Documenso

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.

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.

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.

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.

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.

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 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 recipient for a document. Use when you need to add a new recipient (signer, viewer, approver, etc.) to an existing document.

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 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 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 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.

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 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.

Tool to redistribute an envelope to recipients who have not actioned it. Use when recipients haven't received or lost their signing emails, or when you need to remind them to sign. The envelope must be in PENDING status and the recipients must belong to the envelope and not have already completed their action.

Update envelope properties like title, visibility, and signing settings. Use find_envelopes first to get a valid envelope ID. Only DRAFT envelopes can have all properties updated; PENDING envelopes have limited updates.

Update template properties like title, visibility, and signing settings. Use list_templates or find_templates first to get a valid template ID.

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 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.

Tool to update an existing document attachment. Use when you need to change the label or file URL of an attachment. Requires the attachment ID and updated data (label and URL).

Tool to update a single document field's properties in Documenso v2 API. Use when you need to modify position, size, or type of an existing field. The field type must always be provided even when updating other properties.

Tool to update multiple document fields in a single operation. Use when you need to modify properties (position, size, type) of multiple fields at once. This is more efficient than updating fields individually. The document must be in DRAFT status - fields on documents that have been sent for signing cannot be updated.

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.