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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:
ParameterTypeRequiredDefaultDescription
baseUristringYesAccount base URI from /oauth/userinfo
accountIdstringYesDocuSign account ID (GUID)
fromDatestringNoStart date in ISO-8601 format
statusstringNo"created", "sent", "delivered", "completed", "declined", "voided"
searchTextstringNoSearch in subject and recipient names
countintegerNo25Number 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:
ParameterTypeRequiredDescription
baseUristringYesAccount base URI
accountIdstringYesDocuSign account ID
envelopeIdstringYesEnvelope ID
Output:
{ "envelope": { "envelopeId": "abc-123", "status": "completed", "emailSubject": "Term Sheet", "..." : "..." } }

docusign.templates.list

Name: List Templates List available DocuSign templates. Input:
ParameterTypeRequiredDefaultDescription
baseUristringYesAccount base URI
accountIdstringYesDocuSign account ID
searchTextstringNoFilter templates by name
countintegerNo25Number 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:
ParameterTypeRequiredDescription
baseUristringYesAccount base URI
accountIdstringYesDocuSign account ID
templateIdstringYesTemplate 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:
ParameterTypeRequiredDescription
baseUristringYesAccount base URI
accountIdstringYesDocuSign account ID
envelopeIdstringYesEnvelope 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:
ParameterTypeRequiredDefaultDescription
baseUristringYesAccount base URI
accountIdstringYesDocuSign account ID
templateIdstringYesTemplate ID to use
emailSubjectstringYesEmail subject line
templateRolesarrayYesRecipients mapped to template roles
statusstringNo"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:
ParameterTypeRequiredDescription
baseUristringYesAccount base URI
accountIdstringYesDocuSign account ID
envelopeIdstringYesEnvelope ID of the draft
Output:
{ "envelopeId": "abc-123", "status": "sent" }