How to connect Docusign to Claude Cowork

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Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Docusign account to Cowork via Composio Connect, enabling it to add new users to our Docusign account, upload a file to the project workspace folder, bulk add contacts to your Docusign address book, and more such actions on your behalf without compromising your account security.

Also integrate Docusign with

Connecting Docusign to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Docusign account

Back in Cowork, ask the agent to connect to Docusign or give it any Docusign-related task.

For example, ask Cowork to:

  • "Add new users to our Docusign account"
  • "Upload a file to the project workspace folder"
  • "Bulk add contacts to your Docusign address book"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Docusign account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Docusign through MCP without you sharing account credentials directly with the agent.

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

The Docusign MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Docusign account. It provides structured and secure access to your digital agreements and eSignature workflows, so your agent can manage envelopes, send documents for signature, update contacts, and organize files all on your behalf.

  • Bulk contact and user management: Effortlessly add multiple contacts or users to your Docusign address book and accounts, streamlining onboarding and communication across your organization.
  • Custom envelope and email settings: Direct your agent to modify email reply-to options, BCC recipients, and attachment handling for specific envelopes to match your workflow needs.
  • Automated document and workspace file uploads: Let the agent add files directly into Docusign workspaces or envelope drafts, making collaboration and document preparation seamless.
  • Signing group and signature management: Easily expand or update signing groups, personalize user signatures, and manage custom stamps to ensure smooth and secure signing experiences.
  • Advanced user settings and branding: Enable your agent to update user-level preferences, manage branding for different groups, and keep user information perfectly aligned with your company's requirements.

