Productivity

Docusign

by Docusign

Overview

Simplify contract management with intelligent automation powered by Docusign. Go beyond simple execution to make complex agreement workflows effortless. Use natural language to connect with your agreement data, instantly surface insights like renewal dates and key obligations, and create automated workflows that keep your business moving faster and with less friction.

Tools

cancelWorkflowInstance

ChatGPT

Cancel a running workflow instance

createEnvelope

ChatGPT

Creates a new Docusign envelope from an EXISTING Docusign template or from documents provided via a remote URL. There are two ways to create an envelope: (A) TEMPLATE-BASED: Call getTemplates first and confirm the exact templateId with the user. (B) REMOTE URL DOCUMENT: Provide documents with a remoteUrl pointing to any publicly accessible HTTP/HTTPS URL that returns raw file bytes. Each document requires documentId, name, and remoteUrl. Optionally include fileExtension only if you are certain of the format — otherwise omit it and let Docusign auto-detect. The URL must return file content directly (not an HTML viewer page). Convert share links to direct-download URLs where needed. Max 25 MB per document. CRITICAL CONSTRAINTS: (1) For template-based envelopes, NEVER call this tool unless the user has explicitly identified a specific template by name or ID. (2) NEVER auto-select, guess, or substitute a "similar" template — if no template is confirmed, ask the user to choose. (3) DO NOT generate documentBase64 content — this tool does not accept base64 file uploads. (4) Recipients and tabs are optional when using templateId (the template may already define them). (5) When using remoteUrl documents, recipients with at least one signer are required.

getAccount

ChatGPT

Retrieve account information for a specific eSign account.

getAgreementDetails

ChatGPT

Use this tool to retrieve detailed information about a specific agreement

getAllAgreements

ChatGPT

This tool retrieves a list of all agreements associated with a Docusign account

getEnvelope

ChatGPT

Gets the status of a single envelope. Retrieves the overall status and information for the specified envelope from Docusign eSign REST API.

getEnvelopes

ChatGPT

Search for specific sets of envelopes by using search filters. Retrieve envelope status, documents, and metadata from Docusign eSign REST API Start date for envelope search in ISO 8601 format (YYYY-MM-DD). At least one of from_date, envelope_ids, or transaction_ids must be provided. Pause and ask the user from which date they would like to search. Only proceed with a 30-day look-back period if the user does not respond.

getTemplates

ChatGPT

Retrieves the list of templates for the specified account with comprehensive filtering options including date ranges, folder types, search text, and sharing settings.

getUser

ChatGPT

Retrieve detailed information for a specific eSign user within an account.

getUserInfo

ChatGPT

Provides information about the currently authenticated Docusign user - such as profile details, associated accounts, and API base URIs - to establish user and account context for subsequent API operations.

getUsers

ChatGPT

Retrieve a list of eSign users for an account with optional filtering.

getWorkflowInstance

ChatGPT

Retrieve details of a specific workflow instance

getWorkflowInstancesList

ChatGPT

Retrieve all workflow instances for a specific workflow

getWorkflowTriggerRequirements

ChatGPT

Retrieve trigger requirements for a specific Maestro workflow

getWorkflowsList

ChatGPT

Retrieve a list of available Maestro workflows

listRecipients

ChatGPT

Gets the status of recipients for an envelope. Retrieves the status of all recipients in a single envelope and identifies the current recipient in the routing list. This method can also be used to retrieve the tab values.

pauseNewWorkflowInstances

ChatGPT

Pause new workflow instances from being created

resumeWorkflow

ChatGPT

Resume a paused workflow to allow new instances

triggerWorkflow

ChatGPT

Trigger a new instance of a Maestro workflow

updateEnvelope

ChatGPT

Updates an existing Docusign envelope. Supports sending draft envelopes, voiding envelopes, modifying email content, purge operations, and workflow management.

cancelWorkflowInstance

Claude

createEnvelope

Claude

getAccount

Claude

getAgreementDetails

Claude

getAllAgreements

Claude

getEnvelope

Claude

getEnvelopes

Claude

getTemplates

Claude

getUser

Claude

getUserInfo

Claude

getUsers

Claude

getWorkflowInstance

Claude

getWorkflowInstancesList

Claude

getWorkflowTriggerRequirements

Claude

getWorkflowsList

Claude

listRecipients

Claude

pauseNewWorkflowInstances

Claude

resumeWorkflow

Claude

triggerWorkflow

Claude

updateEnvelope

Claude

App Stats

Tools

Prompts

May 19, 2026

First seen

ChatGPT, Claude

Platforms