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Automate DocuSign tasks via Rube MCP (Composio): templates, envelopes, signatures, document management. Always search tools first for current schemas.
name: docusign-automation description: "Automate DocuSign tasks via Rube MCP (Composio): templates, envelopes, signatures, document management. Always search tools first for current schemas." risk: unknown source: community date_added: "2026-02-27"
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_CONNECTIONSwith toolkitdocusign - Always call
RUBE_SEARCH_TOOLSfirst 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.
- Verify Rube MCP is available by confirming
RUBE_SEARCH_TOOLSresponds - Call
RUBE_MANAGE_CONNECTIONSwith toolkitdocusign - If connection is not ACTIVE, follow the returned auth link to complete DocuSign OAuth
- 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:
DOCUSIGN_LIST_ALL_TEMPLATES- List all available templates [Required]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:
DOCUSIGN_LIST_ALL_TEMPLATES- Find the template to use [Prerequisite]DOCUSIGN_GET_TEMPLATE- Review template roles and fields [Optional]DOCUSIGN_CREATE_ENVELOPE_FROM_TEMPLATE- Create the envelope [Required]DOCUSIGN_SEND_ENVELOPE- Send the envelope for signing [Required]
Key parameters:
- For CREATE_ENVELOPE_FROM_TEMPLATE:
templateId: Template to usetemplateRoles: Array of role assignments withroleName,name,emailstatus: 'created' (draft) or 'sent' (send immediately)emailSubject: Custom subject line for the signing emailemailBlurb: Custom message in the signing email
- For SEND_ENVELOPE:
envelopeId: Envelope ID from creation response
Pitfalls:
templateRolesmust match the role names defined in the template exactly (case-sensitive)- Setting
statusto '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, andemail emailSubjectoverrides 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:
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:
DOCUSIGN_GET_ENVELOPE- Verify envelope exists and is in draft state [Prerequisite]DOCUSIGN_ADD_TEMPLATES_TO_DOCUMENT_IN_ENVELOPE- Add template to envelope [Required]
Key parameters:
envelopeId: Target envelope IDdocumentId: Document ID within the envelopetemplateId: 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:
DOCUSIGN_GET_ENVELOPE- Check current envelope status [Prerequisite]DOCUSIGN_SEND_ENVELOPE- Send a draft envelope [Optional]
Key parameters:
envelopeId: Envelope to manage- For sending: envelope must be in 'created' s