Supported Tools & Triggers

Tools
Add contacts to contacts listAdds multiple contacts to a user's contacts list in DocuSign.
Add Email Overrides To EnvelopeAdds or modifies email override settings for a specific DocuSign envelope, allowing customization of the reply-to email address and name, as well as BCC email addresses for archiving purposes.
Add envelope attachmentsAdds one or more envelope attachments to a draft or in-process envelope in DocuSign.
Add existing brand to groupThis endpoint adds one or more existing brands to a specified group in DocuSign.
Add file to workspaceThis endpoint adds a file to a specific folder within a DocuSign workspace.
Add members to signing groupThis endpoint adds one or more new members to a specified signing group within a DocuSign account.
Add new users to a specified accountThis endpoint adds new users to a specified DocuSign account, allowing bulk creation of up to 500 users in a single call.
AddorupdateaccountstampsAdd or update account-level stamps (Japanese Hanko-style stamps) in DocuSign.
Add or update user custom settingsAdds or updates custom user settings for a specified DocuSign user.
AddorupdateusersignatureThis endpoint allows you to add or update a user's signature in DocuSign.
Add part to chunked uploadAdds a chunk or part to an existing chunked upload in DocuSign.
Add step to envelope workflowThis endpoint adds a new step to an existing envelope's workflow in DocuSign.
Add templates to document in envelopeThis endpoint adds pre-configured templates to a specific document within an existing envelope in DocuSign.
Add templates to envelopeThis endpoint adds templates to an existing DocuSign envelope.
Add user signature and initials imagesAdd or update a user's signature and initials images in DocuSign.
Add users to existing groupAdds one or more existing DocuSign users to an existing group within a specified account.
Apply action to bulk send envelopesThis endpoint allows users to apply specific actions (resend, correct, or void) to all envelopes within a specified DocuSign bulk send batch.
ChangeusersinaccountThis endpoint allows you to update information for one or more users within a DocuSign account.
CloseusersinaccountCloses one or more users in a DocuSign account, preventing them from accessing account features without permanently deleting them.
Commit chunked upload for envelopesThis endpoint commits a chunked upload in DocuSign, finalizing the upload process and preparing the uploaded content for use in other API calls.
Configure cloud storage redirect urlConfigures the OAuth redirect URL for one or more cloud storage providers (Box, Dropbox, GoogleDrive, SkyDrive/OneDrive, Salesforce) for a specific user in DocuSign.
Create account custom fieldCreates a new custom field at the account level in DocuSign, making it available for all new envelopes associated with the account.
Create a collaborative workspaceCreates a new collaborative workspace in DocuSign for document management and team collaboration.
Create BCC Email Archive ConfigurationCreates a BCC email archive configuration for a DocuSign account, enabling automatic archiving of DocuSign-generated emails.
Create brand profiles for accountCreates a new brand profile for a DocuSign account to customize the signing and sending experience with your organization's visual identity and branding elements.
Create bulk send requestInitiates a bulk send process in DocuSign to send a single template or envelope to multiple recipients in a single batch operation.
Create bulk send test requestThis endpoint creates a Bulk Send Test Request to validate the compatibility between a bulk send list and an envelope or template for DocuSign's bulk sending feature.
Create connect configuration for accountThis endpoint creates a custom Connect configuration for a specified DocuSign account, enabling webhook notifications for envelope and recipient events.
Create custom document fields in envelopeCreates custom document fields in an existing envelope document within DocuSign.
Create custom fields for envelopeThis endpoint allows you to create or update custom fields for a specific DocuSign envelope.
Create custom fields in template documentCreates custom document fields in an existing template document within DocuSign.
CreatecustomtabwithpropertiesCreates a custom tab with pre-defined properties for use in DocuSign envelopes.
Create Document Responsive HTML PreviewCreates a responsive HTML preview for a specific document in an envelope.
Create Envelope From TemplateCreates a signing envelope from a pre-existing DocuSign template.
CreategroupsforaccountCreates one or more groups for a specified DocuSign account.
CreateidproofresourcetokenforrecipientGenerates a 2-minute resource token to access recipient identity verification data via DocuSign's ID Evidence API.
CreatenewaccountpermissionprofileThis endpoint creates a new permission profile for a DocuSign account, defining specific sets of permissions for user groups.
Create Notary JurisdictionRegisters a notary jurisdiction for the current DocuSign user, enabling electronic notarizations for a specific U.
CreateorupdateuserauthorizationsCreates or updates user authorizations in DocuSign, allowing an agent user to perform actions on behalf of a principal user.
Create Preview of Responsive HTMLCreates a preview of the responsive HTML version of a specific template document in DocuSign.
Create Preview of Responsive HTML in EnvelopeCreates a preview of the responsive HTML versions of all documents in an envelope, allowing users to review how PDF documents will appear as responsive HTML across different device types before sending.
Create Recipient Manual Review LinkCreates a URL for manually reviewing a recipient's identity in DocuSign.
CreaterecipientpreviewforenvelopeCreates a URL for previewing the recipient's view of a draft envelope or template.
