Integration · Documents

Connect Claude & ChatGPT to BoldSign

Ask your AI which documents are still waiting for signatures, to nudge a signer or to send a contract from a template. It can list and read BoldSign documents and templates, send documents for e-signature, send reminders, change signers, extend expiry, revoke or delete documents and manage contacts.

Connect BoldSign free

Free plan, no credit card. Takes about a minute.

Try asking

“Which documents are still waiting for others to sign?”
The AI lists your documents with status WaitingForOthers.
“Who has not signed the Acme service agreement yet?”
It finds the document and reads its signers and each signer's status.
“Send our NDA template to Jane Miller at [email protected].”
It finds the template and sends it with Jane in the signer role. She is emailed immediately.

What your AI can do

Send for signature

Send documents from file links or from templates, with message, cc and expiry, and change a signer if needed.

Track and follow up

List documents by status, read who has signed, send reminders, extend expiry, and revoke or delete documents.

Templates and contacts

List and read templates and their roles, manage contacts, and list users and teams.

“Send a reminder on the Acme service agreement.”
It emails the signers a reminder to sign, with a message if you give one.
“The signer changed: send it to Tom Berg instead of Lisa.”
It replaces Lisa with Tom on the document, with the reason you give. Tom is emailed.
“Give the Acme agreement seven more days before it expires.”
It extends the document's expiry.

