Docusign Automation

1---
2name: docusign-automation
3description: "Automate DocuSign tasks via Rube MCP (Composio): templates, envelopes, signatures, document management. Always search tools first for current schemas."
4requires:
5  mcp: [rube]
6---
7 
8# DocuSign Automation via Rube MCP
9 
10Automate DocuSign e-signature workflows through Composio's DocuSign toolkit via Rube MCP.
11 
12## Prerequisites
13 
14- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
15- Active DocuSign connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `docusign`
16- Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas
17 
18## Setup
19 
20**Get Rube MCP**: Add `https://rube.app/mcp` as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
21 
22 
231. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds
242. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `docusign`
253. If connection is not ACTIVE, follow the returned auth link to complete DocuSign OAuth
264. Confirm connection status shows ACTIVE before running any workflows
27 
28## Core Workflows
29 
30### 1. Browse and Select Templates
31 
32**When to use**: User wants to find available document templates for sending
33 
34**Tool sequence**:
351. `DOCUSIGN_LIST_ALL_TEMPLATES` - List all available templates [Required]
362. `DOCUSIGN_GET_TEMPLATE` - Get detailed template information [Optional]
37 
38**Key parameters**:
39- For listing: Optional search/filter parameters
40- For details: `templateId` (from list results)
41- Response includes template `templateId`, `name`, `description`, roles, and fields
42 
43**Pitfalls**:
44- Template IDs are GUIDs (e.g., '12345678-abcd-1234-efgh-123456789012')
45- Templates define recipient roles with signing tabs; understand roles before creating envelopes
46- Large template libraries require pagination; check for continuation tokens
47- Template access depends on account permissions
48 
49### 2. Create and Send Envelopes from Templates
50 
51**When to use**: User wants to send documents for signature using a pre-built template
52 
53**Tool sequence**:
541. `DOCUSIGN_LIST_ALL_TEMPLATES` - Find the template to use [Prerequisite]
552. `DOCUSIGN_GET_TEMPLATE` - Review template roles and fields [Optional]
563. `DOCUSIGN_CREATE_ENVELOPE_FROM_TEMPLATE` - Create the envelope [Required]
574. `DOCUSIGN_SEND_ENVELOPE` - Send the envelope for signing [Required]
58 
59**Key parameters**:
60- For CREATE_ENVELOPE_FROM_TEMPLATE:
61  - `templateId`: Template to use
62  - `templateRoles`: Array of role assignments with `roleName`, `name`, `email`
63  - `status`: 'created' (draft) or 'sent' (send immediately)
64  - `emailSubject`: Custom subject line for the signing email
65  - `emailBlurb`: Custom message in the signing email
66- For SEND_ENVELOPE:
67  - `envelopeId`: Envelope ID from creation response
68 
69**Pitfalls**:
70- `templateRoles` must match the role names defined in the template exactly (case-sensitive)
71- Setting `status` to 'sent' during creation sends immediately; use 'created' for drafts
72- If status is 'sent' at creation, no need to call SEND_ENVELOPE separately
73- Each role requires at minimum `roleName`, `name`, and `email`
74- `emailSubject` overrides the template's default email subject
75 
76### 3. Monitor Envelope Status
77 
78**When to use**: User wants to check the status of sent envelopes or track signing progress
79 
80**Tool sequence**:
811. `DOCUSIGN_GET_ENVELOPE` - Get envelope details and status [Required]
82 
83**Key parameters**:
84- `envelopeId`: Envelope identifier (GUID)
85- Response includes `status`, `recipients`, `sentDateTime`, `completedDateTime`
86 
87**Pitfalls**:
88- Envelope statuses: 'created', 'sent', 'delivered', 'signed', 'completed', 'declined', 'voided'
89- 'delivered' means the email was opened, not that the document was signed
90- 'completed' means all recipients have signed
91- Recipients array shows individual signing status per recipient
92- Envelope IDs are GUIDs; always resolve from creation or search results
93 
94### 4. Add Templates to Existing Envelopes
95 
96**When to use**: User wants to add additional documents or templates to an existing envelope