Create Recipient View URLCreates a URL for embedding the DocuSign recipient view UI within an application, allowing users to sign documents directly in the app.
Create sender view url for envelopeCreates a URL for the sender view of a DocuSign envelope, enabling the embedding of DocuSign UI within an external application.
Create signing groupCreates one or more signing groups in a DocuSign account.
Create Template Custom FieldsCreates custom fields on a DocuSign template to capture additional metadata.
Create template recipient preview urlGenerate a preview URL showing how a template will appear to recipients.
Create Template Responsive HTML PreviewCreates a preview of the responsive HTML versions of all documents associated with a DocuSign template.
Create Template Workflow StepAdds a new workflow step to an existing DocuSign template.
CreateurlfortemplateeditviewCreates a URL for embedding the DocuSign Template Edit view within an application.
Create User Authorization For Agent UserCreates a user authorization in DocuSign, enabling an agent user to perform specific actions on behalf of a principal user within the same account.
Delete account brandThis endpoint deletes a specific brand from a DocuSign account.
Delete account custom fieldDeletes an existing account custom field from a DocuSign account.
Delete account permission profileThis endpoint deletes a specific permission profile from a DocuSign account.
Delete account stampDeletes a specific account stamp (signature) from a DocuSign account.
Delete bcc email archive configurationThis endpoint deletes a BCC (Blind Carbon Copy) email archive configuration from a specified DocuSign account.
Delete Brand from GroupThis endpoint allows users to delete one or more brands from a specified group within a DocuSign account.
Delete Brand Logo By TypeThis endpoint deletes a specific logo from an account brand in DocuSign.
Delete brand profilesThis endpoint allows you to delete one or more brand profiles from a DocuSign account.
Delete chunked uploadDeletes a chunked upload that has been committed but not yet consumed in the DocuSign system.
Delete connect configurationDeletes a specified DocuSign Connect configuration from the given account.
Delete connect failure log entryDeletes one or all Connect failure log entries for a specified DocuSign account.
Delete Connect Log EntriesDeletes Connect log entries for a DocuSign account.
Delete connect oauth configurationDeletes the Connect OAuth configuration for a specified DocuSign account.
Delete contact from accountDeletes a specific contact from a DocuSign account.
Delete custom document fieldsDeletes custom document fields from an existing envelope document in DocuSign.
DeletecustomdocumentfieldsfromtemplateDeletes specified custom document fields from an existing template document in DocuSign.
Delete custom fields in templateDeletes specified custom fields from a DocuSign template.
Delete custom tab informationDeletes a specified custom tab from a DocuSign account.
Delete custom user settingsDeletes specified custom user settings for a DocuSign user by their names.
Delete Delayed Routing Rule For Envelope StepThis endpoint deletes the delayed routing object for a specific envelope's workflow step in DocuSign.
Delete delayed routing rules for templateDeletes the delayed routing rules for a specific template workflow step in DocuSign.
Delete draft envelope attachmentsDeletes one or more envelope attachments from a draft envelope in DocuSign.
Delete eNote ConfigurationDeletes an existing eNote configuration associated with a specific DocuSign account.
Delete Envelope Custom FieldsThis endpoint deletes envelope custom fields for draft and in-process envelopes in DocuSign.
Delete Envelope Email SettingsDeletes all existing email override settings for a specific envelope in DocuSign.
Delete Envelope LockDeletes the lock from a specified envelope, allowing it to be modified again.
Delete envelope scheduled sending rulesDeletes the scheduled sending rules for a specific envelope's workflow in DocuSign.
Delete envelope transfer ruleDeletes a specific envelope transfer rule from a DocuSign account.
Delete envelope workflow definitionThis endpoint deletes the workflow definition for a specified envelope in DocuSign.
Delete envelope workflow stepDeletes a specific workflow step from an envelope in DocuSign.
Delete existing workspace logicallyMarks a DocuSign workspace as deleted by changing its status to "status_deleted".
Delete members from signing groupRemoves one or more members from a specified DocuSign signing group.
DeletemultiplecontactsfromaccountDeletes multiple contacts associated with a specific DocuSign account.
Delete notary jurisdictionDeletes a specified notary jurisdiction from the DocuSign system.
Delete one or more signing groupsDeletes one or more signing groups from a specified DocuSign account.
Delete page from document in envelopeDeletes a specific page from a document within a DocuSign envelope.
Delete page from template documentDeletes a specific page from a document within a DocuSign template.
Delete powerform by idThis endpoint deletes a specific PowerForm identified by its unique ID within a DocuSign account.
Delete request log filesDeletes all request log files for the authenticated user in DocuSign.
Delete scheduled sending rulesDeletes all scheduled sending rules associated with a specific DocuSign template's workflow.
Delete signature for captive recipientsDeletes the signature for one or more captive (embedded) recipients in DocuSign.
Delete specific connect log entryDeletes a specified entry or all entries from the DocuSign Connect log for a given account.
Delete specified accountDeletes (closes) a specified DocuSign account.
Delete stamp image for accountThis endpoint deletes a specific stamp image associated with an account signature in DocuSign.
