Integration · Documents

Connect Claude & ChatGPT to DocsAutomator

Ask your AI to fill a DocsAutomator template and hand you the finished PDF or Google Doc. It can list your automations, check which placeholders a template needs, and generate documents with the right data. It can also follow e-signature sessions, see who has signed, and resend a signing request when someone is behind.

Connect DocsAutomator free

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

Try asking

“Which document automations do we have?”
The AI lists the automations in your workspace with their data source, so you can pick the right template.
“Make an offer letter for Anna Berg, starting 1 March, salary 42,000.”
It finds the automation, reads the template's placeholders and generates the document with those values filled in.
“What fields does the NDA template need?”
It lists the placeholder fields in the template, so you know what data to provide.

What your AI can do

Documents from templates

Generate PDFs or Google Docs from an automation, check template placeholders first, and follow asynchronous jobs until the links are ready.

Automations

List, read, create, duplicate and update automations, including template link, active state, locale and Google Drive destination.

E-signing

Read signing sessions, signing links and audit trails, resend a signing request, or cancel a session.

“Has everyone signed the service agreement yet?”
It reads the e-signature session and shows each signer and their signing status.
“Send the signing request to the second signer again.”
It resends the signing email to that signer. This sends a real email.
“Copy the invoice automation and rename it for our Swedish entity.”
It duplicates the automation and updates the title on the copy.

14 tools for DocsAutomator

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

cancel_signing_sessionDeletesCancel an e-signature session by `session_id`, with an optional `reason`. Signers can no longer sign; this cannot be undone.
create_automationChanges dataCreate a new automation with a `title`, a `data_source_name` (e.g. API, Airtable, Google Sheets) and optionally a Google Doc `doc_template_link`.
create_documentChanges dataGenerate a document (PDF or Google Doc) from an automation. Pass `automation_id` and `data` with values for the template placeholders; optional `document_name`, `recipients` for e-signing (which emails the signers) and `async` to get a job ID instead of waiting.
duplicate_automationVisible to othersMake a copy of an existing automation by `automation_id`.
get_automationGet one automation's settings by `automation_id` (or legacy `doc_id`).
get_document_jobGet the status and result (document links) of an asynchronous document generation job by `project_id` (the jobId returned by create_document).
get_signing_audit_trailGet the audit trail (who viewed and signed, and when) of an e-signature session by `session_id`.
get_signing_sessionGet an e-signature session by `session_id`: document, signers and signing status.
list_automationsList all automations (document templates with their data source) in the workspace. Use to find an automation ID before generating a document.
list_signing_linksGet the signing links for each signer in an e-signature session by `session_id`.
list_template_placeholdersList the placeholder fields in an automation's template by `automation_id`. Use before create_document so the `data` keys match.
resend_signing_requestVisible to othersResend the signing request email to one signer of a session. Pass `session_id` and `signer_index`. This sends an email.
send_test_emailVisible to othersSend a test email for an automation to `recipient`. This sends a real email.
update_automationVisible to othersUpdate an automation by `doc_id`: title, template link, active state, locale, PDF expiration, Google Drive destination folder and naming. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose DocsAutomator from the app list.
2
Paste your key
Paste your DocsAutomator API key. In DocsAutomator, open Workspace Settings > API Key and copy the key shown there.
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 DocsAutomator?

The AI can list and read automations, read template placeholders, generate documents and check generation jobs. It can create, duplicate and update automations, send a test email, read e-signature sessions, signing links and audit trails, resend signing requests and cancel a session.

Does the AI see my DocsAutomator API key?

No. Your DocsAutomator API 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 start with read-only tools. Cancelling a signing session cannot be undone, and sending test emails or signing reminders reaches real people. These can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then 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 DocsAutomator account.

How does the AI know what data a template needs?

Before it generates a document, the AI can read the placeholder fields in the automation's template. It then fills in values with matching keys, so the data lands in the right places. If something is missing, it can ask you first.