BoldSign connector for AI agents

Tools your contracts agent reaches for on BoldSign, scoped per user.

CALL ANY TOOL

50 tools for e-signature in BoldSign: send documents and templates for signing, remind, reassign, and revoke, track document status, and manage templates, contacts, brands, teams, and sender identities.

boldsign_add_document_tags

Add document tags

Add tags to a document so it can be filtered later. Returns an empty response on success. Use to organize documents. Use boldsign_delete_document_tags to remove tags.

Parameters

Name

Type

Required

Description

documentId

string

Required

Document ID returned by boldsign_send_document or boldsign_list_documents.

tags

array

Required

Array of tag strings to add to the document.

boldsign_change_document_recipient

Change document recipient

boldsign_create_contact_group

Create contact group

boldsign_create_contacts

Create contacts

boldsign_create_embedded_template_send_url

Create embedded template send url

Create a draft document from a template and return a URL that opens the BoldSign send page inside your own app. Returns documentId and sendUrl. Use to let a user review a template-based document before sending. Use boldsign_send_document_from_template for fully API-driven sending.

Parameters

Name

Type

Required

Description

roles

array

Required

Array of role objects. Each has a roleIndex matching a template role, plus signerName and signerEmail. Provide a JSON array of objects.

templateId

string

Required

Template ID returned by boldsign_list_templates.

brandId

string

Optional

ID of the brand to apply to the emails and signing pages, from boldsign_list_brands. Leave empty for the default brand.

array

Optional

Array of objects, each with an emailAddress, for people who receive a copy of the completed document. Provide a JSON array of objects.

disableEmails

boolean

Optional

Set true to stop BoldSign from emailing signers, for example when signing happens inside your own app.

disableExpiryAlert

boolean

Optional

Set true to stop expiry alert emails.

disableSMS

boolean

Optional

Set true to stop BoldSign from sending SMS notifications to signers.

enablePrintAndSign

boolean

Optional

Set true to let signers print, sign by hand and upload the document.

enableReassign

boolean

Optional

Set true to let signers reassign the document to someone else.

enableSigningOrder

boolean

Optional

Set true to make signers sign one after another in the order given by signerOrder.

expiryDays

integer

Optional

Number of days until the signature request expires.

hideDocumentId

boolean

Optional

Set true to hide the document ID on the signed pages.

isSandbox

boolean

Optional

Set true to create the document in sandbox mode, which is free and not legally binding.

labels

array

Optional

Array of labels to tag the document with for later filtering.

message

string

Optional

Message shown to signers in the signature request email.

metaData

object

Optional

Object of custom string key-value pairs stored with the document.

onBehalfOf

string

Optional

Email address of the sender identity to act on behalf of. Leave empty to act as the API key owner.

redirectUrl

string

Optional

URL the user is redirected to after the document is sent.

reminderSettings

object

Optional

Object that controls automatic reminders, with enableAutoReminder (boolean), reminderDays (days between reminders) and reminderCount (number of reminders).

removeFormFields

array

Optional

Array of form field IDs to remove from this document.

roleRemovalIndices

array

Optional

Array of template role indices to leave out of this document.

sendLinkValidTill

string

Optional

Date and time until which the returned send URL stays valid, as an ISO 8601 timestamp.

sendViewOption

string

Optional

Which view the embedded page opens on, PreparePage to place fields or FillingPage to fill them. Allowed values: PreparePage, FillingPage. One of: `PreparePage`, `FillingPage`.

showNavigationButtons

boolean

Optional

Set true to show the navigation buttons on the embedded page.

showPreviewButton

boolean

Optional

Set true to show the preview button on the embedded page.

showSaveButton

boolean

Optional

Set true to show the save button on the embedded page.

showSendButton

boolean

Optional

Set true to show the send button on the embedded page.

showToolbar

boolean

Optional

Set true to show the BoldSign toolbar on the embedded page.

showTooltip

boolean

Optional

Set true to show tooltips on the embedded page.

