BoldSign MCP connector
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, track their progress, and download completed files. It also supports sending reminders to signers, revoking or deleting documents, and managing
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 e-signature directly from a workflow
- Track signing status for documents across multiple recipients
- Send automated reminders to signers who have not completed documents
- Revoke documents that were sent in error or no longer needed
- Generate and send documents instantly from reusable templates
- Download signed documents for record-keeping and compliance
- Monitor team users and brand configurations in one place
- Delete outdated documents and unused brand profiles
Example prompts
Use the following example prompts to invoke BoldSign MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all documents pending signature in BoldSign.Send the sales contract to the client for signature using BoldSign.Send a reminder to John about the pending BoldSign document.Download the signed NDA from BoldSign.What is the status of the offer letter in BoldSign?Revoke the outdated agreement in BoldSign.List all templates available in BoldSign.Send a document from the onboarding template in BoldSign.Show me all team users in our BoldSign account.Delete the old brand profile from 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 |
