DocuSign eSignature Integration

Pro v1.0.0

Send, sign, and manage documents using DocuSign eSignature API with automated workflows

Requires Claude Code CLI

This skill integrates with DocuSign through Claude Code. Install Claude Code and add this skill to use it.

Available Actions

Send Envelope for Signature

Send a document to one or more recipients for electronic signature

Parameters

Name Type Required Description
document string Required Path to the PDF document to send
recipient_email string Required Email address of the signer
recipient_name string Required Full name of the signer
subject string Optional Email subject line

Returns

object Envelope ID and status

Try saying...

  • "Send contract.pdf to john@example.com for signature"
  • "Create a signing request for the NDA with jane.doe@company.com"
  • "Send the agreement to the client for their signature"

Get Envelope Status

Retrieve the current status of an envelope

Parameters

Name Type Required Description
envelope_id string Required The envelope ID to check

Returns

object Envelope status details

Try saying...

  • "Check the status of envelope abc123"
  • "What's the status of the contract I sent yesterday?"
  • "Has the NDA been signed yet?"

Download Signed Document

Download a signed document from a completed envelope

Parameters

Name Type Required Description
envelope_id string Required The envelope ID
output string Required Path where the signed PDF should be saved
document_id string Optional Specific document ID (defaults to first document)

Returns

string Path to downloaded file

Try saying...

  • "Download the signed document from envelope abc123"
  • "Get the completed contract PDF"
  • "Save the signed NDA to my downloads folder"

List Recent Envelopes

Get a list of recent envelopes from your account

Parameters

Name Type Required Description
days integer Optional Number of days to look back
status string Optional Filter by status (sent, delivered, completed, etc.)

Returns

array List of envelope summaries

Try saying...

  • "Show me my recent DocuSign envelopes"
  • "List all completed envelopes from the last week"
  • "What envelopes are still pending signature?"

Getting Started

OAuth 2.0 Advanced Setup
  1. 1 Log in to DocuSign Admin Console (https://admindemo.docusign.com for demo)
  2. 2 Go to Settings > Apps and Keys
  3. 3 Create a new App and Integration Key
  4. 4 Generate RSA key pair and save private key to ~/.config/docusign/private.key
  5. 5 Note your Integration Key, User ID, and Account ID
  6. 6 Grant consent via OAuth URL (one-time): https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature%20impersonation&client_id=YOUR_KEY&redirect_uri=http://localhost:8080/callback
  7. 7 Add environment variables to ~/.zshrc
  8. 8 Restart terminal and run ./scripts/setup-env.sh

Verify Setup

source ~/.config/claude-skills/docusign-api/.venv/bin/activate && python scripts/client.py list-envelopes --days 7

Success: Returns list of envelopes or empty array (no errors)

View full setup guide

Security & Access

Access Scope

Full access to send envelopes, retrieve envelope data, download documents, and manage templates on behalf of the authenticated user

  • RSA private key grants full API access to your DocuSign account - store securely with chmod 600
  • Never commit private.key to version control or share it
  • The integration uses impersonation scope and has the same permissions as the configured user
  • In production, use a dedicated service account user rather than a personal account
  • Access tokens are cached in memory and refreshed automatically
  • Demo environment documents include watermarks - use production for real signatures

Limitations

  • Demo/sandbox accounts have watermarks on documents
  • Maximum envelope size: 25MB including all documents
  • JWT access tokens expire after 1 hour (SDK auto-refreshes)
  • User consent grant required before first use
  • Base URI varies by account region (NA, EU, AU, etc.)

Get This Skill

Requires Pro subscription ($9/month)

Quick Reference

Type
PYTHON_SDK
Auth
OAuth 2.0
Setup
Advanced Setup
Tools Required
Bash
Python Dependencies
docusign-esign>=4.0.0

Documentation

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