title

string

Optional

Title shown in the signature request email and the BoldSign dashboard.

boldsign_delete_brand

Delete brand

boldsign_delete_contact

Delete contact

boldsign_delete_custom_field

Delete custom field

boldsign_delete_document_tags

Delete document tags

boldsign_delete_template

Delete template

boldsign_extend_document_expiry

Extend document expiry

boldsign_get_api_credits

Get api credits

boldsign_get_brand

Get brand

boldsign_get_contact_group

Get contact group

boldsign_get_embedded_sign_link

Get embedded sign link

boldsign_get_sender_identity

Get sender identity

boldsign_get_template_properties

Get template properties

boldsign_list_brands

List brands

boldsign_list_contact_groups

List contact groups

boldsign_list_custom_fields

List custom fields

boldsign_list_documents

List documents

boldsign_list_sender_identities

List sender identities

boldsign_list_team_documents

List team documents

boldsign_list_templates

List templates

boldsign_merge_and_send_template

Merge and send template

Merge several templates into one document and send it for e-signature. Returns the documentId of the new document. Use when a single request combines multiple templates. Use boldsign_send_document_from_template for one template.

Parameters

Name

Type

Required

Description

roles

array

Required

Array of role objects. Each has a roleIndex matching the merged template roles, plus signerName, signerEmail and optionally signerOrder and formFields. Provide a JSON array of objects.

templateIds

array

Required

Array of template IDs to merge, in the order the documents should appear.

allowScheduledSend

boolean

Optional

Set true to schedule the send for scheduledSendTime instead of sending immediately.

brandId

string

Optional

ID of the brand to apply to the emails and signing pages, from boldsign_list_brands. Leave empty for the default brand.

array

Optional

Array of objects, each with an emailAddress, for people who receive a copy of the completed document. Provide a JSON array of objects.

disableEmails

boolean

Optional

Set true to stop BoldSign from emailing signers, for example when signing happens inside your own app.

disableExpiryAlert

boolean

Optional

Set true to stop expiry alert emails.

disableSMS

boolean

Optional

Set true to stop BoldSign from sending SMS notifications to signers.

documentTimeZone

string

Optional

IANA-style time zone name used for dates on the document, for example Europe/London.

enablePrintAndSign

boolean

Optional

Set true to let signers print, sign by hand and upload the document.

enableReassign

boolean

Optional

Set true to let signers reassign the document to someone else.

enableSigningOrder

boolean

Optional

Set true to make signers sign one after another in the order given by signerOrder.

expiryDays

integer

Optional

Number of days until the signature request expires.

hideDocumentId

boolean

Optional

Set true to hide the document ID on the signed pages.

isSandbox

boolean

Optional

Set true to create the document in sandbox mode, which is free and not legally binding.

labels

array

Optional

Array of labels to tag the document with for later filtering.

message

string

Optional

Message shown to signers in the signature request email.

metaData

object

Optional

Object of custom string key-value pairs stored with the document.

onBehalfOf

string

Optional

Email address of the sender identity to act on behalf of. Leave empty to act as the API key owner.

reminderSettings

object

Optional

Object that controls automatic reminders, with enableAutoReminder (boolean), reminderDays (days between reminders) and reminderCount (number of reminders).

removeFormFields

array

Optional

Array of form field IDs to remove from this document.

roleRemovalIndices

array

Optional

Array of template role indices to leave out of this document.

scheduledSendTime

integer

Optional

Unix timestamp in seconds at which to send the document. Requires allowScheduledSend true.

title

string

Optional

Title shown in the signature request email and the BoldSign dashboard.

boldsign_remind_document

Remind document

boldsign_resend_sender_identity_invitation

Resend sender identity invitation

boldsign_send_document_from_template

Send document from template

Send a document for e-signature using a saved template and the people who fill its roles. Returns the documentId of the new document. Use for repeatable documents such as NDAs. Use boldsign_send_document for ad hoc files.

