields for an envelope..

docusign_document_generation_update_envelope_doc_gen_form_fields

Updates sender fields for an envelope..

docusign_document_responsive_html_preview_create

Creates a preview of the responsive version of a document..

docusign_enote_configurations_delete

Deletes configuration information for the eNote eOriginal integration.

docusign_enote_configurations_get

Returns the configuration information for the eNote eOriginal integration.

docusign_enote_configurations_update

Updates configuration information for the eNote eOriginal integration.

docusign_envelope_consumer_disclosures_get

Gets the Electronic Record and Signature Disclosure for a specific envelope recipient..

docusign_envelope_consumer_disclosures_get_default

Gets the default Electronic Record and Signature Disclosure for an envelope..

docusign_envelope_document_html_definitions_get

Retrieves the HTML definition used to generate a dynamically sized responsive document..

docusign_envelope_document_visibility_get_recipient

Returns document visibility for a recipient.

docusign_envelope_document_visibility_update_recipient

Updates document visibility for a recipient.

docusign_envelope_document_visibility_update_recipients

Updates document visibility for recipients.

docusign_envelope_html_definitions_get

Gets the Original HTML Definition used to generate the Responsive HTML for the envelope.

docusign_envelope_publish_create_historical_transaction

Submits a batch of historical envelopes for republish to a webhook..

docusign_envelope_shares_create

POST /v2.1/accounts/{accountId}/envelopes/{envelopeId}/shares

docusign_favorite_templates_get

Retrieves the list of favorite templates for the account..

docusign_favorite_templates_un

Remove one or more templates from the account favorites..

docusign_favorite_templates_update

Set one or more templates as account favorites..

docusign_group_brands_delete

Deletes brand information from a group..

docusign_group_brands_get

Gets the brand information for a group..

docusign_group_brands_update

Adds an existing brand to a group..

docusign_group_users_delete

Deletes one or more users from a group.

docusign_group_users_list

Gets a list of users in a group..

docusign_group_users_update

Adds one or more users to an existing group..

docusign_groups_create

Creates one or more groups for the account..

docusign_groups_delete

Deletes an existing user group..

docusign_groups_list

Gets information about groups associated with the account..

docusign_groups_update

Updates the group information for a group..

docusign_identity_verifications_get_account

Retrieves the Identity Verification workflows available to an account..

docusign_invoices_get

Retrieves a billing invoice..

docusign_invoices_list

Get a List of Billing Invoices.

docusign_invoices_list_past_due

Get a list of past due invoices..

docusign_notary_create

Registers the current user as a notary..

docusign_notary_get

Gets settings for a notary user..

docusign_notary_journals_list

Gets notary jurisdictions for an user.

docusign_notary_update

Updates notary information for the current user..

docusign_payment_gateway_accounts_get_all

List payment gateway accounts.

docusign_payments_get

Gets billing payment information for a specific payment..

docusign_payments_list

Gets payment information for one or more payments..

docusign_payments_make

Posts a payment to a past due invoice..

docusign_power_form_data_get

Returns the data that users entered in a PowerForm..

docusign_request_logs_delete

Deletes the request log files..

docusign_request_logs_get_settings

Gets the API request logging settings..

docusign_request_logs_list

Gets the API request logging log files..

docusign_request_logs_update_settings

Enables or disables API request logging for troubleshooting..

docusign_resources_get

Lists resources for REST version specified.

docusign_responsive_html_preview_create

Creates a preview of the responsive versions of all of the documents in an envelope..

docusign_services_get

Retrieves the available REST API versions..

docusign_signing_group_users_delete

Deletes one or more members from a signing group..

docusign_signing_group_users_list

Gets a list of members in a Signing Group..

docusign_signing_group_users_update

Adds members to a signing group..

docusign_tabs_blob_get

Reserved for Docusign..

docusign_tabs_blob_put

Reserved for Docusign..

docusign_template_custom_fields_create

Creates custom document fields in an existing template document..

