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AI agent integrationBoldsign

Boldsign integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Boldsign never means pasting credentials into a prompt.

Use Boldsign from Claude Code

Bring Boldsign context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Boldsign with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Documents & Forms

What the Boldsign integration exposes

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

One connection, many teammates

Connect Boldsign once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • 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.

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.

FAQ

Questions people ask before connecting Boldsign

Can Claude Code use Boldsign?

Yes. Type lets an AI teammate use connected Boldsign actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Boldsign through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Boldsign catalog entry includes public integration details and example capabilities where available.

Is this the same as a Boldsign MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

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