DocsAutomator MCP
Connect DocsAutomator to AI assistants like Claude, Cursor, and other MCP-compatible clients. Generate documents, manage automations, and handle e-signatures directly from your AI conversations.
What is MCP?
The Model Context Protocol (MCP) is an open standard that allows AI assistants to securely connect to external tools and data sources. With the DocsAutomator MCP server, you can:
Generate documents from your automations
List and manage automations
Check document generation status
View and manage e-signature sessions
Extract placeholders from templates
Quick Start
MCP Server URL: https://mcp.docsautomator.co/mcp
API Key: Get your API key from DocsAutomator Settings
Setup by Client
Claude Desktop
Open Claude Desktop
Click the + button in the conversation
Select Connectors → Add custom connector
Enter the MCP server URL:
https://mcp.docsautomator.co/mcpClick Connect
Sign in to DocsAutomator and authorize access
Once connected, you can ask Claude things like:
"List my DocsAutomator automations"
"Generate a document using automation [ID] with this data..."
"Check the status of my e-signature sessions"
Claude Code (CLI)
Add DocsAutomator to Claude Code with a single command:
Replace YOUR_API_KEY with your DocsAutomator API key.
Alternative: Manual Configuration
Add to your ~/.claude/settings.json:
Cursor
Open Cursor Settings (
Cmd/Ctrl + ,)Navigate to Features → MCP Servers
Click Add Server
Configure:
Name: DocsAutomator
URL:
https://mcp.docsautomator.co/mcpAuthentication: Bearer Token
Token: Your DocsAutomator API key
Get your API key from DocsAutomator Settings.
Other MCP Clients
For any MCP-compatible client, use these connection details:
Server URL
https://mcp.docsautomator.co/mcp
Transport
Streamable HTTP
Auth Header
Authorization: Bearer YOUR_API_KEY
Get your API key from DocsAutomator Settings.
Available Tools
Document Generation
create_document
Generate a document from an automation.
Parameters:
automationId(required) - The automation IDdata- Placeholder values for API/Zapier data sourcesrecId- Record ID for Airtable data sourcerowNumber- Row number for Google Sheets data sourcedocumentName- Custom name for the generated documentasync- If true, returns immediately with a job ID
E-Signatures: If the automation has e-signing enabled, creating a document automatically starts the signing workflow. The response includes signing session details and signing links.
Example prompt:
"Create a document using automation abc123 with the following data: company name is 'Acme Corp', date is 'January 27, 2026'"
Automation Management
list_automations
List all automations in your workspace.
Example prompt:
"Show me all my DocsAutomator automations"
get_automation
Get detailed information about a specific automation, including e-signature configuration.
Example prompt:
"Get details for automation abc123"
create_automation
Create a new automation.
Parameters:
title(required) - Name for the automationdataSourceName(required) - One of: Airtable, Google Sheets, API, Zapier, SmartSuite, ClickUp, Glide, Noloco, n8n, MakedocTemplateLink- Google Doc template URL
update_automation
Update an automation's settings.
delete_automation
Permanently delete an automation.
duplicate_automation
Create a copy of an existing automation.
Template Tools
list_placeholders
Extract all placeholders from an automation's template.
Example prompt:
"What placeholders are in automation abc123?"
duplicate_template
Create a copy of the Google Doc template.
Queue & Job Status
get_job_status
Check the status of an async document generation job.
Example prompt:
"Check the status of job xyz789"
get_queue_stats
Get queue statistics for your workspace.
poll_job_until_complete
Wait for a job to complete and return the result.
E-Signature Tools
list_esign_sessions
List e-signature sessions with optional filters.
Parameters:
status- Filter by status: pending, in_progress, completed, expired, cancelledemail- Filter by signer emailpage,limit- Pagination
Example prompt:
"Show me all pending e-signature sessions"
get_esign_session
Get detailed information about a signing session.
get_signing_links
Get signing URLs for all signers in a session.
Example prompt:
"Get the signing links for session abc123"
get_esign_audit
Get the audit trail for a signing session.
cancel_esign_session
Cancel an active signing session.
resend_esign_invite
Resend the signing invitation email to a signer.
Email Tools
send_test_email
Send a test email for an automation (rate limited to 5/hour).
Example Conversations
Generate a Contract
You: "I need to generate a consulting agreement for Acme Corp. Use the consulting agreement automation."
Claude: "I'll create that document for you. Let me first check what placeholders are needed..."
[Uses list_placeholders, then create_document]
Claude: "Done! Here's your consulting agreement:
PDF: [link]
Google Doc: [link]
The e-signature request has been sent to the signers automatically."
Check Signing Status
You: "What's the status of the contract I sent to [email protected]?"
Claude: [Uses list_esign_sessions with email filter]
"I found one pending session for [email protected]:
Document: Consulting Agreement - Acme Corp
Status: Waiting for signature
Sent: 2 hours ago
Would you like me to resend the invitation?"
Batch Document Generation
You: "Generate invoices for all the rows in my Google Sheet automation"
Claude: "I'll generate those invoices. Since there are multiple documents, I'll use async mode..."
[Uses create_document with async=true for each row, then polls for completion]
Troubleshooting
"Authentication required" error
Ensure your API key is valid and active
Check that the Authorization header is formatted correctly:
Bearer YOUR_API_KEYVerify your API key at DocsAutomator Settings
"Automation not found" error
Verify the automation ID is correct
Ensure the automation belongs to your workspace
Check that the automation is not deleted
E-signature not starting
Verify the automation has e-signing enabled in its output settings
Check that signer emails are configured in the automation
Ensure the e-signature placeholders exist in the template
Rate limiting
Document generation: 500 requests per 15 minutes
Test emails: 5 per hour
If you hit limits, wait for the reset period
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