docusign_template_custom_fields_delete

Deletes envelope custom fields in a template..

docusign_template_custom_fields_list

Gets the custom document fields from a template..

docusign_template_custom_fields_update

Updates envelope custom fields in a template..

docusign_template_document_fields_create

Creates custom document fields in an existing template document..

docusign_template_document_fields_delete

Deletes custom document fields from an existing template document..

docusign_template_document_fields_list

Gets the custom document fields for an an existing template document..

docusign_template_document_fields_update

Updates existing custom document fields in an existing template document..

docusign_template_document_html_definitions_get

Gets the Original HTML Definition used to generate the Responsive HTML for a given document in a template.

docusign_template_document_responsive_html_preview_create

Creates a preview of the responsive version of a template document..

docusign_template_document_visibility_get_recipient

Returns document visibility for a template recipient.

docusign_template_document_visibility_update_recipient

Updates document visibility for a template recipient.

docusign_template_document_visibility_update_recipients

Updates document visibility for template recipients.

docusign_template_documents_delete

Deletes documents from a template..

docusign_template_documents_list

Gets a list of documents associated with a template..

docusign_template_documents_update

Adds documents to a template document..

docusign_template_documents_update_2

Updates a template document..

docusign_template_html_definitions_get

Gets the Original HTML Definition used to generate the Responsive HTML for the template.

docusign_template_locks_create

Locks a template..

docusign_template_locks_delete

Deletes a template lock..

docusign_template_locks_get

Gets template lock information..

docusign_template_locks_update

Updates a template lock..

docusign_template_recipient_tabs_create

Adds tabs for a recipient..

docusign_template_recipient_tabs_delete

Deletes the tabs associated with a recipient in a template..

docusign_template_recipient_tabs_update

Updates the tabs for a recipient..

docusign_template_responsive_html_preview_create

Creates a preview of the responsive versions of all of the documents associated with a template..

docusign_template_views_create_edit

Gets a URL for a template edit view..

docusign_user_custom_settings_delete

Deletes custom user settings for a specified user..

docusign_user_custom_settings_list

Retrieves the custom user settings for a specified user..

docusign_user_custom_settings_update

Adds or updates custom user settings for the specified user..

docusign_user_profiles_get

Retrieves the user profile for a specified user..

docusign_user_profiles_update

Updates the user profile information for the specified user..

Connect DocuSign to your AI

Authorize once, then an endpoint your client signs into. Nothing to deploy, and nothing to install on the DocuSign side.

Add your own DocuSign app's Integration Key (Client ID) and Secret Key (Client Secret), plus the optional Environment field, then authorize in your browser. No password is shared and access is locked to that account.

Auth typeyour-docusign-value

Integration Key (Client ID)xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx

Secret Key (Client Secret)••••••••••••3f7a

Authorize PopMCP on DocuSignAuthorize

Drop the PopMCP URL into Claude, ChatGPT, Codex or any other supported client. It signs in through PopMCP with OAuth, so your DocuSign credential never leaves the server.

app.popmcp.com/mcp/…

Claude wants to connectApprove

Ask for something harmless before you turn writes on. Once it comes back clean, widen the tool set or switch the connection to full access.

Which envelopes I sent last month are still waiting on a signer?

docusign_envelopes_list_status_changesok

Then just ask for the work

“Which envelopes I sent last month are still waiting on a signer?”
- envelopes_list_status_changes
- envelope_recipients_list
“Void every sales agreement still unsigned after 30 days and note the signers”
- envelopes_list_status_changes
- envelope_recipients_list
- envelopes_update
“Send this MSA to Dana for signature and give me an embedded signing link”
- envelopes_create
- envelope_recipient_tabs_create
- envelope_views_create_recipient
“How far along is yesterday's bulk send batch, and who hasn't opened it?”
- bulk_send_get_lists
- bulk_send_get_batch_status
- envelope_recipients_list

Contact support View docs

Use DocuSign from the assistant you already open

One hosted endpoint, registered once per client. The same tools and the same permissions, whichever window the request comes from.

