DocuSign Python API Docs | dltHub
Build a DocuSign-to-database pipeline in Python using dlt with AI Workbench support for Claude Code, Cursor, and Codex.
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DocuSign eSignature REST API is a platform for managing electronic signatures, envelopes, and document workflows. The REST API base URL is https://{base_uri}/restapi/v2.1 and all requests require a Bearer token in the Authorization header.
dlt is an open-source Python library that handles authentication, pagination, and schema evolution automatically. dlthub provides AI context files that enable code assistants to generate production-ready pipelines. Install with uv add "dlt[hub]" and start loading DocuSign data in under 10 minutes.
What data can I load from DocuSign?
Here are some of the endpoints you can load from DocuSign:
| Resource | Endpoint | Method | Data selector | Description |
|---|---|---|---|---|
| envelopes | /restapi/v2.1/accounts/{accountId}/envelopes | GET | envelopes | Retrieves a list of envelopes. |
| envelope_status_changes | /restapi/v2.1/accounts/{accountId}/envelopes | GET | envelopes | Retrieves status changes for envelopes. |
| users | /restapi/v2.1/accounts/{accountId}/users | GET | users | Retrieves a list of users for the account. |
| templates | /restapi/v2.1/accounts/{accountId}/templates | GET | templates | Retrieves the list of templates for the account. |
| groups | /restapi/v2.1/accounts/{accountId}/groups | GET | groups | Retrieves the list of groups for the account. |
| documents | /restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents | GET | envelopeDocuments | Retrieves a list of documents for an envelope. |
How do I authenticate with the DocuSign API?
The API requires an 'Authorization' header with the value 'Bearer {access_token}'. The access token is obtained via OAuth 2.0 flows (e.g., JWT Grant or Authorization Code Grant).
1. Get your credentials
- Log in to your DocuSign account (Developer/Demo or Production). 2. Click on the Settings tab in the top navigation bar. 3. In the left-hand menu, select Apps and Keys. 4. Click the ADD APP AND INTEGRATION KEY button. 5. Provide an application name and click Create App. 6. Copy the Integration Key (Client ID) and generate a Secret Key (record this immediately as it cannot be viewed again). 7. Configure Redirect URIs and authentication types (e.g., Authorization Code Grant or JWT) as required for your application.
2. Add them to .dlt/secrets.toml
[sources.docusign_source] docusign_integration_key = "your_integration_key_guid" docusign_secret_key = "your_secret_key" docusign_user_id = "your_user_id_guid" docusign_account_id = "your_api_account_id_guid"
dlt reads this automatically at runtime — never hardcode tokens in your pipeline script. For production environments, see setting up credentials with dlt for environment variable and vault-based options.
How do I set up and run the pipeline?
Set up a virtual environment and install dlt:
uv init uv add "dlt[hub]"
1. Install the dlt AI harness:
uv run dlthub ai init --agent <your-agent> # <agent>: claude | cursor | codex
This installs project rules, a secrets management skill, appropriate ignore files, and configures the dlt MCP server for your agent. Learn more →
2. Install the rest-api-pipeline toolkit:
uv run dlthub ai toolkit install rest-api-pipeline
This loads the skills and context about dlt the agent uses to build the pipeline iteratively, efficiently, and safely. The agent uses MCP tools to inspect credentials — it never needs to read your secrets.toml directly. Learn more →
3. Start LLM-assisted coding:
Use /find-source to load data from the DocuSign API into DuckDB.
The rest-api-pipeline toolkit takes over from here — it reads relevant API documentation, presents you with options for which endpoints to load, and follows a structured workflow to scaffold, debug, and validate the pipeline step by step.
4. Run the pipeline:
uv run python docusign_pipeline.py
If everything is configured correctly, you'll see output like this:
Pipeline docusign_pipeline load step completed in 0.26 seconds 1 load package(s) were loaded to destination duckdb and into dataset docusign_data The duckdb destination used duckdb:/docusign.duckdb location to store data Load package 1749667187.541553 is LOADED and contains no failed jobs
Inspect your pipeline and data:
uv run dlthub show
This opens the Pipeline Dashboard where you can verify pipeline state, load metrics, schema (tables, columns, types), and query the loaded data directly.
Python pipeline example
This example loads /oauth/token and /oauth/auth from the DocuSign API into DuckDB. It mirrors the endpoint and data selector configuration from the table above:
import dlt from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources @dlt.source def docusign_source(access_token=dlt.secrets.value): config: RESTAPIConfig = { "client": { "base_url": "https://{base_uri}/restapi/v2.1", "auth": {"type": "bearer", "token": access_token}, }, "resources": [ {"name": "envelopes", "endpoint": {"path": "restapi/v2.1/accounts/{accountId}/envelopes", "data_selector": "envelopes"}}, {"name": "users", "endpoint": {"path": "restapi/v2.1/accounts/{accountId}/users", "data_selector": "users"}} ], } yield from rest_api_resources(config) def get_data() -> None: pipeline = dlt.pipeline( pipeline_name="docusign_pipeline", destination="duckdb", dataset_name="docusign_data", ) load_info = pipeline.run(docusign_source()) print(load_info)
To add more endpoints, append entries from the resource table to the "resources" list using the same name, path, and data_selector pattern.
How do I query the loaded data?
Once the pipeline runs, dlt creates one table per resource. You can query with Python or SQL.
Python (pandas DataFrame):
import dlt data = dlt.pipeline("docusign_pipeline").dataset() sessions_df = data.envelopes.df() print(sessions_df.head())
SQL (DuckDB example):
SELECT * FROM docusign_data.envelopes LIMIT 10;
In a marimo or Jupyter notebook:
import dlt data = dlt.pipeline("docusign_pipeline").dataset() data.envelopes.df().head()
See how to explore your data in marimo Notebooks and how to query your data in Python with dataset.
What destinations can I load DocuSign data to?
dlt supports loading into any of these destinations — only the destination parameter changes:
| Destination | Example value |
|---|---|
| DuckDB (local, default) | "duckdb" |
| PostgreSQL | "postgres" |
| BigQuery | "bigquery" |
| Snowflake | "snowflake" |
| Redshift | "redshift" |
| Databricks | "databricks" |
| Filesystem (S3, GCS, Azure) | "filesystem" |
Change the destination in dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. See the full destinations list.
Next steps
Continue your data engineering journey with the other toolkits of the dltHub AI harness:
data-exploration— Build custom notebooks, charts, and dashboards for deeper analysis with marimo notebooks.dlthub-platform— Deploy, schedule, and monitor your pipeline in production.
uv run dlthub ai toolkit install data-exploration uv run dlthub ai toolkit install dlthub-platform
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