Use Boldsign from Claude
Add the Boldsign connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorBoldsign
Boldsign integration for Claude and Codex
Connect Boldsign once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategoryDocuments & Forms
Use Boldsign from Codex
Add the Boldsign connection to a Space that runs Codex, then use it from every channel in that Space.
Use Boldsign from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Documents & Forms
What the Boldsign connector can do
Boldsign handles eSignature workflows, letting teams send documents for signing and track their status through completion. A sales or ops Space in type.com can ask Claude to check which brands are set up for sending, add a custom field a document template needs, or review documents sent on someone else's behalf.
One connection, many Spaces
Connect Boldsign once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Use Boldsign from Claude Code, Codex, and automations
Use Boldsign from Claude Code or Codex
Once Boldsign is connected in type.com, install the type.com CLI, and Claude Code or Codex can call its tools with type-cli integrations call. Calls run with your type.com access, and the credentials stay on type.com's servers.
Automate Boldsign on a schedule or webhook
In a Space with Boldsign connected, describe the job, and type.com proposes an automation with its trigger, schedule, and destination. Runs can start on a schedule or from a webhook, Slack, GitHub, Linear, email, or RSS, and each run leaves a thread the team can read.
What teams do with Boldsign in type.com
Confirm the right brand before sending
List the brands configured in the account to make sure the correct logo and sender details are used on a document.
List our Boldsign brands so I can confirm which one to use for this client contract.
Add a field a template is missing
Create a custom field scoped to a brand when a document template needs a new piece of information collected at signing.
Create a custom field in Boldsign called PO Number for our vendor contracts brand.
Review documents sent on your behalf
Check which documents were sent by someone else on your account, useful when covering for a teammate.
List the Boldsign documents sent on behalf of Dana this week.
Representative actions
- Get Brand Details
Returns details for a specific brand by its ID.
- List Brands
Lists all brands configured in the account.
- Create Custom Field
Creates a brand-scoped custom field for use on documents.
- Edit Custom Field
Updates an existing custom field's properties.
- List Behalf Documents
Lists documents sent by or on behalf of specified users.
Connection
API and auth details
BoldSign provides eSignature APIs for sending documents, embedded requesting and signing, templates, brands, text tags, send-on-behalf workflows, users, teams, downloads, audit trails, webhooks, and official SDKs.
- Source
- type.com catalog metadata
- Auth schemes
- OAuth
- Official site
- https://boldsign.com/
FAQ
Questions people ask before connecting Boldsign
Can Claude manage Boldsign brands and custom fields?
Yes. Once a Boldsign connection is shared with a Space, the agent can list and manage brands, custom fields, and documents sent on behalf of others from a thread.
How do I authenticate Boldsign in type.com?
Boldsign uses OAuth. An admin signs in once to create the connection, then decides which Spaces can use it.
Can type.com check for pending signatures on a schedule?
Yes. An automation can review documents sent on behalf of the team and flag anything still awaiting a signature in a channel.
Can Claude Code or Codex use Boldsign?
Yes. Once Boldsign is connected in type.com, install the type.com CLI, and Claude Code or Codex can call its tools with type-cli integrations call. Calls run with your type.com access, and the credentials stay on type.com's servers.
Can I automate Boldsign on a schedule?
Yes. In a Space with Boldsign connected, describe the job, and type.com proposes an automation with its trigger, schedule, and destination. Runs can start on a schedule or from a webhook, Slack, GitHub, Linear, email, or RSS, and each run leaves a thread the team can read.
Is this the same as an MCP server for Boldsign?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More documents & forms connectors
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Connect SurveyMonkey to Claude in type.com to create surveys, manage contacts and lists, and organize surveys into folders.
Connect Dropbox Sign to Claude in type.com to send bulk signature requests, manage templates, and cancel requests in a thread.
Connect PandaDoc to Claude in type.com to create documents from files, attach materials, organize folders, and build templates.