How to connect Boloforms to Claude Cowork

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Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Boloforms account to Cowork via Composio Connect, enabling it to show all signed documents this week, list pending signature requests for your team, find completed forms from last month, and more such actions on your behalf without compromising your account security.

Also integrate Boloforms with

Connecting Boloforms to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Boloforms account

Back in Cowork, ask the agent to connect to Boloforms or give it any Boloforms-related task.

For example, ask Cowork to:

  • "Show all signed documents this week"
  • "List pending signature requests for your team"
  • "Find completed forms from last month"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Boloforms account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Boloforms through MCP without you sharing account credentials directly with the agent.

What is the Boloforms MCP server, and what's possible with it?

The Boloforms MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Boloforms account. It provides structured and secure access to your eSignature workspace, so your agent can perform actions like retrieving document lists, managing digital forms, monitoring signature status, and supporting workflow automation on your behalf.

  • Document retrieval and listing: Instantly ask your agent to fetch and display all documents linked to your Boloforms account for quick review or audit.
  • Signature workflow monitoring: Check which documents are currently pending, completed, or require signatures, so you never miss an important action item.
  • Template and form management: Let your agent help you identify available templates and forms to speed up document preparation and signing processes.
  • Team collaboration support: Easily keep track of documents shared across your team for seamless coordination and management.
  • Effortless audit and compliance checks: Quickly pull lists of signed or outstanding documents to support compliance and internal audits.

Supported Tools & Triggers

Tools
Get Documents ListTool to retrieve a list of documents associated with the account.

How to build Boloforms MCP Agent with another framework

FAQ

What are the differences in Tool Router MCP and Boloforms MCP?

With a standalone Boloforms MCP server, the agents and LLMs can only access a fixed set of Boloforms tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Boloforms and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with Claude Cowork?

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Boloforms tools.

Can I manage the permissions and scopes for Boloforms while using Tool Router?

Yes, absolutely. You can configure which Boloforms scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Boloforms data and credentials are handled as safely as possible.

Used by agents from

Context
Letta
glean
HubSpot
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Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

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