DocuSign MCP Server
DocuSign MCP server
Connect the DocuSign MCP server
Connect the DocuSign MCP server to Atomicwork to grant AI Coworkers access to secure document tools.
Integrating the DocuSign MCP (Model Context Protocol) server with Atomicwork gives your AI Coworkers and automated workflows access to your DocuSign environment. Once connected, your AI Coworkers can securely manage envelopes, templates, users, and signing groups on your behalf to streamline document approval and signature cycles.
Understand the prerequisites
Before you begin the setup, ensure that you have the following access:
- Atomicwork admin access: You need organization admin access in Atomicwork to configure integrations in the MCP Store.
- DocuSign admin access: You need administrator access in DocuSign to authorize the OAuth connection.
Connect the DocuSign MCP server
Follow these steps to establish the OAuth connection between Atomicwork and DocuSign:
- Navigate to Settings > MCP Store > DocuSign.
- Click on the DocuSign tile and select Connect.
- Log in with your DocuSign administrator credentials on the secure authorization screen and give Atomicwork the following permissions.
| Permissions | Usecase |
|---|---|
| Signature | Permission to create and send envelopes for e-signatures |
| Extended | Permission to stay logged in over time. Refreshes the access without asking each time |
