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DocuSign MCP connector

The DocuSign connector brings DocuSign users, contacts, permission profiles, templates, and billing invoices to Claude, ChatGPT, Cursor, and any MCP client, so each person works inside their own DocuSign access with every call logged.

  • How it connects. Connects over OAuth. The credential goes into a vault nobody reads back.

  • One address. https://api.elaichi.ai/mcp, the same for every user.

  • Their own access. An agent never gets more than the person it acts for.

How to connect

How to connect DocuSign to Claude, ChatGPT or Cursor

Two steps, about a minute.

1

In Elaichi

Connect DocuSign once

  1. Open Connections, choose Add connection, and pick DocuSign.

  2. Optionally set Share with to give a team access, then press Connect.

  3. Supply your own DocuSign app, then approve. DocuSign needs an OAuth app you register yourself, so bring its client ID and secret. One person does this once for the organization.

The credential is vaulted. Nobody reads it back, not even the AI.

Add connection

Choose a connector.

docusign
DocuSign
Egnyte
Google Drive
OneDrive
PandaDoc
Seafile
2

In your AI client

Point it at one endpoint

Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.

Connect DocuSign to Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

Connect DocuSign to ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

Works on the web today. The plugin directory lives at chatgpt.com/plugins.

Connect DocuSign to Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 3

    Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

Set up per machine, so repeat it on each computer you work from.

Connect DocuSign to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 2

    Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

The Elaichi Agent already has these tools, with nothing to set up.

Use cases

What teams do with DocuSign through Elaichi

Every one of these runs inside the access the person already has, and lands in the same audit log.

  • IT

    Set up a new hire in DocuSign

    Create the DocuSign user, fill in their profile, and check which permission profile they have landed on, all from the same conversation where the onboarding ticket came in.

  • People

    Close a leaver's DocuSign seat the same day

    Look up the departing employee, confirm the account is theirs, and remove the DocuSign user so the seat is not paying for someone who has gone.

  • Legal

    Find the right template before anyone sends

    Ask which DocuSign templates exist for an NDA, an MSA, or an offer letter, and pull up the details of one to confirm it is the current approved version.

  • Sales

    Keep signer contacts current after a call

    When a buyer changes their email or a new signer joins the deal, update the DocuSign contact or add a new one without opening the address book by hand.

  • Finance

    Check the DocuSign plan and latest invoice

    Pull up the current DocuSign billing plan and recent invoices to answer a budget question or reconcile a charge, without asking the DocuSign admin for a screenshot.

  • Operations

    Review who holds which DocuSign permissions

    List every DocuSign user alongside their permission profile to spot people with more access than their role needs, and adjust the ones that are wrong.

Try asking

  • “List DocuSign users added to the Legal permission profile”
  • “Which DocuSign contacts have no assigned permission profile?”
  • “Show custom settings for our DocuSign sales users”

See all 69 DocuSign tools below

AI tools

DocuSign tools for your AI agents

69 tools are ready to call through Elaichi's MCP endpoint the moment you connect DocuSign, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

See it in Elaichi

What connecting DocuSign gets you

6 screens from the product, each doing one job for your DocuSign account.

The agent

Ask about DocuSign users in plain language.

Three starter prompts return answers from live DocuSign users, contacts and permission profiles.

  • users
  • contacts
  • permission profiles
  • custom settings

Ask Elaichi to work across your apps.

List DocuSign users added to the Legal permission profile

Which DocuSign contacts have no assigned permission profile?

Show custom settings for our DocuSign sales users

Also runs in Claude, ChatGPT or Cursor

MCP clients

Claude, ChatGPT and Cursor reach DocuSign.

One org MCP endpoint over OAuth, no SDK and no shared API key.

ElaichiMCP clients
Claude ChatGPT Cursor

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emma Laurent

• Connected 4 minutes ago
Cursor
S

Sofia Ricci

• Connected 2 hours ago
ChatGPT
C

Clara Nowak

• Connected Yesterday

Tool catalog

69 DocuSign tools are ready to call.

Users, contacts, permission profiles and custom settings, with no custom code written.

  • List all DocuSign users
  • Get single DocuSign user by ID
  • Create a DocuSign user
  • Update a DocuSign user by ID
ElaichiTools
Tool Action Description
List all DocuSign users List List Docusign users for a specified account with optional filtering by email, status, group, or name. Returns: userId, userName, email, userType, isAdmin, isNAREnabled, userStatus, uri, createdDateTime, userAddedToAccountDateTime, firstName, lastName, jobTitle, company, permissionProfileId, permissionProfileName, userSettings, sendActivationOnInvalidLogin, enableConnectForUser, groupList,…
Get single DocuSign user by ID Get Get a single Docusign user by their userId (GUID). Returns the full user object including userId, userName, email, userStatus, createdDateTime, userSettings, groupList, and address information. Required: account_id, id.
Create a DocuSign user Create Add new users to a Docusign account. The request body is a newUsers array where each user requires at least userName and email. Returns a newUsers array with userId, uri, email, userName, userStatus, and createdDateTime for each created user. Required: account_id. Max 500 users per request.
Update a DocuSign user by ID Update Update a Docusign user's information by id. Submit a userInformation object with the fields to change in the request body. Returns the updated user object including userId, userName, email, userStatus, and permissionProfileId. Required: account_id, id. Users can only access their own information; a user with Admin rights cannot update another user's settings.
Delete a DocuSign user by ID Delete Close one or more Docusign users in an account, preventing them from accessing account features. Users are not permanently deleted and can be re-opened via Users:update by setting userStatus to Active. Returns: users. Required: account_id, users.