82 tools for BoldSign

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

cancel_document_editingDeletesCancel a document. Destructive action; may require approval. API summary: Cancels editing for a document that is currently in edit-mode.
cancel_user_invitationDeletesCancel a user. Destructive action; may require approval. API summary: Cancel the users invitation.
change_recipientVisible to othersReplace a signer on a document by `document_id`: give `old_signer_email`, `new_signer_name`, `new_signer_email` and a `reason`. The new signer is emailed.
create_a_new_group_contactChanges dataCreate a new contact. Required: group name or contacts. API summary: Create a new Group Contact.
create_contact_create_sender_identitiesChanges dataCreate a new contact. Required: email. API summary: Creates sender identity.
create_contact_create_templateChanges dataCreate a new contact. Required: title. API summary: Creates a new template.
create_contactsChanges dataCreate one or more contacts in `items`, each with name, email and optional job title, company and phone.
create_custom_field_embedded_custom_field_urlChanges dataCreate a new custom field. Required: brand id. API summary: Generates a URL for creating or modifying custom fields within your application's embedded Designer.
create_documentChanges dataCreate a new document. Required: brand id. Search documents first to avoid duplicates. API summary: Edit the brand.
create_document_authenticationVisible to othersCreate a new document. Required: document id or authentication type. Search documents first to avoid duplicates. Has effects visible outside this system. API summary: The add authentication to recipient.
create_document_edit_custom_fieldChanges dataCreate a new document. Required: custom field id. Search documents first to avoid duplicates. API summary: Edit the custom field.
create_document_embedded_clone_urlChanges dataCreate a new document. Required: document id. Search documents first to avoid duplicates. API summary: Generates a URL to embeds Clone document process into your application.
create_document_embedded_edit_urlChanges dataCreate a new document. Required: document id. Search documents first to avoid duplicates. API summary: Generates an embedded edit URL that allows the document editing process to be integrated into your application.
create_document_embedded_request_urlChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Generates a send URL which embeds document sending process into your application.
create_document_tagsVisible to othersCreate a new document. Required: document id or tags. Search documents first to avoid duplicates. Has effects visible outside this system. API summary: Add the Tags in Documents.
create_draft_sendVisible to othersCreate a new draft send. Required: document id. Has effects visible outside this system. API summary: Sends a draft-status document out for signature.
create_identity_verification_embedded_verification_urlChanges dataCreate a new identity verification. Required: document id. API summary: Generate a URL that embeds manual ID verification for the specified document signer into your application.
create_imageChanges dataCreate a new image. Required: document id. API summary: Retrieve the uploaded ID verification document or selfie image for the specified document signer using the file ID.
create_reportChanges dataCreate a new report. Required: document id. API summary: Retrieve the ID verification report for the specified document signer.
create_rerequestChanges dataCreate a new rerequest. Required: email. API summary: Rerequests denied sender identity.
create_resetdefaultChanges dataCreate a new resetdefault. Required: brand id. API summary: Reset default brand.
create_teamChanges dataCreate a new contact. Required: team name. API summary: Create Team.
create_template_embedded_clone_urlChanges dataCreate a new template. Required: template id. API summary: Generates a URL to embeds Clone template process into your application.
create_template_embedded_preview_urlChanges dataCreate a new template. Required: template id. API summary: Generates a preview URL for a template to view it.
create_template_embedded_request_urlChanges dataCreate a new template. Required: template id. API summary: Generates a send URL using a template which embeds document sending process into your application.
create_template_embedded_template_urlChanges dataCreate a new template. API summary: Generates a create URL to embeds template create process into your application.
create_template_tagsVisible to othersCreate a new template. Required: template id. Has effects visible outside this system. API summary: Add the Tags in Templates.
create_the_custom_fieldChanges dataCreate a new contact. API summary: Create the custom field.
create_the_userChanges dataCreate a new contact. API summary: Create the user.
create_userChanges dataCreate a new user. Required: email. Search users first to avoid duplicates. API summary: Updates sender identity.
delete_deletesMoves moneyPermanently delete a delete. Financial or irreversible action; may require approval. API summary: Delete the brand.
delete_deletes_delete_contactsMoves moneyPermanently delete a delete. Financial or irreversible action; may require approval. API summary: Deletes a contact.
delete_deletes_delete_group_contactMoves moneyPermanently delete a delete. Financial or irreversible action; may require approval. API summary: Deletes a Group Contact.
delete_deletes_delete_sender_identitiesMoves moneyPermanently delete a delete. Financial or irreversible action; may require approval. API summary: Deletes sender identity.
delete_deletes_delete_templateMoves moneyPermanently delete a delete. Financial or irreversible action; may require approval. API summary: Deletes a template.
delete_documentMoves moneyDelete a document by `document_id`. Set `delete_permanently` to remove it for good instead of moving it to trash.
delete_documents_authenticationMoves moneyPermanently delete a document. Financial or irreversible action; may require approval. API summary: Remove the access code for the given document signer.
delete_documents_tagsMoves moneyPermanently delete a document. Financial or irreversible action; may require approval. API summary: Delete the Tags in Documents.
delete_templates_tagsMoves moneyPermanently delete a template. Financial or irreversible action; may require approval. API summary: Delete the Tags in Templates.
delete_the_custom_fieldMoves moneyPermanently delete a delete. Financial or irreversible action; may require approval. API summary: Delete the custom field.
download_documentDownload the document for a document.
download_document_attachmentDownload the document for a document. API summary: Download the Attachment.
