Boldsign AI Agent
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Boldsign MCP or direct API to send signature requests, check document status, fetch signed PDFs, and automate contract workflows through natural language.
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Boldsign is a digital eSignature platform for sending, signing, and tracking documents online. Organizations use it to automate agreements and manage legally binding workflows efficiently.
▪ Tools & Triggers
Supported Tools and Triggers
Every Boldsign action and event your agent gets out of the box.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Remove Document Authentication
Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
Create Embedded Request Link
Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
Upload File (Helper)
Helper action to upload a file to R2 temp via the Composio file pipeline, returning a key that can be passed to FileUploadable fields in other actions (e.g., BrandLogo in brand create).
Get API Credits Count
Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.
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