bold-sign

name

bold-sign

description

BoldSign is an electronic signature platform that provides APIs and workflow tools for sending, signing, and managing digital documents, allowing businesses and developers to automate agreement processes, collect legally binding signatures, and track document status across applications. Read and write BoldSign data through One: document, template, users, senderidentities, documents, brand and more, 85 actions with real parameter documentation. Use whenever the user asks to look something up in BoldSign, create or update a record there, or build code against the BoldSign API.

BoldSign through One

BoldSign is an electronic signature platform that provides APIs and workflow tools for sending, signing, and managing digital documents, allowing businesses and developers to automate agreement processes, collect legally binding signatures, and track document status across applications.

One exposes BoldSign through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform bold-sign if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm BoldSign is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real BoldSign account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Document

Action	Method	Path	Action id
Download Attachment	GET	/v1/document/downloadAttachment	conn_mod_def::GLuudwDObQw::IfKdnClJSOyOxj4cBFcC4Q
Download Audit Log Using Document	GET	/v1/document/downloadAuditLog	conn_mod_def::GLuudzC_5xI::lc1QyFMmTviIi5SYEoBfCA
Download Document	GET	/v1/document/download	conn_mod_def::GLuudwO1RZg::mLOz88uuSCu8zkwLH0OKBQ
Get Embedded Sign Link Using Document	GET	/v1/document/getEmbeddedSignLink	conn_mod_def::GLuud6bJBpg::EZS1cHIdTYyoN8b4TCSJdA
Cancel Editing for a Document	POST	/v1/document/cancelEditing	conn_mod_def::GLuudmhJHw4::SXWsdv3SSJGaRk1vXGA-Ag
Change Recipient Using Document	PATCH	/v1/document/changeRecipient	conn_mod_def::GLuudmPqJhM::XLcE27AITAu-FNDYntwOmQ
Create Embedded Edit URL for a Document	POST	/v1/document/createEmbeddedEditUrl	conn_mod_def::GLuud6Ggw28::m_IEM8TeSGyP6KUh_kIoHg
Create Embedded Request URL Using Document	POST	/v1/document/createEmbeddedRequestUrl	conn_mod_def::GLuud5xf4w8::xlQxbQutQAOrmsoymU2ikg
Delete Document	DELETE	/v1/document/delete	conn_mod_def::GLuudwqN0-o::mAJHDhqaSqiS0KqikbNclg
Draft Send Document	POST	/v1/document/draftSend	conn_mod_def::GLuueLfho5Y::DldHC9rhR4m-hBgqMvvkoA
Edit Document	PUT	/v1/document/edit	conn_mod_def::GLuud5nnWCs::140dD7TYR2iDMncIhYuhAw
Extend Expiry for a Document	PATCH

4 more Document actions are available through search.

Template

Action	Method	Path	Action id
Download Template	GET	/v1/template/download	conn_mod_def::GLuufHQGDp4::0OIyk7xeS5WW7it6Mne5Dw
Create Embedded Preview URL for a Template	POST	/v1/template/createEmbeddedPreviewUrl	conn_mod_def::GLuufs7OTko::E2gA66fGTgGP6nJrexod0w
Create Embedded Request URL Using Template	POST	/v1/template/createEmbeddedRequestUrl	conn_mod_def::GLuufs9Outs::5BnamGywTkmbB7jLWHEQ2Q
Create Embedded Template URL Using BoldSign Template	POST	/v1/template/createEmbeddedTemplateUrl	conn_mod_def::GLuufI8eb3Y::G5KrmN1HRuqALIzjuNSYlg
Create Template	POST	/v1/template/create	conn_mod_def::GLuue7J2gUs::wrjbvJDISXesZ5dkyCsjGw
Delete Template	DELETE	/v1/template/delete	conn_mod_def::GLuue7Lx60s::BFaUbjOiS_66xXuJ02hpOg
Edit Template	PUT	/v1/template/edit	conn_mod_def::GLuufkE4YHo::zxZ9kdtLRb2V2LZ4qW0yDQ
Get Embedded Template Edit URL	POST	/v1/template/getEmbeddedTemplateEditUrl	conn_mod_def::GLuufJR56Zw::dhUcz2goQXm2j7aAY85jhQ
Merge and Send Using Template	POST	/v1/template/mergeAndSend	conn_mod_def::GLuuf1hZW9g::XePkAcH6RPqmgxM2RxSvAA
Merge Create Embedded Request URL Using Template	POST	/v1/template/mergeCreateEmbeddedRequestUrl	conn_mod_def::GLuufJOcdwU::70wi1jNJRl6hmwzmzHtv7g
Send Using Template	POST	/v1/template/send	conn_mod_def::GLuuftfUzZA::fYt34BHJQ3WCVSUz3_msrQ
Share a Template	PATCH

