Building agentic agreement workflows on @OpenAI Codex? The Docusign connector is now available in your toolkit. ๐ ๏ธ Powered by our MCP Server, get secure, structured access to agreement intelligence right where youโre already building.
Learn more. https://t.co/grAlGKP6i3
๐ค Big news for business teams ๐ Docusign IAM is now available in @openai Codex and ChatGPT โ create agreements, review contracts, manage renewals, and take action right where work happens. Less searching. Less busywork. More action. ๐
Most financial onboarding workflows break at the handoffs, identity verified in one system, bank account checked in another, agreement generated somewhere else. Data gets re-entered. Errors surface late. NIGO issues slip through.
This sample architecture closes those gaps. Using Docusign IAM + J.P. Morgan Payments Validation Services, the flow runs in one unified runtime:
- Applicant fills one form
- Entity Validation confirms identity (KYC)
- Account Validation confirms routing + ownership
- Both pass โ agreement generated and sent for eSignature
The same pattern applies to loan applications, vendor onboarding, and compliance recertification.
Check out the full architecture + GitHub reference implementation. https://t.co/ClRgmoXgR4
What an exciting time to be building, #DocusignDevs! ๐
Last week we wrapped #Momentum26 alongside an incredible community of customers and partners exploring whatโs next for agentic agreement workflows.
From technical builder sessions to conversations at our booth around real-world implementation patterns and agentic experiences, the energy was exciting to see first hand.
Huge thank you to everyone who stopped by, built with us, shared feedback and ideas, and joined in on the agentic raffle fun!
Looking forward to the next one. In the meantime, check out our recent blog to see what shipped. ๐ฅณ
Docusign unveils MCP Server, Agreement Manager API, IAM Toolkit, and Developer Console at Momentum 2026 to bring agentic AI to enterprise agreements.
Thanks to Docusign https://t.co/qlBNKg50xx
POV: the raffle is the demo ๐
Enter by chatting with Claude. Sign your entry with Docusign. Win a Nintendo Switch 2, Bose Headphones, or a Lomo Instant camera โ all at the builder booth at #Momentum26 ๐ค๐ฅณ
Legacy agreement stacks werenโt built for AI-ready workflows.
The Docusign Agreement Manager API (GA) helps teams ingest millions of agreements with predictable performance, enterprise-grade security, and low integration friction.
Centralize agreements, then extract the data your agents and downstream systems need. ๐ค
๐ Learn more. https://t.co/mpZiaUBdsX
๐ Hey #DocusignDevs! At Momentum '26, we shipped tools designed to help you build agentic agreement workflows.
Here's what's live:
- Agent Studio (Early Access): Build & govern custom agents inside IAM using natural language
- MCP Server (Global Open Beta): Expose Docusign tools to Claude, Gemini, and other MCP clients
- Agreement Manager API (GA): Bulk ingest agreements and trigger downstream workflows
- IAM Toolkit (Open Beta): CLI-based, config-as-code deployment across accounts
- Developer Console (Open Beta): Manage keys, promotion, and monitoring in one place
Read the full launch blog. https://t.co/4jLL9G9xSz
Good morning, NYC โ๏ธ
The energy from last night is still in the room. Day 2 of #Momentum26 is here.
Keynote โ builder sessions โ product roadmap โ braindates โ expo lounge. Full day. Letโs go. ๐
Hey #DocusignDevs, turning post-signature agreement data into scalable, automated action is still one of the harder problems in the stack. Let's fix that.
At #Momentum26, we'll be walking through how to centralize agreement data, apply AI-powered extractions, and trigger event-driven workflows, unlocking real-time insights and AI-ready architectures.
- Leverage structured agreement data post-signature with Navigator API for downstream systems and analytics
- Trigger real-time workflows with APIs and events throughout the agreement lifecycle
- Customize AI extractions for your unique business needs
๐ Thursday, May 21 at 1:15 PM โ 1:45 PM ET
๐ Javits Center, NYC
Register free and add this session to your agenda. https://t.co/bipCf6AZGp
*Adds session to #Momentum26 agenda โ*
If you're building AI agents, agreement data shouldn't be a black box. At Momentum, developers will see how to extend Docusign natively and connect external agents via MCP server for real, production-grade agent experiences.
- Summarize agreements and trigger cross-system actions with agentic workflows
- Enable secure, natural-language interactions with agreement data via MCP โ - Build on a platform evolving specifically for trustworthy agents at scale
๐ Thursday, May 21 at 2:00 PM โ 2:30 PM ET
๐ Javits Center, NYC
Register free. https://t.co/2zeVSmdJI0
Agreement management is moving into the systems where work happens: CRMs, procurement platforms, and custom apps.
