How to use BoldSign MCP Server in Goose?

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 here or use an existing sandbox or paid account.
• BoldSign API Key: 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.
• Node.js: Version 18.0.0 or later.

Installation

Follow the below steps to install Goose and configure BoldSign MCP server:

Step 1: Install Goose

• Download Goose Desktop or CLI from the official site.
• Install and launch Goose.

Step 2: Set Up Your LLM Provider

• On first launch, Goose will prompt you to select an LLM provider.
• Choose your provider and enter the provider’s API key.

Step 3: Add the BoldSign MCP Extension

• On the left side of the pane, select Extensions and click the Add custom extension button.

• In the Add custom extension window add the below configurations:

{
  "servers": {
    "boldsign": {
      "type": "stdio",
      "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.
• Then click the Add Extension button to save the extension.

• This will connect Goose to the BoldSign MCP server.
• Now you can interact with BoldSign directly in Goose’s chat panel.

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.