DeletetemplatefromenvelopedocumentDeletes a template from a document within an envelope.
Delete template lockDeletes the lock from a specified DocuSign template, releasing it for editing by others.
Delete template workflow stepDeletes a specific workflow step from a template's workflow definition in DocuSign.
DeleteuserauthforcloudstorageprovidersThis endpoint deletes the user authentication information for one or more cloud storage providers associated with a specific DocuSign user account.
Delete user authorizationDeletes a specific user authorization within the DocuSign system.
DeleteuserauthorizationsThe DeleteUserAuthorizations endpoint is used to remove one or more user authorizations for a specified principal user within a DocuSign account.
Delete user cloud storage authenticationThis endpoint deletes the user authentication information for a specified cloud storage provider in DocuSign.
DeleteusergroupDeletes one or more existing user groups from a specified DocuSign account.
Delete user initials or signature imageThis endpoint deletes a specified initials image or signature image for a user in DocuSign.
Delete user profile imageDeletes the profile image of a specified user within a DocuSign account.
Delete users from groupDeletes one or more users from a specified group within a DocuSign account.
Delete workflow definition for templateDeletes the workflow definition associated with a specific template in DocuSign.
Delete workspace files or foldersThis endpoint allows for the deletion of one or more files or sub-folders from a DocuSign workspace folder or root.
ExportbrandtoxmlfileExports a DocuSign brand's configuration as an XML string.
Fetch Recipient Names For EmailRetrieves a list of all names associated with a specified email address in DocuSign.
GenerateeditviewurlforenvelopeGenerates a URL for accessing and editing an existing envelope within the DocuSign UI, allowing for embedded editing functionality in external applications.
GenerateenvelopecorrectionurlGenerates a URL that allows embedding the envelope correction view of the DocuSign UI within an application.
Generate Recipient Shared View URLGenerates a URL for embedding the DocuSign recipient view of a shared envelope in your application.
Get account billing charges listRetrieves a detailed list of recurring and usage charges for a specified DocuSign account.
Get account password rulesRetrieves the current password rules and security settings for a specified DocuSign account.
Get account stamp imageRetrieves the image file for a specific account stamp, signature, or initials in DocuSign.
Get Agent User AuthorizationsReturns the authorizations for which the specified user is the agent user.
Get bcc email archive configurationsRetrieves a list of BCC (Blind Carbon Copy) email archive configurations associated with a specified DocuSign account.
Get BCC Email Archive HistoryRetrieves the history of changes made to a specific BCC email archive configuration for a DocuSign account.
Get brand logo by typeRetrieves a specific logo used in a brand for a DocuSign account.
Get brands information for groupRetrieves detailed brand information associated with a specific group within a DocuSign account.
Get bulk send batch statusGet the status and progress of a DocuSign bulk send batch operation.
Get bulk send lists informationRetrieves a list of Bulk Send Lists belonging to the current user in a specified DocuSign account.
Get docusign account contactsRetrieves detailed information about a specific contact from a DocuSign account's address book.
Get Downgrade Plan Info For AccountRetrieves detailed billing information related to a downgrade request for a specific DocuSign account.
Get Electronic Disclosure for RecipientRetrieves the HTML-formatted Electronic Record and Signature Disclosure (ERSD) for a specific envelope recipient in DocuSign.
GetelectronicrecordandsignaturedisclosureRetrieves the HTML-formatted Electronic Record and Signature Disclosure (ERSD) associated with a specific DocuSign account.
GetenoteintegrationsettingsRetrieves the eNote integration settings for a specified DocuSign account.
Get EnvelopeGets the status and basic information about an envelope from DocuSign.
Get Envelope DocGen Form FieldsRetrieves document generation form fields from an envelope's documents.
Get Envelope Document FieldsRetrieves custom document fields from a specific document within a DocuSign envelope.
Get envelope lock informationRetrieves general information about an envelope lock in DocuSign.
Get Envelope Notification DefaultsRetrieves the default email notification settings for envelopes at the account level.
GetenvelopeworkflowdefinitionRetrieves the workflow definition for a specified envelope in DocuSign.
GetenvelopeworkflowdelayedroutingdefinitionRetrieves the delayed routing rules for a specific workflow step within a DocuSign envelope.
GetgroupsinformationforaccountRetrieves detailed information about groups associated with a specific DocuSign account.
GetlistofaccountpermissionprofilesThis endpoint retrieves a comprehensive list of permission profiles associated with a specified DocuSign account.
Get members of a signing groupRetrieves the list of members in a specified DocuSign Signing Group.
Get notary journalsTool to retrieve notary journal entries for the current user.
Get Notary Jurisdiction ObjectRetrieves detailed information about a specific notary jurisdiction for the authenticated user.
Get Notary User SettingsRetrieves notary settings and configuration for the currently authenticated user.
Get Original HTML Definition for TemplateRetrieves the original HTML definition for a specified DocuSign template.
GetpageimagefromenvelopeRetrieves an image of a specific page from a document within a DocuSign envelope.
Get PDF Transcript of Envelope CommentsRetrieves a PDF transcript containing all comments added by senders and recipients to documents within a specific envelope in a DocuSign account.
