Connectors · Files & documents

BoldSign MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to BoldSign and the rest of your systems. It gives your agent 80 BoldSign actions (22 reads, 49 writes and 9 that wait for a confirmation) and holds the BoldSign credential itself, so the agent never does. It paces BoldSign's limits and records every call.

Connect BoldSign free See pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp

80actionsin one signed file
22readlook, never change
49writecreate and update
9wait for a yesdestructive, confirmed first

Set up

Connect BoldSign in three steps.

01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp
02
Connect BoldSign.
API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
- api_keyBoldSign API key: in the BoldSign web app open API > API Key and generate a key (sandbox or live)
- hostWhere your BoldSign lives: your host
```
account { op: "connections.requirements", service: "boldsign" }
# free: exactly what to paste, and what is found for you
```

Make the first call. Check before a write.

Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

do    { action: "boldsign.contacts.list" }# list contact document. · read · 1 upstream callcheck { action: "boldsign.contacts.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

BoldSign at a glance

Sign-in: API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide: api_key
Setup fields: host
Limits we pace to: 2,000 calls an hour, per connection
API covered: BoldSign API v1 (OpenAPI 3.0.4)api.boldsign.com
Built from: BoldSign's documentation, read 23 October 2026api.boldsign.com developers.boldsign.com
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 20 of 22 reads, for up to 5 minutes; a write clears what it affects
Shared entities: 2, so ask can line BoldSign up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in BoldSign.

80 actions in 11 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

22readlook, never change
49writecreate and update
9destructivewait for a confirmation

Documents
23
5 read · 16 write · 2 destructive
List user documents. · Sends the document for sign. · Sends a draft-status document out for signature. · Get summary of the document.
Templates
16
2 read · 13 write · 1 destructive
List all the templates. · Creates a new template. · Get summary of the template. · Edit and updates an existing template.
Users
8
2 read · 5 write · 1 destructive
List user documents. · Get summary of the user. · Update new User role. · Create the user.
Sender identities
7
2 read · 4 write · 1 destructive
Creates sender identity. · Lists sender identity. · Gets sender identity by ID or email. · Rerequests denied sender identity.
Contact groups
5
2 read · 2 write · 1 destructive
List Group Contacts. · Create a new Group Contact. · Get Summary of the Group Contact. · Update the Group Contact.
Contacts
5
2 read · 2 write · 1 destructive
List Contact document. · Create the new Contact. · Get summary of the contact. · Update the contact.
Custom fields
5
1 read · 3 write · 1 destructive
Create the custom field. · Generates a URL for creating or modifying custom fields within your application's embedded · List the custom fields respective to the brand id. · Edit the custom field.
Brands
4
2 read · 1 write · 1 destructive
List all the brands. · Get the specific brand details. · Reset default brand. · Delete the brand.

3 more areas · 7 actions

Teams 4
Identity verification 2
Plan 1

Top actions

The BoldSign API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 24 of BoldSign's 25 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`boldsign.contacts.list`List Contact document.	List Contact document.	read	`crm.contact.list`177 connectors
`boldsign.users.list`List user documents.	List user documents.	read	`identity.user.list`474 connectors
`boldsign.contacts.create`Create the new Contact.	Create the new Contact.	write	`crm.contact.create`161 connectors
`boldsign.users.get`Get summary of the user.	Get summary of the user.	read	`identity.user.get`399 connectors
`boldsign.contacts.delete`Deletes a contact.	Deletes a contact.	destructive	`crm.contact.delete`147 connectors
`boldsign.documents.list`List user documents.	List user documents.	read	`content.signature_request.list`10 connectors
`boldsign.documents.send`Sends the document for sign.	Sends the document for sign.	write	`content.signature_request.create`9 connectors
`boldsign.templates.list`List all the templates.	List all the templates.	read	`content.signature_template.list`7 connectors
`boldsign.templates.create`Creates a new template.	Creates a new template.	write	`content.signature_template.create`5 connectors
`boldsign.contact_groups.list`List Group Contacts.	List Group Contacts.	read	`crm.contact_list.list`34 connectors
`boldsign.contact_groups.create`Create a new Group Contact.	Create a new Group Contact.	write	`crm.contact_list.create`29 connectors
`boldsign.teams.create`Create Team.	Create Team.	write	this connector

Try it

Prompts to paste into Claude.

Each one names the BoldSign actions it will call, so you know what it reads and what it changes before you send it.

Readread
Find the BoldSign contacts with no email address, so we can clean them up.
callsboldsign.contacts.list
Writewrite
Create the new Contact in BoldSign. Show me exactly what you will send before you save it.
callsboldsign.contacts.create
Across systemsread
Which contacts are in both BoldSign and HaloPSA, and how many are in only one of them?
callsboldsign.contacts.listhalopsa.users.list

Across your systems

BoldSign, joined to the rest of your business.

