> 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 # Connect Slackbot to the Docusign MCP Server > Learn how to install the Docusign MCP Connector for Slackbot and use natural language prompts to send envelopes, trigger workflows, and get agreement insights. The Docusign Model Context Protocol (MCP) Connector for Slackbot connects your Slack workspace to the [Docusign MCP Server](/platform/mcp-server). This enables you to manage agreements in your Docusign account by entering natural language prompts in a Slackbot chat. After installing the connector, you can use Slack to complete tasks such as sending [eSignature envelopes](https://support.docusign.com/s/document-item?bundleId=ulp1643236876813\&topicId=lak1578456412477.html), getting [Agreement Manager](https://support.docusign.com/s/document-item?language=en_US\&bundleId=pqz1702943441912\&topicId=adf1702945446135.html) insights, and starting [Workflow Builder](https://support.docusign.com/s/document-item?bundleId=yff1696971835267\&topicId=dnx1696972415150.html) workflows. **Note:** This page describes the procedure to install the Docusign MCP Connector for Slackbot for use with a Docusign developer (demo) account. To use the connector with a Docusign production account, see [Connect a Docusign Account to Slackbot ](https://support.docusign.com/s/document-item?bundleId=ug3906200f-95c6-4a6b-90b1-f928c85961c6\&topicId=task-4130.html). ## Prerequisites To install the Docusign MCP Connector for Slackbot, you need the following: * Docusign prerequisites * A Docusign developer account. You can [create one](https://www.docusign.com/developers/sandbox) for free. * Slack prerequisites * A Slack workspace that allows custom apps * A Slack account in that workspace with permission to create and configure apps * Access to the [Slack API dashboard](https://api.slack.com/apps/), where you can configure your workspace's apps ## Install the Slackbot connector Follow the steps in the next sections to install the Docusign MCP Connector for Slackbot. ### Step 1. Set up an integration key in your Docusign account **Note:** Instead of creating an integration key, you can use an existing integration key in your developer account. Make sure that the integration key is configured with the required redirect URI for Slack, listed in step 6 below. To set up an integration key in your Docusign developer account for use with the Docusign MCP Connector for Slackbot: 1. Access the [Apps and Keys](https://admindemo.docusign.com/authenticate?goTo=appsAndKeys) page on the developer (demo) environment, and log in with your developer account credentials. 2. Select **Add App and Integration Key**. 3. Enter a name for the app, such as **Slackbot Connector**. 4. Under **General Info**, locate the **Integration Key**, copy the value, and save it so that you can retrieve it later. ![IK setup, integration key](/_fern-files/_img/b4d89fc6127ca023bc0acb7475007be9dbb437e1d42dd1d1fd302fa5c2492ac4.webp) 5. Under **Authentication**, select **Add Secret Key**, copy the value, and save it so that you can retrieve it later. For security, this value is visible only after you create it. If you leave the page and return to it later, the secret key cannot be displayed again. ![IK setup, secret key](/_fern-files/_img/e7502ad512bebea81bd23d3015a4a9cb0319d579d7a04193c5323b70f434c9d5.webp) 6. Under **Additional settings**, select **Add URI**, and add this value: `https://oauth2.slack.com/external/auth/callback` ![IK setup, redirect URI](/_fern-files/_img/bd325665666486f096b440de9746a9fc57eadea0c55cc5fc649980fdc0013198.webp) 7. Select **Save** to save the app settings. ### Step 2. Create a Slack app 1. Access the [Slack API dashboard](https://api.slack.com/apps/) and sign in with your Slack account credentials. 2. Select **Create New App**. 3. Select **Blank app**. 4. Enter an app name, select your workspace, and select **Create**. 5. The app's **OAuth & Permissions** page is displayed. ![Slack setup, name app and choose workspace](/_fern-files/_img/9d122bfbd2f941160315845f1b90056cd26e22a95c513cb620c378df39aabe58.webp) ### Step 3. Add a scope to the Slack app 1. In the [Slack API dashboard](https://api.slack.com/apps/) left navigation, make sure that **OAuth & Permissions** is selected. 2. In the **Scopes** section, under **Bot Token Scopes**, add the **mcp:connect** scope. ![Slack setup, bot token scopes](/_fern-files/_img/1fe59339455afca605a52a8e9e429f2812c750a0fcb7259045bde0e4489d6c8b.webp) ### Step 4. Add an MCP Server to the Slack app 1. In the [Slack API dashboard](https://api.slack.com/apps/) left navigation, select **MCP Servers**. 2. Select **Get Started**, supply the following values, and select **Save**: | Setting | Value | | ------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Name | A unique name for the connector. This name will appear in Slack in the Slackbot integrations list. See [Step 6. Connect the app in your Slack workspace](/platform/mcp-server/slackbot#step-6-connect-the-app-in-your-slack-workspace). | | URL | `https://mcp-d.docusign.com/mcp` | | Auth type | Manual OAuth | | Client ID | The integration key value from your developer account. See [Step 1. Set up an integration key in your Docusign account](/platform/mcp-server/slackbot#step-1-set-up-an-integration-key-in-your-docusign-account) for details. | | Client secret | The secret key associated with your integration key. | | Authorization URL | `https://account-d.docusign.com/oauth/auth` | | Token request URL | `https://account-d.docusign.com/oauth/token` | | OAuth scopes | 
 **Note:** For a complete list of MCP server tools and the scopes required for each, see [MCP tools](/platform/mcp-server#available-tools).                                                                                      |
| Identity URL       | `https://account-d.docusign.com/oauth/userinfo`                                                                                                                                                                                         |
| Account Identifier | `$.sub`                                                                                                                                                                                                                                 |

