How to integrate Documenso MCP with Pydantic AI

Trusted by
AWS
Glean
Zoom
Airtable

30 min · no commitment · see it on your stack

Documenso logo
Pydantic AI logo
divider

Introduction

This guide walks you through connecting Documenso to Pydantic AI using the Composio tool router. By the end, you'll have a working Documenso agent that can send a contract to client for signature, download the latest signed nda document, list all templates for onboarding paperwork through natural language commands.

This guide will help you understand how to give your Pydantic AI agent real control over a Documenso account through Composio's Documenso MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Documenso with

TL;DR

Here's what you'll learn:
  • How to set up your Composio API key and User ID
  • How to create a Composio Tool Router session for Documenso
  • How to attach an MCP Server to a Pydantic AI agent
  • How to stream responses and maintain chat history
  • How to build a simple REPL-style chat interface to test your Documenso workflows

What is Pydantic AI?

Pydantic AI is a Python framework for building AI agents with strong typing and validation. It leverages Pydantic's data validation capabilities to create robust, type-safe AI applications.

Key features include:

  • Type Safety: Built on Pydantic for automatic data validation
  • MCP Support: Native support for Model Context Protocol servers
  • Streaming: Built-in support for streaming responses
  • Async First: Designed for async/await patterns

What is the Documenso MCP server, and what's possible with it?

The Documenso MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Documenso account. It provides structured and secure access to your electronic signature workflows, so your agent can create documents, distribute them for signing, manage templates, and download signed files automatically on your behalf.

  • Automated document creation and duplication: Prompt your agent to generate new documents or make exact copies of existing ones for rapid workflow setup.
  • Seamless document distribution for signatures: Let your agent send documents to one or more recipients, kicking off secure e-signature flows without manual intervention.
  • Template management and retrieval: Ask your agent to list, fetch, or delete document templates, keeping your signing processes organized and up-to-date.
  • Download and access signed documents: Have your agent retrieve finalized, signed PDFs automatically for seamless archiving or sharing.
  • Streamlined document organization: Direct your agent to move documents between personal and team spaces, or remove unnecessary fields to keep everything tidy and current.