Get Permission Profile for AccountThis endpoint retrieves detailed information about a specific permission profile in a DocuSign account.
Get powerform sendersRetrieves a list of users who have sent PowerForms within a specified DocuSign account.
Get Recipient Document VisibilityRetrieves document visibility settings for a specific recipient within a DocuSign envelope.
Get request logging log fileDownloads the complete log file for a specific API request from DocuSign's Diagnostics service.
Get Request LogsRetrieves a list of API request log entries as a JSON object.
Get Request Log SettingsTool to retrieve current API request logging settings for the authenticated user.
Get Resource InformationRetrieves the base resources available for the DocuSign eSignature REST API.
Get Service InformationGets the current version and other information about the DocuSign eSignature REST API.
Get signature information for recipientRetrieves signature information for a specific recipient in a DocuSign envelope.
Get signing group informationRetrieves detailed information about a specific signing group in a DocuSign account.
Get specific brand resource fileRetrieves a specific branding resource file (XML format) for customizing DocuSign experiences.
GetspecifiedaccountstampinfoRetrieves detailed information about a specific account stamp (signature) in DocuSign.
GetsupportedlanguagesforrecipientsRetrieves a comprehensive list of supported languages that can be set for individual recipients when creating a DocuSign envelope.
GettabsettingsforaccountRetrieves the current tab settings and functionality enabled for a specific DocuSign account.
Get TemplateGets a template definition from the specified account.
Get template delayed routing rulesRetrieves the delayed routing rules for a specific workflow step within a DocuSign template.
Get Template Document HTML DefinitionRetrieves the HTML definition for a specific document within a DocuSign template.
Get template lock informationRetrieves lock information for a DocuSign template.
Get template notification informationRetrieves the envelope notification, reminders, and expiration information for an existing template in DocuSign.
Get template recipient document visibilityRetrieves document visibility settings for a specific recipient in a DocuSign template.
Get template scheduled sending settingsRetrieves the scheduled sending settings for a specified DocuSign template.
Get templates for envelope documentRetrieves the templates associated with a specific document within a DocuSign envelope.
Get templates used in envelopeThis endpoint retrieves a list of server-side templates used in a specific DocuSign envelope.
Get unsupported file types listRetrieves the list of file types (extensions and MIME types) that DocuSign does not support for upload.
Get URL for Embedding DocuSign UIGenerate a URL to embed the DocuSign console view within your application.
Get user authorization detailsRetrieves detailed information about a specific user authorization in DocuSign.
GetuserauthorizationsforprincipalRetrieves user authorizations for a specified principal user within a DocuSign account.
Get user cloud storage provider configurationRetrieves the cloud storage provider configuration for a specific cloud storage service (identified by serviceId) for a user within a DocuSign account.
Get user information by idRetrieves detailed information about a specific user within a DocuSign account.
Get users in groupRetrieves a paginated list of users belonging to a specific group within a DocuSign account.
Get Watermark Details for AccountRetrieves and previews the watermark details for a specific DocuSign account.
Get Workflow Step for EnvelopeRetrieves detailed information about a specific workflow step for a DocuSign envelope.
Get workspace fileRetrieves a binary version of a file from a DocuSign workspace.
Get workspace folder contentsRetrieves the contents of a specific workspace folder in DocuSign, including sub-folders and files.
Initiate new chunked uploadInitiates a new chunked upload in DocuSign by sending the first part of the content.
Get Account TemplatesGets the definition of a template or templates in the specified account.
List billing invoicesRetrieves a list of billing invoices for a specified DocuSign account.
List brands for accountRetrieves a comprehensive list of brands associated with a DocuSign account, including default brand profiles.
ListbulksendbatchsummariesRetrieves a summary of bulk send batches for a DocuSign account.
ListcloudstorageitemsRetrieves a list of items (files and folders) from a specific folder in a cloud storage provider integrated with DocuSign.
List Account Custom FieldsRetrieves all account-level custom fields defined for a DocuSign account.
List Envelope Attachments By Envelope IdRetrieves a list of envelope attachments associated with a specified envelope in DocuSign.
Get OAuth User InfoTool to retrieve authenticated user's account information from DocuSign OAuth.
List past due invoicesRetrieves a list of past due invoices for a specified DocuSign account and indicates if payment can be made through the REST API.
ListpaymentgatewayaccountsinfoRetrieves a list of all payment gateway accounts associated with a specific DocuSign account, along with detailed information about each account.
List registered notary jurisdictionsRetrieves a paginated list of registered notary jurisdictions for the current user, who must be a notary.
ListsignatureprovidersforaccountRetrieves a list of signature providers available for a specified DocuSign account.
List users for accountRetrieves a list of users for a specified DocuSign account.
ListworkspacefilepagesRetrieves a workspace file as rasterized pages from a DocuSign workspace.
List workspacesRetrieves a list of DocuSign workspaces and their associated information for a specified account.
