Documenso

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 create a document and upload the file separately.

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.

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 fields one at a time. All fields must reference valid recipient IDs from the document.

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.

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 before adding recipients.

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 Documenso embed components (EmbedCreateDocument, EmbedUpdateDocument, etc.). Note: This feature requires a Documenso Teams Plan or above. Returns 401 UNAUTHORIZED if the account lacks embedding permissions.

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 order, authentication requirements, and notification settings.

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>;base64,<base64-data>.

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.

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, ASSISTANT, or CC).

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.

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 create a template and upload the file separately.

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.

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 one at a time. All fields must reference valid recipient IDs from the template.

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.

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.

Tool to delete a document. Use when you need to permanently remove a document from Documenso. The deletion is irreversible.

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.

Tool to delete a single document field by ID. Use when you need to remove a specific field from a document.

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.

Tool to delete a recipient from a document. Use when you need to remove a recipient from a document's signing workflow.

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.

Tool to delete an attachment from an envelope. Use when you need to remove a file attachment from a Documenso envelope.

Tool to delete a field from an envelope. Use when you need to remove an existing field from a document envelope.

Tool to delete an item from an envelope. Use when you need to remove an existing item from a document envelope.

Tool to delete a recipient from an envelope. Use when you need to remove a recipient from an envelope's signing workflow.

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.

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 success=false with HTTP 404 and message='Template not found' if the template does not exist.

Delete a direct link for a template. Use this action when you need to remove public direct access to a template.

Tool to delete a recipient from a template. Use when you need to remove a recipient from a template's configuration.

Tool to permanently delete a template using the v2 API. Use when you need to remove a template from Documenso. The deletion is irreversible.

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-sending to recipients who already received the document, use Redistribute Document instead.

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 distribution. Returns success status of the distribution operation.

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 "original" returns the document as initially uploaded. First use DOCUMENSO_GET_ENVELOPE_BY_ID to obtain valid envelope item IDs.

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 download documents in DRAFT or PENDING status will return an error response. First use DOCUMENSO_FIND_DOCUMENTS_V2 with status='COMPLETED' to find downloadable documents.

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.

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.

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 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.

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 subsequent operations like downloading, updating, or deleting documents.

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 lists for management, reporting, or subsequent operations.

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/templates or retrieve folder IDs for subsequent operations.

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 for subsequent operations like using, updating, or deleting templates.

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.

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 updating or for validating field configurations.

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.

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 multiple documents.

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.

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 workflow issues.

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.

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.

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.

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 of IDs to retrieve.

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 template IDs.

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.

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.

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 multiple templates.

Tool to list templates. Use when fetching available templates with optional pagination.

Tool to move a document to a team. Use when transferring documents between personal and team accounts.

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 status and the recipients must belong to the document.