Connect Documenso to your AI agent

Productivity 77 actions available

Documenso is an open-source electronic signature platform that allows users to create, send, and sign documents digitally.

We set up the connection using your own Documenso account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Documenso

Each one is a real action the agent can take on its own, the same things a person clicking around Documenso could do. Read-only by default; write actions are confirmed against your policy.

  • Create Document Beta Tool to create a new document using the beta endpoint that returns a presigned URL for file upload. After calling this action, upload the PDF file to the returned uploadUrl using a PUT request. Use when you need to crea…
  • Create Document Field Tool to create a single field for a document. Use when you need to add a signature, initials, text, or other field type to a specific location on a document page. The document must be in DRAFT status to add fields.
  • Create Document Fields (Bulk) Tool to create multiple fields on a document in a single operation. Use when you need to add signature fields, text fields, or other input fields to a DRAFT document. This bulk operation is more efficient than creating…
  • Create Document Recipient Tool to create a single recipient for a document. Use when you need to add a new recipient (signer, viewer, approver, etc.) to an existing document.
  • Create Document Recipients Bulk Tool to create multiple recipients for a document at once. Use when you need to add multiple recipients (signers, approvers, viewers, etc.) to a document in a single operation. The document must be in DRAFT status befor…
  • Create Embedding Presign Token V2 Beta Create a presign token for Documenso embedded authoring sessions. Use this tool to generate a token that authorizes embedding document/template creation and editing interfaces in your application. The token is passed to…
  • Create Envelope Tool to create a new envelope in Documenso. Use when you need to create a document or template envelope with optional file uploads, recipients, and configuration settings. The envelope can be configured with signing ord…
  • Create Envelope Attachment Create a new attachment for an envelope in Documenso. Use this action to add supporting documents or files to an existing envelope. The file must be provided as a base64-encoded data URI in the format: data:<mime-type>;…
  • Create Envelope Items Bulk Tool to create multiple items for an envelope with optional file attachments. Use when you need to add items (documents) to an existing envelope in Documenso.
  • Create Envelope Recipients Bulk Tool to create multiple recipients for an envelope in bulk. Use when you need to add several recipients to an existing envelope at once. Each recipient must have an email, name, and role (SIGNER, APPROVER, VIEWER, ASSIS…
  • Create Folder Create a new folder in Documenso to organize documents or templates. Use this action when you need to create a folder for organizing files, either as a top-level folder or nested within an existing folder.
  • Create Template Beta Tool to create a new template using the beta endpoint that returns a presigned URL for file upload. After calling this action, upload the PDF file to the returned uploadUrl using a PUT request. Use when you need to crea…
  • Create Template Field Tool to create a single field for a template. Use when you need to add a signature, initials, text, or other field type to a specific location on a template page.
  • Create Template Fields (Bulk) Tool to create multiple fields on a template in a single operation. Use when you need to add signature fields, text fields, or other input fields to a template. This bulk operation is more efficient than creating fields…
  • Create Template Recipient Tool to create a single recipient for a template. Use when you need to add a new recipient (signer, viewer, approver, etc.) to an existing template.
  • Create Template Recipients Bulk Tool to create multiple recipients for a template at once. Use when you need to add multiple recipients (signers, approvers, viewers, etc.) to a template in a single operation.
  • Delete Document Tool to delete a document. Use when you need to permanently remove a document from Documenso. The deletion is irreversible.
  • Delete Document Attachment Tool to delete an attachment from a document. Use when you need to remove a previously uploaded attachment from a document. The deletion is permanent.
  • Delete Document Field Tool to delete a single document field by ID. Use when you need to remove a specific field from a document.
  • Delete Document Fields Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
  • Delete Document Recipient Tool to delete a recipient from a document. Use when you need to remove a recipient from a document's signing workflow.
  • Delete Envelope Tool to permanently delete an envelope. Use when you need to remove an envelope from Documenso. The deletion is irreversible and will remove all associated data.
  • Delete Envelope Attachment Tool to delete an attachment from an envelope. Use when you need to remove a file attachment from a Documenso envelope.
  • Delete Envelope Field Tool to delete a field from an envelope. Use when you need to remove an existing field from a document envelope.
  • Delete Envelope Item Tool to delete an item from an envelope. Use when you need to remove an existing item from a document envelope.
  • Delete Envelope Recipient Tool to delete a recipient from an envelope. Use when you need to remove a recipient from an envelope's signing workflow.
