Integration

DocuSign integration

Electronic signature and agreement management platform API. Send documents for signature, track signing progress, manage templates, and automate agreement workflows. Features include embedded signing, bulk operations, and comprehensive audit trails for legally binding digital transactions. Base URL note: the listed baseUrl (https://www.docusign.net/restapi/v2.1) is a fallback placeholder; the actual base URL must be substituted from the accounts[].base_uri field of the /oauth/userinfo response, appended with /restapi/v2.1 (e.g. https://na2.docusign.net/restapi/v2.1, https://eu.docusign.net/restapi/v2.1).

Connect DocuSign How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in DocuSign.Built from the 57 DocuSign tools below, on the connection you add once.

Common DocuSign use cases

List webhooks
Set up webhooks
Add team members
Preview template
Folder navigation
Prepare bulk send
View user details
List account users
Configure reminders
Display form fields

What you can do with DocuSign

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Envelope, 8 operations

create_envelopeCreate envelopePOSTCreates a new envelope with documents and sends it to specified recipients for signature.
delete_envelopeDelete envelopePUTDeletes an envelope from the account.
get_envelopeGet envelopeGETRetrieves comprehensive details about a specific envelope including status and metadata.
get_envelope_statusGet envelope statusPUTRetrieves status for multiple envelopes in a single request.
list_envelopesList envelopesGETRetrieves a filtered and paginated list of envelopes from a DocuSign account.
send_envelope_reminderSend envelope reminderPUTSends reminder notifications to pending recipients.
update_envelopeUpdate envelopePUTUpdates envelope properties such as email subject, message, or status.
void_envelopeVoid envelopePUTVoids an active envelope, canceling the signing process.

Document, 5 operations

add_documentsAdd documentsPUTAdds or replaces documents in an envelope.
delete_documentsDelete documentsDELETEDeletes documents from a draft envelope.
download_documentDownload documentGETDownloads a specific document or combined PDF from an envelope.
get_envelope_documentsGet envelope documentsGETLists all documents contained within a specific envelope.
get_template_documentsGet template documentsGETLists all documents in a template.

Recipient, 5 operations

add_recipientsAdd recipientsPOSTAdds new recipients to an existing envelope.
delete_recipientDelete recipientDELETERemoves a recipient from an envelope.
get_envelope_recipientsGet envelope recipientsGETRetrieves all recipients assigned to an envelope including their signing status.
get_template_recipientsGet template recipientsGETLists all recipient roles in a template.
update_recipientsUpdate recipientsPUTModifies recipient information for an envelope.

View, 5 operations

create_console_viewCreate console viewPOSTGenerates a URL to the DocuSign web console.
create_correct_viewCreate correct viewPOSTGenerates an embedded correct view URL for correcting sent envelopes.
create_edit_viewCreate edit viewPOSTGenerates an embedded edit view URL for modifying draft envelopes.
create_recipient_viewCreate recipient viewPOSTGenerates an embeddable signing URL for a recipient.
create_sender_viewCreate sender viewPOSTGenerates an embeddable sender view URL for preparing envelopes.

Tab, 4 operations

create_recipient_tabsCreate recipient tabsPOSTAdds tabs (form fields) to a recipient in an envelope.
delete_recipient_tabsDelete recipient tabsDELETERemoves tabs from a recipient in an envelope.
get_recipient_tabsGet recipient tabsGETRetrieves all tabs (form fields) assigned to a recipient.
update_recipient_tabsUpdate recipient tabsPUTUpdates tab values or positions for a recipient.

Template, 4 operations

create_templateCreate templatePOSTCreates a new reusable envelope template.
get_templateGet templateGETRetrieves detailed configuration for a specific envelope template.
list_templatesList templatesGETRetrieves all reusable document templates available in the account.
update_templateUpdate templatePUTUpdates an existing envelope template.

User, 4 operations

create_userCreate userPOSTAdds new users to the account.
get_userGet userGETRetrieves information about a specific user.
get_user_infoGet user infoGETRetrieves authenticated user information including account details and permissions.
list_usersList usersGETLists all users in the account.

Lock, 3 operations

create_envelope_lockCreate envelope lockPOSTLocks an envelope to prevent other users from making changes.
delete_envelope_lockDelete envelope lockDELETERemoves a lock from an envelope.
get_envelope_lockGet envelope lockGETRetrieves lock information for an envelope.

Brand, 2 operations

get_brandGet brandGETRetrieves details of a specific brand.
list_brandsList brandsGETLists all brands configured for the account.

Bulk send list, 2 operations

create_bulk_send_listCreate bulk send listPOSTCreates a list of recipients for bulk sending.
get_bulk_send_listGet bulk send listGETRetrieves a bulk send list by ID.

Connect, 2 operations

create_connect_configurationCreate connect configurationPOSTCreates a new Connect webhook configuration.
list_connect_configurationsList connect configurationsGETLists all Connect webhook configurations.

Custom field, 2 operations

get_envelope_custom_fieldsGet envelope custom fieldsGETRetrieves custom fields associated with an envelope.
update_envelope_custom_fieldsUpdate envelope custom fieldsPUTUpdates custom fields for an envelope.

Notification, 2 operations

get_envelope_notificationGet envelope notificationGETRetrieves notification settings for an envelope.
update_envelope_notificationUpdate envelope notificationPUTUpdates notification settings for an envelope.

Signing group, 2 operations

create_signing_groupCreate signing groupPOSTCreates a new signing group.
list_signing_groupsList signing groupsGETLists all signing groups in the account.

Account, 1 operation

get_account_infoGet account infoGETRetrieves detailed account information including settings, billing, and feature configurations.

Audit event, 1 operation

get_envelope_audit_eventsGet envelope audit eventsGETRetrieves the complete audit trail of events for an envelope.

Bulk send, 1 operation

send_bulk_envelopesSend bulk envelopesPOSTSends envelopes to all recipients in a bulk send list.

Bulk send batch, 1 operation

get_bulk_send_batch_statusGet bulk send batch statusGETRetrieves the status of a bulk send batch.

Folder, 1 operation

list_foldersList foldersGETLists all folders in the account.

Folder item, 1 operation

get_folder_itemsGet folder itemsGETRetrieves envelopes or templates in a folder.

Page, 1 operation

get_page_imageGet page imageGETRetrieves an image of a specific page from a document.

Use DocuSign from Claude Code, Cursor or Codex

Connect DocuSign in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its DocuSign operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect DocuSign

Create your workspace
Sign up free. Nothing to install.
Connect DocuSign once
Add your DocuSign connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

DocuSign integration FAQ

What can you do with the DocuSign integration?

LiveContext exposes 57 operations on DocuSign, covering envelope, document, recipient and view. Common uses include List webhooks, Set up webhooks and Add team members.