How to connect a DocuSign MCP with Claude Code (4 steps)
Blog post from Merge
Merge's integration platform enables developers to seamlessly connect DocuSign to Claude Code through the Merge Agent Handler, simplifying the process of managing contract automations, onboarding flows, and deal-close triggers. By incorporating a single CLI setup, Merge facilitates OAuth token management, base URI discovery, and credential storage, allowing users to execute tasks such as sending envelopes, retrieving completed documents, and accessing recipient statuses without manually handling account-specific endpoints. This integration is particularly beneficial for complex environments involving multiple users or service integrations, as it bypasses the intricate setup typically required when building directly on the DocuSign API. Consequently, businesses can streamline access to crucial contract data, enhancing decision-making processes related to customer agreements, vendor NDAs, and renewal contracts.