Toolboxes

Each team gets its own DocuSign toolbox.

Curate separate toolboxes so Legal, Sales and IT see different DocuSign tools.

  • Legal
  • Sales
  • IT Operations
  • HR
ElaichiToolboxes
Name Source template Tools Created

Legal toolbox

DocuSign · permission profiles and signing authority

DocuSign starter 18 Mar 4, 2026

Sales toolbox

DocuSign · contacts and signer records

9 Mar 2, 2026

IT Operations toolbox

DocuSign · users and custom settings

24 Feb 27, 2026

HR toolbox

DocuSign · employee users and onboarding

DocuSign starter 6 Feb 19, 2026

Finance toolbox

DocuSign · contacts on payment agreements

31 Jan 30, 2026

Compliance toolbox

DocuSign · permission profiles and access reviews

12 Jan 22, 2026

Shared connections

Teammates use DocuSign without seeing credentials.

Every connection shows who connected it and how many teams and members share it.

  • Legal
  • Sales EMEA
  • IT Operations
  • HR
ElaichiConnections
Connection Scope Status Access
DO

DocuSign (Legal)

Connected by Emma Laurent

Personal • Active 1 team · 6 members
DO

DocuSign (Sales EMEA)

Connected by James Whitfield

Organization • Active 3 teams · 24 members
DO

DocuSign (IT Operations)

Connected by Sofia Ricci

Organization • Active 2 teams · 11 members
DO

DocuSign (HR)

Connected by Daniel Ortega

Personal • Needs re-auth 1 team · 3 members
DO

DocuSign (Finance)

Connected by Clara Nowak

Personal • Active Not shared
DO

DocuSign (Compliance)

Connected by Michael Brennan

Personal • Active 2 teams · 9 members

Audit log

Every DocuSign call is on the record.

When, who, what happened, type and resource for each user and contact change.

  • When
  • Who
  • What happened
  • Type
ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emma Laurent

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

James Whitfield

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

S

Sofia Ricci

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

D

Daniel Ortega

[email protected]

DocuSign Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

C

Clara Nowak

[email protected]

DocuSign Users Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

M

Michael Brennan

[email protected]

DocuSign Users List Toolbox

Launching soon

From answering questions to doing the work

A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards are launching soon, on the Black plan.

Automations

A schedule drafts your DocuSign digest.

Six steps fetch users, group them, draft a digest, await approval, then post back.

DocuSign digest

Run 418 · started 2 minutes ago · on behalf of Emma Laurent

  1. Schedule

    Every weekday at 08:00

    0.2s
  2. Fetch users

    DocuSign

    1.4s
  3. Group by owner

    Transform

    0.1s
  4. Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Michael Brennan

    Approve
  6. Post the digest

    DocuSign

    Queued

Collections and dashboards

DocuSign health arrives before anyone asks.

Four metrics, 14 days of records created and a team breakdown, refreshed on schedule.

DocuSign health

Refreshed 4 minutes ago · every 15 minutes · from the users collection

Live

Users

1,284 ↓ 12%

Contacts

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Users created

Last 14 days

By team

Share of activity

Legal 34%

Sales EMEA 27%

IT Operations 21%

HR 18%

FAQ

Frequently asked questions

How do I connect DocuSign to Claude?

Connect DocuSign in Elaichi first, then in Claude go to Customize, then Connectors, then Add, and paste the endpoint https://api.elaichi.ai/mcp. DocuSign asks your organization to register an OAuth application inside DocuSign itself, so one administrator brings a client ID and secret across once when setting the connector up. After that, each person simply signs in to DocuSign in the browser the first time they use it, and nobody else ever handles those details.

Does DocuSign work with ChatGPT and Cursor as well as Claude?

Yes. Once DocuSign is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client, and the Elaichi Agent. You connect DocuSign once and every client your team uses can reach it.

What can an AI agent actually do with my DocuSign data?

With DocuSign connected, an agent can add, update, and remove DocuSign users, look up which permission profile each person holds, and keep signer contacts current. It can also find the right DocuSign template, and pull up your billing plan and invoices for a finance question. Because DocuSign has a large number of actions available, short concrete asks like "list our DocuSign templates" tend to get better results than long multi-part requests.

Does connecting DocuSign give the AI access to everything in my account?

No. Every request to DocuSign runs as the person who signed in, so an agent can only see the users, contacts, templates, and billing details that person's own DocuSign permission profile already allows. Elaichi can narrow that access further by team or by action, but it can never widen it beyond what DocuSign itself grants that person.

Can my team share one DocuSign connection?

Yes. One administrator connects DocuSign in Elaichi and shares the connection with a team, and nobody else on that team ever sees a client ID, secret, or password. Each teammate still signs in to DocuSign as themselves, so every action in the audit log carries the name of the person who actually did it.

Can I stop an agent from deleting or changing things in DocuSign?

Yes. In Elaichi you can restrict DocuSign actions individually, for example allowing agents to look up users and templates while blocking any action that deletes a DocuSign user or contact. A blocked action is never shown to Claude, ChatGPT, Cursor, or any other client at all, so no prompt, however worded, can reach it.

What happens to a DocuSign connection when someone leaves?

When you offboard someone in Elaichi, their access to DocuSign through every connected client ends at once. If they had shared a DocuSign connection with a team, it keeps working for everyone else, and disconnecting DocuSign once in Elaichi removes it from every client at the same time.

Put DocuSign in front of your team

Fourteen days on Gold, no credit card. Connect it once and pick what each team can call.