# Boldsign — how to use (mcp.ai)

Connect your Boldsign account and use 14 tools for e-signatures straight from your AI agent. Connect in one click, no API key needed. BoldSign delivers eSignature solutions, letting organizations create, send, and manage legally binding documents through streamlined digital signing workflows.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_boldsign?ms=1787293500000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `boldsign_brand_get`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/boldsign`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/boldsign/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/boldsign/brand/get` — Tool to get brand details by brand ID. Use after obtaining the brand identifier.
  - body: { brandId: string }
- `POST https://api.mcp.ai/api/boldsign/brand/list` — Tool to list all brands in the account. Use after confirming account is authenticated.
- `POST https://api.mcp.ai/api/boldsign/custom/field/create` — Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
  - body: { BrandId?: string, FieldName: string, FormField: object, FieldOrder: string, SharedField?: boolean, FieldDescription: string }
- `POST https://api.mcp.ai/api/boldsign/custom/field/edit` — Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
  - body: { BrandId?: string, FieldName?: string, FormField?: object, FieldOrder?: string, SharedField?: boolean, customFieldId: string, FieldDescription?: string }
- `POST https://api.mcp.ai/api/boldsign/document/behalf/list` — Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
  - body: { page?: integer, labels?: string[], status?: string[], endDate?: string, signers?: string[], brandIds?: string[], pageSize?: integer, pageType?: string, searchKey?: string, startDate?: string, nextCursor?: integer, emailAddress?: string[] }
- `POST https://api.mcp.ai/api/boldsign/document/edit/beta` — Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
  - body: { CC?: object[], Files?: object[], Title?: string, Labels?: string[], BrandId?: string, Message?: string, Signers?: object[], MetaData?: object, DisableSMS?: boolean, FormGroups?: object[], documentId: string, ExpiryValue?: integer, UseTextTags?: boolean, DocumentInfo?: object[], DisableEmails?: boolean, ExpiryDateType?: string, HideDocumentId?: boolean, DownloadFileName?: string, ReminderSettings?: object, ScheduledSendTime?: integer, EnableSigningOrder?: boolean, TextTagDefinitions?: object[], EnableAuditTrailLocalization?: boolean, RecipientNotificationSettings?: object }
- `POST https://api.mcp.ai/api/boldsign/document/extend/expiry` — Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
  - body: { WarnPrior?: boolean, OnBehalfOf?: string, documentId: string, NewExpiryValue: string }
- `POST https://api.mcp.ai/api/boldsign/document/list` — Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
  - body: { page?: integer, labels?: string[], sentBy?: string[], status?: string[], endDate?: string, brandIds?: string[], pageSize?: integer, searchKey?: string, startDate?: string, nextCursor?: integer, recipients?: string[], transmitType?: string, dateFilterType?: string }
- `POST https://api.mcp.ai/api/boldsign/document/remove/authentication` — Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.
  - body: { zOrder?: integer, emailId: string, documentId: string, onBehalfOf?: string }
- `POST https://api.mcp.ai/api/boldsign/document/send` — Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
  - body: { cc?: object[], files?: object[], title: string, labels?: string[], brandId?: string, message?: string, signers?: object[], fileUrls?: string[], metaData?: object, disableSMS?: boolean, expiryDays?: integer, formGroups?: object[], onBehalfOf?: string, useTextTags?: boolean, documentInfo?: object[], disableEmails?: boolean, hideDocumentId?: boolean, autoDetectFields?: boolean, downloadFileName?: string, reminderSettings?: object, scheduledSendTime?: integer, sendLinkValidTill?: string, enableSigningOrder?: boolean, textTagDefinitions?: object[], documentDownloadOption?: string, recipientNotificationSettings?: object }
- `POST https://api.mcp.ai/api/boldsign/document/team/list` — Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
  - body: { page?: integer, labels?: string[], status?: string[], teamId?: string[], userId?: string[], endDate?: string, brandIds?: string[], pageSize?: integer, searchKey?: string, startDate?: string, nextCursor?: integer, transmitType?: string, dateFilterType?: string }
- `POST https://api.mcp.ai/api/boldsign/embedded/request/create/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.
  - body: { Files?: object[], Title: string, Locale?: string, Message?: string, Signers: object[], FileUrls?: string[], RedirectUrl?: string }
- `POST https://api.mcp.ai/api/boldsign/file/upload` — 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).
  - body: { base64: string, mimetype: string, file_name: string }
- `POST https://api.mcp.ai/api/boldsign/plan/get/api/credits/count` — Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.

## Example prompts
- "What can I do in Boldsign?"
- "Show me a summary of my Boldsign account"

## More
- Page: https://mcp.ai/boldsign
- Agent spec (llms.txt): https://mcp.ai/boldsign/llms.txt
- Postman collection: https://mcp.ai/boldsign/postman.json