Overview

The BoldSign Assistant is designed to streamline your development workflow when integrating BoldSign APIs and SDKs into your applications. It leverages contextual knowledge of the BoldSign platform to generate accurate code snippets, configuration examples, and guided explanations—reducing documentation searches and accelerating productivity.

1. BoldSign Account: Sign up for a free trial or use an existing sandbox/paid account.
2. API Key: Generate and manage your key in the BoldSign web app (see the API Key section in the documentation for detailed steps).

• Setup & Configuration

  • Install and configure the MCP server using your BoldSign API key and region securely (always use environment variables — never hardcode credentials).
  • Connect the server to your MCP-enabled client (VS Code, Cursor, Claude Desktop, Windsurf, etc.) so the BoldSign Assistant tool becomes available.

• Purpose & Usage

  • The MCP server does not send signature requests or perform live API calls directly — it generates safe, reusable code snippets for BoldSign workflows.
  • Treat it as a powerful developer assistant that helps you quickly scaffold secure, production-ready code patterns.

• Security

  • Keep API keys, access tokens, and any sensitive data out of source code and version control.
  • Always test integrations with sandbox accounts before switching to production.
  • Validate all inputs (emails, file paths, document IDs, roles, etc.) before executing any generated code.

• Workflow Design

  • Use the assistant to get guidance and code examples for common BoldSign tasks, such as:
    • Sending documents for signature
    • Embedding signing experiences
    • Tracking signature status and completion
    • Managing templates and webhooks

• Learning & Documentation

  • Review the annotated code examples provided by the assistant to better understand BoldSign’s API structure and best practices.
  • Refer to developer documentation for complete reference, SDK details, and advanced features when the assistant output needs deeper context.

• Troubleshooting

  • If generated code fails, check logs and error messages first.
  • Use AI assistant suggestions for quick fixes, but confirm against BoldSign documentation.

Always review AI-generated code for accuracy before deploying it in production.

• Session Management: Start new sessions when switching projects to ensure prompt relevance and maintain focus.
• Model Compatibility: For optimal performance, use the assistant with advanced AI models such as GPT‑5 or Claude Sonnet 4.

The BoldSign AI Coding Assistant is designed with privacy in mind:

• The tools do not access your project files or workspace directly.
• User prompts are not stored or reused for any other purpose.
• Prompts are not used to train BoldSign models.
• The assistant generates context, while the final output is handled by your selected AI model.