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BoloSign MCP connector

The BoloSign connector lets Claude, ChatGPT, Cursor, or any MCP client see your BoloSign documents, form responses, and who has signed each template, and create new PDF templates, with each person acting under their own BoloSign access.

  • How it connects. Connects with an API key. The credential goes into a vault nobody reads back.

  • One address. https://api.elaichi.ai/mcp, the same for every user.

  • Their own access. An agent never gets more than the person it acts for.

How to connect

How to connect BoloSign to Claude, ChatGPT or Cursor

Two steps, about a minute.

1

In Elaichi

Connect BoloSign once

  1. Open Connections, choose Add connection, and pick BoloSign.

  2. Optionally set Share with to give a team access, then press Connect.

  3. Paste a BoloSign API key. One person generates a token in BoloSign and pastes it once. Everyone else works through Share with, and never sees it.

The credential is vaulted. Nobody reads it back, not even the AI.

Add connection

Choose a connector.

bolosign
BoloSign
1Password
360learning
7shifts
Acquire
Active Ants
2

In your AI client

Point it at one endpoint

Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.

BoloSign MCP connector for Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

BoloSign MCP connector for ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

Works on the web today. The plugin directory lives at chatgpt.com/plugins.

BoloSign MCP connector for Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 3

    Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

Set up per machine, so repeat it on each computer you work from.

Connect BoloSign to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 2

    Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

The Elaichi Agent already has these tools, with nothing to set up.

Use cases

What teams do with BoloSign through Elaichi

Every one of these runs inside the access the person already has, and lands in the same audit log.

  • Sales

    Check which contracts are still unsigned

    Ask which quotes and agreements sent through BoloSign this week are still waiting on a signature, and who is holding them up, before the pipeline call.

  • HR

    Track offer letter and onboarding signatures

    See which new hires have signed their offer letter, policy acknowledgment, and tax forms in BoloSign, and who still needs a nudge before their start date.

  • Legal

    Turn an approved PDF into a template

    Hand over the final version of an NDA or vendor agreement and have it set up as a reusable BoloSign template, ready for the team to send.

  • Operations

    Pull intake form answers into one place

    Gather the responses from a BoloSign intake or request form and summarize what people asked for, without opening each submission one by one.

  • Finance

    Confirm signed agreements before invoicing

    Before an invoice goes out, check that the order form or engagement letter in BoloSign has been completed by every party named on it.

  • Customer success

    Find every document tied to a customer

    List the agreements, renewals, and amendments a customer has in BoloSign, and see which are complete, so the account review starts with the full picture.

Try asking

  • “Which BoloSign documents are still waiting on respondents?”
  • “Summarize this week's BoloSign form responses by template.”
  • “List BoloSign templates with the most signed documents.”

See all 4 BoloSign tools below

Compare

Elaichi vs Zapier MCP vs Composio for BoloSign

All three can connect BoloSign to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.

Elaichi compared with Zapier MCP and Composio for BoloSign, by what to check
What to check Elaichi Zapier MCP Composio
Where the AI connects One address for the whole organization. https://api.elaichi.ai/mcp A server per member, created at sign-in. An MCP endpoint per team, or an SDK.
Control over BoloSign tools Allow or restrict single BoloSign tools, per role or user. App and action restrictions on the account. Role permissions, down to the action.
Record of calls One audit entry per BoloSign call. A History tab of tool calls. A log of every tool call.
Single sign-on SAML or OIDC, plus SCIM, on Gold. SAML on Enterprise. SAML and OIDC on Enterprise.
Price $15 per user per month. 2 tasks per successful call. Billed per tool call.

Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.

Longer take: Zapier MCP alternative and when you don't need an MCP gateway.

AI tools

BoloSign tools for your AI agents

4 tools are ready to call through Elaichi's MCP endpoint the moment you connect BoloSign, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

See it in Elaichi

What connecting BoloSign gets you

6 screens from the product, each doing one job for your BoloSign account.

The agent

Ask about documents, get answers from BoloSign.

Three starter prompts pull live documents, templates and form responses in plain language.

