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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.

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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

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Setup

  1. Confirm an admin has configured DocuSign OAuth (Client ID, Client Secret, redirect URI, base URL).
  2. Open the agent → Toolkits → add DocuSign.
  3. Save the agent. In Chat, connect DocuSign when prompted.
  4. @-mention DocuSign tools for envelope and template lookups.

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Available tools

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Use cases

  • Check status of outstanding envelopes
  • Look up a template before starting a signing workflow elsewhere
  • Confirm which DocuSign account is connected

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Tips

  • Access is limited to what the connected DocuSign user can see.
  • Use envelope IDs from List Envelopes when fetching details.

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Troubleshooting