DocuSign Toolkit
The DocuSign toolkit lets agents list envelopes, get envelope details, list templates, and retrieve account information. Authentication is per-user OAuth.
Add it on the agent Toolkits tab. The first use prompts the user to connect DocuSign if they have not already.
Prerequisites
- A DocuSign account with access to the envelopes and templates the agent should use
- DocuSign OAuth configured for your organization (admin)
- An agent you can edit
- Users must complete the DocuSign OAuth connect flow when prompted
Setup
- Confirm an admin has configured DocuSign OAuth (Client ID, Client Secret, redirect URI, base URL).
- Open the agent → Toolkits → add DocuSign.
- Save the agent. In Chat, connect DocuSign when prompted.
@-mention DocuSign tools for envelope and template lookups.
Available tools
| Tool | Description |
|---|---|
| List Envelopes | Lists envelopes for the connected account. |
| Get Envelope Details | Returns details for a single envelope. |
| List Templates | Lists templates. |
| Get Account Info | Returns DocuSign account information. |
Use cases
- Check status of outstanding envelopes
- Look up a template before starting a signing workflow elsewhere
- Confirm which DocuSign account is connected
Tips
- Access is limited to what the connected DocuSign user can see.
- Use envelope IDs from List Envelopes when fetching details.
Troubleshooting
| Symptom | What to check |
|---|---|
| OAuth / connect errors | Admin app settings (base URL, redirect URI, scopes) |
| Empty envelope list | Account and folder filters; reconnect with the correct user |
| Template list empty | Template sharing permissions for the connected user |