  • Delete Folder Tool to permanently delete a folder. Use when you need to remove a folder from Documenso. The deletion is irreversible and will remove all associated data.
  • Delete Template Permanently delete a template by its ID. Use this action when you need to remove an existing document template from your Documenso account. The deletion is irreversible. Returns success=true with HTTP 200 if deleted, or…
  • Delete Template Direct Link Delete a direct link for a template. Use this action when you need to remove public direct access to a template.
  • Delete Template Recipient Tool to delete a recipient from a template. Use when you need to remove a recipient from a template's configuration.
  • Delete Template V2 Tool to permanently delete a template using the v2 API. Use when you need to remove a template from Documenso. The deletion is irreversible.
  • Distribute Document V2 Tool to distribute a document for signing. Use when you need to send a DRAFT document to recipients for the first time. The document must have recipients with signature fields configured before distribution. For re-send…
  • Distribute Envelope Tool to distribute an envelope to recipients for signing. Use when you need to send an envelope to recipients for the first time. The envelope must have recipients with required signature fields configured before distri…
  • Download Envelope Item Download an envelope item as PDF. Use this to retrieve the original or signed version of a document within an envelope. The "signed" version includes all signatures and is available after recipients have signed, while "…
  • Download Signed Document Download a completed/signed document as PDF. Use this to retrieve the finalized PDF after all recipients have signed. Important: Only documents with status 'COMPLETED' can be downloaded successfully; attempting to downl…
  • Duplicate Document V2 Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
  • Duplicate Envelope V2 Tool to duplicate an envelope with all its settings. Use when you need to create an exact copy of an existing envelope including recipients, fields, and configuration.
  • Duplicate Template Tool to duplicate a template with all its settings. Use when you need to create an exact copy of an existing template including fields, recipients, and configuration.
  • Find Documents Find documents based on search criteria with filtering and pagination. Use when searching for documents by title, status, template, folder, or source. Supports pagination for retrieving large result sets efficiently.
  • Find Documents V2 Retrieve a paginated list of documents with optional filtering and sorting. Use this action to list documents, search by title, or filter by status (DRAFT, PENDING, COMPLETED). Commonly used to obtain document IDs for s…
  • Find Envelopes Tool to find envelopes based on search criteria, filters, and pagination. Use this action to search and filter envelopes by query, type, status, source, template ID, or folder ID. Commonly used to retrieve envelope list…
  • Find Folders Tool to find folders based on search criteria and filters. Use this action to search folders by name, filter by type (DOCUMENT or TEMPLATE), or retrieve subfolders by parent ID. Commonly used to organize documents/templ…
  • Find Templates Retrieve a paginated list of templates with optional filtering and search. Use this action to find templates, search by title/content, or filter by type (PUBLIC, PRIVATE) or folder. Commonly used to obtain template IDs…
  • Get Document By ID Retrieve complete information about a document by its ID. Returns full document details including metadata, recipients, fields, and signing status. Use find_documents_v2 first to get valid document IDs.
  • Get Document Field Tool to retrieve a document field by its ID. Use when you need to fetch details about a specific field including its type, position, recipient assignment, and metadata. Useful for inspecting field properties before upda…
  • Get Document Recipient Tool to retrieve detailed information about a document recipient by their ID. Use when you need to check the status, fields, or other details of a specific recipient.
  • Get Documents By IDs Retrieve multiple documents by their IDs in a single request. Use when you need to fetch detailed information for specific documents. This is more efficient than calling individual get document endpoints when retrieving…
  • Get Envelope Attachment Tool to find all attachments for a specific envelope. Use this when you need to retrieve attachment information including IDs, types, labels, and data for all attachments associated with an envelope.
  • Get Envelope Audit Log Tool to retrieve audit logs for an envelope. Use this to track all actions performed on an envelope, including who accessed it, when, and from where. Useful for compliance, tracking document history, and debugging workf…
  • Get Envelope By ID Retrieve complete information about an envelope by its ID. Returns full envelope details including metadata, recipients, fields, and signing status. Use find_envelopes first to get valid envelope IDs.
  • Get Envelope Field Tool to fetch an envelope field by ID. Use this to retrieve detailed information about a specific field in an envelope, including its type, position, dimensions, and metadata configuration.
  • Get Envelope Recipient Tool to retrieve detailed information about an envelope recipient by their ID. Use when you need to check the status, fields, or other details of a specific recipient.