Supported Tools & Triggers

Tools
Create Document BetaTool to create a new document using the beta endpoint that returns a presigned URL for file upload.
Create Document FieldTool to create a single field for a document.
Create Document Fields (Bulk)Tool to create multiple fields on a document in a single operation.
Create Document RecipientTool to create a single recipient for a document.
Create Document Recipients BulkTool to create multiple recipients for a document at once.
Create Embedding Presign Token V2 BetaCreate a presign token for Documenso embedded authoring sessions.
Create EnvelopeTool to create a new envelope in Documenso.
Create Envelope AttachmentCreate a new attachment for an envelope in Documenso.
Create Envelope Items BulkTool to create multiple items for an envelope with optional file attachments.
Create Envelope Recipients BulkTool to create multiple recipients for an envelope in bulk.
Create FolderCreate a new folder in Documenso to organize documents or templates.
Create Template BetaTool to create a new template using the beta endpoint that returns a presigned URL for file upload.
Create Template FieldTool to create a single field for a template.
Create Template Fields (Bulk)Tool to create multiple fields on a template in a single operation.
Create Template RecipientTool to create a single recipient for a template.
Create Template Recipients BulkTool to create multiple recipients for a template at once.
Delete DocumentTool to delete a document.
Delete Document AttachmentTool to delete an attachment from a document.
Delete Document FieldTool to delete a single document field by ID.
Delete Document FieldsTool to delete one or more fields from a document.
Delete Document RecipientTool to delete a recipient from a document.
Delete EnvelopeTool to permanently delete an envelope.
Delete Envelope AttachmentTool to delete an attachment from an envelope.
Delete Envelope FieldTool to delete a field from an envelope.
Delete Envelope ItemTool to delete an item from an envelope.
Delete Envelope RecipientTool to delete a recipient from an envelope.
Delete FolderTool to permanently delete a folder.
Delete TemplatePermanently delete a template by its ID.
Delete Template Direct LinkDelete a direct link for a template.
Delete Template RecipientTool to delete a recipient from a template.
Delete Template V2Tool to permanently delete a template using the v2 API.
Distribute Document V2Tool to distribute a document for signing.
Distribute EnvelopeTool to distribute an envelope to recipients for signing.
Download Envelope ItemDownload an envelope item as PDF.
Download Signed DocumentDownload a completed/signed document as PDF.
Duplicate Document V2Tool to duplicate a document.
Duplicate Envelope V2Tool to duplicate an envelope with all its settings.
Duplicate TemplateTool to duplicate a template with all its settings.
Find DocumentsFind documents based on search criteria with filtering and pagination.
Find Documents V2Retrieve a paginated list of documents with optional filtering and sorting.
Find EnvelopesTool to find envelopes based on search criteria, filters, and pagination.
Find FoldersTool to find folders based on search criteria and filters.
Find TemplatesRetrieve a paginated list of templates with optional filtering and search.
Get Document By IDRetrieve complete information about a document by its ID.
Get Document FieldTool to retrieve a document field by its ID.
Get Document RecipientTool to retrieve detailed information about a document recipient by their ID.
Get Documents By IDsRetrieve multiple documents by their IDs in a single request.
Get Envelope AttachmentTool to find all attachments for a specific envelope.
Get Envelope Audit LogTool to retrieve audit logs for an envelope.
Get Envelope By IDRetrieve complete information about an envelope by its ID.
Get Envelope FieldTool to fetch an envelope field by ID.
Get Envelope RecipientTool to retrieve detailed information about an envelope recipient by their ID.
Get Envelopes By IDsTool to retrieve multiple envelopes by their IDs.
Get Template By IDRetrieve complete information about a template by its ID.
Get Template FieldTool to fetch a template field by ID.
Get Template RecipientTool to retrieve detailed information about a template recipient by their ID.
Get Templates By IDsRetrieve multiple templates by their IDs in a single request.
List TemplatesTool to list templates.
Move Document V2Tool to move a document to a team.
Redistribute Document V2Re-send signing request emails to specified recipients of a document.
Redistribute EnvelopeTool to redistribute an envelope to recipients who have not actioned it.
Remove Team Member V1Remove a member from a Documenso team.
Update Document AttachmentTool to update an existing document attachment.
Update Document FieldTool to update a single document field's properties in Documenso v2 API.
Update Document Fields BulkTool to update multiple document fields in a single operation.
Update Document Recipient V2Tool to update a document recipient using the v2 API.
Update Document V2Update document properties like title, visibility, and signing settings.
Update EnvelopeUpdate envelope properties like title, visibility, and signing settings.
Update Envelope AttachmentTool to update an existing envelope attachment.
Update Envelope Fields BulkTool to update multiple envelope fields in a single request.
Update Envelope Items BulkTool to update multiple envelope items in a single request.
Update FolderUpdate properties of an existing folder including name, pinned status, parent folder, and visibility.
Update TemplateUpdate template properties like title, visibility, and signing settings.
Update Template Fields BulkTool to update multiple template fields in a single operation.
Update Template RecipientTool to update a template recipient.
Update Template Recipients BulkTool to update multiple template recipients in a single API call.
Use Template (v2-beta)Tool to create a document from a template.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Prerequisites

Before starting, make sure you have:
  • Python 3.9 or higher
  • A Composio account with an active API key
  • Basic familiarity with Python and async programming

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
  • Keep the API key safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Navigate to your API settings and generate a new API key.
  • Store this key securely as you'll need it for authentication.

Install dependencies

bash
pip install composio pydantic-ai python-dotenv

Install the required libraries.

What's happening:

  • composio connects your agent to external SaaS tools like Documenso
  • pydantic-ai lets you create structured AI agents with tool support
  • python-dotenv loads your environment variables securely from a .env file

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates your agent to Composio's API
  • USER_ID associates your session with your account for secure tool access
  • OPENAI_API_KEY to access OpenAI LLMs

Import dependencies

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerStreamableHTTP

load_dotenv()
What's happening:
  • We load environment variables and import required modules
  • Composio manages connections to Documenso
  • MCPServerStreamableHTTP connects to the Documenso MCP server endpoint
  • Agent from Pydantic AI lets you define and run the AI assistant

Create a Tool Router Session

python
async def main():
    api_key = os.getenv("COMPOSIO_API_KEY")
    user_id = os.getenv("USER_ID")
    if not api_key or not user_id:
        raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment")

    # Create a Composio Tool Router session for Documenso
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["documenso"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an MCP URL")
What's happening:
  • We're creating a Tool Router session that gives your agent access to Documenso tools
  • The create method takes the user ID and specifies which toolkits should be available
  • The returned session.mcp.url is the MCP server URL that your agent will use

