القائمة
DocuSign electronic signature platform; lets an agent send, track, and retrieve signed documents for client onboarding agreements, advisory contracts, and regulatory disclosures.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
BlackRock Aladdin risk and portfolio management platform; lets an agent query VaR, factor exposures, stress test scenarios, risk limit utilization, and performance attribution across multi-asset portfolios.
Bloomberg's financial data platform; lets an agent fetch real-time and historical price data, volatility surfaces, rates curves, credit spreads, and sell-side research via the Bloomberg API.
FactSet financial data and research platform; lets an agent retrieve equity fundamentals, earnings estimates, sell-side research, sector classifications, and benchmark data for investment analysis and reporting.
LexisNexis WorldCompliance screening platform; lets an agent screen individuals and entities against OFAC SDN, PEP databases, global sanctions lists, and adverse media with confidence-scored match results.
Morningstar Direct investment research and data platform; lets an agent retrieve fund ratings, ESG scores, performance data, peer universe comparisons, and holdings for advisor due diligence and portfolio construction.
NICE Actimize financial crime platform; lets an agent retrieve fraud and AML transaction monitoring alerts, update dispositions, and route SAR candidates to the BSA Officer.
| name | docusign |
| description | DocuSign electronic signature platform; lets an agent send, track, and retrieve signed documents for client onboarding agreements, advisory contracts, and regulatory disclosures. |
| metadata | {"openclaw":{"requires":{"env":["DOCUSIGN_INTEGRATION_KEY","DOCUSIGN_SECRET_KEY","DOCUSIGN_ACCOUNT_ID","DOCUSIGN_BASE_URL","DOCUSIGN_IMPERSONATED_USER_ID"]}},"primaryEnv":"DOCUSIGN_INTEGRATION_KEY"} |
DocuSign is the industry-standard electronic signature and agreement cloud. In financial services, it is used to collect binding client signatures on new account agreements, advisory contracts, Form CRS disclosures, FATCA certifications, and other required documents. DocuSign's audit trail and completion certificates satisfy most regulators' electronic signature requirements.
This skill authenticates using env vars declared in metadata above. Set them in ~/.openclaw/.env (see .env.example at the config root). Required variables:
DOCUSIGN_INTEGRATION_KEY - DocuSign app integration key (client ID)DOCUSIGN_SECRET_KEY - OAuth2 client secret for the integration keyDOCUSIGN_ACCOUNT_ID - DocuSign account ID (GUID)DOCUSIGN_BASE_URL - REST API base URL (e.g. https://na3.docusign.net/restapi)DOCUSIGN_IMPERSONATED_USER_ID - User GUID for JWT impersonation (service account)POST /v2.1/accounts/{accountId}/envelopes — create and send a new signature envelopeGET /v2.1/accounts/{accountId}/envelopes/{envelopeId} — retrieve envelope status and metadataGET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents — list documents in an envelopeGET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId} — download a signed documentPUT /v2.1/accounts/{accountId}/envelopes/{envelopeId} — void or resend an existing envelopeGET /v2.1/accounts/{accountId}/envelopes?status=completed&from_date=... — list completed envelopes by date rangehttps://demo.docusign.net/restapi; production and demo credentials are separate