How to use BoldSign MCP Server in Windsurf?

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: Version 18.0.0 or later.
• Windsurf: Download and install Windsurf.

Installation

• This section assumes that you have installed and signed in to Windsurf.

• On the Command Palette (Press Ctrl + Shift + P), type Settings and select the Open Windsurf User settings option to open the settings panel.

• Under the Cascadesection, click on the Manage MCPs option.

• The Manage MCP Servers window will open. Click on the View raw configbutton.

• An mcp.config.json file will open. Add the following configuration:

{
  "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.
• Save the configuration file and restart Windsurf to apply the changes.
• Open the Cascade panel and try a command like: Send NDA Agreement to Cathy Sam.
• Cascade will use the MCP server to locate the template, fetch the contact, and send the document for signature.

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.