AI Agent for BoldSign MCP
Seamlessly integrate BoldSign’s e-signature platform with your favorite Model Context Protocol (MCP) clients like VS Code, Cursor, Windsurf, Claude Desktop, and more. Instantly manage documents, templates, contacts, users, and teams via the BoldSign API using natural language and LLM-powered agents. Accelerate your workflow with automated document processing, template management, and digital signature operations directly from your AI environment.
Automate Your Document Management
Effortlessly list, track, revoke, and send reminders for documents in your BoldSign account. Let LLM-powered agents handle your document workflows so you can focus on what matters. Integrate document processes with just a few clicks or commands within your preferred MCP client.
- List & Track Documents.
- Retrieve and monitor the status of your documents and team documents in real time.
- Revoke In-Progress Documents.
- Cancel documents that are no longer required directly from your AI workspace.
- Send Signature Reminders.
- Automate reminders for pending signatures, reducing manual follow-ups.
- Document Details On Demand.
- Instantly access detailed document information, including status and history, with a single command.
Template & Contact Management
Manage your e-signature templates and contacts effortlessly. Use natural language or LLM-powered automations to list, retrieve, or send documents from templates, and access or update contact details—all without leaving your MCP client.
- Template Listing & Retrieval.
- Instantly list or fetch specific templates for rapid document creation.
- Send Documents from Templates.
- Automate sending documents based on pre-built templates with accurate recipient routing.
- Manage Contacts.
- Access your full contact directory and retrieve detailed information for any contact.
Organization-Wide User and Team Control
Gain full visibility and control over your BoldSign users and teams. List, retrieve, and manage users and teams across your organization, all powered by robust API tools and LLM integration.
- User Directory Access.
- List all users in your BoldSign organization and retrieve individual user details on demand.
- Team Management.
- Get a comprehensive overview of your teams, including detailed team information and membership.
MCP INTEGRATION
Available BoldSign MCP Integration Tools
The following tools are available as part of the BoldSign MCP integration:
- list_documents
Retrieve a paginated list of your BoldSign documents for review and management.
- list_team_documents
Retrieve a paginated list of documents shared with your BoldSign team.
- get_document
Fetch detailed information and status for a specific document by its ID.
- revoke_document
Cancel or revoke a document that is currently in progress.
- send_reminders
Send signature reminders to document signers who have not yet completed signing.
- list_templates
Retrieve a paginated list of available templates in your BoldSign account.
- get_template
Fetch detailed information about a specific template using its ID.
- send_document_from_template
Create and send a document for signing based on a pre-configured template.
- list_contacts
Retrieve a paginated list of contacts from your BoldSign account.
- get_contact
Fetch detailed information for a specific contact using their ID.
- list_users
Retrieve a paginated list of users in your BoldSign organization.
- get_user
Fetch detailed information for a specific user using their ID.
- list_teams
Retrieve a paginated list of teams in your BoldSign organization.
- get_team
Fetch detailed information for a specific team using their ID.
Streamline E-Signatures with BoldSign MCP
Connect your LLMs to BoldSign effortlessly. Explore secure, automated workflows for managing documents, templates, contacts, and more—all powered by the BoldSign MCP server.
What is BoldSign
BoldSign is a leading provider of electronic signature solutions, designed to streamline the process of signing and managing documents online. Developed by Syncfusion, a company with over 20 years of experience in software solutions, BoldSign offers secure, legally binding, and compliant e-signature services for businesses of all sizes. Their platform enables organizations to send, sign, and manage documents digitally, reducing paperwork, improving efficiency, and ensuring compliance with key regulations such as ESIGN and eIDAS. With robust APIs, advanced security features, and seamless integration capabilities, BoldSign empowers teams to automate workflows, enhance collaboration, and deliver a superior signing experience to customers and partners.
Capabilities
What we can do with BoldSign
BoldSign enables individuals and organizations to digitize their document signing processes, making it easy to send, sign, and manage agreements securely online. Its platform supports a variety of use cases, from HR onboarding to sales contracts and legal documents, all with comprehensive audit trails and compliance. The API allows for custom integrations into existing business systems to automate document workflows.
- Send documents for signature
- Easily upload and send documents for electronic signature to individuals or groups.
- Legally binding e-signatures
- Ensure that every signature is compliant and holds legal validity across multiple jurisdictions.
- Automate document workflows
- Integrate BoldSign with business applications using APIs to automate repetitive tasks.
- Track and manage documents
- Monitor signing status, set reminders, and access full audit trails for all documents.
- Custom branding and templates
- Create tailored document templates and apply your brand identity for a professional touch.
How AI Agents Benefit from BoldSign
AI agents and automation systems can leverage BoldSign to streamline digital document processing, reduce manual intervention, and improve turnaround time for agreements. By integrating BoldSign's API, AI-driven tools can automatically generate, send, and track documents for signature, extract signed data for further processing, and ensure compliance with legal standards—all without human intervention. This boosts efficiency, accuracy, and scalability for businesses relying on automated workflows.