Lock an envelope for editingThis endpoint locks an envelope for editing, preventing other users or recipients from changing it.
Lock Template for EditingLocks a specified DocuSign template for editing to prevent concurrent modifications.
Modify Account Notification SettingsUpdates the default email notification settings for envelope senders and signers in a DocuSign account.
Modify tab settings for accountThis endpoint modifies the tab types and tab functionality that are enabled for a DocuSign account.
Post payment to invoicePosts a payment to past due invoices for a DocuSign account.
Purchase additional envelopesThis endpoint completes the purchase of additional envelopes for a DocuSign account through an internal workflow interaction with an envelope vendor.
Queue downgrade billing plan requestQueues a downgrade request for a DocuSign account's billing plan.
RegistercurrentuserasnotaryThis endpoint registers the current user as a notary in DocuSign, enabling remote online notarization capabilities.
Remove bulk send listThis endpoint deletes a specific bulk send list from a DocuSign account.
RemovegroupsharingpermissionsfortemplateRemoves sharing permissions for specified member groups from a DocuSign template.
Remove Templates From FavoritesRemoves one or more templates from an account's list of favorite templates in DocuSign.
Remove user signature informationRemoves the signature information for a specific user in DocuSign.
Republish connect data for envelopeRepublishes Connect information for a specified envelope in DocuSign.
Republish connect info for envelopesRepublishes Connect webhook information for multiple DocuSign envelopes.
Retrieve Account Billing PlanRetrieves detailed billing plan information for a specified DocuSign account.
RetrieveaccountbrandinformationRetrieves detailed information about a specific brand associated with a DocuSign account.
Retrieve Account Envelope Purge ConfigRetrieves the current envelope purge configuration for a specified DocuSign account.
Retrieve Account Favorite TemplatesRetrieves the list of favorite templates for a DocuSign account.
RetrieveaccountinformationforspecifiedaccountRetrieves comprehensive information for a specified DocuSign account, including account details, billing information, plan specifics, and optionally detailed account settings.
Retrieve Account Provisioning InfoRetrieves the account provisioning information for a DocuSign account.
Retrieve Account Seal ProvidersRetrieves electronic seal providers (eSeals) available for a DocuSign account.
RetrieveaccountsettingsinformationRetrieves the comprehensive account settings information for a specified DocuSign account.
RetrieveaccountsigninggroupsRetrieves a comprehensive list of all signing groups within a specified DocuSign account.
RetrieveaccountverificationworkflowsRetrieves a list of Identity Verification workflows available for a DocuSign account.
RetrieveallaccounttabsRetrieves a comprehensive list of all tabs associated with a specified DocuSign account.
RetrieveavailableaccountstampsRetrieves a list of stamps available in a DocuSign account.
Retrieve billing invoiceRetrieves a specific billing invoice for a DocuSign account, providing detailed information about charges and payment details.
Retrieve billing payment infoRetrieves detailed information for a specific billing payment in a DocuSign account.
Retrieve chunked upload metadataRetrieves metadata for a specific chunked upload in DocuSign.
Retrieve cloud storage provider configurationRetrieves the list of cloud storage providers enabled for a specific user in a DocuSign account, along with their configuration information.
RetrieveconnectconfigurationdetailsRetrieves detailed information for a specific DocuSign Connect configuration.
RetrieveconnectconfigurationsRetrieves all Docusign Custom Connect definitions for a specified account.
Retrieve connect failure logsRetrieves the Connect failure log information for a specified DocuSign account.
Retrieve connect log entryRetrieves a specific Connect log entry for a DocuSign account.
Retrieve connect logsRetrieves the 100 most recent Connect log entries for a specified DocuSign account.
Retrieve Connect OAuth ConfigurationRetrieves the Connect OAuth configuration for a specified DocuSign account.
Retrieve Credit Card InfoThis endpoint retrieves detailed credit card information associated with a specific DocuSign account.
Retrieve custom fields for envelopeRetrieves custom field metadata for a specified envelope.
RetrievecustomfieldsfortemplateThis endpoint retrieves the custom document fields for an existing template document in DocuSign.
RetrievecustomtabinformationRetrieves detailed information about a specific custom tab associated with a DocuSign account.
RetrievecustomusersettingsRetrieves a list of custom user settings for a single user in DocuSign.
Retrieve default disclosure for envelopeRetrieves the default HTML-formatted Electronic Record and Signature Disclosure (ERSD) for a specified envelope in DocuSign.
Retrieve Envelope AttachmentDownloads a developer-only envelope attachment file from a DocuSign envelope.
Retrieve Envelope Audit EventsRetrieves the audit events for a specified envelope in DocuSign.
RetrieveenvelopedocumentsRetrieves one or more documents from a DocuSign envelope.
Retrieve Envelope Email OverridesRetrieves custom email settings for a specific DocuSign envelope.
Retrieve Envelope Document HTML DefinitionRetrieves the original HTML definition used to generate the responsive HTML for a specific document within an envelope in a DocuSign account.
Retrieve Envelope Notification DetailsRetrieves the notification, reminder, and expiration settings for an existing envelope in DocuSign.
RetrieveitemsincloudstoragefolderRetrieves a list of items (files and folders) from a specified folder in an integrated cloud storage provider.
