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Docusign

Docusign MCP - agreement metadata, clause insights, lifecycle data, workflow automation

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Tools

30 available tools

Search the tool definitions captured from the MCP server. The live list can vary with version, deployment, and credentials.

30 tools found.

  • Cancel workflow instance

    Destructive

    Tool name: cancelWorkflowInstance

    Cancel a running workflow instance.

  • Create envelope

    Destructive

    Tool name: createEnvelope

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

  • Create envelope from template

    Tool name: createEnvelopeFromTemplate

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

  • Get account

    Read only

    Tool name: getAccount

    Retrieve account information for a specific eSign account.

  • Get agreement details

    Read only

    Tool name: getAgreementDetails

    Retrieve detailed information about a specific agreement

  • Get agreement filter skill

    Tool name: getAgreementFilterSkill

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

  • Get all agreements

    Read only

    Tool name: getAllAgreements

    Retrieves agreements for a Docusign account.

  • Get clm workflow definitions

    Tool name: getClmWorkflowDefinitions

    Retrieve workflow definitions for a CLM account.

  • Get envelope

    Read only

    Tool name: getEnvelope

    Gets the status of a single envelope.

  • Get envelope vs agreement skill

    Tool name: getEnvelopeVsAgreementSkill

    REQUIRED PRE-QUERY SKILL: Call this once before getAllAgreements or getEnvelopes.

  • Get envelopes

    Read only

    Tool name: getEnvelopes

    Search for specific sets of envelopes by using search filters.

  • Get templates

    Read only

    Tool name: getTemplates

    Retrieves the list of templates for the specified account with comprehensive filtering options including date ranges, folder types, search text, and sharing settings.

  • Get user

    Read only

    Tool name: getUser

    Retrieve detailed information for a specific eSign user within an account.

  • Get user info

    Read only

    Tool name: getUserInfo

    Provides information about the currently authenticated Docusign user - such as profile details, associated accounts, and API base URIs - to establish user and account context for subsequent API…

  • Get users

    Read only

    Tool name: getUsers

    Retrieve a list of eSign users for an account with optional filtering.

  • Get workflow instance

    Read only

    Tool name: getWorkflowInstance

    Retrieve details of a specific workflow instance.

  • Get workflow instances list

    Read only

    Tool name: getWorkflowInstancesList

    Retrieve all workflow instances for a specific workflow.

  • Get workflow trigger requirements

    Read only

    Tool name: getWorkflowTriggerRequirements

    Retrieve trigger requirements for a specific workflow.

  • Get workflows list

    Read only

    Tool name: getWorkflowsList

    Retrieve a list of available workflows.

  • List envelope documents

    Tool name: listEnvelopeDocuments

    Retrieves a list of documents associated with the specified envelope.

  • List recipients

    Read only

    Tool name: listRecipients

    Gets the status of recipients for an envelope.

  • Pause new workflow instances

    Destructive

    Tool name: pauseNewWorkflowInstances

    Pause new workflow instances from being created.

  • Resume workflow

    Destructive

    Tool name: resumeWorkflow

    Resume a paused workflow to allow new instances.

  • Send reminder

    Tool name: sendReminder

    Sends reminder notifications to all pending recipients in a Docusign envelope who need to sign or take action.

  • Start clm workflow

    Tool name: startClmWorkflow

    Start a new CLM workflow instance by providing the workflow definition name.

  • Stop clm workflow

    Tool name: stopClmWorkflow

    Stop (abort) a pending or running CLM workflow instance by providing its workflow instance ID.

  • Trigger workflow

    Destructive

    Tool name: triggerWorkflow

    Trigger a new instance of a workflow.

  • Update envelope

    Destructive

    Tool name: updateEnvelope

    Updates an existing Docusign envelope.

  • Update envelope recipients

    Tool name: updateEnvelopeRecipients

    Adds, updates, or removes recipients on an existing envelope.

  • Update envelope tabs

    Tool name: updateEnvelopeTabs

    Updates tabs for a document or recipient in an envelope.

Compatibility

Connect Docusign to the clients your teams already use

27 AI clients can connect to Docusign through Runlayer. Pick one for its setup steps and controls.

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Why Runlayer

Why connect Docusign through Runlayer?

One approved path

Approve Docusign once and everyone gets it in the AI clients they already use. Runlayer holds the credentials, so nothing sits in client configuration.

Fine-grained policy

Control who can use each server, tool, and resource, and under which runtime conditions.

Runtime security

Scan tool inputs and outputs for prompt injection, credential exposure, PII, and data exfiltration, then alert, mask, or block.

Audit and observability

Trace every request across users, clients, tools, policies, scanner decisions, and downstream systems.

Frequently asked questions