Connect Boldsign to AI agents

Connect Boldsign to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Deploy BoldsignBook a demo

Supported Tools

Tools11Triggers3

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

Perform management actions on an existing document: revoke (cancel) a document in progress, send a reminder to pending signers, or permanently delete a document. 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 audit trail. Returns the file as a base64-encoded data URI. Use "document" to download the signed PDF or "auditLog" to download the tamper-proof audit trail.

More integrations teams use with Boldsign

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. 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. Subscribe to webhooks for list and library change notifications. 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. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.

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. Receive real-time webhook notifications for page changes, new pages, comments, and database schema updates.

Google Sheets

Create, read, and update spreadsheets and their cell data. Read and write values to individual cells, ranges, or multiple ranges using A1 notation or named ranges. Apply cell formatting including text styles, backgrounds, borders, number formats, and conditional formatting. Manage sheets (tabs) within a spreadsheet—add, delete, copy, rename, and reorder them. Create and manage embedded charts, pivot tables, filter views, data validation rules, protected ranges, named ranges, and merged cells. Perform batch operations to apply multiple updates atomically. Monitor spreadsheet changes via Google Drive push notifications.

Google Drive

Upload, download, create, copy, move, rename, trash, and permanently delete files and folders in Google Drive. Search for files using complex queries filtering by name, MIME type, owner, modification date, labels, and other metadata. Share files and folders with specific users, groups, or domains with role-based permissions (owner, writer, commenter, reader). Manage shared drives and their members. Export Google Workspace files (Docs, Sheets, Slides) to standard formats like PDF, DOCX, and XLSX. Track file revision history and restore earlier versions. Create, read, update, and delete threaded comments and replies on files. Apply and read custom labels on files. Monitor file and folder changes via push notifications or webhook subscriptions. Store app-specific data in a hidden per-user folder.

Google Slides

Create, read, edit, and delete Google Slides presentations. Create and manipulate slides with predefined or custom layouts. Insert, style, and replace text across slides, including bulk placeholder replacement for template-based generation. Add and position shapes, text boxes, lines, and images. Embed and refresh charts linked to Google Sheets. Manage speaker notes, duplicate or reorder slides, and perform batch updates combining multiple operations in a single call. Supports automated report and deck generation using templates with placeholder text and image substitution.

Technical notes for Boldsign

Send, sign, track, and manage electronic signature documents. Create and manage reusable document templates with predefined roles and form fields. Place signature fields, text boxes, checkboxes, dropdowns, and other form fields on documents. Embed signing, sending, and template creation experiences directly within applications. Verify signer identities using access codes, OTP, or ID document verification. Manage sender identities, users, teams, contacts, and branding. Download signed documents and tamper-proof audit trails. Revoke, extend, remind, and delete documents. Send documents on behalf of other users. Subscribe to webhook events for document lifecycle, authentication, delivery, and template changes.

Connect Boldsign to production AI agents

See how Metorial gives Boldsign access the governance, tracing, and security controls teams need.

Book a demoDeploy Boldsign

Frequently asked questions

Common questions about connecting Boldsign to AI agents with Metorial.

  1. Can Metorial connect Boldsign to AI agents?
    Yes. Metorial connects AI agents to Boldsign through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.