RetrievelistofbillingplansRetrieves a comprehensive list of billing plans associated with a distributor in the DocuSign system.
Retrieve payment information listRetrieves a list of payment information for a specific DocuSign account.
Retrieve pdf from specified templateRetrieves one or more PDF documents from a specified DocuSign template.
RetrievepowerformdataentriesThis endpoint retrieves data entries for a specific PowerForm within a DocuSign account.
RetrievepropertiesaboutworkspaceRetrieves detailed properties and information about a specific DocuSign workspace.
RetrieveshareditemstatusforusersRetrieves shared item status for one or more users and types of items within a DocuSign account.
Retrieve signer signature image informationRetrieves the specified user's signature image from a DocuSign envelope.
RetrievetemplatecustomfieldsRetrieves the custom document field information from an existing template in DocuSign.
Retrieve Template Document Page ImagesRetrieves and returns images of pages from a specified template document in DocuSign.
Retrieve template page imageRetrieves a specific page image from a template document for display purposes.
Retrieve user account settingsRetrieves a comprehensive list of account settings and email notification preferences for a specified user within a DocuSign account.
Retrieve user initials image for envelopesRetrieves the initials image that a recipient used when signing a DocuSign envelope.
Retrieve User Profile ImageRetrieves the user profile picture for a specified user within a DocuSign account.
Retrieve user profile informationThis endpoint retrieves comprehensive user profile information for a specified user within a DocuSign account.
Retrieve user signature definitionsThis endpoint retrieves the signature definitions for a specified user within a DocuSign account.
RetrieveusersignatureimageRetrieves a specified user's signature or initials image from DocuSign.
Retrieve user signature informationThis endpoint retrieves the detailed structure and information of a single user signature within a DocuSign account.
RetrieveworkflowstepfortemplateRetrieves detailed information about a specific workflow step for a DocuSign template.
Return all connect service usersRetrieves all users from the configured Connect service for a specific DocuSign account and Connect configuration.
Return Brand Resource Metadata For AccountRetrieves metadata about the branding resources associated with a specific DocuSign account and brand.
Return Envelope Tab Data For Existing EnvelopeRetrieves detailed form data from a DocuSign envelope, including the current values of form fields, recipient information, and envelope status.
Get Envelope Scheduled Sending RulesGet the scheduled sending configuration for a DocuSign envelope.
Returns document page images based on inputRetrieves images of document pages from a specific envelope in a DocuSign account.
Return Template Workflow DefinitionRetrieves the workflow definition for a specified DocuSign template.
Return users from connect serviceRetrieves users associated with a specific DocuSign Connect configuration.
RevokeenvelopecorrectionurlThis endpoint revokes the correction view URL for a specific envelope in DocuSign, effectively disabling the ability to make further corrections to the envelope.
Rotate page image for envelopeThis endpoint rotates a page image within a specific document of an envelope in DocuSign.
Rotate Template Page ImageRotates a page image within a DocuSign template for display purposes.
Send EnvelopeSends a draft envelope by updating its status to 'sent'.
Set envelope purge config for accountConfigures automatic envelope purge settings for a DocuSign account.
Set initials image for accountless signerThis endpoint allows you to update the initials image for a signer who does not have a DocuSign account within a specific envelope.
Set shared access for users and templatesThis endpoint sets shared access for users and templates in DocuSign.
Set signature image for no account signerThis endpoint updates the signature image for an accountless signer in a DocuSign envelope.
Set templates as account favoritesThis endpoint allows users to set one or more templates as account favorites in DocuSign.
Set up connect oauth configurationSets up Connect OAuth configuration for a specified DocuSign account using a custom authorization server.
Set User Signature ImageSets or updates a user's signature image, initials, or stamp in their DocuSign account.
Submit batch historical envelopes to webhookThis endpoint submits a batch of existing envelopes to a specified webhook for historical publishing.
Toggle api request loggingThis endpoint enables or disables API request logging for troubleshooting purposes in DocuSign.
UpdateaccountbrandsettingsThe UpdateAccountBrandSettings endpoint modifies or replaces an existing brand configuration for a DocuSign account.
UpdateaccountcustomfieldThis endpoint updates an existing account custom field in DocuSign.
Update account password rulesThis endpoint updates the password rules for a DocuSign account.
UpdateaccountsettingsUpdates various settings for a specified DocuSign account.
Update account stamp by idThis endpoint allows you to update an existing account stamp (signature) in DocuSign.
UpdateaccountstampsUpdate existing account stamps (signatures) in a DocuSign account.
Update account watermark informationThis endpoint updates the watermark settings for a specified DocuSign account.
Update Account Watermark PreviewUpdates and previews watermark settings for a DocuSign account before applying them.
Update billing plan for accountUpdates billing plan information, address, and payment details for a DocuSign account.
Update Bulk Send Batch NameUpdates the name of an existing DocuSign bulk send batch.
