See AI agents send documents for signature with BoldSign MCP

These demos show AI agents sending documents for electronic signature through the BoldSign MCP server. Each agent collects details by chat, fills an approved template and asks before it sends. Signers then sign in BoldSign on any device, with no account needed.

Create API Sandbox Read the MCP server docs
A legal ops assistant asks before sending an NDA, sends it through BoldSign MCP, and BoldSign shows it sent

Try the BoldSign MCP examples

Warranty claim agent chat that confirms the email before sending the agreement through BoldSign
AI warranty claim agent

Chat about a faulty product, and the agent sends the warranty claim agreement for signature and tracks it.

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Insurance claim agent chat beside the claim form it sends through BoldSign
AI insurance claim agent

Describe the incident, and the agent prepares the claim form and sends it for signature.

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Patient check-in agent chat that sends the intake and consent form through BoldSign
AI patient check-in agent

Check in by chat, and the agent sends the intake and consent form for signature.

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Lease signing agent chat beside the lease agreement it sends through BoldSign
Sign your lease by chat

Confirm the property and move-in date, and the agent sends the lease for signature.

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HR onboarding assistant chat that confirms before sending the new hire packet through BoldSign
Send new hire paperwork by chat

HR names the new hire, and the assistant sends paperwork from an approved template.

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Legal ops assistant chat reporting unsigned NDAs beside a BoldSign status list
Send legal contracts by chat

Send pre-approved NDAs and contracts, then ask where each one stands.

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Change order agent chat beside the change order it sends through BoldSign
Approve change orders by chat

Describe the change, and the agent prepares the change order and sends it for signature.

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Scholarship agent chat that sends the acceptance form through BoldSign
Sign a scholarship form by chat

Confirm your scholarship, and the agent sends the acceptance form for signature.

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Which BoldSign MCP tools do these examples use?

Every example sends with send_document_from_template, the only sending tool on the BoldSign MCP server. So an agent can send only templates saved in your BoldSign account.

Before sending

Find the template and the fields it needs.

  • list_templates
  • get_template_properties

Sending

Fill the template from the chat and send it.

  • send_document_from_template

After sending

Check status, remind the signer or cancel.

  • get_document_properties
  • send_reminder_for_document_sign
  • revoke_document

For how teams use each agent, read AI eSignature agents on boldsign.com.

Questions about the BoldSign MCP examples

What is the BoldSign MCP server?

The BoldSign MCP server lets AI assistants and agents send, track and manage eSignature documents in BoldSign. BoldSign hosts it, so there is nothing to install. Read the MCP server docs.

Does the AI agent sign the document?

No. The agent fills an approved template and sends it, and a person signs it from the email BoldSign sends. Every example asks you to confirm before it sends.

What do I need to run these examples myself?

Create a free API sandbox and save a template in it. Then connect your MCP client with an API key or OAuth. The developer tutorial walks through a custom agent in Python.

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