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Track envelopes and signing status, browse templates, and prepare envelopes to send. webAI does not sign for you. Recipients sign in DocuSign. Preparing and sending envelopes needs Write action on for DocuSign in Settings → Connectors. Sending is legally significant, so turn Write action off if you just want to track envelopes. You ask in Chat. The model picks the tool. Writes wait for your approval unless you set DocuSign to Always allow. Tool names show in Recent tool actions. You do not type them.

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MCP calls

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read
Identifies the connected DocuSign user and the accounts they can use.
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read
Lists envelopes changed since a date, filtered by status or search text.
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read
Gets one envelope’s status and each recipient’s signing status.
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read
Lists the documents (names, page counts) inside an envelope.
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read
Lists templates and their recipient roles.
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write
Prepares an unsent envelope from a template, filling roles with names and emails.
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write
Sends an existing draft to its recipients for signature.