Integration
Connect Attio to BoldSign
When List Entry Created fires in Attio, your agent runs Add contact in BoldSign. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Attio and BoldSign to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Attio can start in BoldSign
When List Entry Created in Attio
then Add contact in BoldSign
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Attio and BoldSign
Triggers and actions 7 triggers · 26 actions
- List Entry Created
Triggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off.
- List Entry Deleted
Triggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at.
- List Entry Updated
Triggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed.
- Record Created
Triggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to.
- Record Deleted
Triggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to.
- Record Updated
Triggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed.
- Task Created
Triggers when a new task is created in Attio, giving you the new task's ID and who created it.
- Create List Entry
Adds a record to an Attio list as a new list entry and returns the entry.
- Create Note
Creates a note on an Attio record and returns the new note.
- Create or Update List Entry by Parent Record
Adds a record to an Attio list, or updates its existing entry if it is already on the list.
- Create or Update Record
Creates a record in Attio, or updates the existing record that matches on the chosen field.
- Create Record
Creates a new record on the chosen Attio object and returns it.
- Create Storage Location
Attaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive.
- Create Task
Creates a task in Attio, optionally linked to a record and assigned to a workspace member.
- Delete List Entry
Removes an entry from an Attio list.
- Find List Entries
Returns the entries on an Attio list.
- Find Records
Searches records on the chosen Attio object and returns the matches.
- Update List Entry
Updates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched.
- Update Record
Updates the field values on an existing Attio record. Fields you leave blank are left untouched.
- Update Task
Updates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed.
- Add contact
Adds a contact to BoldSign so it can be picked as a signer when creating documents. Returns the new contact's id and email address.
- Delete contact
Deletes a contact from your BoldSign organization by its contact ID.
- Delete document
Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead.
- Download document
Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps.
- Get contact
Returns the details of a BoldSign contact — name, email, company, job title and phone number.
- Get document
Returns the properties of a BoldSign document — its status, title, signers and timestamps.
- List contacts
Returns the contacts in your BoldSign organization, optionally filtered by a search keyword.
- List documents
Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range.
- List templates
Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand.
- Revoke document
Revokes a BoldSign document that is still in the signing workflow, so signers can no longer open it. The reason you supply is shown to the signers.
- Send document
Sends a document out for signature in BoldSign: uploads the file, adds up to three signers with their signature fields, and returns the new document's id.
- Send document reminder
Emails a reminder to the signers who have not yet signed a BoldSign document. A manual reminder can be sent once a day.
- Update contact
Updates an existing BoldSign contact's name, email, phone number, job title and company.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Attio and BoldSign, answered
What can start an automation from Attio?
Any of Attio's 7 triggers in the catalog, including List Entry Created, List Entry Updated, Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in BoldSign when something happens in Attio?
Any of BoldSign's 13 actions, including Send document, Send document reminder, Update contact and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from BoldSign to Attio?
BoldSign has no triggers in the catalog today, so automations start in Attio. If you need the other direction, ask: your agent reads BoldSign's API documentation and adds it.
Do I have to build a connector for Attio or BoldSign?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Attio and BoldSign without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.