BoldSign MCP connector
Updated
BoldSign is an e-signature platform for sending, tracking, and managing document signatures programmatically. The BoldSign MCP connector allows AI agents to send documents and templates for signature, monitor their status, and download completed files. It also supports sending reminders to signers, revoking or deleting documents, and managing templates across a BoldSign account.
Authentication type
- OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.
Uses
Use the BoldSign MCP connector to perform the following actions:
- Send contracts and agreements for electronic signature in seconds
- Track the real-time status of every document awaiting signature
- Speed up deal closure by sending reminders to slow signers
- Launch standardized agreements instantly using saved templates
- Retrieve signed documents for recordkeeping and compliance audits
- Cancel or withdraw agreements that are no longer valid
- Monitor team member activity and signing workloads
- Maintain consistent branding across all outgoing signature requests
Example prompts
Use the following example prompts to invoke BoldSign MCP connector tools from your AI assistant or Boomi Connect workflow:
Send this contract to the client for signature in BoldSign.Show me all documents still waiting on a signature in BoldSign.Send a reminder to everyone who hasn't signed the NDA in BoldSign.Download the signed offer letter from BoldSign.List all the templates available in BoldSign.Send the vendor agreement using our standard template in BoldSign.Revoke the proposal I sent to the wrong client in BoldSign.Who are the team members set up in our BoldSign account.Delete the outdated draft contract from BoldSign.Check the current status of the lease agreement in BoldSign.
BoldSign MCP connector tools
The BoldSign MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| listDocuments | List documents |
| sendDocument | Send a document for signature |
| getDocumentProperties | Get document properties |
| downloadDocument | Download a document |
| remindDocument | Send a reminder to document signers |
| revokeDocument | Revoke a document |
| deleteDocument | Delete a document |
| listTemplates | List templates |
| getTemplateProperties | Get template properties |
| sendDocumentFromTemplate | Send a document from a template |
| listUsers | List team users |
| getBrand | Get brand details |
| deleteBrand | Delete a brand |
