BoldSign

BoldSign e-signature platform API integration with managed OAuth. Send documents for signature, manage documents, create embedded signing links, and track document status. Use this skill when users want to send contracts for e-signature, list signed documents, create custom fields, or manage document workflows in BoldSign.

BoldSign is an e-signature platform for sending, signing, and managing electronic documents. This integration lets you send documents for signature, track document status, manage brands and custom fields, and create embedded signing experiences through ClawLink's hosted OAuth flow.

Setup in 3 Steps

Step 1: Install	Step 2: Pair Account	Step 3: Connect BoldSign
		App-specific connection GIF coming soon
Run the install command in OpenClaw	Sign in and approve the device	Open the dashboard and connect BoldSign

How It Works

┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   OpenClaw      │────>│   ClawLink   │────>│  BoldSign API    │
│   (User Chat)   │     │   (OAuth)    │     │                  │
└─────────────────┘     └──────────────┘     └──────────────────┘

Install

openclaw plugins install clawhub:clawlink-plugin
openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
openclaw gateway restart

Quick Start

1. List your documents -- boldsign_document_list
2. Send a document for signature -- boldsign_document_send
3. Check API credits -- boldsign_plan_get_api_credits_count

Authentication

ClawLink handles OAuth automatically. When you connect BoldSign through the dashboard, ClawLink obtains and refreshes tokens on your behalf. No API keys needed.

Connect at: https://claw-link.dev/dashboard?add=boldsign

Connection Management

• List connections: clawlink_list_integrations
• Verify connection: clawlink_list_tools --integration boldsign
• Reconnect: Visit https://claw-link.dev/dashboard?add=boldsign

Security & Permissions

Read operations (listing documents, brands, credits) are safe. Write operations (sending documents, creating custom fields) require confirmation. Destructive operations (removing document authentication) are marked high-impact and require explicit approval.

Tool Reference

Document Operations

Tool	Description	Mode
boldsign_document_list	List documents in My Documents with filters	Read
boldsign_document_behalf_list	List documents sent on behalf of users	Read
boldsign_document_team_list	List team documents with optional filters	Read
boldsign_document_send	Send a document for eSignature	Write
boldsign_document_edit_beta	Edit a draft or sent document (beta)	Write
boldsign_document_extend_expiry	Extend a document's expiry date	Write
boldsign_document_remove_authentication	Remove signer authentication from a document	Write

Brand Operations

Tool	Description	Mode
boldsign_brand_get	Get brand details by brand ID	Read
boldsign_brand_list	List all brands in the account	Read

Custom Field Operations

Tool	Description	Mode
boldsign_custom_field_create	Create a brand-scoped custom field	Write
boldsign_custom_field_edit	Edit an existing custom field	Write

Embedded Signing Operations

Tool	Description	Mode
boldsign_embedded_request_create_link	Create an embedded request link for in-app signing	Write

File Operations

Tool	Description	Mode
boldsign_file_upload	Upload a file for use in other BoldSign actions	Write

Plan & Billing Operations

Tool	Description	Mode
boldsign_plan_get_api_credits_count	Get remaining API credits count	Read

Code Examples

List documents

{
  "tool": "boldsign_document_list",
  "args": { "page": 1, "pageSize": 20 }
}

Send a document for signature

{
  "tool": "boldsign_document_send",
  "args": {
    "title": "Service Agreement",
    "signers": [{ "name": "John Doe", "emailAddress": "[e-mail]" }],
    "files": [{ "fileUrl": "https://example.com/contract.pdf" }]
  }
}

Create embedded signing link

{
  "tool": "boldsign_embedded_request_create_link",
  "args": {
    "title": "NDA",
    "signers": [{ "name": "Jane Smith", "emailAddress": "[e-mail]" }]
  }
}

Discovery Workflow

1. Call clawlink_list_integrations to confirm boldsign is connected.
2. Call clawlink_list_tools --integration boldsign to see the live catalog.
3. Use boldsign_document_list to find existing documents.
4. Use boldsign_brand_list to see available brand configurations.

Execution Workflow

Read path:  User asks "Show my documents"         -> boldsign_document_list
Write path: User asks "Send contract for signing"  -> Confirm -> boldsign_document_send

Notes

• Documents can only be edited while in draft status or before finalization.
• The boldsign_file_upload tool is a helper that returns a key used by other tools (like brand logo upload).
• Embedded request links are useful for integrating signing directly into your application.
• API credit consumption depends on your BoldSign plan.

Error Handling

Status / Error	Meaning
Tool not found	BoldSign integration not connected
Missing connection	Authenticate via https://claw-link.dev/dashboard?add=boldsign
403 Forbidden	Insufficient permissions or expired credits
Document not found	Invalid document ID or document does not belong to your account

Troubleshooting

Tools Not Visible

Run clawlink_list_tools --integration boldsign to confirm the connection is active.

Document Send Fails

Ensure the file URL is publicly accessible. Check that signer email addresses are valid.

Resources

• BoldSign API Docs: https://developers.boldsign.com/
• ClawLink: https://claw-link.dev
• ClawLink Docs: https://docs.claw-link.dev/openclaw

---

Powered by ClawLink -- an integration hub for OpenClaw