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AI agent integrationDocuSign

DocuSign integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in DocuSign never means pasting credentials into a prompt.

Use DocuSign from Claude Code

Bring DocuSign context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate DocuSign with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Documents & Forms

What the DocuSign integration exposes

DocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage documents electronically

One connection, many teammates

Connect DocuSign once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • Add contacts to contacts list

    Adds multiple contacts to a user's contacts list in DocuSign. This endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone numbers, email addresses, and notary-specific information. It's particularly useful for populating a user's address book efficiently or synchronizing contacts from external sources. The endpoint supports various contact types, including regular contacts, shared contacts, and signing groups. Use this when you need to add or update multiple contacts simultaneously in a DocuSign account. Note that while it can handle a variety of contact information, it does not provide functionality for removing or deactivating contacts.

  • Add Email Overrides To Envelope

    Adds or modifies email override settings for a specific DocuSign envelope, allowing customization of the reply-to email address and name, as well as BCC email addresses for archiving purposes. This endpoint should be used when you need to change email settings for an individual envelope, overriding the account-level configurations. It's particularly useful for setting up specialized archiving or customizing the reply-to information for specific envelopes. Note that these changes only affect email communications that occur after the addition is made, and the BCC feature is limited to users with appropriate permissions. For security reasons, additional signer authentication is recommended when using the BCC for Email Archive feature.

  • Add envelope attachments

    Adds one or more envelope attachments to a draft or in-process envelope in DocuSign. This endpoint allows developers to include additional files with an envelope that are not converted to PDF and are only accessible through the API. It's useful for attaching supporting documents or metadata files that should not be part of the main signing process. The endpoint supports up to 12 attachments per envelope, with a maximum file size of 50 MB each. Note that these attachments are not visible in the DocuSign web application and are intended for programmatic use only.

  • Add existing brand to group

    This endpoint adds one or more existing brands to a specified group in DocuSign. It allows users to associate multiple brands with a group, enabling customized branding for different groups within an account. The endpoint should be used when there's a need to update the brands associated with a particular group, such as when reorganizing branding strategies or expanding brand options for specific user groups. It's important to note that this endpoint only adds existing brands to a group and does not create new brands or modify brand details.

  • Add file to workspace

    This endpoint adds a file to a specific folder within a DocuSign workspace. It allows users to upload and organize files in their DocuSign account, enabling better document management and collaboration. The method should be used when integrating file upload functionality with DocuSign workspaces, such as when adding new documents to a project or sharing files with team members. It's important to note that this endpoint only handles the file addition process and does not provide functions for file modification or deletion.

Connection

API and auth details

DocuSign eSignature uses OAuth2 access tokens, account-specific base paths, and v2.1 REST endpoints for envelopes, recipients, templates, users, and accounts.

FAQ

Questions people ask before connecting DocuSign

Can Claude Code use DocuSign?

Yes. Type lets an AI teammate use connected DocuSign actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with DocuSign through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The DocuSign catalog entry includes public integration details and example capabilities where available.

Is this the same as a DocuSign MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

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