# Docusign MCP Integration

> Nube de Firma Electrónica y de Acuerdos

## Overview

| Property | Value |
|----------|-------|
| Category | Archivos & Documentos |
| Type | PIPEDREAM |
| Tools | 13 |
| URL | https://jelou.ai/es/marketplace/docusign |

## Available Tools (13)

### Crear borrador

Crea y envía un sobre, o crea un sobre borrador. [Consulta la documentación aquí](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/create/)

### Create Envelope

Create a DocuSign envelope from a full envelope definition JSON payload. Use this for advanced cases such as multiple documents, multiple recipients, composite templates, custom tabs, or eventNotification webhooks. For a simpler single-document flow, use **Create Envelope From File**. [See the documentation](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/create/)

### Create Envelope From File

Create and optionally send a single-document DocuSign envelope from a file path or URL. This action places a SignHere tab by anchor text, such as `/sn1/`, in the uploaded document. Set Client User ID when you need embedded signing, then use **Create Recipient View** with the same value. [See the documentation](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/create/)

### Create Recipient View

Create an embedded signing URL for a selected envelope recipient. The recipient must have been created with a `clientUserId`. [See the documentation](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopeviews/createrecipient/)

### Crear Solicitud de Firma

Crea una solicitud de firma a partir de una plantilla [Ver la documentación aquí](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/create)

### Descargar documentos

Descargue los documentos de un sobre en el directorio /tmp. [Consulte la documentación aquí](https://developers.docusign.com/docs/esign-rest-api/how-to/download-envelope-documents/)

### Get Envelope

Get details for a DocuSign envelope by ID. Use **List Envelopes** first if you need to find an envelope ID. [See the documentation](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/get/)

### List Accounts

List the DocuSign accounts available to the connected user. Use this to find the **Account** ID required by other actions when the connected user belongs to more than one account. [See the documentation](https://developers.docusign.com/platform/auth/reference/user-info/)

### List Documents

List documents in a DocuSign envelope. Use this to find document IDs before downloading a specific document. [See the documentation](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopedocuments/list/)

### List Envelopes

Search for DocuSign envelopes by date, status, email, text, or folder filters. Use this to find envelope IDs for **Get Envelope**, **List Recipients**, **List Documents**, **Send Envelope**, **Void Envelope**, or **Create Recipient View**. [See the documentation](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/liststatuschanges/)

### List Recipients

List recipients and recipient status for a DocuSign envelope. Use Include Tabs when you need each recipient's tab values and placement. [See the documentation](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/enveloperecipients/list/)

### Send Envelope

Send an existing draft DocuSign envelope by updating its status to `sent`. Use this after **Create Envelope** or **Create Envelope From File**, or any workflow that creates an envelope with status `created`. [See the documentation](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/update/)

### Void Envelope

Void a DocuSign envelope that is still in process. Voiding cancels the envelope and prevents recipients from completing it. [See the documentation](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/update/)

## Supported Channels

This integration works with:
- WhatsApp Business API
- Facebook Messenger
- Instagram Direct Messages
- Web Chat Widget

## AI Assistants Compatible

- ChatGPT (via MCP)
- Claude (via MCP)
- Gemini (via MCP)
- Custom AI Agents

## Quick Start

1. Sign up at https://apps.jelou.ai/signup
2. Navigate to Marketplace and add Docusign
3. Authenticate your Docusign account
4. Configure your messaging channels (WhatsApp, Facebook, etc.)
5. Copy the MCP server URL to your AI assistant

## Example Use Cases

- Automate customer inquiries using Docusign data
- Send notifications via WhatsApp when Docusign events occur
- Query Docusign data directly from ChatGPT or Claude
- Build AI agents that interact with Docusign

## Resources

- [All Integrations](https://jelou.ai/es/marketplace)
- [Full Documentation](https://jelou.ai/llms-full.txt)
- [API Docs](https://docs.jelou.ai)
- [Help Center](https://help.jelou.ai)