Use BoldSign MCP Server in Claude Desktop

The Model Context Protocol (MCP) extends LLM capabilities, enabling them to act as agents that connect to external systems. The BoldSign MCP server is designed to facilitate interaction between Large Language Models (LLMs) and the BoldSign API.

Prerequisites

Before you begin, ensure you have the following installed and set up:

1. A BoldSign Account: You will need an account to obtain API credentials. You can sign up for a free trial here or use an existing sandbox or paid account.
2. BoldSign API Credentials: Obtain your necessary application credentials, specifically an API key. Instructions on how to generate and manage your API key can be found in the BoldSign API documentation.
3. Node.js: Version 18.0.0 or later.
4. Claude Desktop: Download and install the latest version of Claude Desktop from the official website https://claude.ai/download.

Installation

This section assumes that you have already installed the Claude Desktop application and signed in with your account.

1. In Claude Desktop, open the Settings menu in the bottom-left corner.

2. In the Settings page, select the Developers tab.

3. Next, click on the Edit config button to open the claude_desktop_config.json file in your preferred text editor.

4. Add the following configuration to claude_desktop_config.json:

{
    "mcpServers": {
        "boldsign": {
            "command": "npx",
            "args": ["-y", "@boldsign/mcp"],
            "env": {
                "BOLDSIGN_API_KEY": "YOUR_BOLDSIGN_API_KEY",
                "BOLDSIGN_API_REGION": "US"
            }
        }
    }
}

Replace YOUR_BOLDSIGN_API_KEY with your actual BoldSign API key. The BOLDSIGN_API_REGION can be set to US, EU, or CA depending on your account region.

5. Save your changes, quit Claude Desktop, and restart the application to apply them.

6. Once the application is restarted, you should see the BoldSign MCP server tools listed in the Search and tools section.

Available Tools

The MCP server provides access to the following tools via the BoldSign API:

Documents

• List documents: Retrieves a paginated list of your documents.

• List team documents: Retrieves a paginated list of team documents.

• Get document: Retrieves detailed information, including status, for a specific document using its ID.

• Revoke document: Allows you to cancel or call off a document that is in progress.

• Send reminders: Sends reminders to signers who have not yet completed their signature on a document.

Templates

• List templates: Retrieves a paginated list of templates available in your BoldSign account.

• Get template: Retrieves detailed information for a specific template using its ID.

• Send document from template: Creates and sends out a document for signing based on a pre-configured template.

Contacts

• List contacts: Retrieves a paginated list of contacts from your BoldSign account.

• Get contact: Retrieves detailed information for a specific contact using their ID.

Users

• List users: Retrieves a paginated list of users in your BoldSign organization.

• Get user: Retrieves detailed information for a specific user using their ID.

Teams

• List teams: Retrieves a paginated list of teams in your BoldSign organization.

• Get team: Retrieves detailed information for a specific team using their ID.