Documenso for AI agents

Documenso is an open-source electronic signature platform for creating, sending, and tracking documents through the signing process, used by teams that want signature workflows without a big-vendor lock-in. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

DocumentsAPI keyMCP + RESTdocumenso.com
AUDIT LOG · DOCUMENSOPOLICY: acme-support
09:41:07 · claude · u_8f2read
documenso.list_templates
List Templates✓ allowed · 212ms
09:41:08 · claude · u_8f2read
documenso.find_folders
Find Folders✓ allowed · 164ms
09:41:09 · claude · u_8f2write
documenso.create_folder
Create Folder✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
documenso.delete_folder
Delete Folder✕ blocked · policy: deny
EVERY DOCUMENSO CALL, ON THE RECORD
01 · USE CASES

What agents do in Documenso.

01

Send an envelope for signature

Create an envelope with recipients and fields, then send it out once the sender confirms the terms.

02

Check a document's recipients

Read the recipients and fields on a document to confirm it is set up correctly before sending.

03

Confirm before deleting an envelope

Require approval before deleting an envelope, since it removes an in-progress signature request.

02 · ACTIONS

77 Documenso actions, graded by risk.

Every Documenso action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

22

Look things up. Allowed by default.

  • documenso.find_folders
    Find Folders
  • documenso.find_documents
    Find Documents
  • documenso.find_envelopes
    Find Envelopes
  • documenso.find_templates
    Find Templates
  • documenso.list_templates
    List Templates
  • documenso.find_documents_v2
    Find Documents V2
  • documenso.get_document_by_id
    Get Document By ID
  • documenso.get_document_field
    Get Document Field
  • documenso.get_envelope_by_id
    Get Envelope By ID
  • documenso.get_envelope_field
    Get Envelope Field
  • documenso.get_template_by_id
    Get Template By ID
  • documenso.get_template_field
    Get Template Field
  • documenso.get_documents_by_ids
    Get Documents By IDs
  • documenso.get_envelopes_by_ids
    Get Envelopes By IDs
  • documenso.get_templates_by_ids
    Get Templates By IDs
  • documenso.get_document_recipient
    Get Document Recipient
+ 6 MORE

write

39

Create and change things. Allow, or ask the user first.

  • documenso.create_folder
    Create Folder
  • documenso.update_folder
    Update Folder
  • documenso.create_envelope
    Create Envelope
  • documenso.update_envelope
    Update Envelope
  • documenso.update_template
    Update Template
  • documenso.update_document_v2
    Update Document V2
  • documenso.create_document_beta
    Create Document Beta
  • documenso.create_template_beta
    Create Template Beta
  • documenso.create_document_field
    Create Document Field
  • documenso.create_template_field
    Create Template Field
  • documenso.update_document_field
    Update Document Field
  • documenso.create_document_recipient
    Create Document Recipient
  • documenso.create_template_recipient
    Create Template Recipient
  • documenso.update_template_recipient
    Update Template Recipient
  • documenso.create_envelope_attachment
    Create Envelope Attachment
  • documenso.create_envelope_items_bulk
    Create Envelope Items Bulk
+ 23 MORE

destructive

16

Delete, cancel or archive. Ask first, or deny outright.

  • documenso.delete_folder
    Delete Folder
  • documenso.delete_document
    Delete Document
  • documenso.delete_envelope
    Delete Envelope
  • documenso.delete_template
    Delete Template
  • documenso.delete_template_v2
    Delete Template V2
  • documenso.delete_envelope_item
    Delete Envelope Item
  • documenso.delete_document_field
    Delete Document Field
  • documenso.delete_envelope_field
    Delete Envelope Field
  • documenso.remove_team_member_v1
    Remove Team Member V1
  • documenso.delete_document_fields
    Delete Document Fields
  • documenso.delete_document_recipient
    Delete Document Recipient
  • documenso.delete_envelope_recipient
    Delete Envelope Recipient
  • documenso.delete_template_recipient
    Delete Template Recipient
  • documenso.delete_document_attachment
    Delete Document Attachment
  • documenso.delete_envelope_attachment
    Delete Envelope Attachment
  • documenso.delete_template_direct_link
    Delete Template Direct Link
03 · HOW IT WORKS

Documenso in three steps.

  1. 01Your users connect DocumensoThey add their Documenso api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, writes like “create Folder” can wait for the user, and “delete Folder” can be denied outright.
  3. 03Any agent can actYour agent calls Documenso through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('documenso', {
  read: 'allow',
  write: 'ask',        // create_folder
  destructive: 'deny',  // delete_folder
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Documenso connects.

Users add their Documenso api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Documenso connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Documenso from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
07 · FAQ

Documenso and Arc0, answered.

Q01

Can I use Documenso with Claude, ChatGPT or Cursor?

Yes. Connect Documenso to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Documenso actions you allow.

Q02

How do users connect Documenso?

Users add their Documenso api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Documenso actions can my agent take?

77 in total: 22 read, 39 write and 16 destructive, such as “create Folder”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Documenso?

Yes. Actions like “delete Folder” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Documenso too?

Yes. The same Documenso connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Documenso into your agent.

Your users connect Documenso once, under your brand. Your agent gets 77 actions behind your policies, with every call on the record.

Free to build · MCP + REST · Audit log on every plan