Docusign Automation
Automates DocuSign workflows, including sending documents, tracking signatures, and managing templates via API integration.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add docusign-automation npx -- -y @trustedskills/docusign-automation
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"docusign-automation": {
"command": "npx",
"args": [
"-y",
"@trustedskills/docusign-automation"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
This skill automates tasks within DocuSign, allowing AI agents to send documents for signature, check their status, and manage envelopes. It streamlines workflows by integrating directly with DocuSign's API, reducing manual intervention and improving efficiency. The agent can retrieve envelope information and take actions based on the document lifecycle.
When to use it
- Automated Contract Routing: Automatically send contracts for signature upon deal closure.
- Signature Status Monitoring: Track the progress of documents through the signing process and alert stakeholders when signatures are complete.
- Envelope Management: Retrieve specific envelope details based on criteria like sender, recipient, or document name.
- Recurring Document Sending: Automate sending the same set of documents to different recipients on a schedule.
Key capabilities
- Send envelopes for signature
- Check envelope status
- Retrieve envelope information
- Manage DocuSign envelopes
Example prompts
- "Send this contract [attached file] to John Doe and Jane Smith for signature."
- "What is the status of envelope with ID XXXXXXXX?"
- "List all envelopes sent by me in the last week."
Tips & gotchas
- Requires a DocuSign developer account and API credentials.
- Ensure proper error handling is implemented to manage potential issues with the DocuSign API.
Tags
TrustedSkills Verification
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
🌐 Community
Passed automated security scans.