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At a glance

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Credentials

Set these per environment. See Connect an integration. With a managed OAuth app, Connect works without these variables; set them to use your own OAuth app instead.

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Setup

  1. Create a free developer account: Sign up at https://developers.docusign.com (free developer sandbox). Developer accounts authenticate via https://account-d.docusign.com and use the demo API host https://demo.docusign.net; production uses https://account.docusign.com and your account’s own base host. This connector is configured for production - for sandbox testing, swap the auth URLs to account-d.docusign.com.
  2. Create an app and integration key: In the developer account, open Settings (Admin), then Apps and Keys, and create a new app. Copy the integration key (this is DOCUSIGN_CLIENT_ID), generate a secret key (DOCUSIGN_CLIENT_SECRET), and add your redirect URI ending in /oauth/callback/docusign.
  3. Find your account server and account ID: After connecting, call GET https://account.docusign.com/oauth/userinfo (or account-d.docusign.com for developer accounts) with your access token. The response lists your accounts, each with an account_id (GUID) and a base_uri such as https://na3.docusign.net. Use the base_uri host as the accountServer parameter (e.g. na3.docusign.net, or demo.docusign.net for developer accounts) and account_id as accountId. Admins can also see the API Account ID under Settings, then Apps and Keys.
  4. Verify access: Run the List Envelopes tool with your accountServer, accountId, and a from_date such as the first day of last month.
  5. Go live for production: Apps built in the developer sandbox must pass DocuSign’s go-live review before they can use production accounts. Until then, keep using the developer environment.
  • The eSignature REST base URL is account-specific: https://{base_uri host}/restapi/v2.1/accounts/{accountId}/… - both values come from /oauth/userinfo
  • The signature scope covers sending and tracking envelopes; the optional extended scope lets refresh tokens be renewed beyond 30 days
  • List Envelopes requires from_date (or specific envelope IDs); Download Envelope Documents returns raw PDF bytes
Provider API reference: https://developers.docusign.com/docs/esign-rest-api/reference/

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Tools

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Example prompts

  • List my recent DocuSign envelopes and summarize which are completed, awaiting signature, declined, or voided.
  • Send a document I provide for signature via DocuSign to a recipient I specify, then confirm the envelope was sent.
  • Find DocuSign envelopes still awaiting signature, list who has not signed yet, and draft follow-up messages.