Update connect oauth configurationThis endpoint updates an existing Connect OAuth Configuration for a DocuSign account.
Update contacts informationThis endpoint updates one or more contacts associated with a DocuSign account.
Update custom fields in envelope documentThis endpoint allows you to update existing custom document fields in a specific document within an envelope in DocuSign.
Update custom tab information for accountThis endpoint updates the information for a custom tab associated with a specific DocuSign account.
UpdatedocumentvisibilityrecipientsUpdates document visibility settings for multiple recipients in a DocuSign envelope.
Update docusign connect configurationThis endpoint updates an existing DocuSign Connect configuration for a specified account.
Update electronic record disclosureUpdates the Electronic Record and Signature Disclosure (ERSD) for a DocuSign account.
UpdateenoteintegrationconfigUpdates the eNote integration configuration for a specific DocuSign account.
Update envelope attachmentUpdates an existing attachment for a draft or in-process envelope in DocuSign.
Update envelope custom fieldsThis endpoint allows users to update custom fields for draft and in-process envelopes in DocuSign.
UpdateenvelopedelayedroutingrulesUpdates the delayed routing rules for a specific workflow step in a DocuSign envelope.
Update Envelope DocGen Form FieldsThis method dynamically generates an envelope's documents by populating its sender fields.
UpdateenvelopeemailsettingsUpdates the existing email override settings for a specified envelope in DocuSign.
Update envelope notification settingsUpdates the notification settings for a specific DocuSign envelope, including reminders and expirations.
Update envelope scheduled sending rulesUpdates the scheduled sending rules for an envelope's workflow in DocuSign.
Update envelope workflow definitionUpdates the workflow definition for a specified envelope in DocuSign.
Update envelope workflow stepUpdates a specific workflow step for a DocuSign envelope, allowing for customization of envelope processing, including delayed routing and conditional recipients.
Update group informationUpdates group information for one or more user groups in a DocuSign account.
UpdatelockforenvelopeUpdates lock settings for an already-locked envelope in DocuSign to extend duration or modify the locking application identifier.
Update notary jurisdiction infoUpdates the jurisdiction information for a notary in the DocuSign system.
UpdatepermissionprofilesettingsThis endpoint updates an existing account permission profile in DocuSign.
UpdaterecipientdocumentvisibilityThis endpoint updates the document visibility settings for a specific recipient within a DocuSign envelope.
Update signing group detailsUpdates the details of a specified signing group within a DocuSign account, including the group name, email, and member information.
UpdatesigninggroupnamesUpdates the names of one or more existing signing groups in DocuSign.
Update template custom fieldsUpdates the custom fields in a DocuSign template.
Update Template Delayed Routing RulesThis endpoint updates the scheduled sending rules for a specific workflow step in a DocuSign template.
Update template document custom fieldsThis endpoint updates existing custom document fields in a specific document within a DocuSign template.
Update Template Doc VisibilityThis endpoint updates document visibility settings for one or more recipients in a DocuSign template.
Update template lock informationThis endpoint allows you to update the lock information for an already locked template in DocuSign.
Update template notification settingsThis endpoint updates the notification structure for an existing DocuSign template.
Update Template Recipient Document VisibilityUpdates document visibility settings for a specific recipient in a DocuSign template.
UpdatetemplatescheduledsendingrulesUpdates the scheduled sending rules for a DocuSign template, controlling when envelopes created from this template are automatically sent.
UpdatetemplateworkflowdefinitionUpdates the workflow definition for a specified template in DocuSign, allowing for customization of the document signing process.
Update user account settingsThis endpoint updates the account settings and email notification types for a specified user in DocuSign.
Update User Authorization DatesUpdates the start and/or end dates for a specified user authorization in DocuSign.
Update user information for specified userThe User_PutUser endpoint allows updating user information for a specified user within a DocuSign account.
UpdateusernotaryinformationThe UpdateUserNotaryInformation endpoint modifies a notary's profile and settings in DocuSign.
Update user profile imageUpdates the user's profile image in DocuSign by uploading a new image file.
UpdateuserprofileinformationUpdates a user's profile in DocuSign, including personal details, privacy settings, and user ID card information.
Update user signature by idUpdates or creates a user's signature and initials for a specified DocuSign account.
Update workflow step for templateThis endpoint updates a specified workflow step for a DocuSign template.
UpdateworkspaceinformationUpdates information about a specific DocuSign workspace.
Update workspace item metadataUpdates the metadata for a specific file in a DocuSign workspace.

How to build Docusign MCP Agent with another framework

FAQ

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

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

Can I use Tool Router MCP with Claude Cowork?

Yes, you can. Claude Cowork 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 Docusign tools.

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

Yes, absolutely. You can configure which Docusign 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 Docusign 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.

How to connect Docusign to Claude Cowork