One ask fetches from BoldSign and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

Which contacts are in both BoldSign and HaloPSA, and how many are in only one of them?
boldsign.contacts.list + halopsa.users.list, on crm.contact · HaloPSA
Which contacts are in both BoldSign and NetSuite, and how many are in only one of them?
boldsign.contacts.list + netsuite.views.contacts, on crm.contact · NetSuite

Also mapped by other connectorsidentity.user 517crm.contact 192

ask

ask {  intent: "which contacts are in both BoldSign and HaloPSA, and how many are in only one of them",  steps: [    { action: "boldsign.contacts.list", as: "people", input: {}, limit: 100, max_pages: 5 },    { action: "halopsa.users.list", as: "people2", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "people",        right: "people2",        on: "crm.contact",        group_by: "people.email",        select: ["people.email", "count(people2.id) as in_halopsa"]    } }  ]}

Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for BoldSign

Destructive actions wait for a yes.

9 BoldSign actions are destructive. These are all of them:

Deletes a contact.boldsign.contacts.delete
Delete the document.boldsign.documents.delete
Deletes a template.boldsign.templates.delete
Revoke the document.boldsign.documents.revoke
Deletes a Group Contact.boldsign.contact_groups.delete
Cancel the users invitation.boldsign.users.cancel_invitation
Delete the brand.boldsign.brands.delete
Delete the custom field.boldsign.custom_fields.delete
Deletes sender identity.boldsign.sender_identities.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

doboldsign.contacts.deleteconfirm_policy: human

Deletes a contact.?

intent: the user asked me to deletes a contact.

run suspended · waiting for a named person · key boldsign-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "boldsign-agent",  allowed_actions: ["boldsign.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "boldsign.contacts.delete", approver: "[email protected]" },    { match: "boldsign.documents.delete", approver: "[email protected]" },    { match: "boldsign.templates.delete", approver: "[email protected]" }  ]}

Illustrative. Scoped to BoldSign only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What BoldSign costs on actionlake.

Every BoldSign action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call BoldSign refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

1upstream call per actionall 80 BoldSign actions
80actions pageeach page of a long list is one call
20reads can be cacheda cache hit costs nothing
100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every BoldSign action.

80 actions by area: the id your agent calls, what it does, and its effect.

Documents23

boldsign.documents.add_authenticationThe add authentication to recipient.write
boldsign.documents.add_tagsAdd the Tags in Documents.write
boldsign.documents.cancel_editingCancels editing for a document that is currently in edit-mode.write
boldsign.documents.change_access_codeChanges the access code for the given document signer.write
boldsign.documents.change_recipientChange recipient details of a document.write
boldsign.documents.create_embedded_clone_urlGenerates a URL to embeds Clone document process into your application.write
boldsign.documents.create_embedded_edit_urlGenerates an embedded edit URL that allows the document editing process to be integrated iwrite
boldsign.documents.create_embedded_request_urlGenerates a send URL which embeds document sending process into your application.write
boldsign.documents.deleteDelete the document.destructive
boldsign.documents.delete_tagsDelete the Tags in Documents.write
boldsign.documents.extend_expiryExtends the expiration date of the document.write
boldsign.documents.getGet summary of the document.read
boldsign.documents.get_embedded_sign_linkGet sign link for Embedded Sign.read
boldsign.documents.listList user documents.read
boldsign.documents.list_behalfGets the behalf documents.read
boldsign.documents.list_teamGet user Team documents.read
boldsign.documents.prefill_fieldsUpdates the value (prefill) of the fields in the document.write
boldsign.documents.remindSend reminder to pending signers.write
boldsign.documents.remove_authenticationRemove the access code for the given document signer.write
boldsign.documents.revokeRevoke the document.destructive
boldsign.documents.sendSends the document for sign.write
boldsign.documents.send_draftSends a draft-status document out for signature.write
boldsign.documents.updateEdit and updates an existing document.write

Templates16

boldsign.templates.add_tagsAdd the Tags in Templates.write
boldsign.templates.createCreates a new template.write
boldsign.templates.create_embedded_clone_urlGenerates a URL to embeds Clone template process into your application.write
boldsign.templates.create_embedded_edit_urlGenerates an edit URL to embeds template edit process into your application.write
boldsign.templates.create_embedded_preview_urlGenerates a preview URL for a template to view it.write
boldsign.templates.create_embedded_request_urlGenerates a send URL using a template which embeds document sending process into your applwrite
boldsign.templates.create_embedded_template_urlGenerates a create URL to embeds template create process into your application.write
boldsign.templates.deleteDeletes a template.destructive
boldsign.templates.delete_tagsDelete the Tags in Templates.write
boldsign.templates.getGet summary of the template.read
boldsign.templates.listList all the templates.read
boldsign.templates.merge_and_sendSend the document by merging multiple templates.write
boldsign.templates.merge_create_embedded_request_urlGenerates a merge request URL using a template that combines document merging and sending write
boldsign.templates.sendSend a document for signature using a Template.write
boldsign.templates.shareShare a template with teams and manage permissions.write
boldsign.templates.updateEdit and updates an existing template.write

