How to connect DocuSign to Hermes Agent
Connect DocuSign to Hermes with ClawLink in one click — 335 tools your AI agent can call from chat via hosted OAuth. No API keys, no manual setup.
DocuSignOAUTH2MCPSend, sign, and manage agreements and envelopes. Once connected, Hermes Agent can read and act on DocuSign from chat — pairing, token refresh, and tool wiring handled for you.
Most guides for giving Hermes Agent DocuSign access start with registering your own OAuth app or pasting API keys into env files, then leave the token refresh and tool wiring to you. ClawLink gives Hermes a more practical DocuSign setup: pair once in the browser and your always-on Hermes agent can act on DocuSign for you, reading and doing real work on your behalf with no auth, token refresh, or tool wiring to build yourself.
Copy this prompt into Hermes to install the plugin and pair your account.
Set up ClawLink for Hermes and tell me when it's ready.
1. Install the plugin:
hermes plugins install ClawLink-HQ/hermes-plugin --enable
2. Start pairing. It prints an approval link, so show me the link and stop, don't wait:
hermes clawlink begin
3. I'll approve it in my browser, then reply "approved".
4. When I say approved, finish setup:
hermes clawlink finish
5. Then run `hermes clawlink test` and tell me whether ClawLink is ready.Setup
It takes three steps to connect Hermes to DocuSign.
1Install and pair
Install the ClawLink plugin, then pair Hermes with a one-time browser approval:
hermes plugins install ClawLink-HQ/hermes-plugin --enable- 2
Connect DocuSign
One-click OAuth in the dashboard.
- 3
Use it from chat
Ask Hermes Agent: "What can you do with DocuSign?"
Install by command
The prompt above walks Hermes through this. By hand, it is four commands and a browser approval:
hermes plugins install ClawLink-HQ/hermes-plugin --enable
hermes clawlink begin # prints an approval link — open it and approve
hermes clawlink finish # after approving in the browser
hermes clawlink testThen connect DocuSign in the ClawLink dashboard — a one-click OAuth approval, no API keys.
Verify the connection by asking Hermes:
Use DocuSign to add envelope attachments and walk me through the result in plain English.
Using a different agent?
The Hermes plugin is one client of ClawLink's MCP server. Claude Code, Cursor, Codex, or any agent that can run a shell command pairs with the same ClawLink account through the CLI:
npx -y @useclawlink/cli loginlogin opens the same browser approval and stores a credential locally. Once DocuSign is connected in the dashboard, that agent calls the same 335 DocuSign tools over MCP. Full setup for MCP clients and shell agents: connect apps to any AI agent.
DocuSign MCP for Hermes
Looking for a DocuSign MCP server for Hermes Agent? ClawLink connects DocuSign to Hermes Agent and exposes 335 DocuSign tools your agent can call over MCP, with hosted auth and nothing to run or maintain yourself. Using OpenClaw instead? The OpenClaw DocuSign integration works the same way.
What the Hermes Agent DocuSign integration can do
335 DocuSign tools are ready for Hermes Agent once the account is connected. The 30 below are the ones people reach for most; your agent can call all 335.
30 of 335 DocuSign tools for Hermes
| Tool | What it does |
|---|---|
Add envelope attachments docusign_add_envelope_attachments | Add attachments to a DocuSign envelope |
Add templates to envelope docusign_add_templates_to_envelope | Add templates to a DocuSign envelope |
Apply action to bulk send envelopes docusign_apply_action_to_bulk_send_envelopes | Apply actions to bulk send envelopes |
Create custom fields for envelope docusign_create_custom_fields_for_envelope | Create custom fields for a DocuSign envelope |
Create envelope from template docusign_create_envelope_from_template | Create a DocuSign envelope from a template |
Create recipient preview for envelope docusign_create_recipient_preview_for_envelope | Create a recipient preview for a DocuSign envelope |
Create sender view URL for envelope docusign_create_sender_view_url_for_envelope | Create a sender view URL for a DocuSign envelope |
Get account password rules docusign_get_account_password_rules | Get DocuSign account password rules |
Get bulk send lists information docusign_get_bulk_send_lists_information | Get DocuSign bulk send lists |
Get docusign account contacts docusign_get_docusign_account_contacts | List DocuSign account contacts |
Get envelope docusign_get_envelope | Get a DocuSign envelope by ID |
Get envelope document fields docusign_get_envelope_document_fields | Get DocuSign envelope document fields |
Get envelope lock information docusign_get_envelope_lock_information | Get DocuSign envelope lock info |
Get envelope notification defaults docusign_get_envelope_notification_defaults | Get DocuSign envelope notification defaults |
Create bulk send test request docusign_create_bulk_send_test_request | This endpoint creates a Bulk Send Test Request to validate the compatibility between a bulk |
Create document responsive HTML preview docusign_create_document_responsive_html_preview | Creates a responsive HTML preview for a specific document in an envelope |
Create preview of responsive HTML docusign_create_preview_of_responsive_html | Creates a preview of the responsive HTML version of a specific template document in DocuSign |
Create preview of responsive HTML in envelope docusign_create_preview_of_responsive_html_in_envelope | Creates a preview of the responsive HTML versions of all documents in an envelope, allowing |
Create recipient manual review link docusign_create_recipient_manual_review_link | Creates a URL for manually reviewing a recipient's identity in DocuSign |
Create recipient view URL docusign_create_recipient_view_url | Creates a URL for embedding the DocuSign recipient view UI within an application, allowing |
Create template recipient preview URL docusign_create_template_recipient_preview_url | Generate a preview URL showing how a template will appear to recipients |
Create template responsive HTML preview docusign_create_template_responsive_html_preview | Creates a preview of the responsive HTML versions of all documents associated with a DocuSign |
Create urlfor template edit view docusign_create_urlfor_template_edit_view | Creates a URL for embedding the DocuSign Template Edit view within an application |
Export brand to xmlfile docusign_export_brand_to_xmlfile | Exports a DocuSign brand's configuration as an XML string |
Fetch recipient names for email docusign_fetch_recipient_names_for_email | Retrieves a list of all names associated with a specified email address in DocuSign |
Generate edit view urlfor envelope docusign_generate_edit_view_urlfor_envelope | Generates a URL for accessing and editing an existing envelope within the DocuSign UI, allowing |
Generate envelope correction URL docusign_generate_envelope_correction_url | Generates a URL that allows embedding the envelope correction view of the DocuSign UI within an |
Generate recipient shared view URL docusign_generate_recipient_shared_view_url | Generates a URL for embedding the DocuSign recipient view of a shared envelope in your |
Get account billing charges list docusign_get_account_billing_charges_list | Retrieves a detailed list of recurring and usage charges for a specified DocuSign account |
Get account stamp image docusign_get_account_stamp_image | Retrieves the image file for a specific account stamp, signature, or initials in DocuSign |
Try it: find the DocuSign tool you need
Browse the 30 DocuSign tools
Click any tool to see exactly what Hermes can do and copy a ready-to-use prompt.
