Integration

BoldSign integration

BoldSign is an electronic signature service. Agents can send documents for signature (from files, public file URLs or templates), track and list documents, download signed PDFs, attachments and audit trails, remind, revoke, delete or extend documents, change recipients and signer authentication, prefill fields, manage templates, contacts and contact groups, custom fields, brands, sender identities, teams and users, and read the API credit balance. Sending emails real signers and uses one API document credit per document (paid API plans bill per envelope). Not exposed: the embedded-UI link generators (except the signing link), brand create and edit (logo upload), document editing, and identity-verification reports and images. Authentication is a BoldSign API key (API > API Key in the BoldSign app) in the X-API-KEY header, plus the API host of the account's region (US, EU, Canada or Australia).

Connect BoldSign How integrations work

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When this happens, do that in BoldSign.Built from the 71 BoldSign tools below, on the connection you add once.

What you can do with BoldSign

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

List, 9 operations

list_brandsList brandsGETLists the account's brands (logo, colors, email display name, disclaimer, expiry and reminder defaults) that can be applied to signature requests.
list_contact_groupsList contact groupsGETLists the account's contact groups (named sets of contacts), optionally filtered by a search keyword.
list_contactsList contactsGETLists the account's contacts (name, email, phone, job title, company), optionally filtered by a search keyword. Contains personal data.
list_custom_fieldsList custom fieldsGETLists the custom fields (reusable, pre-configured form fields) saved under one brand, with their type, size, style and validation settings.
list_documentsList documentsGETLists the documents in My Documents (sent and received), filterable by status, sender, recipient, labels, brand, dates and search text, with signer status.
list_sender_identitiesList sender identitiesGETLists the sender identities (people the account can send on behalf of) with their approval status and dates.
list_teamsList teamsGETLists the organization's teams with their users and created and modified dates.
list_templatesList templatesGETLists the templates (reusable documents with roles instead of named signers), filterable by type, creator, labels, brand, team and dates.
list_usersList usersGETLists the organization's users (email, name, role, team, status), optionally filtered by a search keyword or user ids.

Create, 7 operations

create_contact_groupCreate contact groupPOSTCreates a contact group: a name and a list of contacts (name and email).
create_contactsCreate contactsPOSTAdds one or more contacts (each with a unique email and a name) to the account's contact list, for reuse as signers.
create_custom_fieldCreate custom fieldPOSTCreates a reusable custom form field under a brand: a name, description, order and the form field definition (type, size, style, validation).
create_sender_identityCreate sender identityPOSTAdds a sender identity: BoldSign emails that person to approve sending documents on their behalf. Optional notification settings, brand, redirect URL and metadata.
create_teamCreate teamPOSTCreates a team in the organization (for example HR or Sales).
create_templateCreate templatePOSTCreates a template from files (base64 or public URLs) with roles and their form fields, to send later with send_from_template.
create_usersCreate usersPOSTInvites one or more users into the BoldSign organization by email, with an optional team, role and metadata. Each invitee gets an invitation email.

Delete, 7 operations

delete_brandDelete brandDELETEDeletes a brand; a deleted brand cannot be retrieved.
delete_contactDelete contactDELETEDeletes a contact from the account by its id.
delete_contact_groupDelete contact groupDELETEDeletes a contact group by its id.
delete_custom_fieldDelete custom fieldDELETEDeletes a custom field by its id.
delete_documentDelete documentDELETEDeletes a document: it moves to the trash and is erased after 30 days, or at once with deletePermanently.
delete_sender_identityDelete sender identityDELETEDeletes a sender identity by its email address; it cannot be retrieved.
delete_templateDelete templateDELETEDeletes a template by its id.

Get, 5 operations

get_brandGet brandGETReturns one brand by id: logo, colors, email display name, disclaimer, document time zone, expiry and reminder defaults and signing page options.
get_contactGet contactGETReturns one contact by id: name, email, phone number, job title and company (personal data).
get_contact_groupGet contact groupGETReturns one contact group by id, with its name and member contacts (personal data).
get_teamGet teamGETReturns one team by id: name, users, created and modified dates.
get_userGet userGETReturns one user by id, even one who has not accepted the invitation yet: email, name, role, team and status.

Update, 5 operations

update_contactUpdate contactPUTUpdates an existing contact's email, name, phone number, job title and company.
update_contact_groupUpdate contact groupPUTUpdates a contact group's name and member contacts.
update_sender_identityUpdate sender identityPOSTUpdates a sender identity (found by email): name, notification settings, redirect URL, metadata or locale.
update_teamUpdate teamPUTRenames an existing team.
update_userUpdate userPUTChanges a user's role (Admin, TeamAdmin or Member) or status (activate or deactivate), optionally transferring their documents to another user.

Property, 3 operations

get_documentGet documentGETReturns a document's full details: status, files, sender, signers and their status, CC, form fields and values, labels, expiry and the document history.
get_sender_identityGet sender identityGETReturns one sender identity by id or email: name, email, approval status and notification settings.
get_templateGet templateGETReturns a template's details: title, description, roles, form fields, labels, sharing and the files it contains.

Add tag, 2 operations

add_document_tagsAdd document tagsPATCHAdds tags (labels) to a document, for example a tenant or user id, to find and filter it later.
add_template_tagsAdd template tagsPATCHAdds tags (labels) to a template.