Users

Action	Method	Path	Action id
Get User Summary	GET	/v1/users/get	conn_mod_def::GLuuf_LUWxQ::fwvgqIihRUCQi5IhK3xmeA
List Users	GET	/v1/users/list	conn_mod_def::GLuuf-a8aQ0::krsPJSkhRxm2R1hr7fef7Q
Cancel Invitation for a User	POST	/v1/users/cancelInvitation	conn_mod_def::GLuuf2eSZPY::WNC-rljxTre03MOChIhN6Q
Change Team for a User	PUT	/v1/users/changeTeam	conn_mod_def::GLuuf2eiSQU::1TFPvjwHRx65VFo9I9hBsw
Create User	POST	/v1/users/create	conn_mod_def::GLuuf2GBxX4::-XtlE5xATACx0hbE2D9JiQ
Resend Invitation for a User	POST	/v1/users/resendInvitation	conn_mod_def::GLuuf-bq36Y::01f1aON0SneKBWQnsNxyZg
Update Metadata Using Users	PUT	/v1/users/updateMetaData	conn_mod_def::GLuuf950bW8::J4i0LDQRTp2TvMcDvhI5jA
Update User Using Users Update	PUT	/v1/users/update	conn_mod_def::GLuuf9kYfFg::B_Yu6C-xQ76s4WLseQHsBw

SenderIdentities

Action	Method	Path	Action id
Get Sender Identity Properties (by ID or Email)	GET	/v1/senderIdentities/properties	conn_mod_def::GLuueoV1_2U::6fDRMnfhS3-8yNELcc38EA
List Sender Identities	GET	/v1/senderIdentities/list	conn_mod_def::GLuueoD5h6I::xepwARo3QHaCkBBW_tyYeg
Create Sender Identities	POST	/v1/senderIdentities/create	conn_mod_def::GLuuelthRww::UR_4Cf0bRCWJD3b10LD2ug
Delete Sender Identities	DELETE	/v1/senderIdentities/delete	conn_mod_def::GLuuenXbISA::EWeULMt5RAmu4xZZeZ6sjQ
Rerequest Sender Identities	POST	/v1/senderIdentities/rerequest	conn_mod_def::GLuuen1RfC0::QLtV-W2vTtGWKqeHGlNvVA
Resend Invitation for Sender Identities	POST	/v1/senderIdentities/resendInvitation	conn_mod_def::GLuuevEK5qc::wcFfWsl6QTipstFYcVF8rQ
Update Sender Identities	POST	/v1/senderIdentities/update	conn_mod_def::GLuuev8w0xI::CIa2ob5aQJSUHccvcI3ptQ

