Docusign MCP Server Tools

For users using our connectors in production, we currently support only seven API groups. As a developer you can launch your MCP-configured AI assistant to explore additional APIs and endpoints:

Authentication

Endpoint	Description	Available in Demo	Available in Production
generateAccessToken	Interactive OAuth flow (JWT, Auth Code, or Implicit) to obtain access tokens.	Yes	No

Scope

signature

For more information on authentication scopes, see list of scopes.

CLM API

Endpoint	Description	Available in Demo	Available in Production
getAllAgreements	(Requires CLM and IAM integration) Retrieves all pre- and post-execution agreements in Agreement Manager for an account (including documents sourced from CLM). Note: For information about the CLM+IAM integration, see the documentation about the CLM Integration with the IAM platform.	Yes	Yes
getAgreementDetails	(Requires CLM+IAM integration) Retrieves details for a specific agreement in Agreement Manager. The document can be a document that is sourced from CLM. Details include the following items: Agreement metadata (including any IAM fields) Links to the documents Agreement status (Pending or Complete) Note: For information about the CLM+IAM integration, see the documentation about the CLM Integration with the IAM platform.	Yes	Yes
getClmWorkflowDefinitions	Retrieve workflow definitions for a CLM account.	Yes	Yes
startClmWorkflow	Start a new CLM workflow instance by providing the workflow definition name.	Yes	Yes
stopClmWorkflow	Stop (abort) a pending or running CLM workflow instance by providing its workflow instance ID.	Yes	Yes

Scope

spring_read, spring_write

For more information on authentication scopes, see list of scopes.

Connected fields API

Endpoint	Description	Available in Demo	Available in Production
getTabGroups	Retrieve tab groups associated with Connected Fields for an account.	Yes	No

Scope

adm_store_unified_repo_read, signature

For more information on authentication scopes, see list of scopes.

Data Verification (DV) API

Endpoint	Description	Available in Demo	Available in Production
assessTemplatesForDV	Analyzes templates to identify fields suitable for DV.	Yes	No
cloneDVEnabledTemplates	Clones templates and applies DV field mappings.	Yes	No
discoverDVApps	Identifies compatible DV apps based on field types.	Yes	No
installDVApps	Installs selected DV applications into the account.	Yes	No
planTemplateDataVerification	Generates a plan to prepare templates for DV enablement.	Yes	No

Scope

signature

For more information on authentication scopes, see list of scopes.

eSignature API

Endpoint	Description	Available in Demo	Available in Production
createEnvelope	Creates a new envelope with documents, recipients, and tabs.	Yes	Yes
createEnvelopeWithDocuments	Opens a file upload widget to send docs for signature.	Yes	Yes
resolveEnvelopeSendMethod	Returns step-by-step orchestration instructions for sending a Docusign envelope for signature.	Yes	Yes
getAccount	Retrieve detailed information for a specific eSign account.	Yes	Yes
getBillingPlan	Retrieves details for a specific billing plan ID.	Yes	No
getBrand	Retrieve information about a specific brand.	Yes	No
getBrands	Retrieve list of brands configured for an account.	Yes	No
getEnvelope	Gets the status and metadata of a single envelope.	Yes	Yes
getEnvelopes	Search for envelopes in your account using filters such as date, ID, or status code.	Yes	Yes
getTemplates	Retrieves a list of templates with comprehensive filtering.	Yes	Yes
getUser	Retrieve detailed information for a specific eSign user.	Yes	Yes
getUserInfo	Gets profile and account context for the currently authenticated user.	Yes	Yes
getUsers	Retrieve a list of eSign users for an account with optional filtering.	Yes	Yes
listBillingPlans	Retrieves a list of billing plans associated with a distributor.	Yes	No
listRecipients	Gets recipient status and tab values for a specific envelope.	Yes	Yes
sendReminder	Adds, updates, or removes recipients on an existing envelope.	Yes	Yes
updateEnvelope	Updates existing envelopes (voiding, sending draft, email changes).	Yes	Yes
updateEnvelopeRecipients	Sends reminder notifications to all pending recipients in a Docusign envelope who need to sign or take action.	Yes	Yes

Scope

signature

For more information on authentication scopes, see list of scopes.

Workflow Builder API

Endpoint	Description	Available in Demo	Available in Production
cancelWorkflowInstance	Cancel a running workflow instance.	Yes	Yes
getWorkflowInstance	Retrieve details of a specific workflow instance.	Yes	Yes
getWorkflowInstancesList	Retrieve all workflow instances for a specific workflow.	Yes	Yes
getWorkflowsList	Retrieve a list of available Workflow Builder workflows.	Yes	Yes
getWorkflowTriggerRequirements	Retrieve trigger requirements for a Workflow Builder workflow.	Yes	Yes
pauseNewWorkflowInstances	Pause new instances from being created for a workflow.	Yes	Yes
resumeWorkflow	Resume a paused workflow.	Yes	Yes
triggerWorkflow	Start a new Workflow Builder workflow instance.	Yes	Yes

Scope

adm_store_unified_repo_read, aow_manage, signature

For more information on authentication scopes, see list of scopes.

Agreement Manager API

Endpoint	Description	Available in Demo	Available in Production
getAllAgreements	Retrieve all agreements for a Docusign account.	Yes	Yes
getAgreementDetails	Retrieve detailed information about a specific agreement.	Yes	Yes
getAgreementFilterSkill	REQUIRED BEFORE A FILTERED getAllAgreements CALL: Call this skill before constructing the filter. Contains the complete OData filter syntax, all accepted field names, enum values with exact casing, quoting rules, common mistakes, and copy-paste templates for every pattern. Using this skill produces a correct filter on the first attempt without retries.	Yes	Yes
getEnvelopeVsAgreementSkill	REQUIRED PRE-QUERY SKILL: Call this once before getAllAgreements or getEnvelopes. It identifies whether the request needs Agreement Manager records, eSign envelope transactions, or separate results from both systems.	Yes	Yes

Scope

adm_store_unified_repo_read, models_read

For more information on authentication scopes, see list of scopes.

Others

Endpoint	Description	Available in Demo	Available in Production
searchDocusignDocs	Search and reason over public Developer Center documentation.	Yes	No
suggestBestPractices	Analyze integration patterns and provide upgrade recommendations.	Yes	No

Scope

signature

For more information on authentication scopes, see list of scopes.

Note: IAM Subscription Required for Select MCP Tools

MCP tools listed under the Workflow Builder API and Agreement Manager API categories require an active Docusign IAM (Intelligent Agreement Management) subscription. Without this subscription, calling these tools does not return the expected results instead, the response prompts you to upgrade your Docusign plan before these tools can be used.

If your organization does not currently have an IAM subscription, review the following resources before attempting to use these tools:

Docusign IAM Overview - Learn what Intelligent Agreement Management includes and how it extends the Docusign platform

IAM plan - Compare available IAM subscription tiers and find the plan that fits your needs.

Developer capabilities

Beyond APIs, the MCP server empowers you to work smarter through integrated tools that provide instant answers, documentation search, and contextual recommendations inside your workflow.

Capability	Description
`searchDocusignDocs`	Answers Docusign-related questions by searching and reasoning over public Developer Center content and documentation
`generateAccessToken`	Provides interactive OAuth access token generation to help create Integration Keys, configure OAuth settings, and obtain access tokens.
`getUserInfo`	Gets a user’s complete profile, which contains their name, email, account IDs, and organization details.

Next steps

For more information on using production Docusign account with Docusign MCP server, see Docusign MCP Server and AI Connector User Guide.