Docusign MCP integration
Reports envelope signing status, sends agreements from templates, corrects envelopes already out for signature, and runs bulk sends.
335actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Send envelope
Lyro sends a draft envelope for signatures by updating its status to 'sent'. Recipients are notified immediately and signing completion is tracked in real time.
Add new users to a specified account
Lyro provisions up to 500 new users to a DocuSign account in a single call, enabling team onboarding at scale. User credentials are generated and distributed automatically.
Retrieve account favorite templates
Lyro retrieves the list of frequently-used templates to streamline document setup and envelope creation. Favorite templates appear first for quick access.
How businesses use Docusign + Lyro
Each card is one request a support team gets, and the Docusign actions Lyro runs to close it.
Say where an agreement is in the signing order
Lyro reads the envelope and its audit trail, so the question of who has signed and who is holding things up is answered from DocuSign rather than from the last notification email.
Get EnvelopeRetrieve Envelope Audit EventsRetrieve Envelope DocumentsSend an agreement from a template
Lyro builds the envelope from the template your team already approved, attaches whatever the deal needs, and releases it to the recipients in the right order.
Create Envelope From TemplateAdd Envelope AttachmentsSend EnvelopeCorrect an agreement already out for signature
When a name or figure is wrong on a sent envelope, Lyro locks it, opens a correction against it, and releases the lock afterwards, so the fix does not mean voiding and starting again.
Lock An Envelope For EditingGenerate Envelope Correction URLDelete Envelope LockSend one agreement to a whole list
Lyro creates the bulk send request, reports how far the batch has got, and applies an action across what is still outstanding, so a policy update reaches everyone without a manual envelope each.
Create Bulk Send RequestGet Bulk Send Batch StatusApply Action To Bulk Send Envelopes
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Docusign actions it has and picks the ones a request needs.
Connect Docusign
Authorize the Docusign account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Docusign actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Docusign · Lyro
What can you do in Docusign without me setting anything up?
These, right away:
- Add contacts to contacts list
- Fetch recipient names for email
- Delete account brand
Great, let's start with the first one.
FAQ
Everything else about Docusign
Setup, permissions, and the limits of what Lyro can do inside Docusign.
Yes, without voiding it. Lock an envelope for editing takes the envelope out of circulation, Generate Envelope Correction URL opens the correction flow against it, and Delete Envelope Lock releases it once the change is made. Retrieve Envelope Audit Events then shows the correction in the envelope's own history.
Every action available in Docusign
All 335 actions your agent can call on Docusign, straight from the live MCP connection.
Add contacts to contacts list
Adds multiple contacts to a user's contacts list in DocuSign.
Add email overrides to envelope
Adds or modifies email override settings for a specific DocuSign envelope, allowing customization of the reply-to email address and name, as well as BCC email addresses for archiving purposes.
Add envelope attachments
Adds one or more envelope attachments to a draft or in-process envelope in DocuSign.
Add existing brand to group
This endpoint adds one or more existing brands to a specified group in DocuSign.
Add file to workspace
This endpoint adds a file to a specific folder within a DocuSign workspace.
Add members to signing group
This endpoint adds one or more new members to a specified signing group within a DocuSign account.
Add new users to a specified account
This endpoint adds new users to a specified DocuSign account, allowing bulk creation of up to 500 users in a single call.
Addorupdateaccountstamps
Add or update account-level stamps (Japanese Hanko-style stamps) in DocuSign.
Add or update user custom settings
Adds or updates custom user settings for a specified DocuSign user.
Addorupdateusersignature
This endpoint allows you to add or update a user's signature in DocuSign.
Add part to chunked upload
Adds a chunk or part to an existing chunked upload in DocuSign.
Add step to envelope workflow
This endpoint adds a new step to an existing envelope's workflow in DocuSign.
Add templates to document in envelope
This endpoint adds pre-configured templates to a specific document within an existing envelope in DocuSign.
Add templates to envelope
This endpoint adds templates to an existing DocuSign envelope.
Add user signature and initials images
Add or update a user's signature and initials images in DocuSign.
Add users to existing group
Adds one or more existing DocuSign users to an existing group within a specified account.
Apply action to bulk send envelopes
This endpoint allows users to apply specific actions (resend, correct, or void) to all envelopes within a specified DocuSign bulk send batch.
Changeusersinaccount
This endpoint allows you to update information for one or more users within a DocuSign account.
Closeusersinaccount
Closes one or more users in a DocuSign account, preventing them from accessing account features without permanently deleting them.
Commit chunked upload for envelopes
This endpoint commits a chunked upload in DocuSign, finalizing the upload process and preparing the uploaded content for use in other API calls.
Configure cloud storage redirect URL
Configures the OAuth redirect URL for one or more cloud storage providers (Box, Dropbox, GoogleDrive, SkyDrive/OneDrive, Salesforce) for a specific user in DocuSign.
Create account custom field
Creates a new custom field at the account level in DocuSign, making it available for all new envelopes associated with the account.
Create a collaborative workspace
Creates a new collaborative workspace in DocuSign for document management and team collaboration.
Create bcc email archive configuration
Creates a BCC email archive configuration for a DocuSign account, enabling automatic archiving of DocuSign-generated emails.
Create brand profiles for account
Creates a new brand profile for a DocuSign account to customize the signing and sending experience with your organization's visual identity and branding elements.
Create bulk send request
Initiates a bulk send process in DocuSign to send a single template or envelope to multiple recipients in a single batch operation.
Create bulk send test request
This endpoint creates a Bulk Send Test Request to validate the compatibility between a bulk send list and an envelope or template for DocuSign's bulk sending feature.
Create connect configuration for account
This endpoint creates a custom Connect configuration for a specified DocuSign account, enabling webhook notifications for envelope and recipient events.
Create custom document fields in envelope
Creates custom document fields in an existing envelope document within DocuSign.
Create custom fields for envelope
This endpoint allows you to create or update custom fields for a specific DocuSign envelope.
The tools Docusign sits next to
Same connection, same setup. Pick the next one your team already uses.
Cloudconvert
Checks which conversions and engine options exist, exports finished files to S3 or Google Cloud Storage, tracks task status, and manages job webhooks.
Docsumo
Searches the document library, runs MCA analysis over processed bank statements, and keeps Docsumo folders and database tables organised.
Encodian
Converts files between formats, assembles and watermarks PDFs, runs OCR on scans, and validates addresses and links before they are used.
Nano nets
Reports extracted field values and confidence scores, tracks workflow documents, and creates, trains and tunes OCR models.
Pdfless
Lists the templates a workspace holds with the IDs a render needs, and confirms the workspace behind the API key is active.
Waiverfile
Reads a waiver site's required fields, age restrictions, and email settings from the live account, and confirms the event service is still responding.
Ready to connect Docusign?
Authorize the account and your agent has all 335 actions from the first conversation.