Integration · Documents
Connect Claude & ChatGPT to DocuGenerate
Ask your AI to fill a DocuGenerate template with your data and generate the document as PDF or Word. It can list your templates and the merge fields each one expects, generate one document or many at once, find generated documents and their download links, rename or delete them, and change template settings.
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 IDs.
“What fields does the offer letter template need?”
It reads the template and lists the merge fields it expects.
“Generate the offer letter for Sara Nielsen, start date 1 March, as a PDF.”
It fills the template's merge fields, generates a PDF and gets the download link.
What your AI can do
Templates
List templates by folder, read the merge fields they expect, and update a template's name, folder and settings.
Document generation
Fill a template with your data and generate one or many documents, for example as .pdf or .docx.
Generated documents
List the documents made from a template, get a download link, rename documents or delete them.
“Make certificates for these 12 course participants.”
It generates one document per participant by sending a list of data to the template.
“Show the documents made from the invoice template.”
It lists the documents generated from that template.
“Rename the latest contract to 'Contract Sara Nielsen, final'.”
It renames the generated document.
8 tools for DocuGenerate
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
delete_documentDeletesPermanently delete a generated document by `document_id`. This cannot be undone.generate_documentChanges dataGenerate a document from a template: pass `template_id` and `data` (an object, or a list of objects for several documents) with values for the template's merge fields. Optional `name`, `output_format` (e.g. .pdf or .docx) and `output_name`.get_documentGet one generated document by `document_id`, including its download link.get_templateGet one template by `template_id`, including its name, format and the merge fields it expects.list_documentsList documents generated from a template, by `template_id`.list_templatesList your document templates, optionally filtered by `folder`. Use this to find a template ID before generating a document.rename_documentChanges dataRename a generated document: pass `document_id` and the new `name`.update_templateChanges dataUpdate a template's settings by `template_id`: `name`, `folder`, `region`, `delimiters`, `enhanced_syntax` or `versioning_enabled`. Only the fields you pass change.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose DocuGenerate from the app list.
- 2
Paste your key
Paste your DocuGenerate API key. Log in to DocuGenerate, open the Settings page and copy your API key.
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in DocuGenerate?
The AI can list and read templates, update a template's settings, generate documents from a template, list and read generated documents with their download links, rename documents and delete them.
Does the AI see my DocuGenerate credentials?
No. Your DocuGenerate 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 generating and reading only. Deleting a document is permanent and can require your approval before it runs, as can changes to template settings. 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 DocuGenerate account.
Which file formats can it generate?
The AI can set the output format when it generates a document, for example .pdf or .docx, and give the file a name. Templates themselves are made in DocuGenerate; the AI can list them, read their merge fields and change their settings.
Related integrations
Let your AI work in DocuGenerate today.
Start free. Your key stays encrypted, and you decide what the AI may do.
Connect DocuGenerate freePipMCP is not affiliated with DocuGenerate. Product names are trademarks of their owners.