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Boldsign

Boldsign MCP integration

Sends documents for signature, tracks where any of them stand, extends missed expiry dates, and manages brand-scoped custom fields.

Connect BoldsignSee all integrations

14actions available

  1. Home/
  2. Integrations/
  3. Boldsign

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

  • Send document

    Lyro sends a document to recipients for eSignature via BoldSign, automating the signature collection workflow end-to-end. Recipients receive a secure link and signing instructions.

  • Create embedded request link

    Lyro generates an embedded signing request that can be placed directly on your website or app, keeping users in your UI while they sign. No redirect needed.

  • Edit document (beta)

    Lyro modifies a draft or already-sent BoldSign document, updating text, fields, or recipient list before signing completes. Saves time on corrections.

See all 14 actions

How businesses use Boldsign + Lyro

Each card is one request a support team gets, and the Boldsign actions Lyro runs to close it.

  • share

    Get an agreement in front of a signer

    Lyro uploads the file through the Composio pipeline, sends the document for eSignature to the recipients named in the conversation, or generates an embeddable link when the signing should happen in your own app.

    Upload FileSend DocumentCreate Embedded Request Link
  • search

    Find where a document stands

    Lyro filters your own documents, the team's, and those sent on behalf of other users, so a customer asking about their contract is answered no matter which mailbox it went out from.

    List DocumentsList Team DocumentsList Behalf Documents
  • update

    Rescue a signature request that stalled

    Lyro extends the document's expiry date before it lapses, and edits a draft or sent document when the files, recipients, or settings need to change rather than starting again.

    Extend Document ExpiryEdit DocumentGet API Credits Count
  • sell

    Keep brand fields ready for templates

    Lyro defines a brand-scoped custom field, edits one whose properties have moved on, and reads the brand record it belongs to so signing templates keep rendering correctly.

    Create Custom FieldEdit Custom FieldGet Brand Details

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Boldsign actions it has and picks the ones a request needs.

  1. 01

    Connect Boldsign

    Authorize the Boldsign account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.

  2. 02

    Tell your agent what you need

    Describe the job the way you would hand it to a teammate. Lyro maps it to the Boldsign actions that close it and chains as many as the request needs.

  3. 03

    Watch it work

    The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.

    Get started free

Boldsign · Lyro

What can you do in Boldsign without me setting anything up?

These, right away:

  • Create custom field
  • Get brand details
  • Edit custom field

Great, let's start with the first one.

Ask Lyro anything...

FAQ

Everything else about Boldsign

Setup, permissions, and the limits of what Lyro can do inside Boldsign.

  • Yes. List Documents covers My Documents, List Team Documents covers everything a team or account admin can see, and List Behalf Documents covers documents sent on behalf of other users, so the agreement is found regardless of who dispatched it.

  • Extend Document Expiry prolongs a document's deadline before signing, so the date moves out in the conversation rather than requiring a fresh send. Edit Document (Beta) covers the heavier case where files, recipients, or settings also need changing.

  • Treat that one as privileged. Remove Document Authentication disables signer authentication on an existing document before signing, which lowers the bar for who can sign it, so it belongs behind an approval. Sending, listing, and extending expiry are safe to leave open.

  • Get API Credits Count returns the remaining credit balance on the connected account, so Lyro can check before it sends rather than discovering the shortfall when a send fails halfway through a conversation.

Every action available in Boldsign

All 14 actions your agent can call on Boldsign, straight from the live MCP connection.

  • Get brand details

    Get brand details by brand ID.

  • List brands

    List all brands in the account.

  • Create custom field

    Create a brand-scoped custom field.

  • Edit custom field

    Edit an existing custom field.

  • List behalf documents

    List documents sent on behalf of users.

  • Edit document (beta)

    Edit a draft or sent document.

  • Extend document expiry

    Extend a document's expiry date.

  • List documents

    List documents in My Documents with filters.

  • Remove document authentication

    Remove authentication from a document.

  • Send document

    Send a document for eSignature.

  • List team documents

    List team documents.

  • Create embedded request link

    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.g., BrandLogo in brand create).

  • Get API credits count

    Get remaining BoldSign API credits count.

The tools Boldsign sits next to

Same connection, same setup. Pick the next one your team already uses.

  • Boloformsarrow_outward

    Boloforms

    Reads the workspace document list with each document's signing type, status, and timestamps, so signature chasing is answered on the spot.

  • Docnifyarrow_outward

    Docnify

    Adds recipients and fields to a document, sends it for signature, resends when it stalls, and reports where signing stands.

  • Docusignarrow_outward

    Docusign

    Reports envelope signing status, sends agreements from templates, corrects envelopes already out for signature, and runs bulk sends.

  • Google Drivearrow_outward

    Google Drive

    Finds files people describe rather than name, writes documents into the right folder, grants access on request, and keeps folders tidy.

  • Parseurarrow_outward

    Parseur

    Sends documents in for parsing, explains why one came back stuck, reprocesses a batch after a template change, and routes the parsed data onward.

  • Signwellarrow_outward

    Signwell

    Sends a document or template out for signature, reports who has signed, chases the ones who have not, and cancels a request that should stop.

Browse every integration
Support agent working at a laptop next to the Lyro mascot

Ready to connect Boldsign?

Authorize the account and your agent has all 14 actions from the first conversation.

Connect BoldsignTalk to sales
Connect BoldsignTalk to sales
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