Example prompts
Use DocuSign to add envelope attachments and walk me through the result in plain English.
Use DocuSign to add templates to envelope and walk me through the result in plain English.
Use DocuSign to apply action to bulk send envelopes and walk me through the result in plain English.
Create it in DocuSign for me, then confirm the important fields before you finish.
ClawLink vs. building it yourself
The alternative to ClawLink is usually manual OAuth app setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want DocuSign working from chat.
| Manual | ClawLink | |
|---|---|---|
| Connection flow | Register a DocuSign app, configure redirect URLs, manage consent details, and reconnect users when auth settings drift. | Users connect DocuSign through the hosted browser flow and ClawLink keeps the token lifecycle out of your app code. |
| Ongoing maintenance | You own refresh logic, permission debugging, environment config, and every provider-specific edge case for DocuSign. | ClawLink handles the repetitive integration plumbing so your team can focus on the workflow instead of the infrastructure. |
| Agent usability | You still need to expose the right DocuSign actions to the runtime in a format your agent can reliably use. | 335 tools for DocuSign are already exposed through ClawLink, so the agent can read and act from chat immediately. |
ClawLink vs. Composio
Composio also exposes DocuSign to AI agents. It is developer infrastructure: Python and TypeScript SDKs, an MCP server, and a catalog past 1,000 apps, aimed at teams shipping agent products. ClawLink is built for Hermes Agent users instead. You install the plugin once, connect DocuSign in the browser, and the 335 tools above work from chat. There is no SDK, no config file, and no API key handling. Choosing between them? Read the full Composio alternatives comparison.
Troubleshooting
Hermes paired but still can't use DocuSign
Pairing is a two-step handshake: run hermes clawlink begin, approve the link in your browser, then run hermes clawlink finish. If you ran finish before approving, or the approval link expired, run hermes clawlink begin again to get a fresh link. Confirm the plugin was installed with --enable, then verify with hermes clawlink test.
Connection succeeds but no tools appear
Reconnect DocuSign from the dashboard, then start a fresh chat if the runtime still has the old tool catalog loaded.
"Tool schema not loaded yet" error when calling DocuSign tools
DocuSign tool schemas load on demand the first time a tool runs and are cached after that, so this error usually clears on its own: wait a few seconds and retry the same request. If every DocuSign call keeps failing with it in a fresh chat, reconnect from the dashboard, and contact support if it still persists — that pattern points to a configuration problem on our side, not something you can fix by reconnecting again.
DocuSign returns 403 or "permission denied" on one action while others work
Two usual causes. The connected account may not have access to the specific workspace, inbox, store, or project in the request — check that first. If access looks right, the agent may have sent a placeholder value (like "YOUR_ID" or an example id from documentation) instead of a real one: ask it to run a list or search tool first, then retry the action with a real id from those results. Most failures at this stage are one of these two, not ClawLink bugs.
OAuth finished in the browser but the account is still missing
Try reconnecting DocuSign and complete the consent flow in the same browser session. Partial OAuth approvals or switching accounts mid-flow can leave the connection incomplete.
FAQ
Is there a Hermes Agent DocuSign integration?
Yes. ClawLink is the fastest way to connect Hermes to DocuSign: link your DocuSign account once in the browser and Hermes Agent can call the DocuSign API through 335 ready-made tools — no custom code or token handling.
How do I connect DocuSign to Hermes with ClawLink?
Install the plugin with hermes plugins install ClawLink-HQ/hermes-plugin --enable, then pair once: run hermes clawlink begin, approve the link in your browser, and run hermes clawlink finish. Connect DocuSign in the dashboard and Hermes can use it from the next message — no config files or API keys to manage.
How long does it take to connect DocuSign to Hermes Agent?
About two minutes. Sign in, click Connect next to DocuSign in the dashboard, authenticate, and Hermes Agent can use it from the next chat message.
Why use ClawLink instead of wiring DocuSign up myself?
The alternative to ClawLink is usually manual OAuth app setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want DocuSign working from chat.
Hermes paired but still can't use DocuSign
Pairing is a two-step handshake: run hermes clawlink begin, approve the link in your browser, then run hermes clawlink finish. If you ran finish before approving, or the approval link expired, run hermes clawlink begin again to get a fresh link. Confirm the plugin was installed with --enable, then verify with hermes clawlink test.