Documents

Action	Method	Path	Action id
List User Documents	GET	/v1/document/list	conn_mod_def::GLuueDIG94A::5j_Brq0zTt6zO5Z1X8Af0g
Team Documents	GET	/v1/document/teamlist	conn_mod_def::GLuueDvOqQQ::GmzK5yTNQy6hIxs0YxzZCQ
Add Authentication to Recipient Using BoldSign Documents	PATCH	/v1/document/addAuthentication	conn_mod_def::GLuueNtDkWo::tUM5coAqQYW1pqCeFHCpuA
Add Tags to Documents	PATCH	/v1/document/addTags	conn_mod_def::GLuudmtvSsg::7zt3ifOsSIue_n0atv9F_A
Delete Tags in Documents	DELETE	/v1/document/deleteTags	conn_mod_def::GLuudvUCRpY::bfCT5mx5ScSzDj3EAe6Utg
Remind Document Signers	POST	/v1/document/remind	conn_mod_def::GLuueNWRN7Q::M-JZmZkHQpGIdnlQ_zHM6A

Brand

Action	Method	Path	Action id
Get Brand Details	GET	/v1/brand/get	conn_mod_def::GLuudI1WqL0::PLHSzQvPSmyj0zvAurGsXg
Create Brand	POST	/v1/brand/create	conn_mod_def::GLuudJf0J9g::pjqOTxVQS2OMyvVo6kE8Xg
Delete Brand	DELETE	/v1/brand/delete	conn_mod_def::GLuudKPHI9s::q0wMcienSJ-0R6R9e-50ow
Edit Brand	POST	/v1/brand/edit	conn_mod_def::GLuudIvSH7M::iRQB2rd_Tom7sTDuACuY8g
Reset Default Brand	POST	/v1/brand/resetdefault	conn_mod_def::GLuudQ2zTmg::RI-kB-ezROqpUXPpWQX_vg

Contacts

Action	Method	Path	Action id
Get Contact Summary	GET	/v1/contacts/get	conn_mod_def::GLuudQnW5Uc::kRBfQffDTDigQva7obpQ4Q
List Contacts	GET	/v1/contacts/list	conn_mod_def::GLuudUoulVE::OWsHlskBRuqU0EGQceBqmQ
Create Contact Using v1 Contacts	POST	/v1/contacts/create	conn_mod_def::GLuudTpx5tQ::iHrRe45KSU6qMZEAYiNJow
Delete Contact	DELETE	/v1/contacts/delete	conn_mod_def::GLuudXE5ifA::gN8zOCKtSvSXCdQ8XLNpLQ
Update Contact	PUT	/v1/contacts/update	conn_mod_def::GLuudeIaGK8::9VOT8EREQqGlPtrEvaTjqA

ContactGroups

Action	Method	Path	Action id
Get Summary of the Group Contact	GET	/v1/contactGroups/get	conn_mod_def::GLuueXJb2jc::K-nbJiHNTK2Iok1wVSjRaw
List Group Contacts	GET	/v1/contactGroups/list	conn_mod_def::GLuueVA3Izg::CqDmFDpCQwyJ8SZpf6i9jA
Create Group Contact	POST	/v1/contactGroups/create	conn_mod_def::GLuueUnGbqQ::fKBnWy-KR7Kgmq4XJtMJSg
Delete Group Contact	DELETE	/v1/contactGroups/delete	conn_mod_def::GLuueX1Bq4Y::CgvHCGSmQ22Fxd5ar9c_Yw
Update Group Contact	PUT	/v1/contactGroups/update	conn_mod_def::GLuuefZ2w_w::uCSe55ttT9yldJ0wYRNVwA

CustomField

Action	Method	Path	Action id
Create Custom Field	POST	/v1/customField/create	conn_mod_def::GLuuddsHR0g::U-uwczKcSO2e5WuIP82wDA
Create Embedded Custom Field URL	POST	/v1/customField/createEmbeddedCustomFieldUrl	conn_mod_def::GLuudfJNMrY::JXV02OdGTAaZdz2TOsJVUg
Delete Custom Field	DELETE	/v1/customField/delete	conn_mod_def::GLuudfxHZKQ::Y93Iw2VcSwmV0asnspQdxQ
Edit Custom Field	POST	/v1/customField/edit	conn_mod_def::GLuudf6WG-A::PZ2rqjnUTXiOwhwl-WqKBw

