Docusign Automation

# DocuSign Automation via Rube MCP

Automate DocuSign e-signature workflows through Composio's DocuSign toolkit via Rube MCP.

## Prerequisites

- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
- Active DocuSign connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `docusign`
- Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas

## Setup

**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.


1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds
2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `docusign`
3. If connection is not ACTIVE, follow the returned auth link to complete DocuSign OAuth
4. Confirm connection status shows ACTIVE before running any workflows

## Core Workflows

### 1. Browse and Select Templates

**When to use**: User wants to find available document templates for sending

**Tool sequence**:
1. `DOCUSIGN_LIST_ALL_TEMPLATES` - List all available templates [Required]
2. `DOCUSIGN_GET_TEMPLATE` - Get detailed template information [Optional]

**Key parameters**:
- For listing: Optional search/filter parameters
- For details: `templateId` (from list results)
- Response includes template `templateId`, `name`, `description`, roles, and fields

**Pitfalls**:
- Template IDs are GUIDs (e.g., '12345678-abcd-1234-efgh-123456789012')
- Templates define recipient roles with signing tabs; understand roles before creating envelopes
- Large template libraries require pagination; check for continuation tokens
- Template access depends on account permissions

### 2. Create and Send Envelopes from Templates

**When to use**: User wants to send documents for signature using a pre-built template

**Tool sequence**:
1. `DOCUSIGN_LIST_ALL_TEMPLATES` - Find the template to use [Prerequisite]
2. `DOCUSIGN_GET_TEMPLATE` - Review template roles and fields [Optional]
3. `DOCUSIGN_CREATE_ENVELOPE_FROM_TEMPLATE` - Create the envelope [Required]
4. `DOCUSIGN_SEND_ENVELOPE` - Send the envelope for signing [Required]

**Key parameters**:
- For CREATE_ENVELOPE_FROM_TEMPLATE:
  - `templateId`: Template to use
  - `templateRoles`: Array of role assignments with `roleName`, `name`, `email`
  - `status`: 'created' (draft) or 'sent' (send immediately)
  - `emailSubject`: Custom subject line for the signing email
  - `emailBlurb`: Custom message in the signing email
- For SEND_ENVELOPE:
  - `envelopeId`: Envelope ID from creation response

**Pitfalls**:
- `templateRoles` must match the role names defined in the template exactly (case-sensitive)
- Setting `status` to 'sent' during creation sends immediately; use 'created' for drafts
- If status is 'sent' at creation, no need to call SEND_ENVELOPE separately
- Each role requires at minimum `roleName`, `name`, and `email`
- `emailSubject` overrides the template's default email subject

### 3. Monitor Envelope Status

**When to use**: User wants to check the status of sent envelopes or track signing progress

**Tool sequence**:
1. `DOCUSIGN_GET_ENVELOPE` - Get envelope details and status [Required]

**Key parameters**:
- `envelopeId`: Envelope identifier (GUID)
- Response includes `status`, `recipients`, `sentDateTime`, `completedDateTime`

**Pitfalls**:
- Envelope statuses: 'created', 'sent', 'delivered', 'signed', 'completed', 'declined', 'voided'
- 'delivered' means the email was opened, not that the document was signed
- 'completed' means all recipients have signed
- Recipients array shows individual signing status per recipient
- Envelope IDs are GUIDs; always resolve from creation or search results

### 4. Add Templates to Existing Envelopes

**When to use**: User wants to add additional documents or temp