Connect Codex to DocuSign
Give your Codex agent access to DocuSign in Melso — 335 tools it can call while it works through a task.
Set it up in Melso
- 1In Melso, open Settings → Agent Apps and hit Connect on DocuSign.
- 2Finish the OAUTH2 sign-in in the window that opens. Melso stores the connection, not your credentials.
- 3Open your Codex agent, go to its Agent Apps tab, and allow DocuSign.
- 4Give the agent a task. It calls DocuSign itself when the work needs it.
What DocuSign gives your agent
The tools, permissions, and events DocuSign exposes — the same ones your agent can use once the app is authorized.
What you sign in with
DocuSign connects with OAUTH2.
- Client id
- Client secret
- Authorization URL
Permissions
Tools DocuSign exposes
Add contacts to contacts list
Adds multiple contacts to a user's contacts list in DocuSign. This endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone numbers, email addresses, and notary-specific information. It's particularly useful for populating a user's address book efficiently or synchronizing contacts from external sources. The endpoint supports various contact types, including regular contacts, shared contacts, and signing groups. Use this when you need to add or update multiple contacts simultaneously in a DocuSign account. Note that while it can handle a variety of contact information, it does not provide functionality for removing or deactivating contacts.
Add Email Overrides To Envelope
Adds or modifies email override settings for a specific DocuSign envelope, allowing customization of the reply-to email address and name, as well as BCC email addresses for archiving purposes. This endpoint should be used when you need to change email settings for an individual envelope, overriding the account-level configurations. It's particularly useful for setting up specialized archiving or customizing the reply-to information for specific envelopes. Note that these changes only affect email communications that occur after the addition is made, and the BCC feature is limited to users with appropriate permissions. For security reasons, additional signer authentication is recommended when using the BCC for Email Archive feature.
Add envelope attachments
Adds one or more envelope attachments to a draft or in-process envelope in DocuSign. This endpoint allows developers to include additional files with an envelope that are not converted to PDF and are only accessible through the API. It's useful for attaching supporting documents or metadata files that should not be part of the main signing process. The endpoint supports up to 12 attachments per envelope, with a maximum file size of 50 MB each. Note that these attachments are not visible in the DocuSign web application and are intended for programmatic use only.
Add existing brand to group
This endpoint adds one or more existing brands to a specified group in DocuSign. It allows users to associate multiple brands with a group, enabling customized branding for different groups within an account. The endpoint should be used when there's a need to update the brands associated with a particular group, such as when reorganizing branding strategies or expanding brand options for specific user groups. It's important to note that this endpoint only adds existing brands to a group and does not create new brands or modify brand details.
Add file to workspace
This endpoint adds a file to a specific folder within a DocuSign workspace. It allows users to upload and organize files in their DocuSign account, enabling better document management and collaboration. The method should be used when integrating file upload functionality with DocuSign workspaces, such as when adding new documents to a project or sharing files with team members. It's important to note that this endpoint only handles the file addition process and does not provide functions for file modification or deletion.
Add members to signing group
This endpoint adds one or more new members to a specified signing group within a DocuSign account. Signing groups allow multiple users to act as potential signers for a document, where any member of the group can sign on behalf of the group. This tool should be used when you need to expand or update the membership of an existing signing group. The endpoint allows you to add up to 50 members to a signing group, which is the maximum limit. When adding members, you must provide their email addresses and usernames. It's important to note that DocuSign recommends separating signer recipients and non-signer recipients (such as carbon copy recipients) into different signing groups to maintain clarity in the signing process.
Add new users to a specified account
This endpoint adds new users to a specified DocuSign account, allowing bulk creation of up to 500 users in a single call. It's ideal for quickly setting up multiple users with customized permissions and settings. The endpoint requires at least a username and email for each user, but supports additional configuration options. It returns detailed information about created users, including IDs and status.
Addorupdateaccountstamps
Add or update account-level stamps (Japanese Hanko-style stamps) in DocuSign. Stamps are pre-configured signature images that can be applied to documents. This action supports creating new stamps or updating existing ones by including the signatureId. **Common use cases:** - Create name stamps (NameHanko format) for quick document signing - Create name+date stamps (NameDateHanko format) for timestamped signatures - Update stamp properties like size, format, or resize permissions - Manage multiple stamps in bulk operations **Required fields for creating stamps:** - signatureName: Display name for the stamp - stampType: Must be 'stamp' (not 'signature') - stampFormat: Either 'NameHanko' or 'NameDateHanko' **To update existing stamps:** Include the signatureId along with updated fields. Note: This manages stamp definitions only, not the actual signing of documents.