  • Get Envelopes By IDs Tool to retrieve multiple envelopes by their IDs. Use this action when you need to fetch multiple envelopes in a single request using envelope IDs, document IDs, or template IDs. Specify the ID type and provide an array…
  • Get Template By ID Retrieve complete information about a template by its ID. Returns full template details including metadata, recipients, fields, and configuration settings. Use find_templates or list_templates first to get valid templat…
  • Get Template Field Tool to fetch a template field by ID. Use this to retrieve detailed information about a specific field in a template, including its type, position, dimensions, and metadata configuration.
  • Get Template Recipient Tool to retrieve detailed information about a template recipient by their ID. Use when you need to check the status, fields, or other details of a specific template recipient.
  • Get Templates By IDs Retrieve multiple templates by their IDs in a single request. Use when you need to fetch detailed information for specific templates. This is more efficient than calling individual get template endpoints when retrieving…
  • List Templates Tool to list templates. Use when fetching available templates with optional pagination.
  • Move Document V2 Tool to move a document to a team. Use when transferring documents between personal and team accounts.
  • Redistribute Document V2 Re-send signing request emails to specified recipients of a document. Use this when recipients haven't received or lost their signing emails, or when you need to remind them to sign. The document must be in PENDING stat…
  • Redistribute Envelope Tool to redistribute an envelope to recipients who have not actioned it. Use when recipients haven't received or lost their signing emails, or when you need to remind them to sign. The envelope must be in PENDING status…
  • Remove Team Member V1 Remove a member from a Documenso team. This action removes an existing member from the specified team. The caller must have appropriate permissions (typically team owner or manager) to remove members. Note: The team_id…
  • Update Document Attachment Tool to update an existing document attachment. Use when you need to change the label or file URL of an attachment. Requires the attachment ID and updated data (label and URL).
  • Update Document Field Tool to update a single document field's properties in Documenso v2 API. Use when you need to modify position, size, or type of an existing field. The field type must always be provided even when updating other properti…
  • Update Document Fields Bulk Tool to update multiple document fields in a single operation. Use when you need to modify properties (position, size, type) of multiple fields at once. This is more efficient than updating fields individually. The docu…
  • Update Document Recipient V2 Tool to update a document recipient using the v2 API. Use to change recipient name, email, role, signing order, or authentication options for a specific document recipient.
  • Update Document V2 Update document properties like title, visibility, and signing settings. Use find_documents_v2 first to get a valid document ID. Only DRAFT documents can have all properties updated; PENDING documents have limited updat…
  • Update Envelope Update envelope properties like title, visibility, and signing settings. Use find_envelopes first to get a valid envelope ID. Only DRAFT envelopes can have all properties updated; PENDING envelopes have limited updates.
  • Update Envelope Attachment Tool to update an existing envelope attachment. Use when you need to modify the label or content of an attachment that was previously added to an envelope. The attachment data must be provided in base64-encoded data URI…
  • Update Envelope Fields Bulk Tool to update multiple envelope fields in a single request. Use when you need to modify properties of multiple existing fields (position, size, type) efficiently. All position and dimension values must be between 0 and…
  • Update Envelope Items Bulk Tool to update multiple envelope items in a single request. Use when you need to modify the title or order of multiple envelope items belonging to the same envelope. This is more efficient than updating items individual…
  • Update Folder Update properties of an existing folder including name, pinned status, parent folder, and visibility. Use this action to reorganize folder structure or modify folder settings.
  • Update Template Update template properties like title, visibility, and signing settings. Use list_templates or find_templates first to get a valid template ID.
  • Update Template Fields Bulk Tool to update multiple template fields in a single operation. Use when you need to modify properties (position, size, type) of multiple fields at once on a template. This is more efficient than updating fields individu…
  • Update Template Recipient Tool to update a template recipient. Use to change recipient name, email, role, signing order, or authentication options for a specific template recipient.
  • Update Template Recipients Bulk Tool to update multiple template recipients in a single API call. Use when you need to change properties (name, email, role, signing order, authentication) for multiple recipients on the same template efficiently.
  • Use template (v2 beta) Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Documenso, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Documenso questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Documenso's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Documenso to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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