{"id":"7aba9195-e39e-478c-9124-7f8dda1a0187","shortId":"kN8v5c","kind":"skill","title":"docusign-automation","tagline":"Automate DocuSign tasks via Rube MCP (Composio): templates, envelopes, signatures, document management. Always search tools first for current schemas.","description":"# DocuSign Automation via Rube MCP\n\nAutomate DocuSign e-signature workflows through Composio's DocuSign toolkit via Rube MCP.\n\n## Prerequisites\n\n- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)\n- Active DocuSign connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `docusign`\n- Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas\n\n## Setup\n\n**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.\n\n\n1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds\n2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `docusign`\n3. If connection is not ACTIVE, follow the returned auth link to complete DocuSign OAuth\n4. Confirm connection status shows ACTIVE before running any workflows\n\n## Core Workflows\n\n### 1. Browse and Select Templates\n\n**When to use**: User wants to find available document templates for sending\n\n**Tool sequence**:\n1. `DOCUSIGN_LIST_ALL_TEMPLATES` - List all available templates [Required]\n2. `DOCUSIGN_GET_TEMPLATE` - Get detailed template information [Optional]\n\n**Key parameters**:\n- For listing: Optional search/filter parameters\n- For details: `templateId` (from list results)\n- Response includes template `templateId`, `name`, `description`, roles, and fields\n\n**Pitfalls**:\n- Template IDs are GUIDs (e.g., '12345678-abcd-1234-efgh-123456789012')\n- Templates define recipient roles with signing tabs; understand roles before creating envelopes\n- Large template libraries require pagination; check for continuation tokens\n- Template access depends on account permissions\n\n### 2. Create and Send Envelopes from Templates\n\n**When to use**: User wants to send documents for signature using a pre-built template\n\n**Tool sequence**:\n1. `DOCUSIGN_LIST_ALL_TEMPLATES` - Find the template to use [Prerequisite]\n2. `DOCUSIGN_GET_TEMPLATE` - Review template roles and fields [Optional]\n3. `DOCUSIGN_CREATE_ENVELOPE_FROM_TEMPLATE` - Create the envelope [Required]\n4. `DOCUSIGN_SEND_ENVELOPE` - Send the envelope for signing [Required]\n\n**Key parameters**:\n- For CREATE_ENVELOPE_FROM_TEMPLATE:\n  - `templateId`: Template to use\n  - `templateRoles`: Array of role assignments with `roleName`, `name`, `email`\n  - `status`: 'created' (draft) or 'sent' (send immediately)\n  - `emailSubject`: Custom subject line for the signing email\n  - `emailBlurb`: Custom message in the signing email\n- For SEND_ENVELOPE:\n  - `envelopeId`: Envelope ID from creation response\n\n**Pitfalls**:\n- `templateRoles` must match the role names defined in the template exactly (case-sensitive)\n- Setting `status` to 'sent' during creation sends immediately; use 'created' for drafts\n- If status is 'sent' at creation, no need to call SEND_ENVELOPE separately\n- Each role requires at minimum `roleName`, `name`, and `email`\n- `emailSubject` overrides the template's default email subject\n\n### 3. Monitor Envelope Status\n\n**When to use**: User wants to check the status of sent envelopes or track signing progress\n\n**Tool sequence**:\n1. `DOCUSIGN_GET_ENVELOPE` - Get envelope details and status [Required]\n\n**Key parameters**:\n- `envelopeId`: Envelope identifier (GUID)\n- Response includes `status`, `recipients`, `sentDateTime`, `completedDateTime`\n\n**Pitfalls**:\n- Envelope statuses: 'created', 'sent', 'delivered', 'signed', 'completed', 'declined', 'voided'\n- 'delivered' means the email was opened, not that the document was signed\n- 'completed' means all recipients have signed\n- Recipients array shows individual signing status per recipient\n- Envelope IDs are GUIDs; always resolve from creation or search results\n\n### 4. Add Templates to Existing Envelopes\n\n**When to use**: User wants to add additional documents or templates to an existing envelope\n\n**Tool sequence**:\n1. `DOCUSIGN_GET_ENVELOPE` - Verify envelope exists and is in draft state [Prerequisite]\n2. `DOCUSIGN_ADD_TEMPLATES_TO_DOCUMENT_IN_ENVELOPE` - Add