Documenso

Documenso

This connector works with Documenso, the open-source document signing platform, through its API v2 (envelope API): on Documenso Cloud (https://app.documenso.com/api/v2) or on your own server (https://<your host>/api/v2). An envelope is a document to sign or a template; it holds one or more PDFs (envelope items), recipients and fields. The connector lists and reads envelopes, recipients, fields and folders, downloads signed PDFs, audit logs and certificates, creates documents from a PDF or from a template, places recipients and fields, sends, reminds, cancels and deletes.

Setup (2 minutes)

1. In Documenso open the team the AI should work in, then Team Settings, API Tokens (https://app.documenso.com/t/<team url>/settings/tokens, or the same path on your own server). Create a token; choose an expiry (7 days up to never).
2. Paste it into DOCUMENSO_API_KEY. It is sent as is in the Authorization header (no "Bearer"), e.g. api_xxxxxxxx. A token has full API access to its team; there are no narrower scopes.
3. Set DOCUMENSO_API_URL: https://app.documenso.com/api/v2 for Documenso Cloud, or https://<your host>/api/v2 for a self-hosted instance. No trailing slash.
4. Run documenso_list_envelopes to check.

Workflow

• Find: documenso_list_envelopes (filter type DOCUMENT or TEMPLATE, status, query, folder_id), documenso_list_folders.
• Read: documenso_get_envelope (recipients with signing status, fields, envelope items), documenso_get_recipient, documenso_get_field, documenso_get_envelope_audit_log.
• Signed files: take envelopeItems[].id from documenso_get_envelope and call documenso_download_document (version signed); documenso_download_audit_log_pdf and documenso_download_certificate give the audit trail and signing certificate as PDFs.
• Send from a template: documenso_list_envelopes with type TEMPLATE, documenso_get_envelope on the template for its recipient ids and field ids, then documenso_use_template with one entry per template recipient (id = template recipient id) and distribute true. Pre-fill fields with prefill_fields.
• Send a one-off PDF: documenso_create_envelope with file_url and recipients (fields can be given per recipient), or add them afterwards with documenso_add_recipients and documenso_add_fields; then documenso_distribute_envelope. Every SIGNER needs a signature field.
• Change a draft or template: documenso_update_envelope, documenso_update_recipients, documenso_delete_recipient, documenso_delete_field, documenso_duplicate_envelope.
• Follow up: documenso_redistribute_envelope reminds recipients who have not acted and renews expired links; documenso_cancel_envelope stops a pending document; documenso_delete_envelope removes it.

Sending is real: confirm first. documenso_distribute_envelope, documenso_use_template with distribute true and documenso_redistribute_envelope email the recipients. Show the user the document, the recipients with their roles and the message, and send only after a clear yes. Cancel and delete cannot be undone.

Reading the answers: envelope ids are strings (envelope_...); recipient, field and template ids (templateId) are numbers. Times are ISO 8601 in UTC. Envelope status: DRAFT (not sent), PENDING (out for signing), COMPLETED, REJECTED (a recipient declined), CANCELLED. Recipient signingStatus: NOT_SIGNED, SIGNED, REJECTED; readStatus: NOT_OPENED, OPENED; sendStatus: NOT_SENT, SENT. Roles: SIGNER, APPROVER, VIEWER, CC, ASSISTANT. Field positions and sizes are percent of the page (0 to 100), pages start at 1. A recipient's signing link is signingUrl in the send answers (<your Documenso address>/sign/<token>). Recipients and fields cannot be changed once a document is PENDING.

Files: file_url must be a public https link to a PDF; AnythingMCP downloads it and uploads it. Downloads return the PDF itself.

Paging: lists return {"data": [...], "count", "currentPage", "perPage", "totalPages"}; raise page until it reaches totalPages.

Limits and errors: 1000 requests per minute per IP address; 429 means wait (Retry-After seconds). The free Cloud plan allows 5 documents a month; over a plan limit the API answers 400 LIMIT_EXCEEDED. 401 "Invalid token" for a wrong or expired token, or a token of another instance; 404 for an unknown id or a URL without /api/v2; 400 with the validation issues for invalid input.

Switched off at install: documenso_cancel_envelope, documenso_delete_envelope, documenso_delete_recipient and documenso_delete_field; they cannot be undone, so an admin switches them on when the team needs them.