Integration · Documents

Connect Claude & ChatGPT to Docmosis

Ask your AI to fill a Docmosis template and produce the document. It can list your templates, read which fields a template expects, fetch sample data and render a PDF or Word file, or send it to an email address. It can also check your environment, the render queue and render counts by tag.

Connect Docmosis free

Free plan, no credit card. Takes about a minute.

Try asking

“Which templates do we have in the contracts folder?”
The AI lists the templates in that folder with their exact names.
“What fields does the invoice template need?”
It reads the template structure and lists the fields, lists and sections the template expects.
“Make a PDF quote for Nordic Foods from the quote template: 20 hours at 950 DKK.”
It checks the template fields, fills in the data and renders quote.pdf from the template.

What your AI can do

Render documents

Fill a template with data and get a PDF, DOCX or other format set by the file name, or send it to an email address.

Know your templates

List templates, read details and the fields each one expects, and get sample data for a render.

Environment and usage

Check that your environment is ready, see a summary and the render queue, and count renders by tag.

“Render the welcome letter for Jane Miller and email it to [email protected].”
It renders the document from the template and has Docmosis send it to that email address.
“Show me sample data for the order confirmation template.”
It fetches the template's sample data in JSON, which it can use as a starting point for a render.
“How many pages did we render with the tag monthly-report in March?”
It reads the render counts for that tag and month, with document and page totals.

11 tools for Docmosis

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

check_environment_readyChanges dataCheck whether your Docmosis environment is ready to render documents.
delete_templatesDeletesPermanently delete one or more templates by name (`template_name`, a list). This cannot be undone.
get_environment_summaryChanges dataGet a summary of your Docmosis environment, such as template counts and settings.
get_render_queueChanges dataGet the current render queue status for your environment, to check whether renders are waiting.
get_render_stats_by_tagChanges dataGet document and page counts for renders recorded with the given `tags` (semicolon-separated), for a `year` and `month` or several months.
get_template_detailsChanges dataGet details for one template by `template_name`, such as size, last modified date and whether it has errors.
get_template_sample_dataChanges dataGet example data for a template by `template_name`, in JSON or XML (`format`). Useful as a starting point for the render `data`.
get_template_structureChanges dataGet the fields, lists and sections a template expects, by `template_name`. Use it to know what data to pass when rendering.
list_imagesChanges dataList the images stored in your Docmosis environment, optionally within a `folder`.
list_templatesChanges dataList the templates in your Docmosis environment, optionally within a `folder`. Use it to find the exact template name before rendering.
render_documentChanges dataGenerate a document from a template: pass `template_name`, `output_name` (e.g. invoice.pdf; the extension sets the format) and the `data` to fill in. By default the file is returned directly; if `store_to` names an email address or other destination, the document is sent there.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Docmosis from the app list.
2
Paste your key
Paste your Docmosis access key and your processing location (us1, eu1 or au1). Log in to the Docmosis Cloud console, check you are in the right account and environment, and click API in the side panel. The Base URLs tab shows your processing location; on the Access Keys tab click a key name and copy the key.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Docmosis?

It can list templates and images, read template details, structure and sample data, and render documents from a template, returned directly or sent to an email address. It can check whether your environment is ready, read an environment summary and the render queue, and count renders by tag. It can also delete templates if you switch that tool on.

Does the AI see my Docmosis access key?

No. Your access key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can let the AI render documents without being able to delete templates. Deleting a template is permanent and can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Docmosis account.

Which processing location do I enter?

Docmosis Cloud runs in three locations: us1 (USA), eu1 (Europe) and au1 (Australia). You find yours in the Docmosis Cloud console under API, on the Base URLs tab. Access keys belong to one environment, so copy the key from the same environment your templates are in.