Teams

Action	Method	Path	Action id
Get Team Details	GET	/v1/teams/get	conn_mod_def::GLuuevQX2JA::4em88aCJTFuk2UgoocwcSg
List Teams	GET	/v1/teams/list	conn_mod_def::GLuue0geYPY::cn2479--RTuREXskDriHEA
Create Team	POST	/v1/teams/create	conn_mod_def::GLuuevYb6bs::gmxTITC0TT-e_hNoC9bwOA
Update Team	PUT	/v1/teams/update	conn_mod_def::GLuue5_eZws::e0J83DFcSW2VIc4VsXMc-A

Templates

Action	Method	Path	Action id
List Templates	GET	/v1/template/list	conn_mod_def::GLuufvGMGm8::EtRgoZZqQNipV0aidc5-SQ
Add Tags to Templates	PATCH	/v1/template/addTags	conn_mod_def::GLuufAGpdYk::VBstTD-6SwmtNxvkefooRA

Brands

Action	Method	Path	Action id
List Brands	GET	/v1/brand/list	conn_mod_def::GLuudIdriA8::65lsQEJbTyS7tVxmZ9fibQ

CustomFields

Action	Method	Path	Action id
List Custom Fields	GET	/v1/customField/list	conn_mod_def::GLuudmTl7Bk::Vi5SPdy5TnKqlRlt1GEX7Q

DocumentSignerAccessCode

Action	Method	Path	Action id
Change Access Code for a Document Signer	PATCH	/v1/document/changeAccessCode	conn_mod_def::GLuudn9Juu4::FZokd4RHQ0SUUadCQcDF-A

DocumentProperties

Action	Method	Path	Action id
Get Document Properties	GET	/v1/document/properties	conn_mod_def::GLuueBnRHIA::iAQ7C2tnQ16Z08uU7em7qQ

BehalfDocuments

Action	Method	Path	Action id
List Behalf Documents	GET	/v1/document/behalfList	conn_mod_def::GLuueD01SxU::1UZQ7vB9SvGH-oE8hEVpew

IdentityVerificationImage

Action	Method	Path	Action id
Image Using Identity Verification	POST	/v1/identityVerification/image	conn_mod_def::GLuuefMk2SI::gy9ianE5RIiWoByDSk1CXw

ApiCreditsDetails

Action	Method	Path	Action id
Get API Credits Details	GET	/v1/plan/apiCreditsCount	conn_mod_def::GLuuefPC1bw::3p63vZ9USh2U6wbSS67-bA

IdentityVerificationReport

Action	Method	Path	Action id
Report Using Identity Verification	POST	/v1/identityVerification/report	conn_mod_def::GLuuefoHbmw::TE7SQyigSeWFIJ2irUHt9A

IdentityVerification

Action	Method	Path	Action id
Create Embedded Verification Url Using Identity Verification	POST	/v1/identityVerification/createEmbeddedVerificationUrl	conn_mod_def::GLuuef0rOQM::QvQT5hSrS7-gZfXoCcSReQ

TemplateTags

Action	Method	Path	Action id
Delete Tags Using Template	DELETE	/v1/template/deleteTags	conn_mod_def::GLuue7k-pP4::JqpsS4GdRD2H5JWVJ3f8zQ

TemplateProperties

Action	Method	Path	Action id
Get Template Properties	GET	/v1/template/properties	conn_mod_def::GLuuftD08iA::5JNEbW91S8aijSJlB4fFDw

This lists 81 of 85 actions. For anything not here, call search_one_platform_actions with platform bold-sign. The full catalog is at https://www.withone.ai/knowledge/bold-sign.

When a call fails

The error comes from BoldSign, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/bold-sign

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.