Docusign ACTION
Create Envelope From File
Create and optionally send a single-document DocuSign envelope from a file path or URL. This action places a SignHere tab by anchor text, such as
/sn1/, in the uploaded document. Set Client User ID when you need embedded signing, then use Create Recipient View with the same value. See the documentation- Action
- Writes data
- OAuth
- SDK
- MCP
IMPLEMENTATION
Call this tool
Connect a user's Docusign account once, then configure and run Create Envelope From File from your backend or agent.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "docusign-create-envelope-from-file",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
docusign: { authProvisionId: "apn_xxxxxxx" },
account: "Account",
filePath: "File Path or URL",
},
})
console.log(result)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "docusign-create-envelope-from-file",
"configured_props": {
"docusign": { "authProvisionId": "apn_xxxxxxx" },
"account": "Account",
"filePath": "File Path or URL"
}
}'// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "docusign",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
name: "docusign-create-envelope-from-file",
arguments: {
account: "Account",
filePath: "File Path or URL",
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| Property | Type | Description |
|---|---|---|
account Account | string | Your DocuSign account. Leave blank to automatically use your default account, or provide an Account ID (you can use List Accounts to retrieve available accounts). Optional Dynamic |
filePath File Path or URL | string | The document to send. Provide either a file URL or a path to a file in /tmp, for example /tmp/contract.pdf. Required |
syncDir SyncDir | dir | Optional |
emailSubject Email Subject | string | Subject line of email Required |
signerName Signer Name | string | The full name of the recipient Required |
signerEmail Signer Email | string | Email address of signature request recipient Required |
status Status | string | Use sent to send immediately or created to save as a draft. Required |
documentName Document Name | string | Optional document name shown in DocuSign. Defaults to the uploaded file name. Optional |
fileExtension File Extension | string | Optional file extension. Defaults to the uploaded file extension, or pdf if one cannot be detected. Optional |
signerRecipientId Signer Recipient ID | string | Recipient ID to assign to the new signer in this envelope. Optional |
routingOrder Routing Order | string | Routing order for the signer. Optional |
clientUserId Client User ID | string | Set this for embedded signing recipients. The same value is required when creating a recipient view URL. Optional |
signHereAnchorString Sign Here Anchor String | string | Text in the document where DocuSign should place the signature tab. The text is not shown to signers. Example: /sn1/. Required |
anchorXOffset Anchor X Offset | string | Horizontal offset in pixels for the signature tab relative to the anchor text. Optional |
anchorYOffset Anchor Y Offset | string | Vertical offset in pixels for the signature tab relative to the anchor text. Optional |
signerOverridesJson Signer Overrides JSON | string | Optional JSON object merged into the signer object using ...signerOverrides for advanced recipient settings. Example: {"note":"Please sign by Friday"}. If signerOverridesJson includes a tabs key, it overwrites the generated signHereTabs from signHereAnchorString; omit tabs or include signHereTabs in the override to preserve anchor signing. Optional |
REFERENCE
Tool details
Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.
- Registry key
- docusign-create-envelope-from-file
- Version
- 0.0.4
- App
- Docusign
- Authentication
- OAuth
- Read-only
- No
- Destructive
- No
- Open world
- Yes
- Source
- View on GitHub ↗