DocuSign

Send, sign, and track sales contracts and envelopes via the DocuSign eSignature REST API (v2.1).

This InTouch tool wraps the core envelope operations so a job or the AI assistant can dispatch a contract for signature, poll an envelope's status, and see who still needs to sign — all deterministically, with credentials kept out of the AI context.

What it does

Calls the DocuSign eSignature REST API against your account's base path:

{baseUri}/restapi/v2.1/accounts/{accountId}

Authentication is an OAuth 2.0 bearer token sent as Authorization: Bearer <apiKey>. The tool returns the raw JSON response body (result) and the HTTP status code (status).

Operations

Branch on the operation input:

Inputs

API key setup

DocuSign does not issue a static API key. You authenticate with OAuth 2.0 and pass the resulting access token as apiKey:

1. Create an integration (app) in the DocuSign Apps & Keys console. Note the Integration Key (client ID).
2. Obtain an access token via one of:
3. Authorization Code Grant — interactive user consent, returns a short-lived access token (~8 hours) + refresh token.
4. JWT Grant — server-to-server (no UI); sign a JWT with your RSA private key and exchange it at /oauth/token.
5. Call GET {authServer}/oauth/userinfo with the token to discover your account ID (accounts[].account_id) and base URI (accounts[].base_uri). Use these as accountId and baseUri.

Auth servers: account-d.docusign.com (demo) / account.docusign.com (production).

Note: access tokens expire. This tool consumes an already-minted token; refresh it (or re-run JWT Grant) before it expires. The OAuth/JWT exchange and /oauth/userinfo lookup are out of scope for this single-key tool.

Examples

List envelopes changed in the last 30 days

operation = list_envelopes
apiKey    = <access_token>
accountId = 1a2b3c4d-...-...
baseUri   = https://demo.docusign.net

Get one envelope's status

operation  = get_envelope
envelopeId = 9f8e7d6c-...-...

See who still needs to sign

operation  = list_recipients
envelopeId = 9f8e7d6c-...-...

Send a contract for signature (remote signing with a base64 document)

operation = create_envelope
envelope  = {
  "emailSubject": "Please sign: Master Services Agreement",
  "status": "sent",
  "documents": [
    { "documentBase64": "<base64-pdf>", "name": "MSA.pdf",
      "fileExtension": "pdf", "documentId": "1" }
  ],
  "recipients": {
    "signers": [
      { "email": "[email protected]", "name": "Jordan Buyer",
        "recipientId": "1", "routingOrder": "1",
        "tabs": { "signHereTabs": [
          { "anchorString": "/sig1/", "anchorUnits": "pixels" } ] } }
    ]
  }
}

Set "status": "sent" to dispatch immediately, or "created" to save as a draft.

Output

• result — the raw JSON response body from DocuSign (envelope list, envelope object, recipients, or the created envelope's envelopeId/status/uri).
• status — the HTTP status code as a string (200/201 on success; 4xx/5xx carry a DocuSign errorCode/message in result).

Publishes

The keys a later task may reference as {{taskName.key}}. Referencing anything not listed here resolves to nothing at run time.

• error
• result
• status

Input Properties

Every property this tool accepts, from its own tool.iml.