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BoldSign MCP Server

list_templates

Retrieve and filter BoldSign e-signature templates by type, creator, labels, date range, or brand to quickly find reusable document templates for signing workflows.

Instructions

Retrieves a paginated list of BoldSign templates with options to filter by page number, page size, search key, template type, creator, labels, creation date range, and brand IDs.

Input Schema

NameRequiredDescriptionDefault
brandIdsNoOptional. Filters templates associated with the specified brand IDs.
createdByNoOptional. Filters templates based on the email address(es) of their creators.
endDateNoOptional. Filters templates created on or before this date (in YYYY-MM-DD format).
pageYes
pageSizeYes
searchKeyNoOptional. A search key to filter templates by properties such as name and email address. Provides a way to refine results based on specific criteria.
startDateNoOptional. Filters templates created on or after this date (in YYYY-MM-DD format).
templateLabelsNoOptional. Filters templates based on associated labels (tags).
templateTypeYesOptional. Filters templates based on their type (all, mytemplates, sharedtemplate). Defaults to 'all'.all

Input Schema (JSON Schema)

{ "properties": { "brandIds": { "anyOf": [ { "items": { "description": "The unique identifier (ID) of the brand to be used for depicting a brand.", "type": "string" }, "type": "array" }, { "type": "null" } ], "description": "Optional. Filters templates associated with the specified brand IDs." }, "createdBy": { "anyOf": [ { "items": { "description": "Email address of the template creator.", "format": "email", "pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$", "type": "string" }, "type": "array" }, { "type": "null" } ], "description": "Optional. Filters templates based on the email address(es) of their creators." }, "endDate": { "anyOf": [ { "format": "date-time", "type": "string" }, { "type": "null" } ], "description": "Optional. Filters templates created on or before this date (in YYYY-MM-DD format)." }, "page": { "default": 1, "maximum": 9007199254740991, "minimum": 1, "type": "integer" }, "pageSize": { "maximum": 100, "minimum": 1, "type": "integer" }, "searchKey": { "anyOf": [ { "type": "string" }, { "type": "null" } ], "description": "Optional. A search key to filter templates by properties such as name and email address. Provides a way to refine results based on specific criteria." }, "startDate": { "anyOf": [ { "format": "date-time", "type": "string" }, { "type": "null" } ], "description": "Optional. Filters templates created on or after this date (in YYYY-MM-DD format)." }, "templateLabels": { "anyOf": [ { "items": { "description": "Label of the template.", "type": "string" }, "type": "array" }, { "type": "null" } ], "description": "Optional. Filters templates based on associated labels (tags)." }, "templateType": { "anyOf": [ { "enum": [ "all", "mytemplates", "sharedtemplate" ], "type": "string" }, { "type": "null" } ], "default": "all", "description": "Optional. Filters templates based on their type (all, mytemplates, sharedtemplate). Defaults to 'all'." } }, "required": [ "pageSize", "page", "templateType" ], "type": "object" }

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