Users8

boldsign.users.cancel_invitationCancel the users invitation.destructive
boldsign.users.change_teamChange users to other team.write
boldsign.users.createCreate the user.write
boldsign.users.getGet summary of the user.read
boldsign.users.listList user documents.read
boldsign.users.resend_invitationResend the users invitation.write
boldsign.users.updateUpdate new User role.write
boldsign.users.update_metadataUpdate new User meta data details.write

Sender identities7

boldsign.sender_identities.createCreates sender identity.write
boldsign.sender_identities.deleteDeletes sender identity.destructive
boldsign.sender_identities.getGets sender identity by ID or email.read
boldsign.sender_identities.listLists sender identity.read
boldsign.sender_identities.rerequestRerequests denied sender identity.write
boldsign.sender_identities.resend_invitationResends sender identity invitation.write
boldsign.sender_identities.updateUpdates sender identity.write

Contact groups5

boldsign.contact_groups.createCreate a new Group Contact.write
boldsign.contact_groups.deleteDeletes a Group Contact.destructive
boldsign.contact_groups.getGet Summary of the Group Contact.read
boldsign.contact_groups.listList Group Contacts.read
boldsign.contact_groups.updateUpdate the Group Contact.write

Contacts5

boldsign.contacts.createCreate the new Contact.write
boldsign.contacts.deleteDeletes a contact.destructive
boldsign.contacts.getGet summary of the contact.read
boldsign.contacts.listList Contact document.read
boldsign.contacts.updateUpdate the contact.write

Custom fields5

boldsign.custom_fields.createCreate the custom field.write
boldsign.custom_fields.create_embedded_urlGenerates a URL for creating or modifying custom fields within your application's embeddedwrite
boldsign.custom_fields.deleteDelete the custom field.destructive
boldsign.custom_fields.listList the custom fields respective to the brand id.read
boldsign.custom_fields.updateEdit the custom field.write

Brands4

boldsign.brands.deleteDelete the brand.destructive
boldsign.brands.getGet the specific brand details.read
boldsign.brands.listList all the brands.read
boldsign.brands.reset_defaultReset default brand.write

Teams4

boldsign.teams.createCreate Team.write
boldsign.teams.getGet Team details.read
boldsign.teams.listList Teams.read
boldsign.teams.updateUpdate Team.write

Identity verification2

boldsign.identity_verification.create_embedded_urlGenerate a URL that embeds manual ID verification for the specified document signer into ywrite
boldsign.identity_verification.get_reportRetrieve the ID verification report for the specified document signer.read

Plan1

boldsign.plan.get_api_creditsGets the Api credits details.read

Questions

The BoldSign MCP server, answered.

Is there a BoldSign MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 80 BoldSign actions across documents, templates, users and sender identities, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by BoldSign.

What do I need to connect BoldSign?

BoldSign API key: in the BoldSign web app open API > API Key and generate a key (sandbox or live). Plus your host. The free call account { op: "connections.requirements", service: "boldsign" } lists exactly what to paste.

Can an AI agent delete or change things in BoldSign?

Only if its key allows it, and only with an explicit confirmation. 9 BoldSign actions are destructive, including deletes a contact., delete the document. and deletes a template.. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my BoldSign API limit?

actionlake paces every call to the limits in the BoldSign service file: 2,000 calls an hour per connection. Repeated reads are answered from cache (20 BoldSign actions can be), which never reaches BoldSign.

What does a BoldSign action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (80 BoldSign actions page). Cache hits, searches, dry runs and calls BoldSign refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which BoldSign API does it cover?

The BoldSign API v1 (OpenAPI 3.0.4) at api.boldsign.com by default, or the base URL set when you connect. It is built from BoldSign's documentation as read on 23 October 2026. 80 actions in 11 areas, each one in the signed service file (version 1.0.0).

Can I combine BoldSign with my other systems?

Yes. ask joins BoldSign to HaloPSA or NetSuite on the same customer and returns the answer rather than every row. BoldSign maps crm.contact, which 192 other connectors also map.

Does actionlake keep my BoldSign data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your BoldSign credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent BoldSign today.

Connect BoldSign free See pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

BoldSign MCP server for AI agents.

Connect BoldSign in three steps.

Add actionlake to Claude.

Connect BoldSign.

Make the first call. Check before a write.

What an AI agent can do in BoldSign.

Documents

Templates

Users

Sender identities

Contact groups

Contacts

Custom fields

Brands