Connect Boldsign to your AI agent

Productivity 14 actions available

BoldSign delivers eSignature solutions, letting organizations create, send, and manage legally binding documents through streamlined digital signing workflows

We set up the connection using your own Boldsign account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

What your agent can do in Boldsign

Each one is a real action the agent can take on its own, the same things a person clicking around Boldsign could do. Read-only by default; write actions are confirmed against your policy.

  • Get Brand Details Tool to get brand details by brand ID. Use after obtaining the brand identifier.
  • List Brands Tool to list all brands in the account. Use after confirming account is authenticated.
  • Create Custom Field Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
  • Edit Custom Field Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
  • List Behalf Documents Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
  • Edit Document (Beta) Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
  • Extend Document Expiry Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
  • List Documents Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
  • Remove Document Authentication Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.
  • Send Document Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
  • List Team Documents Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
  • Create Embedded Request Link Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
  • 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.g., BrandLogo in brand create).
  • Get API Credits Count Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.

How we connect it

  1. 1

    Connect your account

    You log in with your own Boldsign account. We never see your password, and you can revoke access from Boldsign at any time.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

Boldsign questions, answered.

You sign in with your own Boldsign account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from Boldsign at any time.
The actions Boldsign's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Boldsign to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

All product names, logos, and brands are property of their respective owners; used for identification only. ZeroToClaw is not affiliated with or endorsed by Boldsign.