BoldSign AI Assistant
Chat with the BoldSign AI AssistantClaude Web
The hosted BoldSign MCP server is best connected to Claude Web as a remote connector. The OAuth authentication is the only supported method for this setup.
Preparation
- Create or update a BoldSign OAuth application in the same region as your MCP endpoint.
- Add the following redirect URIs to your BoldSign OAuth application:
https://claude.ai/api/mcp/auth_callbackhttps://claude.com/api/mcp/auth_callback
- Note the Client ID and Client Secret from your BoldSign OAuth application.
Remote connector availability depends on the Claude plan and features available in your environment.
Setup Steps
- Open Claude Web and navigate from the sidebar Customize → Connectors.
- Click + to add a custom connector.
- Provide a name for the connector (for example, "BoldSign").
- Enter the MCP endpoint from Regional Endpoints.
- Expand Advanced Settings and enter the Client ID and Client Secret from your BoldSign OAuth application.
- Click Add to save the connector.
- Click Connect and complete the sign-in flow that Claude presents for the connector.
- Enable the connector for the conversation where you want to use BoldSign tools.
Verification
After connecting, try a read-only prompt to verify the setup:
List my recent templatesShow my contacts
Once verified, you can use action-oriented prompts like:
Send the NDA template to [email protected]