download_document_audit_logDownload the document for a document. API summary: Download the audit trail document.
download_templateDownload the document for a template. API summary: Download the template.
extend_document_expiryVisible to othersExtend a document's expiry by `document_id` with `new_expiry_value` (or `new_expiry_date`).
get_contactGet one contact by `id`.
get_documentGet a document's details and signing status by `document_id`, including signers and their status.
get_document_embedded_sign_linkGet one document. API summary: Get sign link for Embedded Sign.
get_summary_of_the_group_contactList users. Optional filters: group id. API summary: Get Summary of the Group Contact.
get_summary_of_the_userList users. Optional filters: user id. API summary: Get summary of the user.
get_team_detailsList users. Optional filters: team id. API summary: Get Team details.
get_templateGet a template's details and roles by `template_id`.
get_template_embedded_template_edit_urlChanges dataGet one template. API summary: Generates a edit URL to embeds template edit process into your application.
list_all_the_brandsList users. API summary: List all the brands.
list_api_credits_countsList api credits counts. API summary: Gets the Api credits details.
list_contactsList your BoldSign contacts, with optional `search_key`.
list_documentsList your documents, filtered by `status` (e.g. WaitingForOthers, Completed, Declined, Expired), `search_key`, `recipients`, `labels` or a date range.
list_group_contactsSearch users by search key, contact type or directories. Use this to find existing users before creating a new user. Results are paginated. API summary: List Group Contacts.
list_team_documentsList documents across your team, filtered by `status`, `search_key`, `user_id`, `team_id`, `labels` or a date range.
list_teamsList the teams in your organization, with optional `search_key`.
list_templatesList your templates, with optional `search_key`, `template_type` and date range.
list_usersList the users in your BoldSign organization, with optional `search`.
list_users_2List users. Optional filters: brand id. API summary: Get the specific brand details.
list_users_custom_fields_listList users. Optional filters: brand id. API summary: List the custom fields respective to the brand id.
revoke_documentChanges dataRevoke (cancel) a document that is out for signature by `document_id`, with a `message` explaining why. Signers are notified and it cannot be signed after that.
search_documents_behalf_documentsSearch documents by page type, email address, signers, start date, status or end date. Use this to find existing documents before creating a new document. Results are paginated. API summary: Gets the behalf documents.
search_propertiesSearch properties by id or email. Use this to find existing properties before creating a new property. API summary: Gets sender identity by ID or email.
search_users_list_sender_identitiesSearch users by search or brand ids. Use this to find existing users before creating a new user. Results are paginated. API summary: Lists sender identity.
send_documentVisible to othersSend a document for e-signature: `title`, `signers` (name and emailAddress each), the files as `file_urls`, and optional `message`, `cc`, `expiry_days` and `use_text_tags`. Signers are emailed immediately.
send_from_templateVisible to othersSend a document for signature from a template (`template_id`) with `roles` (signerName and signerEmail per role), and optional `title`, `message` and `cc`. Signers are emailed immediately.
send_reminderChanges dataEmail a reminder to sign a document by `document_id`, optionally to specific `receiver_emails` and with a `message`.
submit_sender_identity_invitationVisible to othersResend a sender identity. Has effects visible outside this system. API summary: Resends sender identity invitation.
submit_template_and_sendVisible to othersMerge a template. Has effects visible outside this system. API summary: Send the document by merging multiple templates.
submit_template_create_embedded_request_urlVisible to othersMerge a template. Has effects visible outside this system. API summary: Generates a merge request URL using a template that combines document merging and sending processes into your application.
submit_user_invitationVisible to othersResend a user. Has effects visible outside this system. API summary: Resend the users invitation.
update_change_access_codesVisible to othersUpdate an existing change access code. Only the fields you pass are changed. Has effects visible outside this system. API summary: Changes the access code for the given document signer.
update_change_teamsVisible to othersUpdate an existing change team. Has effects visible outside this system. API summary: Change users to other team.
update_contactVisible to othersUpdate a contact by `id`: `name`, `email`, job title, company or phone.
update_documentsVisible to othersUpdate an existing document. Has effects visible outside this system. API summary: Edit and updates an existing document.
update_prefill_fieldsVisible to othersUpdate an existing prefill field. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates the value (prefill) of the fields in the document.
update_sharesVisible to othersUpdate an existing share. Only the fields you pass are changed. Has effects visible outside this system. API summary: Share a template with teams and manage permissions.
update_users_meta_dataVisible to othersUpdate an existing user. Has effects visible outside this system. API summary: Update new User meta data details.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose BoldSign from the app list.
2
Paste your key
Paste your BoldSign API key. In the BoldSign web app, open the API menu › API Key, click Generate API Key, give it a name and copy the key.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in BoldSign?

It can list and read documents with their signing status, templates, contacts, users and teams, including documents across your team. It can send documents for signature from files or templates, send reminders, change a signer, extend expiry, revoke or delete a document, and create and update contacts.

Does the AI see my BoldSign credentials?

No. Your BoldSign credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Sending a document, changing a signer and deleting a document can require your approval before they run. Deleting can be permanent, and a revoked document can no longer be signed. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own BoldSign account.

Can the AI send documents that are not in a template?

Yes. The send_document tool sends files you give as links to the signers you name, with an optional message, cc and expiry. Signers are emailed immediately, so you may want this tool to require your approval.