How to connect Boldsign to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks. This guide walks you through the easiest and most secure way to connect your Boldsign account to Cowork via Composio Connect, enabling it to send a contract to client for signature, list all documents awaiting your signature, download signed agreement from this week, and more such actions on your behalf without compromising your account security.

Boldsign logoBoldsign
Oauth2

Boldsign is a digital eSignature platform for sending, signing, and tracking documents online. Organizations use it to automate agreements and manage legally binding workflows efficiently.

14 Tools

Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Boldsign account to Cowork via Composio Connect, enabling it to send a contract to client for signature, list all documents awaiting your signature, download signed agreement from this week, and more such actions on your behalf without compromising your account security.

Also integrate Boldsign with

Connecting Boldsign to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Boldsign account

Back in Cowork, ask the agent to connect to Boldsign or give it any Boldsign-related task.

For example, ask Cowork to:

  • "Send a contract to client for signature"
  • "List all documents awaiting your signature"
  • "Download signed agreement from this week"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Boldsign account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Boldsign through MCP without you sharing account credentials directly with the agent.

What is the Boldsign MCP server, and what's possible with it?

The Boldsign MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Boldsign account. It provides structured and secure access to your eSignature workflows, so your agent can help create, manage, and automate digital signing processes for your documents, contracts, and forms.

  • Seamless document sending and signature requests: Enable your agent to prepare documents and initiate signature requests, ensuring fast and compliant eSigning experiences for your clients or team members.
  • Automated contract management: Let your agent track the status of sent documents, follow up on pending signatures, and manage completed agreements all in one place.
  • Secure workflow automation: Allow your agent to integrate eSignature steps into broader business processes, reducing manual intervention and boosting efficiency.
  • Real-time status monitoring: Have your agent monitor and report on document progress, so you always know who has signed and who still needs to take action.
  • Centralized record keeping: Ensure your signed documents are stored and organized for easy retrieval, compliance, and auditing, all via your agent.
TOOLS

Supported Tools

Every Boldsign action and event your agent gets out of the box.

Get Brand Details

Tool to get brand details by brand ID.

List Brands

Tool to list all brands in the account.

Create Custom Field

Tool to create a brand-scoped custom field.

Edit Custom Field

Tool to edit an existing custom field.

List Behalf Documents

Tool to list documents sent on behalf of users.

Edit Document (Beta)

Tool to edit a draft or sent document.

Extend Document Expiry

Tool to extend a document's expiry date.

List Documents

Tool to list documents in My Documents with filters.

Remove Document Authentication

Tool to remove authentication from a document.

Send Document

Tool to send a document for eSignature.

List Team Documents

Tool to list team documents.

Create Embedded Request Link

Tool to create an embedded request link.

Upload File (Helper)

Helper action to upload a file to R2 temp via the Composio file pipeline, returning a key that can be passed to FileUploadable fields in other actions (e.

Get API Credits Count

Tool to get remaining BoldSign API credits count.

FAQ

Frequently asked questions

With a standalone Boldsign MCP server, the agents and LLMs can only access a fixed set of Boldsign tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Boldsign and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Boldsign tools.

Yes, absolutely. You can configure which Boldsign scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Boldsign data and credentials are handled as safely as possible.

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