97 
98**Tool sequence**:
991. `DOCUSIGN_GET_ENVELOPE` - Verify envelope exists and is in draft state [Prerequisite]
1002. `DOCUSIGN_ADD_TEMPLATES_TO_DOCUMENT_IN_ENVELOPE` - Add template to envelope [Required]
101 
102**Key parameters**:
103- `envelopeId`: Target envelope ID
104- `documentId`: Document ID within the envelope
105- `templateId`: Template to add
106 
107**Pitfalls**:
108- Envelope must be in 'created' (draft) status to add templates
109- Cannot add templates to already-sent envelopes
110- Document IDs are sequential within an envelope (starting from '1')
111- Adding a template merges its fields and roles into the existing envelope
112 
113### 5. Manage Envelope Lifecycle
114 
115**When to use**: User wants to send, void, or manage draft envelopes
116 
117**Tool sequence**:
1181. `DOCUSIGN_GET_ENVELOPE` - Check current envelope status [Prerequisite]
1192. `DOCUSIGN_SEND_ENVELOPE` - Send a draft envelope [Optional]
120 
121**Key parameters**:
122- `envelopeId`: Envelope to manage
123- For sending: envelope must be in 'created' status with all required recipients
124 
125**Pitfalls**:
126- Only 'created' (draft) envelopes can be sent
127- Sent envelopes cannot be unsent; they can only be voided
128- Voiding an envelope notifies all recipients
129- All required recipients must have valid email addresses before sending
130 
131## Common Patterns
132 
133### ID Resolution
134 
135**Template name -> Template ID**:
136```
1371. Call DOCUSIGN_LIST_ALL_TEMPLATES
1382. Find template by name in results
1393. Extract templateId (GUID format)
140```
141 
142**Envelope tracking**:
143```
1441. Store envelopeId from CREATE_ENVELOPE_FROM_TEMPLATE response
1452. Call DOCUSIGN_GET_ENVELOPE periodically to check status
1463. Check recipient-level status for individual signing progress
147```
148 
149### Template Role Mapping
150 
151When creating an envelope from a template:
152```
1531. Call DOCUSIGN_GET_TEMPLATE to see defined roles
1542. Map each role to actual recipients:
155   {
156     "roleName": "Signer 1",     // Must match template role name exactly
157     "name": "John Smith",
158     "email": "john@example.com"
159   }
1603. Include ALL required roles in templateRoles array
161```
162 
163### Envelope Status Flow
164 
165```
166created (draft) -> sent -> delivered -> signed -> completed
167                       \-> declined
168                       \-> voided (by sender)
169```
170 
171## Known Pitfalls
172 
173**Template Roles**:
174- Role names are case-sensitive; must match template definition exactly
175- All required roles must be assigned when creating an envelope
176- Missing role assignments cause envelope creation to fail
177 
178**Envelope Status**:
179- 'delivered' means email opened, NOT document signed
180- 'completed' is the final successful state (all parties signed)
181- Status transitions are one-way; cannot revert to previous states
182 
183**GUIDs**:
184- All DocuSign IDs (templates, envelopes) are GUID format
185- Always resolve names to GUIDs via list/search endpoints
186- Do not hardcode GUIDs; they are unique per account
187 
188**Rate Limits**:
189- DocuSign API has per-account rate limits
190- Bulk envelope creation should be throttled
191- Polling envelope status should use reasonable intervals (30-60 seconds)
192 
193**Response Parsing**:
194- Response data may be nested under `data` key
195- Recipient information is nested within envelope response
196- Date fields use ISO 8601 format
197- Parse defensively with fallbacks for optional fields
198 
199## Quick Reference
200 
201| Task | Tool Slug | Key Params |
202|------|-----------|------------|
203| List templates | DOCUSIGN_LIST_ALL_TEMPLATES | (optional filters) |
204| Get template | DOCUSIGN_GET_TEMPLATE | templateId |
205| Create envelope | DOCUSIGN_CREATE_ENVELOPE_FROM_TEMPLATE | templateId, templateRoles, status |
206| Send envelope | DOCUSIGN_SEND_ENVELOPE | envelopeId |
207| Get envelope status | DOCUSIGN_GET_ENVELOPE | envelopeId |
208| Add template to envelope | DOCUSIGN_ADD_TEMPLATES_TO_DOCUMENT_IN_ENVELOPE | envelopeId, documentId, templateId |
209