BoloSign MCP connector
The BoloSign connector lets Claude, ChatGPT, Cursor, Microsoft Copilot, 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.
- Connects with an API key
- Free 14-day trial
- No credit card
Which BoloSign documents are still waiting on respondents?
Working in BoloSign with Elaichi
-
List all BoloSign get documents
-
List all BoloSign get template respondents
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List all BoloSign get form responses
How to connect BoloSign to Claude, ChatGPT, Cursor or Microsoft Copilot
Step by step, for each AI app
BoloSign MCP connector for Claude
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1
Open Customize, then Connectors.
-
2
Press Add.
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3
Name it, paste the MCP server URL, then Continue.
https://api.elaichi.ai/mcp -
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 Claude Code
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1
In a terminal, run
claude mcp addwith the endpoint.https://api.elaichi.ai/mcp -
2
Start Claude Code and run
/mcp. -
3
Pick elaichi, then sign in and approve in the browser.
Terminal
$ claude mcp add --transport http elaichi --scope user https://api.elaichi.ai/mcp
Use --scope project instead to share it with the repository through .mcp.json.
BoloSign MCP connector for ChatGPT
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1
Open Plugins, then press the + button.
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2
Name it and paste the endpoint into Server URL.
https://api.elaichi.ai/mcp -
3
Leave Authentication on OAuth, then tick the risk acknowledgement.
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4
Press Create, then sign in and approve.
Works on the web. The plugin directory lives at chatgpt.com/plugins.
BoloSign MCP connector for Cursor
-
1
Open
~/.cursor/mcp.json. -
2
Add the endpoint under
mcpServers.https://api.elaichi.ai/mcp -
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.
BoloSign MCP connector for Microsoft Copilot
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1
In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.
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2
Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.
https://api.elaichi.ai/mcp -
3
Create a new connection, sign in and approve, then press Add to agent.
-
4
Under Channels, open Teams and Microsoft Copilot and make the agent available in Microsoft Copilot.
- Server URL
- https://api.elaichi.ai/mcp
- Authentication
- OAuth 2.0
- Type
- Dynamic discovery
Microsoft Copilot was called Microsoft 365 Copilot. Keep the tool on end-user credentials, so each person signs in as themselves.
Connect BoloSign to any MCP client
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1
Add the endpoint as a remote MCP server.
https://api.elaichi.ai/mcp -
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.
What teams do with BoloSign through Elaichi
Ask in plain English. Each person’s AI can do only what they’re allowed to, and every action it takes in BoloSign is logged.
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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.
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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.
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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.
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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.
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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.
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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.”
What connecting BoloSign gets you
6 screens from Elaichi, each doing one job for your BoloSign account.
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, Cursor or Microsoft Copilot
The agent
Ask about documents, get answers from BoloSign.
Three starter prompts pull live documents, templates and form responses in plain language.
Copy the endpoint
AI apps
Claude, ChatGPT, Cursor and Microsoft Copilot reach BoloSign here.
One governed MCP endpoint over OAuth, no SDK and no shared API key.
Tool catalog
4 BoloSign tools ready without custom code.
The catalog lists every tool, resource and method for documents, templates and respondents.
Toolboxes
Every team gets its own BoloSign toolbox.
Toolboxes are scoped per team, so Legal and Sales see different BoloSign tools.
Shared connections
Teammates send documents without seeing a credential.
The connections table shows who connected each BoloSign account and its shared teams.
Audit log
Every BoloSign call is written down.
When, who, what happened, type and resource for each document and template action.
From answering questions to doing the work
A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations, collections and live dashboards come with the Black plan.
BoloSign digest
Run 418 · started 2 minutes ago · on behalf of Emily Carter
-
✓
Schedule
Every weekday at 8:00 AM
0.2s -
✓
Fetch documents
BoloSign
1.4s -
✓
Group by owner
Transform
0.1s -
✓
Draft the digest
Agent step
Ran with 4 tools, returned a structured summary
6.2s -
Approve the digest
Needs approval
Assigned to Jake Morgan
Approve Deny -
Post the digest
BoloSign
Queued
Automations
A schedule drafts the signature digest, you approve.
Six steps fetch BoloSign documents, group them, draft a digest, then post it back.
BoloSign health
Refreshed 4 minutes ago · every 15 minutes · from the documents collection
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%
Collections and dashboards
BoloSign signature numbers computed, not requested.
Four metrics, 14 days of documents created and a team breakdown, refreshed on schedule.
For IT and engineering
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.
| 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 | Free for one person; $15 per user per month on Gold. | 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.
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.
No tools match your search.
Questions, answered
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, Microsoft Copilot, 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 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 restricted action still appears in Elaichi's tool search, flagged as restricted, but Claude, ChatGPT, or any other client cannot run it, whatever the prompt says.
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, Microsoft Copilot, 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, Microsoft Copilot, 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 of Black, no credit card. Connect it once and pick what each team can call.
When the trial ends, nothing is deleted. You move to the free Personal plan, and connections, roles and the audit log stay where they are.
Add one link to your AI app
The same link for everyone on your team.
https://api.elaichi.ai/mcp
ChatGPT
Claude
Cursor
Microsoft Copilot