Claude DesktopCustom connector

Add the PopMCP URL under Settings → Connectors and the tools appear in every chat.

Claude WebCustom connector

The same endpoint, registered in the browser. Nothing to install on the machine you are working from.

ChatGPTCustom connector

CodexDesktop & CLI

Wire the endpoint into Codex or the Codex CLI when a task needs live business context, not a fixture.

OpenCodeCoding agent

ZCodeDesktop app

Add PopMCP as an MCP server in Z.ai's desktop app and work the account from the same window.

Contact support View docs

FAQ

DocuSign MCP server questions

What teams ask before putting DocuSign behind an AI client.

Do I need my own DocuSign app, or does PopMCP supply one?

You use your own DocuSign app. The connect form asks for that app's Integration Key (Client ID) and Secret Key (Client Secret), with Auth type and Environment as optional fields. You then authorize once in your browser, so your DocuSign password is never shared with PopMCP.

Which DocuSign account can the agent reach?

The connection is locked to the one account you authorize in the browser, and it stays on that account. Inside it, the agent can read the account and user directory through accounts_get_information and users_list, so it can put a name to whoever sent an envelope.

Can it actually send documents for signature, or only track them?

It can send. Files attach as base64, and signature, date and text fields are placed either by anchor text in the document or by coordinates, so an agent can prepare a real envelope with envelopes_create rather than just report on one. It can also return embedded signing and sending URLs through envelope_views_create_recipient and envelope_views_create_sender for signing inside your own app. If you would rather it never send, set the connection to read-only.

How many DocuSign operations are available, and are they all loaded at once?

The integration covers 393 operations across 88 API modules, split 151 read and 242 write. Only 35 load into your AI client by default to keep the tool list manageable; the rest stay searchable, and the agent pulls in what a request needs. You can also turn on the full catalog if you would rather have everything present up front.

Can the agent read the values signers actually typed into a document?

Yes. envelope_form_data_get returns the tab data for an existing envelope, and envelope_recipient_tabs_list shows the tabs for an individual signer. Envelope custom fields are readable too, through envelope_custom_fields_list.

Which DocuSign events can start an automation?

PopMCP can watch webhook events at both the envelope and the signer level. Envelope events include a document being sent, opened, fully signed, declined, voided, corrected or deleted. Signer events include a signer's turn starting, a signer viewing or signing, a signer declining, an identity check failing, a signing invitation bouncing, and a signing being reassigned to someone else.

Do I have to run or host the DocuSign MCP server myself?

No. PopMCP hosts it and gives you a Streamable HTTP MCP URL. There is nothing to deploy, no callback URL to register, and no infrastructure to keep running or patch.

Which AI clients can use this MCP server?

Any client that supports a remote Streamable HTTP MCP server — Claude Desktop, Claude Web, ChatGPT custom connectors, Codex and the Codex CLI, OpenCode and Z.ai's ZCode, as well as editors such as Cursor, Windsurf and Zed. Your client signs in to PopMCP with OAuth; the provider credential never leaves the server.

Why do only 35 of the 393 tools load by default?

Loading 393 tool definitions into every conversation burns context before the work starts. PopMCP loads a curated 35-tool set covering the everyday workflows and keeps the rest searchable, so your AI pulls a specialist tool only when a task needs it. You can switch a connection to the full catalog at any time.

What is the difference between a tool and a trigger?

A tool is something your AI calls — there are 393 here. A trigger is something PopMCP watches for you: 22 DocuSign events that can start work on the PopMCP side. Triggers never enter your AI client's context, and none of them ask you to paste a callback URL into DocuSign.

Connect DocuSign to your AI in minutes

Launch a hosted MCP endpoint for DocuSign, keep tool access under control, and start testing real workflow prompts right away.

Connect your first MCP