How to use BoldSign MCP Server in Cline?

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2 mins read

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:

BoldSign Account: You will need an account to obtain API credentials. You can sign up for a free trial or use an existing sandbox or paid account.
BoldSign API Key: Generate an API key from the BoldSign web app. Refer to the BoldSign API documentation for instructions.
Node.js: Install Node.js (version 18.0.0 or higher).
Vs Code: Install the latest version of Visual Studio Code.

Installation

Install the Cline VS Code extension from the VS Code Marketplace by clicking the Extensions button (square icon) on the left pane.

Next, click on the Cline Settings tab and choose your API Provider from the available options. To save your changes, press Ctrl + S.

Then click on the MCP Servers icon to configure the MCP Servers.

Add the following configuration to your Cline MCP configuration file.

{
  "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 CAdepending on your account region.

Save the file and restart VS Code to apply the changes.
In Cline, go to the MCP Servers interface and select the Installed tab. The BoldSign MCP Server should be listed with a green light indicating it’s active.
You will see the BoldSign MCP server tools listed in the tools section.
Now you can start using Cline with BoldSign.

BoldSign MCP 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.

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