Docusign

Cancel a running workflow instance

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.

Retrieve account information for a specific eSign account.

Use this tool to retrieve detailed information about a specific agreement

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

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

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.

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

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

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.