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') - Templates define recipient roles with signing tabs; understand roles before creating envelopes - ...