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Docusign MCP Integration for CrewAI

Connect Docusign to CrewAI through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.

8 functions 7 read 1 write Manual OAuth token auth
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Connect Docusign to CrewAI

Expose KosmoKrator integrations to CrewAI workers as scoped local tools.

Wrap kosmo integrations:call for specific tasks or connect workers to a local MCP gateway. The gateway is local, scoped to this integration, and starts with --write=deny so CrewAI can inspect read-capable tools without receiving write access by default.

Docusign MCP Config for CrewAI

Use per-worker integration scopes to avoid giving every worker every tool.

{
  "mcpServers": {
    "kosmokrator-docusign": {
      "type": "stdio",
      "command": "kosmo",
      "args": [
        "mcp:serve",
        "--integration=docusign",
        "--write=deny"
      ]
    }
  }
}

Run the Gateway Manually

kosmokrator mcp:serve --integration=docusign --write=deny

Why Use KosmoKrator Here

Scoped tools

Expose only Docusign instead of a broad multi-service tool list.

Local credentials

Reuse credentials already configured for the KosmoKrator CLI and Lua runtime.

Write policy

Start read-only, then opt into ask or allow for trusted workspaces.

Docusign Tools Visible to CrewAI

CrewAI sees stable MCP tool names generated from the Docusign integration catalog.

MCP toolSource functionTypeDescription
integration__docusign__docusign_list_envelopes docusign.docusign_list_envelopes Read List envelopes in the DocuSign account. Filter by status (sent, delivered, completed, signed, declined, voided), date range, or search text. Returns envelope summaries with IDs, subjects, statuses, and dates.
integration__docusign__docusign_get_envelope docusign.docusign_get_envelope Read Get detailed information about a DocuSign envelope including status, recipients, documents, and signing history. Use this to check if an envelope has been signed or to review its details.
integration__docusign__docusign_create_envelope docusign.docusign_create_envelope Write Create a new DocuSign envelope for electronic signature. You can create from a template (pass template_id) or from scratch with inline documents and recipients. Set status to "sent" to send immediately or "created" to save as a draft.
integration__docusign__docusign_list_templates docusign.docusign_list_templates Read List templates available in the DocuSign account. Templates define reusable envelope structures with pre-configured documents, recipients, and signing tabs. Use a template ID to create envelopes from a template.
integration__docusign__docusign_get_template docusign.docusign_get_template Read Get details for a DocuSign template including its documents, recipient roles, signing tabs, and email settings. Use this to understand a template before creating an envelope from it.
integration__docusign__docusign_list_documents docusign.docusign_list_documents Read List documents in a DocuSign envelope. Returns document IDs, names, types (content or summary), and page counts. Use document IDs to download individual documents.
integration__docusign__docusign_get_document docusign.docusign_get_document Read Download a document from a DocuSign envelope. Returns the document content as base64-encoded data. Use "combined" as the document_id to download all documents as a single combined PDF.
integration__docusign__docusign_get_current_user docusign.docusign_get_current_user Read Get information about the authenticated DocuSign user, including name, email, and associated accounts. Useful for verifying credentials and discovering account IDs.

Related Docusign Pages

Docusign CLIUse direct JSON commands instead of MCP discovery. Docusign MCPFull gateway reference and MCP tool names. KosmoKrator for CrewAIClient-level gateway setup.