Connect Your AI Agents to BoldSign MCP
Use chat to send eSignature requests, remind signers, and report on status—or let AI agents run it end‑to‑end. No app‑switching.
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How it works
BoldSign MCP is a connector that exposes BoldSign as a set of tools your AI can call via the Model Context Protocol (MCP). Your AI interprets your request and uses these tools to perform actions in BoldSign.
You ask or a workflow triggers it — e.g., “Send the NDA to John.”
The AI selects a BoldSign tool and runs the matching action—for example, sending a document from a specific template to a selected recipient (from your contacts).
BoldSign MCP calls the BoldSign API, completing the action securely.
BoldSign MCP returns structured results (JSON) to the AI, which can show a plain‑language confirmation (e.g., “NDA sent to John”) or continue the workflow.
Example prompts
Here are examples of AI instructions that MCP can interpret when integrated with AI agents.
Send NDA to Sarah using onboarding template.
Share the employee agreement with Alex.
Fetch the pending documents from John.
Do I have a document waiting for my signature?
Get John’s email address.
I sent the NDA to John by mistake — revoke it.
Send John a reminder to sign the document.
It's been a while since I sent an NDA. Who still hasn't signed it?
Please send reminders for all pending documents.
Explore BoldSign MCP in Action
See how an AI agent handles a warranty claim from start to finish, collecting customer details, sending agreements for eSignature, and tracking completion with BoldSign MCP.
Frequently asked questions
No. MCP is a protocol layer that receives prompts from your AI systems and translates them into API actions.
No. MCP is stateless. It does not log or store user data or documents.
No. Developers can deploy it easily, but business users can benefit when MCP is embedded into no-code/low-code AI workflows.
Install via npm, set environment variables (API key, endpoint), and run it locally or in your cloud environment.
No — MCP isn’t meant to replace the API. It’s an extra integration layer that works alongside it: the API is the core developer interface, while the MCP Server lets AI agents and compatible apps access the API in a standardized, AI‑friendly way.
MCP can simplify integrations, reduce custom coding, and add built‑in functionality compared to direct API use — though the best choice depends on your specific needs.
MCP lets AI agents use tools, memory, and systems to perform tasks. For example, BoldSign’s MCP allows sending documents via pre-defined templates using BoldSign API calls.
MCP enables AI agents to discover tools and act through structured calls. For example, with BoldSign MCP, agents can send documents via templates for signing, trigger reminders for signers to sign, and track document status—all guided by dynamic prompts.
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