Integration · Documents

Connect Claude & ChatGPT to BoldSign

Ask your AI which documents are still waiting for signatures, to nudge a signer or to send a contract from a template. It can list and read BoldSign documents and templates, send documents for e-signature, send reminders, change signers, extend expiry, revoke or delete documents and manage contacts.

Connect BoldSign free

Free plan, no credit card. Takes about a minute.

Try asking

“Which documents are still waiting for others to sign?”
The AI lists your documents with status WaitingForOthers.
“Who has not signed the Acme service agreement yet?”
It finds the document and reads its signers and each signer's status.
“Send our NDA template to Jane Miller at [email protected].”
It finds the template and sends it with Jane in the signer role. She is emailed immediately.

What your AI can do

Send for signature

Send documents from file links or from templates, with message, cc and expiry, and change a signer if needed.

Track and follow up

List documents by status, read who has signed, send reminders, extend expiry, and revoke or delete documents.

Templates and contacts

List and read templates and their roles, manage contacts, and list users and teams.

“Send a reminder on the Acme service agreement.”
It emails the signers a reminder to sign, with a message if you give one.
“The signer changed: send it to Tom Berg instead of Lisa.”
It replaces Lisa with Tom on the document, with the reason you give. Tom is emailed.
“Give the Acme agreement seven more days before it expires.”
It extends the document's expiry.

18 tools for BoldSign

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

change_recipientVisible to othersReplace a signer on a document by `document_id`: give `old_signer_email`, `new_signer_name`, `new_signer_email` and a `reason`. The new signer is emailed.
create_contactsChanges dataCreate one or more contacts in `items`, each with name, email and optional job title, company and phone.
delete_documentMoves moneyDelete a document by `document_id`. Set `delete_permanently` to remove it for good instead of moving it to trash.
extend_document_expiryVisible to othersExtend a document's expiry by `document_id` with `new_expiry_value` (or `new_expiry_date`).
get_contactGet one contact by `id`.
get_documentGet a document's details and signing status by `document_id`, including signers and their status.
get_templateGet a template's details and roles by `template_id`.
list_contactsList your BoldSign contacts, with optional `search_key`.
list_documentsList your documents, filtered by `status` (e.g. WaitingForOthers, Completed, Declined, Expired), `search_key`, `recipients`, `labels` or a date range.
list_team_documentsList documents across your team, filtered by `status`, `search_key`, `user_id`, `team_id`, `labels` or a date range.
list_teamsList the teams in your organization, with optional `search_key`.
list_templatesList your templates, with optional `search_key`, `template_type` and date range.
list_usersList the users in your BoldSign organization, with optional `search`.
revoke_documentChanges dataRevoke (cancel) a document that is out for signature by `document_id`, with a `message` explaining why. Signers are notified and it cannot be signed after that.
send_documentVisible to othersSend a document for e-signature: `title`, `signers` (name and emailAddress each), the files as `file_urls`, and optional `message`, `cc`, `expiry_days` and `use_text_tags`. Signers are emailed immediately.
send_from_templateVisible to othersSend a document for signature from a template (`template_id`) with `roles` (signerName and signerEmail per role), and optional `title`, `message` and `cc`. Signers are emailed immediately.
send_reminderChanges dataEmail a reminder to sign a document by `document_id`, optionally to specific `receiver_emails` and with a `message`.
update_contactVisible to othersUpdate a contact by `id`: `name`, `email`, job title, company or phone.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose BoldSign from the app list.
2
Paste your key
Paste your BoldSign API key. In the BoldSign web app, open the API menu › API Key, click Generate API Key, give it a name and copy the key.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in BoldSign?

It can list and read documents with their signing status, templates, contacts, users and teams, including documents across your team. It can send documents for signature from files or templates, send reminders, change a signer, extend expiry, revoke or delete a document, and create and update contacts.

Does the AI see my BoldSign credentials?

No. Your BoldSign credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Sending a document, changing a signer and deleting a document can require your approval before they run. Deleting can be permanent, and a revoked document can no longer be signed. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own BoldSign account.

Can the AI send documents that are not in a template?

Yes. The send_document tool sends files you give as links to the signers you name, with an optional message, cc and expiry. Signers are emailed immediately, so you may want this tool to require your approval.