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Connect Docusign to Windsurf

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

Book a demo Windsurf setup guide

Set up

Add Docusign to Windsurf in four steps

Admins approve the server once. Everyone in Windsurf 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 Windsurf to Runlayer

    Users add the Runlayer Plugin to Windsurf by following Runlayer’s setup guide. Windsurf reaches Docusign’s 30 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.

    Windsurf 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 Windsurf

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

Tools

30 Docusign tools in Windsurf

Runlayer policy decides which of these Windsurf 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 Windsurf

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

  • Gateway policy (available)

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

  • Audit trail (available)

    Each call is recorded with the user, Windsurf 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 before Windsurf runs it.

  • Block output after it runs (not available)

    Windsurf ignores Runlayer after a tool runs, so Runlayer cannot block its output. The gateway still applies policy to the call.

  • Redact output in place (not available)

    Windsurf has no way to receive replacement output, so Runlayer cannot mask it. The gateway still applies policy to the call.

In Windsurf

  • Enforcement needs Windsurf 1.12.31 or newer.
  • When Runlayer denies a call, Windsurf shows the reason to the user; Runlayer cannot adjust the call’s inputs.

Frequently asked questions

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