  • documents
  • templates
  • respondents
  • form responses

Ask Elaichi to work across your apps.

Which BoloSign documents are still waiting on respondents?

Summarize this week's BoloSign form responses by template.

List BoloSign templates with the most signed documents.

Also runs in Claude, ChatGPT or Cursor

MCP clients

Claude, ChatGPT and Cursor reach BoloSign here.

One governed MCP endpoint over OAuth, no SDK and no shared API key.

ElaichiMCP clients
Claude ChatGPT Cursor

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emily Carter

• Connected 4 minutes ago
Cursor
M

Megan Brooks

• Connected 2 hours ago
ChatGPT
R

Ryan Hayes

• Connected Yesterday

Tool catalog

4 BoloSign tools ready without custom code.

The catalog lists every tool, resource and method for documents, templates and respondents.

  • List all BoloSign get documents
  • Create a BoloSign PDF template lambda
  • List all BoloSign get template respondents
  • List all BoloSign get form responses
ElaichiTools
Tool Action Description
List all BoloSign get documents List List BoloSign signature documents with optional filtering by search query, date range, document ID, and sort order. Returns: documentId, name, createdAt, status, documentName, documentUrl, authorEmail, finishedPdfUrl, isSigningOrder, signers. Optional filters: query, sortOrder, sortBy, documentId, dateFrom, dateTo, filter.
Create a BoloSign PDF template lambda Create Send a BoloSign PDF or form template for signing with custom variables and receiver information. Returns: documentId, documentName, documentUrl, authorEmail, signers. The PDF_TEMPLATE variant also supports optional customVariables, mailData, and pdfData.
List all BoloSign get template respondents List List template respondents in BoloSign, or retrieve a specific respondent by providing respondentDocumentId. Returns: documentId, documentName, documentUrl, authorEmail, finishedPdfUrl, isSigningOrder, signers.
List all BoloSign get form responses List List BoloSign form responses with optional filtering and pagination. Returns: formResponseId, formId, formTitle, finishedPdfUrl, respondentEmail, response.

Toolboxes

Every team gets its own BoloSign toolbox.

Toolboxes are scoped per team, so Legal and Sales see different BoloSign tools.

  • Legal
  • Sales
  • People
  • Finance
ElaichiToolboxes
Name Source template Tools Created

Legal toolbox

BoloSign · contracts and templates

BoloSign starter 18 Mar 4, 2026

Sales toolbox

BoloSign · order forms and signatures

— 9 Mar 2, 2026

People toolbox

BoloSign · offer letters and onboarding documents

— 24 Feb 27, 2026

Finance toolbox

BoloSign · invoices and signed approvals

BoloSign starter 6 Feb 19, 2026

Operations toolbox

BoloSign · vendor documents and respondents

— 31 Jan 30, 2026

Support toolbox

BoloSign · form responses and document status

— 12 Jan 22, 2026

Shared connections

Teammates send documents without seeing a credential.

The connections table shows who connected each BoloSign account and its shared teams.

  • Legal
  • Sales EMEA
  • People Ops
  • Finance
ElaichiConnections
Connection Scope Status Access
BO

BoloSign (Legal)

Connected by Emily Carter

Personal • Active 1 team · 6 members
BO

BoloSign (Sales EMEA)

Connected by Jake Morgan

Organization • Active 3 teams · 24 members
BO

BoloSign (People Ops)

Connected by Megan Brooks

Organization • Active 2 teams · 11 members
BO

BoloSign (Finance)

Connected by Tyler Reed

Personal • Needs re-auth 1 team · 3 members
BO

BoloSign (Vendor Contracts)

Connected by Ryan Hayes

Personal • Active Not shared
BO

BoloSign (Support)

Connected by Ashley Parker

Personal • Active 2 teams · 9 members

Audit log

Every BoloSign call is written down.

When, who, what happened, type and resource for each document and template action.