Delete tag, 2 operations

delete_document_tagsDelete document tagsDELETERemoves tags (labels) from a document.
delete_template_tagsDelete template tagsDELETERemoves tags (labels) from a template.

Download, 2 operations

download_documentDownload documentGETDownloads the document as a PDF (the signed version once signing is complete) and returns it as a stored file.
download_templateDownload templateGETDownloads a template as a PDF, optionally with its form field values, and returns it as a stored file.

Edit, 2 operations

update_custom_fieldUpdate custom fieldPOSTUpdates a custom field's name, description, order, brand, sharing and form field definition.
update_templateUpdate templatePUTUpdates a template's top-level properties: title, description, document title and message, roles and their form fields, CC, brand, labels and permissions. Files cannot change.

Resend invitation, 2 operations

resend_sender_identity_invitationResend sender identity invitationPOSTEmails the approval invitation again to a sender identity that has not approved yet.
resend_user_invitationResend user invitationPOSTEmails the invitation again to a user who has not accepted it yet.

Send, 2 operations

send_documentSend documentPOSTSends a document for e-signature: files (base64 or public file URLs), title, signers with their form fields, CC, expiry and reminders. Emails the signers unless emails are disabled. Uses one API document credit (paid API plans bill per envelope).
send_from_templateSend from templatePOSTSends a document for signature from a template, filling each role with a real signer (name, email). Emails the signers unless emails are disabled. Uses one API document credit (paid API plans bill per envelope).

Add authentication, 1 operation

add_authenticationAdd authenticationPATCHRequires a signer to authenticate before opening a sent document: access code, email OTP, SMS OTP or ID verification.

Api credits count, 1 operation

get_api_creditsGet api creditsGETReturns the account's remaining API document credits, to check there is enough balance before sending documents through the API.

Behalf list, 1 operation

list_behalf_documentsList behalf documentsGETLists documents sent on behalf of other users through approved sender identities, filterable by sender email, signers, status, labels, dates and search text.

Cancel editing, 1 operation

cancel_editingCancel editingPOSTCancels the editing of a document that is in edit mode. Only the sender (or an approved sender identity) can do it.

Cancel invitation, 1 operation

cancel_user_invitationCancel user invitationPOSTCancels a pending invitation for a user who has not accepted it.

Change access code, 1 operation

change_access_codeChange access codePATCHChanges the access code a signer must enter to open a document; the new code has to be passed on to the signer.

Change recipient, 1 operation

change_recipientChange recipientPATCHReplaces a signer who has not signed yet with a new name and email (or phone number), with a reason, and sends the document to the new recipient.

Change team, 1 operation

change_user_teamChange user teamPUTMoves a user to another team, optionally transferring their documents to another user.

Download attachment, 1 operation

download_attachmentDownload attachmentGETDownloads a file a signer uploaded in an attachment field and returns it as a stored file. The attachment id comes from get_document.

Download audit log, 1 operation

download_audit_trailDownload audit trailGETDownloads the audit trail PDF of a document (recipient actions with timestamps and the signed file hash) as a stored file.

Draft send, 1 operation

send_draftSend draftPOSTSends a draft document for signature; the signers receive it as for a normal send. Uses one API document credit (paid API plans bill per envelope).

Extend expiry, 1 operation

extend_document_expiryExtend document expiryPATCHExtends the expiry of a document that is not yet completed, optionally warning signers a day before the new date. Expiry cannot be shortened.

Get embedded sign link, 1 operation

get_embedded_sign_linkGet embedded sign linkGETReturns a signing link for one signer of a document, to open in a browser or embed in an app, valid until the given date.

Merge and send, 1 operation

send_from_templatesSend from templatesPOSTMerges several templates into one document and sends it for signature, filling the roles with real signers. Emails the signers unless emails are disabled. Uses one API document credit (paid API plans bill per envelope).

Prefill field, 1 operation

prefill_form_fieldsPrefill form fieldsPATCHSets the values of form fields in an in-progress document, by field id. Not for drafts.

Remind, 1 operation

send_reminderSend reminderPOSTEmails a reminder to the document's pending signers, or to the given signer emails, with an optional message.

Remove authentication, 1 operation

remove_authenticationRemove authenticationPATCHRemoves the authentication requirement (access code, email or SMS code) for a signer of a document.

Rerequest, 1 operation

rerequest_sender_identityRerequest sender identityPOSTEmails a new approval request to a sender identity that declined.

Resetdefault, 1 operation

set_default_brandSet default brandPOSTMakes the given brand the account's default brand.

Revoke, 1 operation

revoke_documentRevoke documentPOSTRevokes (cancels) a document that is not yet completed, so signers can no longer view or sign it. A message explaining why is required.

Share, 1 operation

share_templateShare templatePATCHGrants or revokes team access to a template, for one or more teams in one call.

Teamlist, 1 operation

list_team_documentsList team documentsGETLists documents sent and received by team members; for team admins and account admins only. Filterable by user, team, status, labels, dates and search text.

Update meta data, 1 operation

update_user_metadataUpdate user metadataPUTSets key-value metadata on a user (up to 50 pairs); it is included in the document transaction CSV export.

Use BoldSign from Claude Code, Cursor or Codex

Connect BoldSign in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its BoldSign operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect BoldSign

Create your workspace
Sign up free. Nothing to install.
Connect BoldSign once
Add your BoldSign connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.