Skills › Knowledge Work Plugins › contract-review › docusign-fetch.md
docusign-fetch.md
32 lines · small-business/skills/contract-review/reference/docusign-fetch.md at 2574e29
Most marks come from matching words in the file, so treat them as pointers.
1# DocuSign: fetching contracts for review
3Use the DocuSign MCP connector to pull envelopes awaiting signature.
DocuSign: fetching contracts for review
Use the DocuSign MCP connector to pull envelopes awaiting signature.
Raw lines 1 to 4Uses an outside tool MCP :3
5## Fetch pending envelopes
7Use `getEnvelopes` to list envelopes in `sent` or `delivered` status (awaiting recipient action):
9```
10Tool: getEnvelopes
11Params: { status: "sent" } // or "delivered"
12```
14Returns a list of envelopes with: `envelopeId`, `emailSubject`, `createdDateTime`, `status`, `recipients`.
Fetch pending envelopes
Use getEnvelopes to list envelopes in sent or delivered status (awaiting recipient action):
Tool: getEnvelopes
Params: { status: "sent" } // or "delivered"Returns a list of envelopes with: envelopeId, emailSubject, createdDateTime, status, recipients.
16## Download document from envelope
18Use `getEnvelope` with the `envelopeId` to get the full envelope details, then download the document for reading.
Download document from envelope
Use getEnvelope with the envelopeId to get the full envelope details, then download the document for reading.
20## What NOT to do
22- Never call `triggerWorkflow` or any action that moves the envelope forward in the signing process.
23- Never call `updateEnvelope` to modify the document.
24- Never call `createEnvelope` — this skill is review-only.
What NOT to do
- Never call
triggerWorkflowor any action that moves the envelope forward in the signing process. - Never call
updateEnvelopeto modify the document. - Never call
createEnvelope— this skill is review-only.
26## Fallback
28If DocuSign is not connected or the envelope is not found:
30```
31"DocuSign isn't connected — paste the contract text or attach the file directly."
32```
Fallback
If DocuSign is not connected or the envelope is not found:
"DocuSign isn't connected — paste the contract text or attach the file directly."