DocuSign MCP Server
Provides MCP resources and tools for AI assistants to access and manage envelope recipients, documents, signature tabs, custom fields, and attachments within DocuSign eSignature.
recipients
DatasetManages the recipients of an envelope, including various types like Signer, CC, Agent, and Editor.
tabs
DatasetManages signature, data, and input fields (tabs) placed on documents for a specific recipient within an envelope.
documents
DatasetRetrieves metadata for documents associated with an envelope, or the document content itself.
recipient_tabs
DatasetManages signature, data, and input fields (tabs) placed on documents for a specific recipient within an envelope.
document_tabs
DatasetManages signature, data, and input fields (tabs) placed directly on documents within an envelope, independent of a specific recipient.
envelope_custom_fields
DatasetManages custom fields used to record information about the envelope, aid searching, and track information.
chunked_upload
DatasetRetrieves metadata about a temporary file uploaded in parts (chunks) for staging documents before use in envelopes.
comments_transcript
DatasetRetrieves a PDF transcript containing all comments added by recipients and the sender to the documents in an envelope.
document_generation_form_fields
DatasetReturns sender fields for an envelope used in document generation.
envelope_attachments
DatasetRetrieves developer-only files associated with an envelope, which are not visible to signers or converted to PDF.
envelope_consumer_disclosures_ersd
DatasetRetrieves the Electronic Record and Signature Disclosure (ERSD) for a specific envelope recipient, either default or custom.
document_custom_fields
DatasetRetrieves custom name-value pairs associated with a specific document within an envelope. These fields are for internal use and not visible to recipients.
envelope_document_html_definitions
DatasetRetrieves the HTML definition used to generate a dynamically sized responsive document.
envelope_document_visibility
DatasetRetrieves document visibility settings, specifying which documents in an envelope are visible to a particular recipient.
envelope_email_settings
DatasetRetrieves the email override settings (reply-to address, name, BCC) for an envelope.
create_envelope_recipient
ToolCreates or adds recipients to an envelope (implied by POSTcreate method).
update_envelope_recipient
ToolUpdates the recipients of an envelope (implied by PUTupdate method).
delete_envelope_recipient
ToolDeletes recipients from an envelope (implied by DELdelete method).
create_recipient_tabs
ToolAdds one or more tabs (e.g., signature, initial, text) to a specific recipient in an envelope.
update_recipient_tabs
ToolUpdates the properties of existing tabs for a recipient.
delete_recipient_tabs
ToolDeletes one or more tabs from a recipient in an envelope.
delete_envelope_documents
ToolDeletes documents from a draft envelope.
update_envelope_document
ToolAdds or replaces a single document in an existing envelope.
add_envelope_documents
ToolAdds one or more documents to an existing envelope (bulk operation).
create_document_tabs
ToolAdds tabs directly to a document within an envelope.
delete_document_tabs
ToolDeletes tabs from a document in an envelope.
update_document_tabs
ToolUpdates existing tabs placed directly on a document.
create_envelope_custom_fields
ToolCreates envelope custom fields for an envelope.
delete_envelope_custom_fields
ToolDeletes envelope custom fields for draft and in-process envelopes.
update_envelope_custom_fields
ToolUpdates envelope custom fields in an envelope.
create_chunked_upload
ToolInitiates a new chunked upload, typically with content representing part 0.
update_chunked_upload_part
ToolAdds a chunk (part) to an existing chunked upload.
commit_chunked_upload
ToolCommits the chunked upload, preparing the staged data for use in other API calls (e.g., creating an envelope document).
delete_chunked_upload
ToolDeletes a chunked upload.
update_envelope_doc_gen_form_fields
ToolUpdates sender fields for an envelope used in document generation.
create_document_responsive_html_preview
ToolCreates a preview of the responsive version of a document.
create_envelope_attachment
ToolAdds one or more envelope attachments to a draft or in-process envelope.
delete_envelope_attachment
ToolDeletes one or more envelope attachments from a draft envelope.
update_envelope_attachment
ToolUpdates an envelope attachment in a draft or in-process envelope.
create_document_custom_fields
ToolCreates custom document fields in an existing envelope document.
delete_document_custom_fields
ToolDeletes custom document fields from an existing envelope document.
update_document_custom_fields
ToolUpdates existing custom document fields in an existing envelope document.
update_recipient_document_visibility
ToolUpdates document visibility for a specific recipient.
update_recipients_document_visibility
ToolUpdates document visibility settings for multiple recipients in an envelope.
create_envelope_email_settings
ToolAdds email setting overrides to an envelope.
delete_envelope_email_settings
ToolDeletes the email setting overrides for an envelope.
update_envelope_email_settings
ToolUpdates the email setting overrides for an envelope.
DocuSign Resources
DocuSign MCP Server
Connect your AI to DocuSign data through the Model Context Protocol.
- Granularly control which tools your AI can access
- Full visibility with logging and auditing
- Standard MCP protocol - no custom wrappers needed
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Universal MCP Server for DocuSign
Connect Claude, Microsoft Copilot, and any MCP-compatible AI to DocuSign. One server, instant access to datasets, tools, and workflows.
- Model Context Protocol: Industry standard supported by Claude and Microsoft Copilot
- Fine-Grained Control: Choose exactly which datasets and tools your AI can access
- Connect Once, Use Everywhere: Single authentication for all your AI assistants
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