Parameters

Name

Type

Required

Description

roles

array

Required

Array of role objects. Each has a roleIndex matching a template role, plus signerName and signerEmail, and optionally signerOrder, authenticationType and existingFormFields with prefilled values. Provide a JSON array of objects.

templateId

string

Required

Template ID returned by boldsign_list_templates.

allowScheduledSend

boolean

Optional

Set true to schedule the send for scheduledSendTime instead of sending immediately.

brandId

string

Optional

ID of the brand to apply to the emails and signing pages, from boldsign_list_brands. Leave empty for the default brand.

array

Optional

Array of objects, each with an emailAddress, for people who receive a copy of the completed document. Provide a JSON array of objects.

disableEmails

boolean

Optional

Set true to stop BoldSign from emailing signers, for example when signing happens inside your own app.

disableExpiryAlert

boolean

Optional

Set true to stop expiry alert emails.

disableSMS

boolean

Optional

Set true to stop BoldSign from sending SMS notifications to signers.

documentTimeZone

string

Optional

IANA-style time zone name used for dates on the document, for example Europe/London.

enablePrintAndSign

boolean

Optional

Set true to let signers print, sign by hand and upload the document.

enableReassign

boolean

Optional

Set true to let signers reassign the document to someone else.

enableSigningOrder

boolean

Optional

Set true to make signers sign one after another in the order given by signerOrder.

expiryDays

integer

Optional

Number of days until the signature request expires.

hideDocumentId

boolean

Optional

Set true to hide the document ID on the signed pages.

isSandbox

boolean

Optional

Set true to create the document in sandbox mode, which is free and not legally binding.

labels

array

Optional

Array of labels to tag the document with for later filtering.

message

string

Optional

Message shown to signers in the signature request email.

metaData

object

Optional

Object of custom string key-value pairs stored with the document.

onBehalfOf

string

Optional

Email address of the sender identity to act on behalf of. Leave empty to act as the API key owner.

reminderSettings

object

Optional

Object that controls automatic reminders, with enableAutoReminder (boolean), reminderDays (days between reminders) and reminderCount (number of reminders).

removeFormFields

array

Optional

Array of form field IDs to remove from this document.

roleRemovalIndices

array

Optional

Array of template role indices to leave out of this document.

scheduledSendTime

integer

Optional

Unix timestamp in seconds at which to send the document. Requires allowScheduledSend true.

title

string

Optional

Title of the document. Defaults to the template title.

boldsign_set_default_brand

Set default brand

boldsign_update_contact

Update contact

For more tools, view docs.

Build your Agent

Same auth pattern across LangChain, OpenAI, Anthropic, and Google ADK.

import { ScalekitClient } from "@scalekit-sdk/node";
import { createReactAgent } from "@langchain/langgraph/prebuilt";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

// BoldSign tools scoped to this user
const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["boldsign"], toolNames: [
    "boldsign_send_document_from_template",
    "boldsign_list_documents",
    "boldsign_remind_document"] },
  pageSize: 100,
});

const agent = createReactAgent({ llm, tools });
await agent.invoke({ messages: [{ role: "user", content: "List NDAs still waiting on signatures" }] });

import OpenAI from "openai";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["boldsign"] }, pageSize: 100,
});

const res = await openai.chat.completions.create({
  model: "gpt-5",
  messages: [{ role: "user", content: "List NDAs still waiting on signatures" }],
  tools,
});

// Execute the tool call with the user's vaulted BoldSign API key
await sk.tools.executeTool(res.choices[0].message.tool_calls[0], "user_123");

import Anthropic from "@anthropic-ai/sdk";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["boldsign"] }, pageSize: 100,
});

const msg = await anthropic.messages.create({
  model: "claude-sonnet-5",
  max_tokens: 1024,
  messages: [{ role: "user", content: "List NDAs still waiting on signatures" }],
  tools,
});

// Tool call runs with the user's vaulted BoldSign API key
await sk.tools.executeTool(msg.content, "user_123");

import { Agent } from "@google/adk/agents";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["boldsign"] }, pageSize: 100,
});

const agent = new Agent({
  name: "contracts_agent",
  model: "gemini-2.5-pro",
  instruction: "BoldSign tools scoped to this user",
  tools,
});

await agent.run("List NDAs still waiting on signatures");

Try these prompts

Copy any prompt into your agent. Each maps directly to a BoldSign tool. Click to copy, paste into your agent, done.

