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Deletes the user authentication information for the specified cloud storage provider.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Generate MCP URLOverview: Deletes the user authentication information for the specified cloud storage provider.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations through DocuSign.
Benefits:
Common Use Cases:
With Adopt AI, your agents can tap into DocuSign's full agreement management capabilities. Here are five ways teams use the DocuSign MCP integration:
1. Automated Agreement Routing & Sending
AI agents generate and send DocuSign envelopes based on CRM deal stages, contract approvals, or form submissions, eliminating manual document preparation.
2. Contract Status Tracking & Follow-Up
AI agents monitor DocuSign envelope status, send automated reminders to unsigned parties, and escalate overdue agreements to managers.
3. Document Template Management
Automatically select and populate DocuSign templates with data from CRMs, ERPs, or forms, ensuring accurate and consistent agreement generation.
4. Compliance & Audit Trail Reporting
AI agents pull signing history and audit trail data from DocuSign to generate compliance reports and ensure regulatory adherence.
5. Post-Signature Workflow Automation
AI agents detect completed DocuSign envelopes and trigger downstream actions like CRM updates, file archiving, and onboarding task creation.
Deletes an envelope lock.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Returns the scheduled sending rules for an envelope's workflow definition.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets billing payment information for a specific payment.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets envelope lock information.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes a template from a document in an existing envelope.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Returns document visibility for a recipient. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Returns a list of bulk send batch summaries. . Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Shares a template with a group.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Updates a specified workflow step for a template.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Republishes Connect information for the specified envelope.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Creates a new envelope (draft by default) in the current DocuSign account and returns the envelope summary including envelopeId. Use this to prepare sending a document for signatures; for sending from a saved template use DOCUSIGN_SEND_FROM_TEMPLATE.
Deletes a BCC email archive configuration.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets the supported languages for envelope recipients.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Commit a chunked upload.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets the user account settings for a specified user.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets information about a brand.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Returns users from the configured Connect service.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Returns a URL to the sender view UI. Used before an envelope has been sent.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Updates the account settings for an account.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Create the link to the page for manually reviewing IDs.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes custom document fields from an existing template document.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Updates the workflow definition for an envelope.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
List payment gateway accounts. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Get a list of past due invoices.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes a list of Connect log entries.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Adds one or more envelope attachments to a draft or in-process envelope.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets the tabs information for a signer or sign-in-person recipient in a template.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Updates the user profile image for a specified user.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets a list of members in a Signing Group.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes envelope custom fields for draft and in-process envelopes.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Updates signing group names.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets the available signature providers for an account.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Sets the signature image for an accountless signer.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Returns tabs on the specified page.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets signature information for a signer or sign-in-person recipient.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets the status of a specific bulk send batch.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets the user signature information for the specified user.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets bulk send lists.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Reserved: Gets the shared item status for one or more users.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Creates a bulk send test.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets a list of unsupported file types.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes one or more signing groups.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes a chunked upload.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Get watermark information.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes one or more PowerForms.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets information about groups associated with the account.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets a list of users in a group.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes the image for a stamp.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Creates a jurisdiction object.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Send, void, or modify a draft envelope. Purge documents from a completed envelope.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Updates user information for the specified user.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Changes the status of an envelope transfer rule.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes custom document fields from an existing envelope document.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets the initials image for a user.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Creates an envelope.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Returns downgrade plan information for the specified account.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets the brand information for a group.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Updates a branding resource file.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Retrieves the list of favorite templates for the account.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes envelope custom fields in a template.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Updates the scheduled sending rules for a template's workflow definition.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets template lock information.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Adds one or more users to an existing group.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Applies a bulk action to all envelopes from a specified bulk send.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes one or more users from a group. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Add contacts to a contacts list.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes the request log files.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Returns the delayed routing rules for an envelope's workflow step definition.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Revokes the correction view URL to the Envelope UI.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes an envelope transfer rule.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Submits a batch of historical envelopes for republish to a webhook.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets the user information for a specified user using a userId (GUID). To find a user based on their email address, use the list endpoint.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for comm.
Gets PowerForm senders.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Returns a URL to the envelope correction UI. Use after an envelope has been sent.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets a list of documents in an envelope.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets a Connect log entry.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets list of recurring and usage charges for the account.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Returns document page images based on input.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets the Connect failure log information.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes an account custom field.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes the email setting overrides for an envelope.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets information about items in a specified folder. . Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes one or more envelope attachments from a draft envelope.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets the default Electronic Record and Signature Disclosure for an envelope.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Updates an account billing plan.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Returns a specified workflow step for a specified envelope.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Adds templates to an envelope.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Delete the workflow definition for a template.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Adds tabs to a document in a template.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets a list of the Signing Groups in an account.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets the list of templates.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets settings for a notary user.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Gets the Original HTML Definition used to generate the Responsive HTML for the template.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Reserved for Docusign.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Deletes the specified Connect configuration.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Updates envelope custom fields in a template.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Returns a specified workflow step for a specified template.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Get Connect configuration information.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Changes the status of multiple envelope transfer rules.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Returns the delayed routing rules for a template's workflow step definition.. Returns the JSON response from DocuSign. Use this to automate envelope, template, recipient, and document workflows; prefer the dedicated envelope tools for common send/status/void operations.
Do I need my own developer credentials to use DocuSign MCP with Adopt AI?
No, you can get started immediately using Adopt AI's built-in DocuSign integration. For production use, we recommend configuring your own API credentials for greater control and security.
Can I connect DocuSign with other apps through Adopt AI?
Yes! Adopt AI supports multi-app workflows, so your AI agents can seamlessly move data between DocuSign and CRMs, spreadsheets, messaging platforms, and more.
Is Adopt AI secure?
Absolutely. Adopt AI is SOC 2 Type 2 certified and ISO/IEC 27001 compliant, and adheres to EU GDPR, CCPA, and HIPAA standards. All data is encrypted in transit and at rest, ensuring the confidentiality, integrity, and availability of your data. Learn more here.
What happens if the DocuSign API changes?
Adopt AI maintains and updates all integrations automatically, so your agents always work with the latest API versions, no manual maintenance required.
Do I need coding skills to set up the DocuSign integration?
Not at all. Adopt AI's zero-shot API discovery means your agents understand DocuSign's schema on first contact. Setup takes minutes with no code required.
How do I set up custom DocuSign MCP in Adopt AI?
For a step-by-step guide on creating and configuring your own DocuSign API credentials with Adopt AI, see here.