Initialize the Pydantic AI Agent

python
# Attach the MCP server to a Pydantic AI Agent
documenso_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
agent = Agent(
    "openai:gpt-5",
    toolsets=[documenso_mcp],
    instructions=(
        "You are a Documenso assistant. Use Documenso tools to help users "
        "with their requests. Ask clarifying questions when needed."
    ),
)
What's happening:
  • The MCP client connects to the Documenso endpoint
  • The agent uses GPT-5 to interpret user commands and perform Documenso operations
  • The instructions field defines the agent's role and behavior

Build the chat interface

python
# Simple REPL with message history
history = []
print("Chat started! Type 'exit' or 'quit' to end.\n")
print("Try asking the agent to help you with Documenso.\n")

while True:
    user_input = input("You: ").strip()
    if user_input.lower() in {"exit", "quit", "bye"}:
        print("\nGoodbye!")
        break
    if not user_input:
        continue

    print("\nAgent is thinking...\n", flush=True)

    async with agent.run_stream(user_input, message_history=history) as stream_result:
        collected_text = ""
        async for chunk in stream_result.stream_output():
            text_piece = None
            if isinstance(chunk, str):
                text_piece = chunk
            elif hasattr(chunk, "delta") and isinstance(chunk.delta, str):
                text_piece = chunk.delta
            elif hasattr(chunk, "text"):
                text_piece = chunk.text
            if text_piece:
                collected_text += text_piece
        result = stream_result

    print(f"Agent: {collected_text}\n")
    history = result.all_messages()
What's happening:
  • The agent reads input from the terminal and streams its response
  • Documenso API calls happen automatically under the hood
  • The model keeps conversation history to maintain context across turns

Run the application

python
if __name__ == "__main__":
    asyncio.run(main())
What's happening:
  • The asyncio loop launches the agent and keeps it running until you exit

Complete Code

Here's the complete code to get you started with Documenso and Pydantic AI:

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerStreamableHTTP

load_dotenv()

async def main():
    api_key = os.getenv("COMPOSIO_API_KEY")
    user_id = os.getenv("USER_ID")
    if not api_key or not user_id:
        raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment")

    # Create a Composio Tool Router session for Documenso
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["documenso"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an MCP URL")

    # Attach the MCP server to a Pydantic AI Agent
    documenso_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
    agent = Agent(
        "openai:gpt-5",
        toolsets=[documenso_mcp],
        instructions=(
            "You are a Documenso assistant. Use Documenso tools to help users "
            "with their requests. Ask clarifying questions when needed."
        ),
    )

    # Simple REPL with message history
    history = []
    print("Chat started! Type 'exit' or 'quit' to end.\n")
    print("Try asking the agent to help you with Documenso.\n")

    while True:
        user_input = input("You: ").strip()
        if user_input.lower() in {"exit", "quit", "bye"}:
            print("\nGoodbye!")
            break
        if not user_input:
            continue

        print("\nAgent is thinking...\n", flush=True)

        async with agent.run_stream(user_input, message_history=history) as stream_result:
            collected_text = ""
            async for chunk in stream_result.stream_output():
                text_piece = None
                if isinstance(chunk, str):
                    text_piece = chunk
                elif hasattr(chunk, "delta") and isinstance(chunk.delta, str):
                    text_piece = chunk.delta
                elif hasattr(chunk, "text"):
                    text_piece = chunk.text
                if text_piece:
                    collected_text += text_piece
            result = stream_result

        print(f"Agent: {collected_text}\n")
        history = result.all_messages()

if __name__ == "__main__":
    asyncio.run(main())

Conclusion

You've built a Pydantic AI agent that can interact with Documenso through Composio's Tool Router. With this setup, your agent can perform real Documenso actions through natural language. You can extend this further by:
  • Adding other toolkits like Gmail, HubSpot, or Salesforce
  • Building a web-based chat interface around this agent
  • Using multiple MCP endpoints to enable cross-app workflows (for example, Gmail + Documenso for workflow automation)
This architecture makes your AI agent "agent-native", able to securely use APIs in a unified, composable way without custom integrations.

How to build Documenso MCP Agent with another framework

FAQ

What are the differences in Tool Router MCP and Documenso MCP?

With a standalone Documenso MCP server, the agents and LLMs can only access a fixed set of Documenso tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Documenso and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with Pydantic AI?

Yes, you can. Pydantic AI fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Documenso tools.

Can I manage the permissions and scopes for Documenso while using Tool Router?

Yes, absolutely. You can configure which Documenso scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Documenso data and credentials are handled as safely as possible.

Used by agents from

Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.