Send

Copy the prompt

Copied

Send the Acme MSA template to jane@acme.com for signature.

Copy the prompt

Copied

Merge the NDA and MSA templates and send them to sam@globex.com.

Copy the prompt

Copied

Send draft document 7c1e to its signers.

Track

Copy the prompt

Copied

List documents waiting on signatures from the last 30 days.

Copy the prompt

Copied

Remind the pending signers on the Globex order form.

Copy the prompt

Copied

Extend the expiry of the Acme NDA by 14 days.

Manage

Copy the prompt

Copied

Replace the signer on the Initech SOW with tom@initech.com.

Copy the prompt

Copied

Create a contact group called Legal Reviewers.

Copy the prompt

Copied

How many API credits do we have left?

SEE HOW AUTH WORKS

Each user connects their own BoldSign API key once, and Scalekit sends it with every call. Keys stay vaulted, every call is scope checked, and every action is logged.

Authorize

Your user connects

BoldSign

once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access

Who:

user ‘A’

when:

Once per user

access:

Limited to user

Store

Their

BoldSign

token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection

vault:

encrypted

scope:

per-user

tokens:

auto-refreshed

Resolve

When your agent calls a

BoldSign

tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs

speed:

~40ms

check:

before every call

seen by:

nobody

Audit

Every

BoldSign

tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it

history:

90 days

export:

SIEM-ready

logged:

every call

Test other agents

See the same per-user auth pattern across other documents and e-signature connectors.

People Ops and HR teams

Offer letter routing agent

Drafts the offer in PandaDoc, blocks on the hiring manager's approval in Slack, then emails the candidate their e-signature link. Every call runs as the recruiter who triggered it, never a shared HR bot.

GTM and RevOps Teams

Deal room sync

Pulls opportunity context from Salesforce, captures key decisions from Slack, and syncs a running summary to the deal room doc in Google Drive, but only when the deal actually changed.

Why Scalekit

Secure your agent's access. Connectors ship in minutes

01.

Shared tokens break per-user analytics

A shared BoldSign API key looks fine in a demo. In production every signature request looks like one service account, and you cannot tell which user triggered it. Scalekit resolves the credential of the actual user who triggered the agent, never a shared bot.

// shared key
audit → bot_service_account

// scalekit
audit → user_abc ✓

02.

Authentication is not authorization

03.

Multi-tenancy is architectural

04.

BoldSign today. Ten connectors tomorrow.

“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”

Venu Madhav Kattagoni

Head of Engineering / Von

FAQs

Frequently Asked Questions

Does the agent access BoldSign as the user or through a shared API key?

As the user. Each user connects their own BoldSign API key once, and Scalekit sends it with every call. Documents the agent sends, reminds, or revokes are attributed to that user in your audit trail, not a shared service account.

Where is the BoldSign API key stored?

In Scalekit's managed AES-256 token vault, namespaced per tenant. To rotate it, the user reconnects with a new API key. Revocation is a single dashboard action. Credentials never appear in prompts, logs, or LLM context.

Can I limit what the agent does in BoldSign?

Yes. Filter by tool name in listScopedTools to expose only what you want, for example document tracking tools without boldsign_delete_document and boldsign_revoke_document. Scalekit also enforces scope checks before every API call.

What happens when a user revokes BoldSign access?

The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.

Can the agent see documents sent by other people on the team?

Yes, where the API key owner has access. boldsign_list_team_documents lists documents sent by members of teams the owner administers, and boldsign_list_documents_on_behalf lists documents sent on behalf of other senders. boldsign_list_documents covers the owner's own sent and received documents.