Documenso for AI agents

Agents read Documenso at once. Changes and sends are held for a person's approval by default.

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About Documenso

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

What an agent can do in Documenso

Every Documenso action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Documenso without asking first. 19 actions.

Find DocumentsFind 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 s
Find EnvelopesTool 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 ret
Find FoldersTool 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 organ
Find TemplatesRetrieve 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 o
Get Document By IDRetrieve 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 ID
Get Envelope By IDRetrieve 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 Template By IDRetrieve 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 t
Get Document FieldTool 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 pro
Get Document RecipientTool 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 IDsRetrieve 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 endpoi
Get Envelope AttachmentTool 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 LogTool 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,

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Get Envelope FieldTool 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 RecipientTool 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 IDsTool 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 a
Get Template FieldTool 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 RecipientTool 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 IDsRetrieve 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 endpoi
List TemplatesTool to list templates. Use when fetching available templates with optional pagination.

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 50 actions.

Create Document BetaTool 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 wh
Create Document RecipientTool 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 EnvelopeTool 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 configur
Create FolderCreate 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 fo
Create Template BetaTool 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 wh
Distribute EnvelopeTool 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 confi
Redistribute EnvelopeTool 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 b
Update TemplateUpdate template properties like title, visibility, and signing settings. Use list_templates or find_templates first to get a valid template ID.
Create Document Recipients BulkTool 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
Create Embedding Presign Token V2 BetaCreate 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
Create Envelope AttachmentCreate 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
Create Envelope Items BulkTool 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.

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Create Envelope Recipients BulkTool 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, APPR
Create Template FieldTool 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 t
Create Template RecipientTool 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 BulkTool 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 DocumentTool to delete a document. Use when you need to permanently remove a document from Documenso. The deletion is irreversible.
Delete Document AttachmentTool 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 FieldTool to delete a single document field by ID. Use when you need to remove a specific field from a document.
Delete Document FieldsTool 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 RecipientTool to delete a recipient from a document. Use when you need to remove a recipient from a document's signing workflow.
Delete EnvelopeTool 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 AttachmentTool to delete an attachment from an envelope. Use when you need to remove a file attachment from a Documenso envelope.
Delete Envelope FieldTool to delete a field from an envelope. Use when you need to remove an existing field from a document envelope.
Delete Envelope ItemTool to delete an item from an envelope. Use when you need to remove an existing item from a document envelope.
Delete Envelope RecipientTool to delete a recipient from an envelope. Use when you need to remove a recipient from an envelope's signing workflow.
Delete FolderTool 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 TemplatePermanently 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
Delete Template Direct LinkDelete a direct link for a template. Use this action when you need to remove public direct access to a template.
Delete Template RecipientTool to delete a recipient from a template. Use when you need to remove a recipient from a template's configuration.
Delete Template V2Tool to permanently delete a template using the v2 API. Use when you need to remove a template from Documenso. The deletion is irreversible.
Duplicate Document V2Tool 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 V2Tool 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 TemplateTool 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.
Move Document V2Tool to move a document to a team. Use when transferring documents between personal and team accounts.
Redistribute Document V2Re-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
Remove Team Member V1Remove 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.
Update Document AttachmentTool 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 FieldTool 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 upda
Update Document Fields BulkTool 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 ind
Update Document Recipient V2Tool 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 Envelope AttachmentTool 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 base
Update Envelope Fields BulkTool 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 mu
Update Envelope Items BulkTool 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 updati
Update FolderUpdate 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 Fields BulkTool 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 updat
Update Template RecipientTool 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 BulkTool 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
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.

Changes wait in Needs you

Changes and sends in Documenso are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Documenso questions

Can an agent change data in Documenso on its own?

Not by default. Changes and sends in Documenso are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Documenso?

This connector lists 19 read actions. Reads run at once, without waiting for approval.

How does Documenso connect?

It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Documenso to your agents.

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