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Connect Docusign to Codex

Give Codex governed access to Docusign’s 30 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Codex setup guide

Set up

Add Docusign to Codex in four steps

Admins approve the server once. Everyone in Codex then gets it through the same governed connection.

  1. 1

    Approve Docusign in Runlayer

    Add Docusign from the catalog and choose who can use it and which of its tools are allowed.

  2. 2

    Connect Codex to Runlayer

    Runlayer’s CLI adds the Runlayer Plugin to Codex’s local plugin marketplace, and users then enable it in Codex. With direct tool listing turned on for your deployment, Docusign’s 30 tools show up in Codex’s own tool list (Codex 0.122 or newer, installed through the Runlayer CLI).

    Codex setup guide
  3. 3

    Sign in to Docusign

    Each user signs in to Docusign with OAuth. Runlayer keeps the tokens out of the client’s configuration.

  4. 4

    Use Docusign from Codex

    Docusign’s approved tools appear in Codex. Every call is checked against policy and recorded.

Tools

30 Docusign tools in Codex

Runlayer policy decides which of these Codex users can call. 14 read data only and 6 can change or delete data.

  • Cancel workflow instance

    Cancel a running workflow instance.

  • Create envelope

    Creates a new Docusign envelope from an EXISTING Docusign template or from documents provided via a remote URL.

  • Create envelope from template

    PRIMARY TOOL for sending Docusign agreements or envelopes for signature using templates.

  • Get account

    Retrieve account information for a specific eSign account.

  • Get agreement details

    Retrieve detailed information about a specific agreement

  • Get agreement filter skill

    REQUIRED BEFORE A FILTERED getAllAgreements CALL: Call this skill before constructing the filter.

  • Get all agreements

    Retrieves agreements for a Docusign account.

  • Get clm workflow definitions

    Retrieve workflow definitions for a CLM account.

See all 30 Docusign tools

Control

What Runlayer can see and stop in Codex

Some controls apply to every client at the gateway. Others depend on what Codex exposes to Runlayer.

  • Gateway policy (available)

    Every Docusign call from Codex passes through Runlayer, where your policies can allow, alert, mask, or block it.

  • Audit trail (available)

    Each call is recorded with the user, Codex as the client, the tool, and the policy and scanner decisions.

  • Client hooks (available)

    Capture supported prompts, reasoning, local and MCP tool calls, responses, and scanner decisions in real time.

  • Stop a call before it runs (available)

    Runlayer can deny a tool call or permission request before Codex runs it.

  • Block output after it runs (available)

    Runlayer can block a tool’s output before Codex’s model sees it.

  • Redact output in place (not available)

    Codex cannot take masked output, so Runlayer can block a tool’s output but not mask it. The gateway still applies policy to the call.

Frequently asked questions

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