Docusign Navigator

You can connect your AI assistant to Docusign Navigator through this MCP server to query and analyze agreements using natural language. It provides a secure, no-code bridge so you can ask questions like which agreements are pending or who a contract involves, without manual searches or complex APIs.

How to use

Connect to the MCP server from your compatible AI client using the provided MCP URL. Then authorize your Docusign account to enable live, real-time access to your Navigator data. Once connected, you can ask your AI assistant to list agreements, fetch details for a specific contract, or search by company, status, or other metadata.

How to install

Prerequisites: You need an MCP-compatible AI client and an active Docusign Navigator account. The server is hosted at the following address and does not require local server installation.

Step 1. Add the MCP server to Claude Desktop configuration (example snippet):

{  "mcpServers": {    "docusign-navigator": {      "command": "mcp-server-fetch",      "args": ["https://docusign-navigator.thisdot.co/mcp"]    }  }}

How to install

Step 2. Add the MCP server to Visual Studio Code

{
  "servers": {
    "docusign-navigator": {
      "url": "https://docusign-navigator.thisdot.co/mcp",
      "type": "http"
    }
  }
}

How to install

Step 3. For other MCP clients, configure using the HTTP server entry shown here:

{
  "servers": {
    "docusign-navigator": {
      "url": "https://docusign-navigator.thisdot.co/mcp",
      "type": "http"
    }
  }
}

How to install

Step 4. Connect your Docusign account via OAuth when prompted by your AI client. Follow the authorization flow to grant access and complete the setup.

How to use

After setup, try natural language prompts such as: “Show me my Docusign agreements”, “Tell me about agreement [ID]”, “Find contracts with ABC Company”, or “What agreements are pending signature?”. Your AI assistant will retrieve, summarize, and filter agreements based on your requests.

What you can do

Your AI assistant can perform the following actions with Docusign Navigator data: Authentication checks, listing agreements, fetching agreement details, and searching agreements by terms, company, or status.

Example Conversation

You: "Show me my Docusign agreements" AI: "You have 3 agreements: • Service Agreement with XYZ Corp (pending signature) • NDA with ABC Inc (completed) • Consulting Contract (in review)"

You: "Tell me more about the Service Agreement" AI: "The Service Agreement with XYZ Corp was created on January 15th and is currently pending signature. It includes standard service terms and payment schedules."

Security & Privacy

The connection to Docusign Navigator uses OAuth 2.0 for secure authentication, data is not stored on the MCP server, and a direct API connection provides real-time access to your documents. You can revoke access anytime through your Docusign settings.

Troubleshooting

Can't connect? Ensure your Docusign Navigator access is active, complete the OAuth flow, verify the authentication status from your AI client, and confirm your MCP client supports HTTP transport.

No agreements showing? Ensure you have Navigator-enabled agreements in Docusign and try authenticating again.

Still need help? Report an issue or learn about MCP.

Contributing

If you want to contribute or run your own instance, follow the contribution guidelines for development setup, architecture details, and deployment steps.

Available tools

Check authentication

Verify whether you are connected to Docusign and view authentication status via your MCP-enabled client.

List agreements

Retrieve all Docusign Navigator agreements visible to your connected account.

Get agreement details

Fetch detailed information for a specific agreement by ID.

Search agreements

Search agreements by keywords, company name, status, or other metadata.