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mingyangsun-sketch

DocuSign MCP Server (patched)

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
DS_USER_IDYesUser GUID to impersonate
DS_AUTH_BASEYesDocuSign authentication base URL: https://account-d.docusign.com (demo) or https://account.docusign.com (prod)
DS_OAUTH_SCOPEYesOAuth scope (e.g., signature impersonation)signature impersonation
DS_PRIVATE_KEYNoRSA private key, base64-encoded (single line)
DS_INTEGRATION_KEYYesDocuSign app Integration Key (client ID)
DS_PRIVATE_KEY_PATHNoPath to RSA private key file

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
create_envelope_from_templateA

Create an envelope from a DocuSign template.

Args: template_id: The template ID to use. email_subject: Subject line for the email. role_assignments: List of role assignments with keys: - roleName: The role name in the template - name: Recipient's full name - email: Recipient's email address - clientUserId: (optional) For embedded signing email_blurb: Optional body text for the email. status: Envelope status - "sent" to send immediately or "created" for draft.

Returns: Dictionary with envelopeId and status.

create_envelope_from_documentsA

Create an envelope from documents (not using a template).

Args: documents: List of documents, each with name, documentId, fileExtension, and EXACTLY ONE content source: - documentBase64: inline base64 content, OR - documentPath: a file path readable by the server, OR - documentUrl: an HTTP(S) URL to download recipients: Dictionary of recipient types to lists: - signers: List of signers with name, email, recipientId, routingOrder email_subject: Subject line for the email. email_blurb: Optional body text for the email. status: Envelope status - "sent" to send immediately or "created" for draft.

Returns: Dictionary with envelopeId and status.

get_envelope_statusA

Get the status and metadata of an envelope.

Args: envelope_id: The envelope ID to query.

Returns: Dictionary with envelope details including envelopeId, status, emailSubject, createdDateTime, sentDateTime, completedDateTime, etc.

list_envelopesA

List envelopes with optional filters.

Args: from_date: Start date filter (ISO 8601 format, e.g., "2024-01-01T00:00:00Z"). to_date: End date filter (ISO 8601 format). status: Status filter (e.g., "sent", "delivered", "completed", "declined").

Returns: Dictionary with list of envelopes and metadata.

list_templatesA

List available DocuSign templates.

Args: search_text: Optional search text to filter templates by name.

Returns: Dictionary with list of templates and metadata.

get_template_definitionA

Get the definition and details of a specific template.

Args: template_id: The template ID to retrieve.

Returns: Dictionary with complete template details including roles, tabs, documents, and other metadata.

create_templateA

Create a new DocuSign template (documents + signer roles + signing fields).

Args: name: Template name. documents: List of documents, each with name, documentId, optional fileExtension, and EXACTLY ONE content source: - documentBase64: inline base64 content, OR - documentPath: a file path readable by the server, OR - documentUrl: an HTTP(S) URL to download signers: List of signer roles, each: - roleName: Role name (e.g. "Signer", "甲方") - recipientId: Recipient ID (e.g. "1") - routingOrder: (optional) signing order — lower signs first ("1" then "2" = sequential; same value = parallel) - name / email: (optional) default signer for the role; usually left empty and filled at envelope time via create_envelope_from_template - tabs: (optional) signing-field positions; a dict of lists where each tab has documentId, pageNumber, xPosition, yPosition (+ optional tabLabel). Supported tab types: signHereTabs, initialHereTabs, dateSignedTabs, textTabs description: Optional template description. email_subject: Optional default email subject (defaults to template name).

Returns: Dictionary with templateId, name, uri.

list_envelope_documentsB

List all documents in an envelope.

Args: envelope_id: The envelope ID to query.

Returns: Dictionary with list of documents in the envelope.

download_envelope_documentA

Download a specific document from an envelope.

Args: envelope_id: The envelope ID. document_id: The document ID to download.

Returns: Dictionary with document content (base64-encoded) and metadata.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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