![Slack setup, add MCP server](/_fern-files/_img/065947343f07b12ddee55f9a74ae8d88a0ea54d28d6f1bbb46c3a5924f45fa7e.webp)

### Step 5. Install the Slack app to your workspace

1. In the [Slack API dashboard](https://api.slack.com/apps/) left navigation, select **OAuth & Permissions**.
2. Under OAuth Tokens, select **Install to \[workspace name]**.

   ![Slack setup, install to workspace](/_fern-files/_img/8d13a727af8185217eab00e9f0cdf1123a424152e429bcef6b8e2503574cf0f9.webp)
3. Confirm that the correct workspace is selected, and select **Allow**.

   ![Slack setup, install to workspace 2](/_fern-files/_img/8dd0b945f56e4877ffa5cdd279a561ca8af29dad5c92df6ed139aa53d1511448.webp)

### Step 6. Connect the app in your Slack workspace

1. In your Slack workspace, expand **Agents & apps** in the left nav, and select **Slackbot**.
2. Select the **Apps** icon.

   ![Slack UI setup, apps icon](/_fern-files/_img/d4dcadb0a49dbc2e4363cf0878dbfaa13e9fa2ab893af3353f6b2b55158f5760.webp)
3. Select **Manage apps**.
4. Under **Apps**, locate the Slack app you created for the Docusign MCP connector, and select the plus icon to connect.

   ![Slack UI setup, slackbot integrations](/_fern-files/_img/e9fe48379501e4eea40d66d7f0a16d4514edd336886dc923255c0649cba52f38.webp)
5. Confirm that the correct Slack account is displayed, and select **Continue**.

   ![Slack Ui setup, confirm account](/_fern-files/_img/16daf9f0427981445da98b47b0ffb8905ab9a4cf35391b6dc34f0256dcacc78d.webp)
6. Log in with your Docusign developer account credentials.
7. On the **Slackbot Connector is requesting access** page, select **Allow Access**.
8. Close the window that displays the message **Your account is connected**.
9. On the permissions window, configure the connector with permissions needed for various Docusign tasks, such as creating envelopes from templates and getting agreement details. See [MCP tools](/platform/mcp-server#available-tools) for a list of tasks.

   ![Slack UI setup, manage permissions](/_fern-files/_img/28fe6a09c0540cdd43c199bb1d89d3881658aa015542147530a5af2904083702.webp)
10. Select **Save**.
11. The Slackbot **Apps** list shows the application as available.

    ![Slack UI setup, integration connected](/_fern-files/_img/267ad8860a1fcdb5b451cd5a5b4ad86eb2ce904a759ffda61e180b36fb1932c7.webp)

## Test the connector with example prompts

After you install the connector, you can test it by entering natural language prompts in a Slackbot chat.

Try the following example prompts to verify that the connector is working. Prompts are dependent on the templates, agreements, and workflows available in your account.

#### Send an envelope using an eSignature template

`Using the [template name] template, send a new document for signature using Docusign`

#### Get Agreement Manager insights

```text
Check Docusign to see if there is an active [agreement type] with [agreement party name]

What are the payment terms in the [agreement party name] contract in Docusign?
```

#### Trigger a workflow

`Start a [workflow name] workflow using Docusign Workflow Builder`

## Next steps

* Learn how to install and configure the Docusign MCP Connector for [Anthropic (Claude)](/platform/mcp-server/anthropic-claude) to use agreement intelligence in Claude.
* Set up the Docusign MCP Connector for [GitHub (Copilot)](/platform/mcp-server/github-copilot) to access Docusign capabilities in your development environment.
* Configure the Docusign MCP Connector for [Microsoft Copilot Studio](/platform/mcp-server/microsoft-copilot) to integrate agreement workflows with Microsoft Copilot.