ChatGPT

You can connect BoldSign to ChatGPT if you have a Pro, Plus, Business, Enterprise, or Education account. For the current ChatGPT New App flow, use OAuth with your BoldSign MCP endpoint.

• Choose the hosted MCP endpoint from Regional Endpoints that matches your BoldSign account region
• Review Authentication before you start, because the ChatGPT setup path for an authenticated BoldSign MCP connection uses OAuth
• Confirm that ChatGPT Developer mode is available in your environment.
• Create or update a BoldSign OAuth application in the same region as your MCP endpoint

• OAuth is the supported authentication path for this ChatGPT setup.
• ChatGPT does not provide a place to enter the X-API-Key header used by some other MCP clients.
• Use API key authentication only in clients that support custom headers. For BoldSign, that includes flows such as Claude Code and GitHub Copilot, not this ChatGPT setup path.

When you add BoldSign as a ChatGPT app, ChatGPT handles the OAuth redirect and token exchange. Your job is to supply the BoldSign MCP endpoint, enter your BoldSign OAuth client details, register the ChatGPT callback URL in your BoldSign OAuth application, and complete the sign-in flow ChatGPT presents.

1. In ChatGPT, open Settings -> Apps -> Advanced settings and enable Developer mode if your environment requires it.
2. Return to Settings -> Apps and click Create app.
3. In the New App dialog, enter the basic app details:
   • Name - BoldSign MCP
   • Description - optional, for example Connects ChatGPT to live BoldSign documents, templates, contacts, users, and teams
   • MCP Server URL - the BoldSign MCP endpoint from Overview that matches your region
   • Authentication - OAuth
4. Open Advanced OAuth settings.
5. In Client registration, keep the registration method set to User-Defined OAuth Client.
6. Copy the Callback URL shown by ChatGPT and add that exact URL to your BoldSign OAuth application in the same region as your MCP endpoint.
7. Enter your OAuth Client ID from the BoldSign OAuth application.
8. Enter OAuth Client Secret only if your BoldSign OAuth configuration uses one for this flow.
9. Keep Token endpoint auth method set to none if ChatGPT shows that value for your BoldSign app setup.
10. Review the custom MCP server risk message and select I understand and want to continue.
11. Save the app and complete the OAuth sign-in flow ChatGPT presents.
12. Start a new chat, choose Developer mode, and enable the BoldSign app for that conversation.

ChatGPT may show notices that DCR is unavailable and CIMD is unavailable for this setup. For the current BoldSign flow shown here, continue with User-Defined OAuth Client.