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.

LiveContext

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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).

57 toolsOAuthAPI docs

Connect DocuSign How integrations work

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

POSTcreate_envelope
Creates a new envelope with documents and sends it to specified recipients for signature.
PUTdelete_envelope
Deletes an envelope from the account.
GETget_envelope
Retrieves comprehensive details about a specific envelope including status and metadata.
PUTget_envelope_status
Retrieves status for multiple envelopes in a single request.
GETlist_envelopes
Retrieves a filtered and paginated list of envelopes from a DocuSign account.
PUTsend_envelope_reminder
Sends reminder notifications to pending recipients.
PUTupdate_envelope
Updates envelope properties such as email subject, message, or status.
PUTvoid_envelope
Voids an active envelope, canceling the signing process.

Document, 5 operations

PUTadd_documents
Adds or replaces documents in an envelope.
DELETEdelete_documents
Deletes documents from a draft envelope.
GETdownload_document
Downloads a specific document or combined PDF from an envelope.
GETget_envelope_documents
Lists all documents contained within a specific envelope.
GETget_template_documents
Lists all documents in a template.

Recipient, 5 operations

POSTadd_recipients
Adds new recipients to an existing envelope.
DELETEdelete_recipient
Removes a recipient from an envelope.
GETget_envelope_recipients
Retrieves all recipients assigned to an envelope including their signing status.
GETget_template_recipients
Lists all recipient roles in a template.
PUTupdate_recipients
Modifies recipient information for an envelope.

View, 5 operations

POSTcreate_console_view
Generates a URL to the DocuSign web console.
POSTcreate_correct_view
Generates an embedded correct view URL for correcting sent envelopes.
POSTcreate_edit_view
Generates an embedded edit view URL for modifying draft envelopes.
POSTcreate_recipient_view
Generates an embeddable signing URL for a recipient.
POSTcreate_sender_view
Generates an embeddable sender view URL for preparing envelopes.

Tab, 4 operations

POSTcreate_recipient_tabs
Adds tabs (form fields) to a recipient in an envelope.
DELETEdelete_recipient_tabs
Removes tabs from a recipient in an envelope.
GETget_recipient_tabs
Retrieves all tabs (form fields) assigned to a recipient.
PUTupdate_recipient_tabs
Updates tab values or positions for a recipient.

Template, 4 operations

POSTcreate_template
Creates a new reusable envelope template.
GETget_template
Retrieves detailed configuration for a specific envelope template.
GETlist_templates
Retrieves all reusable document templates available in the account.
PUTupdate_template
Updates an existing envelope template.

User, 4 operations

POSTcreate_user
Adds new users to the account.
GETget_user
Retrieves information about a specific user.
GETget_user_info
Retrieves authenticated user information including account details and permissions.
GETlist_users
Lists all users in the account.

Lock, 3 operations

POSTcreate_envelope_lock
Locks an envelope to prevent other users from making changes.
DELETEdelete_envelope_lock
Removes a lock from an envelope.
GETget_envelope_lock
Retrieves lock information for an envelope.

Brand, 2 operations

GETget_brand
Retrieves details of a specific brand.
GETlist_brands
Lists all brands configured for the account.

Bulk send list, 2 operations

POSTcreate_bulk_send_list
Creates a list of recipients for bulk sending.
GETget_bulk_send_list
Retrieves a bulk send list by ID.

Connect, 2 operations

POSTcreate_connect_configuration
Creates a new Connect webhook configuration.
GETlist_connect_configurations
Lists all Connect webhook configurations.

Custom field, 2 operations

GETget_envelope_custom_fields
Retrieves custom fields associated with an envelope.
PUTupdate_envelope_custom_fields
Updates custom fields for an envelope.

Notification, 2 operations

GETget_envelope_notification
Retrieves notification settings for an envelope.
PUTupdate_envelope_notification
Updates notification settings for an envelope.

Signing group, 2 operations

POSTcreate_signing_group
Creates a new signing group.
GETlist_signing_groups
Lists all signing groups in the account.

Account, 1 operation

GETget_account_info
Retrieves detailed account information including settings, billing, and feature configurations.

Audit event, 1 operation

GETget_envelope_audit_events
Retrieves the complete audit trail of events for an envelope.

Bulk send, 1 operation

POSTsend_bulk_envelopes
Sends envelopes to all recipients in a bulk send list.

Bulk send batch, 1 operation

GETget_bulk_send_batch_status
Retrieves the status of a bulk send batch.

Folder, 1 operation

GETlist_folders
Lists all folders in the account.

Folder item, 1 operation

GETget_folder_items
Retrieves envelopes or templates in a folder.

Page, 1 operation

GETget_page_image
Retrieves 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.