template to envelope [Required]\n\n**Key parameters**:\n- `envelopeId`: Target envelope ID\n- `documentId`: Document ID within the envelope\n- `templateId`: Template to add\n\n**Pitfalls**:\n- Envelope must be in 'created' (draft) status to add templates\n- Cannot add templates to already-sent envelopes\n- Document IDs are sequential within an envelope (starting from '1')\n- Adding a template merges its fields and roles into the existing envelope\n\n### 5. Manage Envelope Lifecycle\n\n**When to use**: User wants to send, void, or manage draft envelopes\n\n**Tool sequence**:\n1. `DOCUSIGN_GET_ENVELOPE` - Check current envelope status [Prerequisite]\n2. `DOCUSIGN_SEND_ENVELOPE` - Send a draft envelope [Optional]\n\n**Key parameters**:\n- `envelopeId`: Envelope to manage\n- For sending: envelope must be in 'created' status with all required recipients\n\n**Pitfalls**:\n- Only 'created' (draft) envelopes can be sent\n- Sent envelopes cannot be unsent; they can only be voided\n- Voiding an envelope notifies all recipients\n- All required recipients must have valid email addresses before sending\n\n## Common Patterns\n\n### ID Resolution\n\n**Template name -> Template ID**:\n```\n1. Call DOCUSIGN_LIST_ALL_TEMPLATES\n2. Find template by name in results\n3. Extract templateId (GUID format)\n```\n\n**Envelope tracking**:\n```\n1. Store envelopeId from CREATE_ENVELOPE_FROM_TEMPLATE response\n2. Call DOCUSIGN_GET_ENVELOPE periodically to check status\n3. Check recipient-level status for individual signing progress\n```\n\n### Template Role Mapping\n\nWhen creating an envelope from a template:\n```\n1. Call DOCUSIGN_GET_TEMPLATE to see defined roles\n2. Map each role to actual recipients:\n   {\n     \"roleName\": \"Signer 1\",     // Must match template role name exactly\n     \"name\": \"John Smith\",\n     \"email\": \"john@example.com\"\n   }\n3. Include ALL required roles in templateRoles array\n```\n\n### Envelope Status Flow\n\n```\ncreated (draft) -> sent -> delivered -> signed -> completed\n                       \\-> declined\n                       \\-> voided (by sender)\n```\n\n## Known Pitfalls\n\n**Template Roles**:\n- Role names are case-sensitive; must match template definition exactly\n- All required roles must be assigned when creating an envelope\n- Missing role assignments cause envelope creation to fail\n\n**Envelope Status**:\n- 'delivered' means email opened, NOT document signed\n- 'completed' is the final successful state (all parties signed)\n- Status transitions are one-way; cannot revert to previous states\n\n**GUIDs**:\n- All DocuSign IDs (templates, envelopes) are GUID format\n- Always resolve names to GUIDs via list/search endpoints\n- Do not hardcode GUIDs; they are unique per account\n\n**Rate Limits**:\n- DocuSign API has per-account rate limits\n- Bulk envelope creation should be throttled\n- Polling envelope status should use reasonable intervals (30-60 seconds)\n\n**Response Parsing**:\n- Response data may be nested under `data` key\n- Recipient information is nested within envelope response\n- Date fields use ISO 8601 format\n- Parse defensively with fallbacks for optional fields\n\n## Quick Reference\n\n| Task | Tool Slug | Key Params |\n|------|-----------|------------|\n| List templates | DOCUSIGN_LIST_ALL_TEMPLATES | (optional filters) |\n| Get template | DOCUSIGN_GET_TEMPLATE | templateId |\n| Create envelope | DOCUSIGN_CREATE_ENVELOPE_FROM_TEMPLATE | templateId, templateRoles, status |\n| Send envelope | DOCUSIGN_SEND_ENVELOPE | envelopeId |\n| Get envelope status | DOCUSIGN_GET_ENVELOPE | envelopeId |\n| Add template to envelope | DOCUSIGN_ADD_TEMPLATES_TO_DOCUMENT_IN_ENVELOPE | envelopeId, documentId, templateId |\n\n## When to Use\nThis skill is applicable to execute the workflow or actions described in the overview.\n\n## Limitations\n- Use this skill only when the task clearly matches the scope described above.\n- Do not treat the output as a substitute for environment-specific validation, testing, or expert review.\n- Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are 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