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BoldSign MCP Server

Model Context Protocol (MCP) server for BoldSign API

Installation

Add the following to your MCP client configuration file.

Configuration

{
  "mcpServers": {
    "boldsign-boldsign-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "@boldsign/mcp"
      ],
      "env": {
        "BOLDSIGN_API_KEY": "YOUR_BOLDSIGN_API_KEY",
        "BOLDSIGN_API_REGION": "US"
      }
    }
  }
}

You can use the BoldSign MCP Server to connect Large Language Models (LLMs) with BoldSign by exposing a local, standardized interface for managing documents, templates, and contacts through the BoldSign API. This enables your LLM-powered workflows to list, query, create, and manage BoldSign resources as part of automated tasks and agent-based interactions.

How to use

Start by running the BoldSign MCP Server as a local stdio process using your MCP client. You will provide authentication via environment variables and then issue high‑level actions to manage BoldSign resources through your LLM-enabled workflow. You can perform actions such as listing documents and templates, retrieving details, sending documents for signing, and managing contacts and teams. The server exposes a set of capabilities that your MCP client can invoke as you guide your LLM to orchestrate BoldSign operations.

How to install

Prerequisites you need before installing the BoldSign MCP Server include a BoldSign account, BoldSign API credentials (API key), Node.js version 18.0.0 or higher, and an MCP client to connect to the server.

Install in Cursor by adding this configuration to your global Cursor MCP configuration file, typically at ~/.cursor/mcp.json. You can also place a project-scoped mcp.json in your project root.

{
  "mcpServers": {
    "boldsign": {
      "command": "npx",
      "args": ["-y", "@boldsign/mcp"],
      "env": {
        "BOLDSIGN_API_KEY": "YOUR_BOLDSIGN_API_KEY",
        "BOLDSIGN_API_REGION": "US"
      }
    }
  }
}

Install in Windsurf by adding the following configuration snippet to your Windsurf MCP configuration file.

{
  "mcpServers": {
    "boldsign": {
      "command": "npx",
      "args": ["-y", "@boldsign/mcp"],
      "env": {
        "BOLDSIGN_API_KEY": "YOUR_BOLDSIGN_API_KEY",
        "BOLDSIGN_API_REGION": "US"
      }
    }
  }
}

Install in VS Code by adding this MCP server configuration to your VS Code settings.

{
  "servers": {
    "boldsign": {
      "type": "stdio",
      "command": "npx",
      "args": ["-y", "@boldsign/mcp"],
      "env": {
        "BOLDSIGN_API_KEY": "YOUR_BOLDSIGN_API_KEY",
        "BOLDSIGN_API_REGION": "US"
      }
    }
  }
}

Install in Claude Desktop by adding this MCP server configuration to your Claude Desktop configuration file.

{
  "mcpServers": {
    "boldsign": {
      "command": "npx",
      "args": ["-y", "@boldsign/mcp"],
      "env": {
        "BOLDSIGN_API_KEY": "YOUR_BOLDSIGN_API_KEY",
        "BOLDSIGN_API_REGION": "US"
      }
    }
  }
}

Install in Cline by adding this MCP server configuration to your Cline MCP configuration file.

{
  "mcpServers": {
    "boldsign": {
      "command": "npx",
      "args": ["-y", "@boldsign/mcp"],
      "env": {
        "BOLDSIGN_API_KEY": "YOUR_BOLDSIGN_API_KEY",
        "BOLDSIGN_API_REGION": "US"
      }
    }
  }
}

Additional notes

Environment variables you must configure for the BoldSign MCP Server to operate are described below. Provide your actual API key and region when you set up your MCP client.

- BOLDSIGN_API_KEY: Your API key from your BoldSign account. Use this to authenticate requests to the BoldSign API.

- BOLDSIGN_API_REGION: Your BoldSign account region. Use US, EU, or CA as applicable. US is the default if you do not specify a region.

The server supports a range of operations to manage documents, templates, contacts, users, and teams. Use your MCP client to invoke tool actions like listing resources, retrieving details, creating and sending documents from templates, and sending reminders.

Available tools

ListDocuments

Retrieve a paginated list of documents in your BoldSign account.

ListTeamDocuments

Retrieve a paginated list of team documents.

GetDocument

Retrieve detailed information for a specific document by ID, including status.

RevokeDocument

Cancel or revoke a document that is in progress.

SendReminders

Send reminders to signers who have not completed signing a document.

ListTemplates

Retrieve a paginated list of templates available in your BoldSign account.

GetTemplate

Retrieve detailed information for a specific template by ID.

SendDocumentFromTemplate

Create and send a document for signing from a pre-configured template.

ListContacts

Retrieve a paginated list of contacts in your BoldSign account.

GetContact

Retrieve detailed information for a specific contact by ID.

ListUsers

Retrieve a paginated list of users in your BoldSign organization.

GetUser

Retrieve detailed information for a specific user by ID.

ListTeams

Retrieve a paginated list of teams in your BoldSign organization.

GetTeam

Retrieve detailed information for a specific team by ID.