DocuSign Plugin

Plugin ID: docusign | Auth: OAuth2 | Scopes: signature

DocuSign base URIs vary by region (na1, na2, eu, au). After OAuth, call /oauth/userinfo to get the correct baseUri and accountId for the user’s account. All tools require these as input parameters.

Tools

docusign.envelopes.list

Name: List Envelopes List DocuSign envelopes with optional status and date filters. Input:

Parameter	Type	Required	Default	Description
`baseUri`	`string`	Yes	—	Account base URI from `/oauth/userinfo`
`accountId`	`string`	Yes	—	DocuSign account ID (GUID)
`fromDate`	`string`	No	—	Start date in ISO-8601 format
`status`	`string`	No	—	`"created"`, `"sent"`, `"delivered"`, `"completed"`, `"declined"`, `"voided"`
`searchText`	`string`	No	—	Search in subject and recipient names
`count`	`integer`	No	`25`	Number of results

Output:

{
  "envelopes": [
    { "envelopeId": "abc-123", "status": "completed", "emailSubject": "Term Sheet - Series A", "sentDateTime": "2026-04-01T10:00:00Z", "completedDateTime": "2026-04-02T14:30:00Z", "statusChangedDateTime": "2026-04-02T14:30:00Z" }
  ],
  "resultSetSize": "1"
}

docusign.envelopes.get

Name: Get Envelope Get detailed status and metadata for a specific envelope. Input:

Parameter	Type	Required	Description
`baseUri`	`string`	Yes	Account base URI
`accountId`	`string`	Yes	DocuSign account ID
`envelopeId`	`string`	Yes	Envelope ID

Output:

{ "envelope": { "envelopeId": "abc-123", "status": "completed", "emailSubject": "Term Sheet", "..." : "..." } }

docusign.templates.list

Name: List Templates List available DocuSign templates. Input:

Parameter	Type	Required	Default	Description
`baseUri`	`string`	Yes	—	Account base URI
`accountId`	`string`	Yes	—	DocuSign account ID
`searchText`	`string`	No	—	Filter templates by name
`count`	`integer`	No	`25`	Number of results

Output:

{
  "templates": [
    { "templateId": "tmpl-123", "name": "Series A Term Sheet", "description": "Standard term sheet template", "lastModified": "2026-03-15T10:00:00Z" }
  ]
}

docusign.templates.get

Name: Get Template Get a DocuSign template definition including recipients and documents. Input:

Parameter	Type	Required	Description
`baseUri`	`string`	Yes	Account base URI
`accountId`	`string`	Yes	DocuSign account ID
`templateId`	`string`	Yes	Template ID

Output:

{ "template": { "templateId": "tmpl-123", "name": "Series A Term Sheet", "recipients": {}, "documents": [], "..." : "..." } }

docusign.envelopes.recipients

Name: List Recipients List recipients and their signing status for an envelope. Input:

Parameter	Type	Required	Description
`baseUri`	`string`	Yes	Account base URI
`accountId`	`string`	Yes	DocuSign account ID
`envelopeId`	`string`	Yes	Envelope ID

Output:

{
  "signers": [
    { "recipientId": "1", "name": "Jane Founder", "email": "jane@startup.com", "status": "completed", "signedDateTime": "2026-04-02T14:30:00Z" }
  ]
}

docusign.envelopes.create

Name: Create Envelope | Destructive: Yes Create and optionally send a DocuSign envelope from a template. Requires user approval. Input:

Parameter	Type	Required	Default	Description
`baseUri`	`string`	Yes	—	Account base URI
`accountId`	`string`	Yes	—	DocuSign account ID
`templateId`	`string`	Yes	—	Template ID to use
`emailSubject`	`string`	Yes	—	Email subject line
`templateRoles`	`array`	Yes	—	Recipients mapped to template roles
`status`	`string`	No	`"created"`	`"sent"` to send immediately, `"created"` for draft

Output:

{ "envelopeId": "new-abc-123", "status": "sent", "uri": "/envelopes/new-abc-123" }

docusign.envelopes.send

Name: Send Envelope | Destructive: Yes Send a draft DocuSign envelope. Requires user approval. Input:

Parameter	Type	Required	Description
`baseUri`	`string`	Yes	Account base URI
`accountId`	`string`	Yes	DocuSign account ID
`envelopeId`	`string`	Yes	Envelope ID of the draft

Output:

{ "envelopeId": "abc-123", "status": "sent" }

Getting Started

Guides

Plugins

Tools

docusign.envelopes.list

docusign.envelopes.get

docusign.templates.list

docusign.templates.get

docusign.envelopes.recipients

docusign.envelopes.create

docusign.envelopes.send

​Tools

​docusign.envelopes.list

​docusign.envelopes.get

​docusign.templates.list

​docusign.templates.get

​docusign.envelopes.recipients

​docusign.envelopes.create

​docusign.envelopes.send

Tools

docusign.envelopes.list

docusign.envelopes.get

docusign.templates.list

docusign.templates.get

docusign.envelopes.recipients

docusign.envelopes.create

docusign.envelopes.send