BoldSign MCP server

This is a small helper that connects your AI assistant to BoldSign, the service people use to send documents out for electronic signing. Once it is set up, you can ask your AI things like which contracts are still waiting on a signature, and it will go and check for you. It is handy for anyone who sends or tracks signing requests at work, like office managers, HR folks, sales teams and small business owners.

What this MCP server does

You ask your AI a question about your BoldSign account, like which documents are still unsigned. Your AI passes that request to this helper, and the helper talks to BoldSign using your account details. BoldSign sends back the answer, and the helper hands it to your AI. Your AI then explains it to you in plain words, right in the chat. Some actions, like sending a reminder or cancelling a document, actually change things in your account.

Click to zoom

What you can do with it

• List your documents and see which ones are still waiting on signatures
• Check the status and details of one specific document
• Send a reminder to signers who have not signed yet
• Cancel a document that is in progress
• List your templates and see what is available to send
• Send a document for signing from one of your templates
• Look up your contacts, users and teams

What it gives back to you

You get answers in plain language in the chat, like a list of documents with their status, or the details of one document such as who has signed and who has not. When you ask it to send a reminder or cancel a document, it tells you that the action was done. It can also show your templates, contacts, users and teams as lists. Everything comes back as text you can read, not as files.

Before you start

Who it's for

Office workers, HR and admin staff, sales teams and small business owners who send and track e-signature documents in BoldSign.