Boldsign MCP server

Connect Boldsign to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

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What you can do with the Boldsign MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the list users tool in Boldsign
  • Use the manage document tool in Boldsign
  • Use the send from template tool in Boldsign
  • Use the send document tool in Boldsign
  • Use the list templates tool in Boldsign
  • Use the list documents tool in Boldsign

Supported Tools

list_users

List Users

List users in the organization with optional search. Returns paginated results with user details including name, email, role, and team assignment.

manage_document

Manage Document

Revoke a document in progress, send a reminder to pending signers, or delete a document. Delete moves the document to Trash unless deletePermanently is true. Specify exactly one action to perform.

send_from_template

Send from Template

Create and send a document for signature based on an existing template. Map template roles to actual signers and optionally customize title, message, branding, and reminder settings.

send_document

Send Document

Send a document for electronic signature to one or more recipients. Provide file URLs pointing to PDFs or other supported document formats, along with signer details. The document is processed asynchronously — you will receive a document ID immediately, but actual delivery is confirmed via webhooks.

list_templates

List Templates

List and search reusable document templates. Filter by template type, creator, labels, or brand. Returns paginated results with template metadata.

list_documents

List Documents

List and search documents with filtering by status, sender, recipients, labels, and date range. Returns paginated results with document metadata including status, signer details, and timestamps.

list_brands

List Brands

List all available brands in the account. Brands contain logo, color, and legal settings that can be applied to documents and templates.

get_embedded_sign_link

Get Embedded Sign Link

Generate an embedded signing link for a specific signer on a document. The link can be used to embed the signing experience in an iFrame or popup window within your application.

get_template

Get Template

Retrieve detailed information about a specific template including its roles, form fields, sender details, and configuration.

get_document

Get Document

Retrieve detailed information about a specific document including its status, signer details, form field values, sender information, and activity history.

download_document

Download Document

Download a signed document PDF or its tamper-proof audit trail. Use "document" for the signed PDF or "auditLog" for the audit trail.

list_contacts

List Contacts

Find saved contacts by name or email so you can select recipients for signature requests.

extend_document_expiry

Extend Document Expiry

Extend the signing deadline for an existing document and optionally update its expiry warning.

Connect Boldsign to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Boldsign in Metorial. In your Metorial portal, enable the Boldsign MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Boldsign tools.

Run Boldsign through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Boldsign and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Boldsign tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Boldsign

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs.

Netlify

Manage web application sites, deploys, builds, build hooks, deployed files, metadata, and hosting on Netlify. Create, update, configure, list, and delete sites. Manage environment variables with per-context values and scopes. Access and manage form submissions, including spam filtering. Configure DNS zones and records. Inject JavaScript or HTML snippets into site pages. Create and manage split tests (A/B testing) for traffic routing between branches. Set up notification hooks for deploy and form submission events. Purge CDN cached content by site or cache tag.

Typeform

Create, retrieve, update, and delete online forms and surveys. Manage form responses, including filtering by date and deleting submissions. Configure webhooks to receive real-time notifications on form submissions and partial responses. Upload and manage images, create and apply visual themes, and organize forms across workspaces with team collaboration. Translate forms into multiple languages, retrieve form insights and analytics, and download files uploaded by respondents.

WordPress

Create, read, update, and delete WordPress posts and pages. Manage media library items, comments, categories, tags, site users, site metadata, editable site settings, content search, and WordPress.com site statistics. Supports WordPress.com hosted sites via OAuth and self-hosted WordPress sites via application passwords.

Technical notes for Boldsign

Send documents and templates for electronic signature, place signer form fields, enable embedded signing, and track document status. List saved contacts, users, and brands. Revoke documents, send reminders, extend signing deadlines, delete documents, and download signed PDFs and audit trails.

Frequently asked questions

Common questions about connecting Boldsign to AI agents with Metorial.

  1. How many tools does the Boldsign MCP server have?
    The Boldsign MCP server exposes 13 tools, including List Users, Manage Document, Send from Template. Each one is governed and traced through Metorial.
  2. Boldsign exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Boldsign MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Boldsign and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Boldsign MCP server yourself or use the hosted gateway.

Connect Boldsign to production AI agents

See how Metorial gives your team governed access to Boldsign, with tracing and security controls built in.

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