How to connect Boloforms to Claude

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Boloforms account to Claude 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.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Connecting Boloforms to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

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

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.