At #Momentum26, we're showing you how to make it work in practice and scale with speed and control.
- Integrate end-to-end systems to eliminate duplicate data entry and copy-paste errors
- Modernize with Data Verification using out-of-the-box and custom extension apps
- Embed agreement workflows directly into your apps to automate broader business processes
Add this session to your agenda for a live technical demo and architecture patterns you can walk away with.
๐ Thursday, May 21 at 12:30 PM โ 1:00 PM ET
๐ Javits Center, NYC
Register free. https://t.co/2zeVSmehxy
For most enterprises, managing contract price adjustments across thousands of agreements means expiration tracking, BLS CPI lookups, price recalculations, approval chains. The process works until it doesn't, and at scale it rarely does.
๐ Anahita Afshari, Cloud Solution Architect at Microsoft replaced that with a four-agent system built on Microsoft Foundry, using the Docusign MCP server to connect the full Docusign Intelligent Agreement Management (IAM) platform into one automated pipeline.
Docusign Navigator and Maestro handle agreement intelligence and workflow orchestration. Microsoft Foundry provides the AI reasoning layer. MCP is the protocol that makes them composable: one standard that lets Foundry agents access the full Docusign ecosystem, with every new capability automatically available as a new tool.
๐ ๏ธ See how it's built. https://t.co/kLXBysvGXc
Excited to share this new success story from @Docusign highlighting how we scaled partner integrations using Docusign Maestro and their Extension App framework.
By integrating once with Docusign, our customers can securely route signed agreementsโfrom closing docs to wills and insurance policiesโdirectly into a subscriberโs secure vault without custom integrations for every partner.
Proud of this collaboration and excited for whatโs ahead!
Having previously built and sold a startup to @Docusign, itโs especially rewarding to see what weโre now building together at @prisidio_inc.
Excited to share this new success story highlighting how weโre using Docusign Maestro and the Extension App framework to securely route important signed agreements directly into a subscriberโs vault โ without custom integrations for every partner.
Proud of this collaboration and excited for whatโs ahead.
Every new partner used to mean a new engineering project. ๐ ๏ธ
@prisidio_inc replaced per-partner custom builds with a single Docusign workflow. Their extension app owns one step, everything else is handled upstream.
Zero custom engineering on either side.
The pattern: find the workflow step your partners already share. Build around that layer. Stop rebuilding from scratch.
Full story with Prisidio CTO Andrew Dean. https://t.co/GkMLa5rm0w
Connecting specialized legal AI usually means high-friction, one-off builds. Weโre changing that. ๐ ๏ธ
The Docusign MCP Server standardizes how AI systems connect to agreement workflows.
Dive into 2 implementation patterns. https://t.co/flapVYvezd
OAuth is the security foundation of every Docusign Extension App, but the role it puts you in isn't what you'd expect.
Docusign acts as the client calling your APIs. Your app acts as both the authorization server and the resource server, meaning you build the endpoints, issue the tokens, and validate every incoming request.
No token โ no access.
Invalid token โ request rejected.
Expired token โ re-authentication required.
Full breakdown of both OAuth flows, required endpoints, token lifecycle, and common pitfalls. https://t.co/6k6zXiASqk
๐ฉโ๐ป Hey #DocusignDevs, the Community Code-Along is back for Part 3 this week!
We've set up our environment, built a complete address change workflow, and now it's time to bring it all together inside a real app using Docusign APIs. Here's what we're covering live:
- Retrieving workflow details from your app
- Embedding the workflow experience
- Triggering workflows programmatically
- Accessing data from previous workflow runs
By the end of the session, you'll have a fully integrated, production-ready workflow and the skills to build your own from scratch.
Don't miss your chance to code alongside the community and win some swag.
๐ Virtual
๐ Wednesday, May 6 at 9:15 PT
Hit the notification bell via the link and drop a ๐ in the comments if you're showing up! https://t.co/bYu1jxNQn1
#BuildwithDocusign
๐ โโ๏ธ Stop stitching together notification hacks and document links for your agreement workflows.
Theย Docusign Workspaces API gives you a programmatic way to build centralized agreement hubs โ one place for documents, envelopes, participants, and tasks โ directly inside your app.
In our recent blog, youโll learn:
- What the Workspaces API is and why it matters
- Real-world use cases with sample app walkthroughs
- How to get started with a working sample app
๐ Check it out. https://t.co/AmEpFgJeji