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.
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" }