Integration · Documents
Connect Claude & ChatGPT to Formstack Documents
Ask your AI which templates you have, what fields a template needs or to generate a contract from a set of values, and it works in Formstack Documents. It can list templates, data routes, merge fields and deliveries, copy or update templates, and merge data into a template or data route to produce a PDF or Word file. Merges run the template's deliveries, so you can require approval first.
Free plan, no credit card. Takes about a minute.
Try asking
“Which templates do we have in the Contracts folder?”
The AI lists the document templates in that folder with ID, name, type and output format.
“What fields does the NDA template need?”
It lists the merge fields the template expects, so you know which values to provide.
“Generate an NDA for Nordic Foods ApS, signed by Lars Holm.”
It reads the template's merge fields and merge key, then merges the values into the template. Deliveries set up on the template, such as email or e-signature, run as well.
What your AI can do
Templates
List, search and read document templates, copy one under a new name, and change its name, folder, output format, file name or HTML content.
Merge fields and deliveries
See which merge fields a template or data route expects, and which email, e-signature or storage deliveries it runs.
Merges and data routes
Merge data into a template to generate a PDF or Word file, or send one data set through a data route to several templates, with a test mode.
“Do a test merge of the quote template with these values.”
It runs the merge in test mode, so you can check the output before you use it for real.
“Where does the onboarding template send its output?”
It lists the deliveries configured for the template: email, e-signature or storage.
“Run the new-client data route for Acme.”
It sends one set of values through the data route, which generates all its documents and runs their deliveries.
11 tools for Formstack Documents
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
copy_documentVisible to othersCopy a document template by `document_id` under a new `name`.get_data_routeGet one data route by `route_id`.get_documentGet one document template by `document_id`, including its merge URL key and settings.list_data_route_fieldsList the merge fields a data route expects, by `route_id`.list_data_routesList data routes (rules that send one data set to several document templates).list_document_deliveriesList the deliveries (email, e-signature, storage) configured for a document template by `document_id`.list_document_fieldsList the merge fields a document template expects, by `document_id`. Use before merging data.list_documentsList document templates, optionally filtered by `folder` or a `search` term. Returns each document's ID, name, type and output format.merge_data_routeChanges dataSend data through a data route to generate its documents: `route_id`, `route_key` and the field values in `body`. Set test=1 for a test run. The route's deliveries run on each merge.merge_documentChanges dataMerge data into a document template to generate a PDF/Word file: `merge_id` (document ID), `merge_key` (the key from its merge URL) and the field values in `body`. Set test=1 for a test merge. Configured deliveries (e.g. email, e-signature) run on each merge.update_documentChanges dataUpdate a document template's settings by `document_id`: name, folder, output format, output file name or HTML content. Only the fields you pass change.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose Formstack Documents from the app list.
- 2
Paste your key
Paste your Formstack Documents API Key and API Secret. In Formstack Documents open your account's API Access settings, create an API key and copy the API Key and API Secret shown for it.
- 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 Formstack Documents?
It can list and read document templates and data routes, and list their merge fields and a template's deliveries. It can copy and update templates, merge data into a template to generate a PDF or Word file, and send data through a data route to generate several documents.
Does the AI see my Formstack Documents credentials?
No. Your Formstack Documents credentials are encrypted at rest and never shown to the AI. After you save them, they are 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 lookups only. A merge runs the template's deliveries, which can send email or start an e-signature, and updating a template changes it for everyone, so these can require your approval before they run. 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 Formstack Documents account.
What happens when the AI merges a document?
It sends the field values to the template or data route, and Formstack Documents generates the PDF or Word file. Every delivery configured on the template, such as email, e-signature or storage, runs on each merge. Ask for a test merge first if you want to check the output.
Related integrations
Let your AI work in Formstack Documents today.
Start free. Your key stays encrypted, and you decide what the AI may do.
Connect Formstack Documents freePipMCP is not affiliated with Formstack Documents. Product names are trademarks of their owners.