BoloForms MCP integration for AI agents.

Connect AI agents to BoloForms through 4 structured actions, including get form responses, send template for signing, and list documents. Review authenticati…

ACTION CONTRACTS
4
AUTHENTICATION
API key
SOURCE STATUS
Provider-backed

CATALOG SOURCE REVIEWED AUGUST 23, 2026 / ACTION NAMES AND SCHEMAS DERIVED FROM WORKING MACHINES PROVIDER SOURCE

CAPABILITY PROFILE

What the BoloForms integration exposes

The BoloForms Agent App exposes 4 provider-backed actions for productivity work. Its current contract lets an authorized agent list response records for a specific form so they can be used in follow-up automations, start a signing request for a group of participants by using an existing template, and list documents and form statistics from the current boloforms workspace. These operations are called through Working Machines as typed capabilities rather than through browser navigation or copied UI steps.

A connection uses API key. Before execution, the agent can inspect the selected action, its required fields, declared scopes, and expected output contract. Provider credentials remain inside the Working Machines runtime; the calling agent receives the capability and its structured result, not the underlying secret.

For reliable operation, start with the narrowest action that satisfies the task, resolve stable provider identifiers before changing state, and validate the returned object or status after execution. Availability still depends on the connected BoloForms account, granted provider permissions, workspace policy, region, plan, and upstream API behavior.

VERIFIED ACTION SAMPLE

Real BoloForms capabilities.

Showing 4 of 4 actions. Risk labels are conservative signals based on operation names, not substitutes for provider documentation or runtime policy.

get_form_responsesREAD

List response records for a specific form so they can be used in follow-up automations.

INPUTS: formId / page / limit

send_template_for_signingWRITE

Start a signing request for a group of participants by using an existing template.

INPUTS: documentId / signingType / mailSubject / mailMessage / signers

list_documentsREAD

List documents and form statistics from the current BoloForms workspace.

INPUTS: workspaceId / query / documentId / filter / sortBy

list_template_respondentsREAD

List the current signing participants and their statuses for a specific template.

INPUTS: templateId / page / limit

INPUT CONTRACTS

Know what the action needs before it runs.

get_form_responses

formIdREQUIRED
The form ID.
pageOPTIONAL
The page number, starting from 1.
limitOPTIONAL
The number of items to return per page.

send_template_for_signing

documentIdREQUIRED
The template or document ID to use for the signing request.
signingTypeREQUIRED
The signing type, which must match the template type configured in BoloForms.
mailSubjectOPTIONAL
The default email subject.
mailMessageOPTIONAL
The default email body.
signersREQUIRED
The list of participants who will receive the signing request.

list_documents

workspaceIdOPTIONAL
The workspace ID to query. When provided, it is sent through the workspaceid header.
queryOPTIONAL
Filter the document list by document name or keywords.
documentIdOPTIONAL
Filter results by a specific document ID.
filterOPTIONAL
A filter value supported by the official API.
sortByOPTIONAL
The field used for sorting.

list_template_respondents

templateIdREQUIRED
The template ID.
pageOPTIONAL
The page number, starting from 1.
limitOPTIONAL
The number of items to return per page.

PROVIDER-SPECIFIC WORKFLOWS

Jobs this Agent App can support

Inspect Get Form Responses

List response records for a specific form so they can be used in follow-up automations. Use this as a bounded discovery step, retain the returned identifier, and avoid expanding the read beyond the task's stated scope.

get_form_responses

Control Send Template For Signing

Start a signing request for a group of participants by using an existing template. Resolve the target first, present material changes for confirmation, and make retries idempotent where the provider supports it.

send_template_for_signing

Verify with List Documents

List documents and form statistics from the current BoloForms workspace. Compare the returned provider state with the intended outcome and preserve stable IDs or canonical links in the run record.

list_documents

SAFETY BOUNDARY

Operate BoloForms with explicit limits

  • Authorize BoloForms with API key and grant only the provider access required by the selected actions.
  • 1 action is change-capable by name. Confirm the target identity and material parameters before allowing a write.
  • Do not infer permission from catalog visibility. Workspace policy, connection identity, and upstream authorization still govern execution.
  • No provider scope string is declared on the sampled actions. Verify the connected account's actual permissions in BoloForms rather than assuming unrestricted access.
  • After a call, inspect the structured result and execution record before reporting that the BoloForms task completed successfully.

CONNECTION MODEL

API key

BoloForms API key sent with the x-api-key header. Generate or copy it from the BoloForms API Key settings page: https://signature.boloforms.com/settings?copyKey=true&subType=APIKEY&type=DEV_SEC

Working Machines stores provider credentials behind the execution boundary. An agent can use an authorized connection identity, but catalog discovery alone does not reveal OAuth tokens, API keys, or provider secrets.

READ SIGNALS
3
WRITE SIGNALS
1
HIGH IMPACT
0
REVIEW SIGNALS
0

EVIDENCE AND AVAILABILITY

Provider reference

Action names, input fields, authentication types, and counts on this page are generated from the Working Machines provider catalog. Provider behavior, quotas, object semantics, account eligibility, and regional availability remain governed by BoloForms.

Official BoloForms website

ONE CONNECTION. REAL WORK.

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Connect through MCP or explore the Agent App catalog and choose only the capabilities your workflow needs.

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