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ConnectorDocuSign

DocuSign integration for Claude and Codex

Connect DocuSign once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

Use DocuSign from Claude

Add the DocuSign connection to a Space that runs Claude, then use it from every channel in that Space.

Use DocuSign from Codex

Add the DocuSign connection to a Space that runs Codex, then use it from every channel in that Space.

Use DocuSign from Sidekick

Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.

Documents & Forms

What the DocuSign connector can do

DocuSign handles electronic signatures and digital agreements, covering envelopes, recipients, templates, and account-level settings through its v2.1 REST API. With a DocuSign connection in type.com, a sales or legal Space can ask Claude to add new contacts in bulk, adjust email settings on an envelope, or attach a supporting file to a document in progress.

One connection, many Spaces

Connect DocuSign once, then decide which Spaces can use it in threads, skills, automations, and coding work.

What teams do with DocuSign in type.com

Add a batch of new contacts

Import multiple contacts with details like phone numbers and emails into your DocuSign contacts list at once.

Try asking
Add these 15 new vendor contacts to our DocuSign contacts list.

Customize envelope reply settings

Adjust the reply-to address or BCC recipients on an envelope so signed copies route correctly.

Try asking
Add a BCC of legal@ourcompany.com to the email overrides for this DocuSign envelope.

Attach supporting files to an envelope

Add a reference file to a draft or in-process envelope without converting it into a signable page.

Try asking
Add this supporting PDF as an attachment to our draft DocuSign envelope for the Acme deal.

Representative actions

  • Add contacts to contacts list

    Bulk adds contacts to a user's DocuSign contacts list, including phone numbers and email addresses.

  • Add Email Overrides To Envelope

    Customizes the reply-to address, name, or BCC recipients for a specific envelope's emails.

  • Add envelope attachments

    Attaches one or more reference files to a draft or in-process envelope without converting them into signable pages.

  • Add existing brand to group

    Associates one or more existing brands with a group for customized branding.

  • Add file to workspace

    Uploads a file into a folder within a DocuSign workspace for organized document management.

Connection

API and auth details

DocuSign eSignature uses OAuth2 access tokens, account-specific base paths, and v2.1 REST endpoints for envelopes, recipients, templates, users, and accounts.

FAQ

Questions people ask before connecting DocuSign

Can Claude manage DocuSign envelopes from type.com?

Yes. With a DocuSign connection shared to a Space, Claude can add contacts, adjust envelope settings, and attach files in a thread visible to your whole team.

How does DocuSign authenticate in type.com?

DocuSign uses OAuth, so a team member signs in once to create the connection, which an admin then shares with approved Spaces.

Can envelope updates run on a schedule?

Yes. A type.com automation can check on DocuSign envelope status or send reminders on a recurring basis and post updates to a channel.

Is this the same as an MCP server for DocuSign?

Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.

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