> You are reading the Docusign Developer Documentation. For clean Markdown of any page, append .md to the page URL. > > Documentation indexes by section: > - APIs and SDKs: https://docusign.docs.buildwithfern.com/docs/llms.txt > - Platform 101: https://docusign.docs.buildwithfern.com/platform/llms.txt > - Extension Apps: https://docusign.docs.buildwithfern.com/extension-apps/llms.txt > - Docusign CLI: https://docusign.docs.buildwithfern.com/docusign-cli/llms.txt > > Authentication (OAuth, JWT Grant, M2M): https://docusign.docs.buildwithfern.com/platform/auth > Webhooks and Connect: https://docusign.docs.buildwithfern.com/platform/webhooks > > OpenAPI specifications: https://docusign.docs.buildwithfern.com/openapi.json > MCP server: https://docusign.docs.buildwithfern.com/_mcp/server # Docusign MCP Server Tools > Discover the list of 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](/platform/auth/reference/scopes). #### CLM API | Endpoint | Description | Available in Demo | Available in Production | | ------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------- | ----------------------- | | [getAllAgreements](/docs/agreement-manager-api/reference/agreementmanager/agreements/getagreementslist) | (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](https://support.docusign.com/s/document-item?language=en_US\&bundleId=pqz1702943441912\&topicId=cona491d69c-2859-4515-882c-db04db58d439.html&_LANG=enus). | Yes | Yes | | [getAgreementDetails](/docs/agreement-manager-api/reference/agreementmanager/agreements/getagreement) | (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](https://support.docusign.com/s/document-item?language=en_US\&bundleId=pqz1702943441912\&topicId=cona491d69c-2859-4515-882c-db04db58d439.html&_LANG=enus). | Yes | Yes | | [getClmWorkflowDefinitions](/docs/clm-api/reference/objects/workflowdefinitions/getall) | 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](/platform/auth/reference/scopes). #### Connected fields API | Endpoint | Description | Available in Demo | Available in Production | | -------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------- | ----------------- | ----------------------- | | [getTabGroups](/docs/connected-fields-api/reference/connectedfields/tabinfo/getconnectedfieldstabgroups) | 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](/platform/auth/reference/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](/platform/auth/reference/scopes). #### eSignature API | Endpoint | Description | Available in Demo | Available in Production | | ---------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------- | ----------------- | ----------------------- | | [createEnvelope](/docs/esign-rest-api/reference/envelopes/envelopes/create) | 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](/docs/esign-rest-api/reference/accounts/accounts/get) | Retrieve detailed information for a specific eSign account. | Yes | Yes | | [getBillingPlan](/docs/esign-rest-api/reference/billing/billingplans/get) | Retrieves details for a specific billing plan ID. | Yes | No | | [getBrand](/docs/esign-rest-api/reference/accounts/accountbrands/get) | Retrieve information about a specific brand. | Yes | No | | [getBrands](/docs/esign-rest-api/reference/accounts/accountbrands/list) | Retrieve list of brands configured for an account. | Yes | No | | [getEnvelope](/docs/esign-rest-api/reference/envelopes/envelopes/get) | Gets the status and metadata of a single envelope. | Yes | Yes | | [getEnvelopes](/docs/esign-rest-api/reference/envelopes/envelopes/liststatuschanges) | Search for envelopes in your account using filters such as date, ID, or status code. | Yes | Yes | | [getTemplates](/docs/esign-rest-api/reference/templates/templates/list) | Retrieves a list of templates with comprehensive filtering. | Yes | Yes | | [getUser](/docs/esign-rest-api/reference/users/users/get) | Retrieve detailed information for a specific eSign user. | Yes | Yes | | [getUserInfo](/platform/auth/reference/user-info) | Gets profile and account context for the currently authenticated user. | Yes | Yes | | [getUsers](/docs/esign-rest-api/reference/users/users/list) | Retrieve a list of eSign users for an account with optional filtering. | Yes | Yes | | [listBillingPlans](/docs/esign-rest-api/reference/billing/billingplans/list) | Retrieves a list of billing plans associated with a distributor. | Yes | No | | [listRecipients](/docs/esign-rest-api/reference/envelopes/enveloperecipients/list) | Gets recipient status and tab values for a specific envelope. | Yes | Yes | | [sendReminder](/docs/esign-rest-api/reference/envelopes/envelopes/update) | Adds, updates, or removes recipients on an existing envelope. | Yes | Yes | | [updateEnvelope](/docs/esign-rest-api/reference/envelopes/envelopes/update) | Updates existing envelopes (voiding, sending draft, email changes). | Yes | Yes | | [updateEnvelopeRecipients](/docs/esign-rest-api/reference/envelopes/enveloperecipients/update) | 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](/platform/auth/reference/scopes). #### Workflow Builder API | Endpoint | Description | Available in Demo | Available in Production | | ------------------------------------------------------------------------------------------------------------------------------------ | -------------------------------------------------------------- | ----------------- | ----------------------- | | [cancelWorkflowInstance](/docs/workflow-builder-api/reference/workflowbuilder/workflowinstancemanagement/cancelworkflowinstance) | Cancel a running workflow instance. | Yes | Yes | | [getWorkflowInstance](/docs/workflow-builder-api/reference/workflowbuilder/workflowinstancemanagement/getworkflowinstance) | Retrieve details of a specific workflow instance. | Yes | Yes | | [getWorkflowInstancesList](/docs/workflow-builder-api/reference/workflowbuilder/workflowinstancemanagement/getworkflowinstanceslist) | Retrieve all workflow instances for a specific workflow. | Yes | Yes | | [getWorkflowsList](/docs/workflow-builder-api/reference/workflowbuilder/workflows/getworkflowslist) | Retrieve a list of available Workflow Builder workflows. | Yes | Yes | | [getWorkflowTriggerRequirements](/docs/workflow-builder-api/reference/workflowbuilder/workflows/getworkflowtriggerrequirements) | Retrieve trigger requirements for a Workflow Builder workflow. | Yes | Yes | | [pauseNewWorkflowInstances](/docs/workflow-builder-api/reference/workflowbuilder/workflows/pausenewworkflowinstances) | Pause new instances from being created for a workflow. | Yes | Yes | | [resumeWorkflow](/docs/workflow-builder-api/reference/workflowbuilder/workflows/resumepausedworkflow) | Resume a paused workflow. | Yes | Yes | | [triggerWorkflow](/docs/workflow-builder-api/reference/workflowbuilder/workflows/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](/platform/auth/reference/scopes). #### Agreement Manager API | Endpoint | Description | Available in Demo | Available in Production | | ------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----------------- | ----------------------- | | [getAllAgreements](/docs/agreement-manager-api/reference/agreementmanager/agreements/getagreementslist) | Retrieve all agreements for a Docusign account. | Yes | Yes | | [getAgreementDetails](/docs/agreement-manager-api/reference/agreementmanager/agreements/getagreement) | 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](/platform/auth/reference/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](/platform/auth/reference/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](https://www.docusign.com/en-in/intelligent-agreement-management) - Learn what Intelligent Agreement Management includes and how it extends the Docusign platform [IAM plan](https://ecom.docusign.com/plans-and-pricing/iam) - 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](https://support.docusign.com/s/document-item?language=en_US\&bundleId=ug3906200f-95c6-4a6b-90b1-f928c85961c6\&topicId=con1438e5dd-ae84-435f-8b2e-028117782a6d.html&_LANG=enus).