Perplexity | Docusign | Documentation

Follow the steps below to configure your DocuSign MCP server, starting with the required prerequisites and credentials.

Prerequisites

Before connecting to the Docusign MCP server, you will need:

A Docusign developer account. You can create one for free at the Developer Center.
Integration key id - See Configure your app to add an Integration key.
Client secret - See Configure your app to create a secret key.
Perplexity Pro or Perplexity Max account.

Follow the process below to complete these configuration steps:

Go to the Apps and Keys of your Docusign developer or production account.
Select Add App and Integration Key.
Create a new IK with your desired name (example: “Perplexity”).
Copy the Integration Key value.
Select Add Secret Key (it will not be visible later).
Select + Add URI and add the following two URIs in Redirect URIs section:
- https://www.perplexity.ai/rest/connections/oauth_callback
- https://enterprise.perplexity.ai/rest/connections/oauth_callback

To add a MCP server in Perplexity:

Navigate to https://www.perplexity.ai/.
Sign in to your account. (Account type should be either Perplexity Max or Perplexity Pro).
Select your avatar on the bottom left of the menu.
Select All Settings.
Under Computer section, select Connectors.
Select Custom connector.
Select + Add MCP connector.
Enter a Name for the app. For example: Docusign-MCP
(Optional) Enter a description for your MCP server.
Enter MCP Server URL as https://mcp-d.docusign.com/mcp.
Select Advanced section, select OAuth as Authentication.
Enter Integration key id as Client ID.
Enter client secret as Client Secret.
Select Streamable HTTP as Transport.
Select Public as Network access.
Select I understand custom connectors can introduce risks.
Select Add.
Search the name of the connector (say Docusign-MCP) in Connectors search box.
Select + under the custom connector you have added.

(Ignore the official connector as it is used to connect your production Docusign account, for more information, refer here.)
Select + Add connector.

The page opens a new tab in your browser.
Sign in to your Docusign account in your browser (if required). The page redirects to the Perplexity Connectors page confirming the configured MCP server.

You should see all of the available tools within the Docusign MCP server app created in the Perplexity settings.

Select the custom connector.
Select the three dots on the right side, and select Re-sync tools.

You can now see all the available Docusign MCP tools and you can select them to Allow, Always ask, and Disable.
Exit the window.

To execute a test prompt, complete the following steps:

Open a new Perplexity chat box, and select the + Add Files or tools.
Select Connectors and select the configured MCP connector.
Enter a prompt such as: “Can you list the Docusign tools available to me?” or “What’s the status of NDA sent to Fontara Inc? ”

The chat window responds with the available Docusign MCP tools or the status of NDA sent to Fontara Inc depending on the prompt.

Note: The wording of AI responses may differ between AI platforms, but the data and results should be the same.

To disconnect or remove an existing MCP server in Perplexity:

Select your avatar on the bottom left of the menu.
Select All Settings.
Under Computer, select Connector.
Search the custom connector.
Select the custom connector.
Select the three dots on the right side, and select Disconnect.
(Optional) To disconnect the app, select Disconnect.
To remove the app, select the three dots menu on the connector, and select Delete.
Select Delete.

The selected MCP configuration is removed at the end of this step.

Try the Docusign MCP server with GitHub (Copilot) to explore its capabilities in Microsoft Visual Studio Code.
Try the Docusign MCP server with Anthropic (Claude) to explore its capabilities.