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'