# MCP Server

## Prerequisites

1. **An MCP-compatible client:** VS Code (with GitHub Copilot), Cursor, Windsurf, Claude Desktop, Cline, or any client that supports MCP over HTTP.

No BoldSign API key is required, as the MCP server only accesses publicly available BoldSign documentation.

## MCP Server Endpoint

The BoldSign Assistant MCP server is available at:

```
https://developers-mcp.boldsign.com/mcp
```

This is a **Streamable HTTP MCP server**. It uses the Streamable HTTP transport and does not support `stdio` or `SSE` transports.

## Quick Start

1. Copy the BoldSign Assistant MCP server URL: `https://developers-mcp.boldsign.com/mcp`
2. Add it to your MCP client configuration (see client-specific instructions below).
3. Restart or reload your client.
4. Open a new chat and ask:

*"How do I send a document for signature using the BoldSign API?"*

## Client Installation

### Install in VS Code

**Option 1 - Command Palette (recommended):**
1. Open the Command Palette (`Ctrl+Shift+P`)
2. Run **MCP: Add Server**
3. Select **HTTP** as the transport type
4. Enter `https://developers-mcp.boldsign.com/mcp` as the URL
5. Give it a name (e.g., `BoldSign`) and save

**Option 2 - Manual config (`~/.vscode/mcp.json` or `.vscode/mcp.json`):**

```json
{
  "servers": {
    "BoldSign": {
      "type": "http",
      "url": "https://developers-mcp.boldsign.com/mcp"
    }
  }
}
```

Refer to the [VS Code MCP documentation](https://code.visualstudio.com/docs/agent-customization/mcp-servers) for more details.

### Install in Claude Web

Claude Web connects to the BoldSign Assistant MCP server as a remote connector:

1. Open [Claude Web](https://claude.ai) and go to **Customize → Connectors** in the sidebar
2. Click **+** to add a custom connector
3. Enter a name (e.g., `BoldSign`) and the server URL: `https://developers-mcp.boldsign.com/mcp`
4. Click **Add**, then **Connect**
5. Enable the connector in the conversation where you want to use it

{% note %} Remote connector availability depends on your Claude plan.{% /note %}

### Install in Claude Code

Create or update a `.mcp.json` file in your project root:

```json
{
  "mcpServers": {
    "BoldSign": {
      "type": "http",
      "url": "https://developers-mcp.boldsign.com/mcp"
    }
  }
}
```

After saving, start Claude Code in that project and run `/mcp` to confirm the `boldsign` server is connected and its tools are available.

### Install in Cline

**Option 1 - Remote Servers UI:**
1. In the Cline panel, click the **MCP Servers** icon
2. Open the **Remote Servers** tab
3. Enter server name `BoldSign`, paste `https://developers-mcp.boldsign.com/mcp`, select **Streamable HTTP**, and click **Add Server**

**Option 2 - Manual config (`cline_mcp_settings.json`):**

```json
{
  "mcpServers": {
    "BoldSign": {
      "url": "https://developers-mcp.boldsign.com/mcp",
      "type": "streamableHttp"
    }
  }
}
```

Refer to the [Cline MCP documentation](https://docs.cline.bot/mcp/mcp-overview) for more details.

## Usage

Once connected, you can ask the BoldSign Assistant MCP server questions directly in your AI client. Trigger phrases for best results:

- `BoldSignAssistant`
- `/boldsign-assistant`
- `/boldsign`
- `@boldsign`
- `@ask_boldsign`
- In VS Code: `#BoldSignAssistant`

Grant the server permission to run when prompted (per session, workspace, or always). Start a new chat for each new topic to keep context focused.

## Mode Availability

The BoldSign Assistant MCP server works across all supported AI interaction modes - **Ask/Chat, Edit, and Agent** - in compatible MCP clients.

## Example Prompts

### API & Integration

- *"#BoldSignAssistant How do I send a document for signature using the BoldSign API?"*
- *"@boldsign What are the required parameters for creating a template?"*
- *"/boldsign How do I set up a webhook to track when a document is signed?"*
- *"BoldSignAssistant Show me how to embed a signing experience in my web app."*

### Scaffolding Applications

Use a single prompt to generate a complete, working application wired up with BoldSign:

- **ASP.NET Core:** *"Create an ASP.NET Core MVC app with a button to send a document for signing using the BoldSign .NET SDK."*
- **Node.js:** *"Build a Node.js Express app that sends a BoldSign document for signature when a form is submitted."*
- **Python:** *"Create a Python Flask app that uses the BoldSign SDK to send a document and track its status."*
- **Java:** *"Generate a Java Spring Boot application with a BoldSign integration to send and manage signature requests."*

## Troubleshooting

| Issue | Resolution |
|---|---|
| Server not connecting | Verify the URL is exactly `https://developers-mcp.boldsign.com/mcp` |
| Client not supported | Ensure your MCP client supports HTTP transport (not only stdio/SSE) |
| No response from assistant | Check that the MCP server is enabled in your client tools/server settings |
| Unexpected answers | Start a new chat session - stale context can affect response quality |