Connect BoldSign to Your AI Agent

Choose a document to check progress or a template and recipients for a new signing request.

6 tools API key

Connect BoldSign Install OOMOL

Try a BoldSign Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill BoldSign

Review Signing Progress

Read a document’s status and signer details.

/oo BoldSign: Read BoldSign document [document ID]. Summarize its status and the returned signer information.

Send a Template Signature Request

Inspect roles and send a request to explicitly named recipients.

/oo BoldSign: Read BoldSign template [template ID]. Send a document from it with title “[title]”, mapping role [role index] to [signer name] at [signer email]. Report the new document ID.

Start Working with BoldSign

Install OOMOL

Set up oo CLI and the oo Skill in your agent.
Install OOMOL →
Connect BoldSign

Connect a BoldSign API key and its region.
Connect BoldSign →
Give Your Agent a Task

Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →

Choose Your Agent

Codex Claude Code Cursor Hermes

A key for the account and template you want to use.
Use the key’s region: us, eu, ca, or au. Inspect template roles before assigning recipients.

BoldSign Tools

This connection reads documents and templates, checks available API document credits, and sends documents from existing templates.

Document and Template Details

Read signing records and template role definitions.

Template-Based Signature Requests

Send requests from an existing template and inspect account credits.

6 tools

Get Api Credits

Get the remaining BoldSign API document credits for the connected account.

boldsign.get_api_credits

List Documents

List BoldSign documents available to the connected account with filters and pagination.

boldsign.list_documents

Get Document Details

Get the status, signers, and full JSON details for one BoldSign document.

boldsign.get_document_details

List Templates

List BoldSign templates available to the connected account with filters and pagination.

boldsign.list_templates

Get Template Details

Get roles, files, and full JSON details for one BoldSign template.

boldsign.get_template_details

Send Document From Template

Send a BoldSign signature request from an existing template and return the new document ID.

boldsign.send_document_from_template

Frequently Asked Questions

How do I choose signer roles?

Read template details and map each intended recipient to the template’s one-based role index.

How can I check a sent request?

Use the returned document ID to retrieve document details and its signer status.

Can I send any file through this connection?

Sending uses an existing template. Public file URLs can be added only when that template permits new files.