stackgate.ai
All integrations

DocuSign

List envelopes, fill templates, send or void agreements, and download signed PDFs from DocuSign via MCP.

OAuth 11 tools

Overview

Connect DocuSign to give AI clients access to your eSignature account: list envelopes, inspect recipients, fill templates, send or void agreements, and download signed PDFs.

Prerequisites

  • A DocuSign account (developer demo or production)
  • A stackgate.ai account
  • For production, the hub integration key must have passed DocuSign go-live review

Getting credentials

  1. Sign in to stackgate.ai.
  2. Go to My Integrations and open DocuSign.
  3. Click Connect DocuSign.
  4. Choose Demo (developer account) or Production (live account after go-live).
  5. Approve the DocuSign consent screen (signature and extended scopes).
  6. If your user can access more than one DocuSign account, choose the default account.
  7. stackgate.ai stores your OAuth tokens securely. No API keys to paste.

You can change the default account later from My Integrations. AI clients can override it per request with account_id.

Platform setup (stackgate.ai operators)

  1. In the DocuSign Apps and Keys page (or the production admin equivalent), create an integration key.
  2. Add redirect URIs:
    • Production hub: https://stackgate.ai/oauth/docusign/callback
    • Local Herd: https://stackgate.ai/oauth/docusign/callback
  3. Request scopes signature and extended.
  4. Copy the integration key and secret into the hub environment:
    • DOCUSIGN_CLIENT_ID
    • DOCUSIGN_CLIENT_SECRET
  5. Demo works immediately. Production requires DocuSign go-live after successful demo testing.

Using with AI clients

  • Dedicated endpoint: POST /mcp/docusign with a Sanctum bearer token
  • Private gateway: one config for all integrations - use docusign__* namespaced tools

Example prompts:

  • List envelopes changed in the last 14 days and summarize who still needs to sign.
  • Find the NDA template and send it to jane@example.com as Signer.
  • Void envelope 93be49ab-... because the deal was cancelled.
  • Download the combined PDF for the completed MSA and store it in temp storage.

See Documentation for HTTP authentication and private gateway setup.

Troubleshooting

  • 422 integration not configured - complete the OAuth connect flow in My Integrations and choose a default account if prompted.
  • Auth errors / 401 - disconnect and reconnect. Confirm you chose Demo vs Production to match the DocuSign account.
  • Wrong account - use Change account in My Integrations, or pass account_id on the tool call.
  • 429 rate limit - the connected DocuSign account hit its hourly (3,000) or burst limit. Wait for the window. Do not poll the same envelope more than once every 15 minutes.
  • Production connect fails - the integration key must pass DocuSign go-live before production accounts can authorize it.
  • PDF download is large - files over 10 MB (or store_in_temp_storage=true) return a temp storage file_id instead of inline bytes.

Available tools

  • get_account

    Return details for the connected DocuSign account (name, plan, and settings).

  • list_envelopes

    List envelopes that changed in a date window, or fetch specific envelope IDs. from_date or envelope_ids is required.

  • get_envelope

    Get status and details for one DocuSign envelope.

  • list_recipients

    List recipients and signing status for an envelope.

  • list_templates

    List envelope templates on the connected DocuSign account.

  • get_template

    Get one DocuSign template, including roles and documents.

  • list_envelope_documents

    List documents on an envelope (ids, names, and types). Does not return PDF bytes.

  • download_envelope_document

    Download an envelope document as PDF. Use document_id=combined for the full envelope. Files under 10 MB are returned inline; larger files (or store_in_temp_storage=true) return a temp storage file_id.

  • create_envelope_from_template

    Create a DocuSign envelope from a template. status=created saves a draft; status=sent emails recipients immediately.

  • void_envelope

    Void an in-progress DocuSign envelope. Requires a voided_reason.

  • resend_envelope

    Resend an in-progress DocuSign envelope to remaining recipients.

MCP endpoint: https://stackgate.ai/mcp/docusign (HTTP) or via the private gateway.

Create account Documentation