davepoon/docusign-automation

DocuSign Automation via Rube MCP

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

Toolkit docs: composio.dev/toolkits/docusign

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 templates to an existing envelope

Tool sequence:

1. DOCUSIGN_GET_ENVELOPE - Verify envelope exists and is in draft state [Prerequisite]
2. DOCUSIGN_ADD_TEMPLATES_TO_DOCUMENT_IN_ENVELOPE - Add template to envelope [Required]

Key parameters:

• envelopeId: Target envelope ID
• documentId: Document ID within the envelope
• templateId: Template to add

Pitfalls:

• Envelope must be in 'created' (draft) status to add templates
• Cannot add templates to already-sent envelopes
• Document IDs are sequential within an envelope (starting from '1')
• Adding a template merges its fields and roles into the existing envelope

5. Manage Envelope Lifecycle

When to use: User wants to send, void, or manage draft envelopes

Tool sequence:

1. DOCUSIGN_GET_ENVELOPE - Check current envelope status [Prerequisite]
2. DOCUSIGN_SEND_ENVELOPE - Send a draft envelope [Optional]

Key parameters:

• envelopeId: Envelope to manage
• For sending: envelope must be in 'created' status with all required recipients

Pitfalls:

• Only 'created' (draft) envelopes can be sent
• Sent envelopes cannot be unsent; they can only be voided
• Voiding an envelope notifies all recipients
• All required recipients must have valid email addresses before sending

Common Patterns

ID Resolution

Template name -> Template ID:

1. Call DOCUSIGN_LIST_ALL_TEMPLATES
2. Find template by name in results
3. Extract templateId (GUID format)

Envelope tracking:

1. Store envelopeId from CREATE_ENVELOPE_FROM_TEMPLATE response
2. Call DOCUSIGN_GET_ENVELOPE periodically to check status
3. Check recipient-level status for individual signing progress

Template Role Mapping

When creating an envelope from a template:

1. Call DOCUSIGN_GET_TEMPLATE to see defined roles
2. Map each role to actual recipients:
   {
     "roleName": "Signer 1",     // Must match template role name exactly
     "name": "John Smith",
     "email": "[email protected]"
   }
3. Include ALL required roles in templateRoles array

Envelope Status Flow

created (draft) -> sent -> delivered -> signed -> completed
                       \-> declined
                       \-> voided (by sender)

Known Pitfalls

Template Roles:

• Role names are case-sensitive; must match template definition exactly
• All required roles must be assigned when creating an envelope
• Missing role assignments cause envelope creation to fail

Envelope Status:

• 'delivered' means email opened, NOT document signed
• 'completed' is the final successful state (all parties signed)
• Status transitions are one-way; cannot revert to previous states

GUIDs:

• All DocuSign IDs (templates, envelopes) are GUID format
• Always resolve names to GUIDs via list/search endpoints
• Do not hardcode GUIDs; they are unique per account

Rate Limits:

• DocuSign API has per-account rate limits
• Bulk envelope creation should be throttled
• Polling envelope status should use reasonable intervals (30-60 seconds)

Response Parsing:

• Response data may be nested under data key
• Recipient information is nested within envelope response
• Date fields use ISO 8601 format
• Parse defensively with fallbacks for optional fields

Quick Reference

| Task | Tool Slug | Key Params | |------|-----------|------------| | List templates | DOCUSIGN_LIST_ALL_TEMPLATES | (optional filters) | | Get template | DOCUSIGN_GET_TEMPLATE | templateId | | Create envelope | DOCUSIGN_CREATE_ENVELOPE_FROM_TEMPLATE | templateId, templateRoles, status | | Send envelope | DOCUSIGN_SEND_ENVELOPE | envelopeId | | Get envelope status | DOCUSIGN_GET_ENVELOPE | envelopeId | | Add template to envelope | DOCUSIGN_ADD_TEMPLATES_TO_DOCUMENT_IN_ENVELOPE | envelopeId, documentId, templateId |

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