  • When
  • Who
  • What happened
  • Type
ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emily Carter

emily.carter@northwind.io

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

Jake Morgan

jake.morgan@northwind.io

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

M

Megan Brooks

megan.brooks@northwind.io

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

T

Tyler Reed

tyler.reed@northwind.io

BoloSign Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

R

Ryan Hayes

ryan.hayes@northwind.io

BoloSign Documents Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

A

Ashley Parker

ashley.parker@northwind.io

BoloSign Documents List Toolbox

Launching soon

From answering questions to doing the work

A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards are launching soon, on the Black plan.

Automations

A schedule drafts the signature digest, you approve.

Six steps fetch BoloSign documents, group them, draft a digest, then post it back.

BoloSign digest

Run 418 · started 2 minutes ago · on behalf of Emily Carter

  1. ✓

    Schedule

    Every weekday at 8:00 AM

    0.2s
  2. ✓

    Fetch documents

    BoloSign

    1.4s
  3. ✓

    Group by owner

    Transform

    0.1s
  4. ✓

    Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Michael Brennan

    Approve
  6. Post the digest

    BoloSign

    Queued

Collections and dashboards

BoloSign signature numbers computed, not requested.

Four metrics, 14 days of documents created and a team breakdown, refreshed on schedule.

BoloSign health

Refreshed 4 minutes ago · every 15 minutes · from the documents collection

Live

Documents

1,284 ↓ 12%

Templates

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Documents created

Last 14 days

By team

Share of activity

Legal 34%

Sales EMEA 27%

People Ops 21%

Finance 18%

FAQ

Frequently asked questions

How do I connect BoloSign to Claude?

Connect BoloSign in Elaichi first, which means pasting an API key from your BoloSign account settings; there is no OAuth application to register and no client ID or secret to generate. Then open Claude, go to Customize, then Connectors, then Add, and paste the endpoint https://api.elaichi.ai/mcp. Sign in as yourself and Claude can start working with your BoloSign documents, templates, and form responses.

Does BoloSign work with ChatGPT and Cursor as well as Claude?

Yes. Once BoloSign is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client, and the Elaichi Agent. You connect BoloSign once and every client you use picks it up.

What can an AI agent actually do with my BoloSign data?

With BoloSign connected, an agent can list your documents and tell you which are signed and which are still waiting, show who was sent a template and where each of them stands, and read the answers people submitted through your BoloSign forms. It can also take a finished PDF and set it up as a new BoloSign template. It cannot send, sign, or delete documents through this connector.

Does connecting BoloSign give the AI access to every document in my account?

No. Every request runs as the person who signed in, so the AI only sees the BoloSign documents, templates, and form responses that person can already see in BoloSign itself. Elaichi can narrow that access further, for example by allowing only reading and not template creation, but it can never grant more than the person already has.

Can my team share one BoloSign connection?

Yes. One person connects BoloSign in Elaichi and shares the connection with a team, and nobody else ever handles the API key. Each teammate still signs in to Elaichi as themselves, so the audit log records exactly who looked at which BoloSign documents or created which template.

Can I stop an agent from deleting or changing things in BoloSign?

Yes. This BoloSign connector cannot delete or edit documents at all, and the one action that changes anything, creating a PDF template, can be switched off per team or per person in Elaichi. A blocked action is never shown to Claude, ChatGPT, or any other client, so no prompt can reach it.

What happens to a BoloSign connection when someone leaves?

When you offboard someone in Elaichi, their access to BoloSign through every connected client ends at once. If they had shared a BoloSign connection with the team, it keeps working for everyone else. If you want BoloSign gone entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor, and every other client at the same time.

Does the BoloSign MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. BoloSign is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

Is Elaichi an alternative to Zapier MCP for BoloSign?

Yes. Both let Claude, ChatGPT or Cursor use BoloSign. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every BoloSign call.

How is Elaichi different from Composio for BoloSign?

Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to BoloSign: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.

Put BoloSign in front of your team

14 days on Gold, no credit card. Connect it once and pick what each team can call.

Works with
Claude ChatGPT Cursor and any other MCP client, or the Elaichi Agent.
When the trial ends
Nothing is deleted. Connections, roles and the audit log stay where they are, so subscribing picks up exactly where you left off.