The Docusign MCP Server standardizes how specialized legal AI platforms connect to Docusign IAM, enabling them to query agreement data and trigger workflows through two integration patterns. Here's what each looks like and where to start building.

OAuth is the security foundation of every Docusign Extension App. This guide covers the two supported flows, the endpoints you need to build, and how to handle tokens correctly with a full walkthrough.

The Docusign Workspaces API lets you build centralized agreement hubs directly into your application. Learn how it works, explore two real-world use cases, and get started with a working sample app.

This post provides a technical guide on building agentic agreement workflows by integrating Salesforce Agentforce with Docusign IAM.

Learn how to call the Agreement Manager API from an Agentforce agent using a custom Apex class and named credentials.

To ground Agentforce with real agreement data, you sync Agreement Manager records into structured Salesforce fields using Named Credentials, Apex callouts, and a headless Lightning Web Component (LWC). This post walks through each component, from the service class to the Prompt Template.