Boloforms MCP server

Connect Boloforms 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.

What you can do with the Boloforms MCP server

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

  • Use the send template for signing tool in Boloforms
  • Use the get form responses tool in Boloforms
  • Use the list documents tool in Boloforms
  • Use the get template respondents tool in Boloforms
  • Use the void signing document tool in Boloforms
  • Use the send signing reminder tool in Boloforms

Supported Tools

send_template

Send Template for Signing

Send a PDF template or form template for signing to one or more recipients. Supports custom email subjects and messages per recipient, as well as custom template variables.

get_form_responses

Get Form Responses

Retrieve submitted answers and metadata for a form or a specific response. Provide formId, responseId, or both. Page and limit apply when listing by formId only.

list_documents

List Documents

Retrieve single-signature PDFs or PDF templates from a BoloForms workspace, including document IDs, statuses, and signing progress. Supply the workspace UUID associated with the API key. Supports document type, status, archive, date range, and pagination filters.

get_template_respondents

Get Template Respondents

Retrieve signer details, statuses, and signing progress for a PDF template or a specific respondent document. Provide templateId, respondentDocumentId, or both.

void_document

Void Signing Document

Void an in-progress single-signature PDF or a PDF template respondent document. Returns the document identifier and void status. Already-voided documents can be submitted again safely.

send_reminder

Send Signing Reminder

Send reminder emails or SMS to pending signers on a single-signature PDF or a PDF template respondent document. Respects signing order and returns reminded and skipped signer details.

Connect Boloforms 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 Boloforms in Metorial. In your Metorial portal, enable the Boloforms 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 Boloforms tools.

Run Boloforms through the Metorial gateway

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

  • Give Boloforms and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Boloforms 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 Boloforms

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.

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.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

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.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues.

Technical notes for Boloforms

Send PDF and form templates for electronic signature, retrieve form answers and template respondent details, list PDF documents and templates, send signing reminders, and void in-progress documents.

Frequently asked questions

Common questions about connecting Boloforms to AI agents with Metorial.

  1. How many tools does the Boloforms MCP server have?
    The Boloforms MCP server exposes 6 tools, including Send Template for Signing, Get Form Responses, List Documents. Each one is governed and traced through Metorial.
  2. Boloforms 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 Boloforms MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Boloforms and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Boloforms MCP server yourself or use the hosted gateway.

Connect Boloforms to production AI agents

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