How to Connect DocuSign to Meta Muse via MCP

💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → DocuSign, paste your credentials, mint an MCP API key and you're done. No Docker, no git clone, no local server.

DocuSign + Meta Muse

Let your AI work with DocuSign eSignature: find envelopes and check who has signed, read recipients, documents, form data and the audit trail, send documents or templates for signature, resend or void envelopes, and browse templates. Demo or production, signed in as a DocuSign user.

Prerequisites

See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:

DOCUSIGN_CLIENT_ID, DOCUSIGN_CLIENT_SECRET, DOCUSIGN_AUTH_URL, DOCUSIGN_BASE_URI, DOCUSIGN_ACCOUNT_ID

Step 1 — Get credentials

1. Get a free developer (demo) account at docusign.com/developers/sandbox, or use your production account. Open Apps and Keys: admindemo.docusign.com/apps-and-keys for demo, admin.docusign.com/apps-and-keys for production (or Settings → Integrations → Apps and Keys).
2. Click Add App and Integration Key and name it, for example "AnythingMCP". Under User Application → Authentication method, answer "Is your application able to securely store a client secret?" with Yes (Authorization Code Grant).
3. Click Add Secret Key and copy it right away: it is shown only once. Paste it into DOCUSIGN_CLIENT_SECRET, and the Integration Key (a GUID) into DOCUSIGN_CLIENT_ID.
4. Under Redirect URIs, add https://cloud.anythingmcp.com/api/mcp-oauth/callback. If you host AnythingMCP yourself, enter https://your-anythingmcp-host/api/mcp-oauth/callback instead. The URI must match exactly. Save; changes can take up to 5 minutes.
5. On the same page, under My Account Information, copy the API Account ID (a GUID, not the short account number) into DOCUSIGN_ACCOUNT_ID and the Account's Base URI (for example https://demo.docusign.net or https://eu.docusign.net, without /restapi and without a trailing slash) into DOCUSIGN_BASE_URI.
6. Set DOCUSIGN_AUTH_URL to https://account-d.docusign.com for a demo account or https://account.docusign.com for production.
7. Install the connector, click Authorize with Provider on the connector page and sign in to DocuSign.
8. Start with docusign_get_user_info: it lists every account this user can reach, with its account_id and base_uri. If they differ from DOCUSIGN_ACCOUNT_ID or DOCUSIGN_BASE_URI, correct the variables. The base URI belongs to the account and can change when DocuSign moves an account.

Going live: a new integration key works only in demo. For production, choose Actions → Start Go-Live Review on the demo Apps and Keys page. Then, in your production account, add a new secret key (into DOCUSIGN_CLIENT_SECRET) and the redirect URI again, because they are not copied over, and switch DOCUSIGN_AUTH_URL, DOCUSIGN_BASE_URI and DOCUSIGN_ACCOUNT_ID to the production values.

Staying signed in: the connector asks for the scopes signature and extended. Access tokens last 8 hours and are renewed automatically; each renewal issues a new refresh token that is valid for 30 days, so the connector stays signed in as long as it is used at least once a month. After a longer pause, or if the sign-in was revoked, click Authorize with Provider again.

Permissions and read-only setup: the connector works as the DocuSign user who signed in, within that user's permissions. For a read-only setup, switch off docusign_create_envelope_from_template, docusign_create_envelope_with_document, docusign_send_draft_envelope, docusign_resend_envelope and docusign_void_envelope.

Switched off at install: docusign_move_envelope_to_trash, which moves envelopes to the Deleted folder. A draft is discarded, but an envelope that was already sent is voided. It stays recoverable for 24 hours. Turn it on only if the AI should clean up envelopes.

Sending is real: a sent envelope emails every recipient a signing request in your company's name. docusign_create_envelope_from_template and docusign_create_envelope_with_document create a draft unless they are told to send, while docusign_send_draft_envelope, docusign_resend_envelope and docusign_void_envelope act on real recipients. The AI tells you who will receive what and waits for your yes. Only envelopes that are out for signature can be voided, and voiding cannot be undone.

Documents and templates: documents pass through the conversation, so keep them small (a whole request is limited to about 35 MB). docusign_download_document returns one document, all documents as one PDF, or the completion certificate; files above about 1.5 MB come back truncated, and DocuSign allows only a few downloads of the same document per hour. docusign_get_form_data needs the account setting that lets senders download form data. To send from a template, every role in it needs a name and an email address.

Limits: 3,000 API calls per hour per account, shared by all integrations, and bursts of up to 500 calls in 30 seconds (200 in demo). DocuSign asks integrations not to check the same envelope more than once every 15 minutes.

Common errors: 401 AUTHORIZATION_INVALID_TOKEN or USER_AUTHENTICATION_FAILED means the sign-in expired or was revoked, or DOCUSIGN_AUTH_URL does not match the environment (account-d for demo, account for production): check it, then click Authorize with Provider again. 400 USER_LACKS_MEMBERSHIP or 404 means DOCUSIGN_ACCOUNT_ID or DOCUSIGN_BASE_URI does not belong to the signed-in user: compare them with docusign_get_user_info. 400 TEMPLATE_ROLE_NAME_MISMATCH means a role name that is not in the template, INVALID_EMAIL_ADDRESS_FOR_RECIPIENT an invalid recipient email, and ENVELOPE_CANNOT_VOID_INVALID_STATE an envelope that is not out for signature. 429 or HOURLY_APIINVOCATION_LIMIT_EXCEEDED means the hourly limit was reached: wait for the next hour.

The connector does not handle embedded signing or sending views, PowerForms, bulk send or Connect webhooks, and it does not edit templates, users or account settings.

Step 2 — Install the adapter

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

Step 3 — Add the connector in Muse

Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide shows YOUR_SERVER_ID.

Muse adds remote MCP servers as custom connectors and signs in to them with OAuth.

1. In Muse, open Settings → Connectors and choose Add custom connector.
2. Paste the MCP server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID.
3. Muse opens the AnythingMCP sign-in page: sign in and approve access.
4. In a chat, ask Muse for something that needs the DocuSign tools.

You can also set it up from a chat, on the web, in the iOS and Android apps or in WhatsApp. Send Muse this message:

Create a Custom Connector for a new remote MCP server, then connect to it:
Name: AnythingMCP
Transport: remote streamable HTTP
URL: https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID
Auth: OAuth

Self-hosting? Use your instance's public HTTPS address instead of https://cloud.anythingmcp.com. Muse connects from Meta's cloud, so localhost does not work.

Available tools

Example prompts

• "Which envelopes sent in the last 30 days are still waiting for signatures, and who hasn't signed yet?"
• "Show me the audit trail of the Acme Ltd service agreement: when was it opened and when was it signed?"
• "What did the signer enter in the fields of the Northwind supplier onboarding form?"
• "Prepare a draft from our Mutual NDA template for Jane Miller ([email protected]) and show me who gets what before anything is sent."

FAQ

Where is Muse available? Meta currently offers Muse in the US and Canada, on the web, in the iOS and Android apps and in WhatsApp.

Does Meta review this connector? No. Meta doesn't review custom connectors. Muse sees only the tools you switched on for this MCP server in AnythingMCP, and you can disconnect it anytime under Settings → Connectors.

Next steps

• Connector landing page
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