Integration · Documents

Connect Claude & ChatGPT to Plumsail Documents

Ask your AI to fill a Word, PowerPoint, Excel, HTML or fillable PDF template with data and hand you the finished file. It can convert DOCX, PPTX, XLSX and HTML to PDF, fill PDF forms, split, compress and watermark PDFs, and extract text. It can also run the document processes you have set up in Plumsail.

Connect Plumsail Documents free

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

Try asking

“Fill our offer template with this customer's name, items and prices.”
The AI fills the DOCX template at the link you give it with the data and returns a link to the finished document.
“Convert this Word file to PDF.”
It converts the DOCX at the link to PDF and returns a link to the PDF.
“Fill in this PDF form with my company details and lock the fields.”
It fills the form fields of the PDF and makes them read-only, then returns a link to the filled PDF.

What your AI can do

Documents from templates

Generate files from DOCX, PPTX, XLSX, HTML and fillable PDF templates filled with your data, or run a saved Plumsail process.

Conversions

Convert DOCX, PPTX, XLSX and HTML to PDF, HTML to DOCX and JSON data to an Excel sheet.

PDF tools

Fill PDF forms, split, compress and watermark PDFs, and extract text as raw text or HTML.

“Take pages 2 and 4 to 7 out of this contract.”
It splits the PDF and returns links to the extracted pages.
“Stamp DRAFT across every page of this PDF.”
It adds a text watermark with the position, size and opacity you ask for and returns the new PDF.
“Run our NDA process for Nordic Foods ApS.”
It lists the process's template fields, fills them and starts the process, which creates the document and runs its configured deliveries.

21 tools for Plumsail Documents

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

add_text_watermarkChanges dataStamp a text watermark (`text`) on the PDF at `file_url`, with optional position, font, size, colour, opacity, rotation and page range. Returns a link to the watermarked PDF.
compress_pdfChanges dataMake the PDF at `file_url` smaller. Returns a link to the compressed PDF.
convert_any_to_pdfChanges dataConvert a supported file of another format at `file_url` to PDF. Returns a link to the PDF.
convert_docx_to_pdfChanges dataConvert the Word (DOCX) file at `file_url` to PDF. Returns a link to the PDF.
convert_html_to_docxChanges dataConvert HTML to a Word (DOCX) document, from `raw_html`, `html_url` or `file_url`, with optional paper size, orientation and margins. Returns a link to the DOCX.
convert_html_to_pdfChanges dataConvert the HTML file at `file_url` to PDF, with optional page `size`, `orientation`, `margins` and header/footer URLs. Returns a link to the PDF.
convert_json_to_xlsxChanges dataTurn JSON data (`json_data` or a file at `file_url`) into an Excel sheet; `path_to_json_array` points at the array to use and `mappings` renames columns. Returns a link to the XLSX.
convert_pptx_to_pdfChanges dataConvert the PowerPoint (PPTX) file at `file_url` to PDF. Returns a link to the PDF.
convert_xlsx_to_pdfChanges dataConvert the Excel (XLSX) file at `file_url` to PDF. Returns a link to the PDF.
extract_pdf_textChanges dataExtract the text from the PDF at `file_url` as Raw text or HTML (`result_type`), optionally only from `start_page` to `end_page`. Returns a link to the text result.
fill_pdf_formChanges dataFill the form fields of the PDF at `file_url` with the JSON string in `data`; set `lock_form_fields` to make them read-only. Returns a link to the filled PDF.
generate_from_docxChanges dataCreate a document from a DOCX template at `file_url`, filled with the JSON string in `data`. Optional `output_type`, `locale` and `timezone`. Returns a link to the result file.
generate_from_fillable_pdfChanges dataCreate a PDF from a fillable PDF template at `file_url`, filled with the JSON string in `data`. Returns a link to the result file.
generate_from_htmlChanges dataCreate a document from an HTML template at `file_url`, filled with the JSON string in `data`. Returns a link to the result file.
generate_from_pptxChanges dataCreate a presentation from a PPTX template at `file_url`, filled with the JSON string in `data`. Returns a link to the result file.
generate_from_xlsxChanges dataCreate a spreadsheet from an XLSX template at `file_url`, filled with the JSON string in `data`. Returns a link to the result file.
get_accountGet the connected Plumsail account's profile and license status, including the `shortUserId` needed to start a process.
list_process_fieldsList the template tokens (fields) a process expects, by `process_id`. Use this to build the data for start_process.
list_processesList the document generation processes set up in Plumsail, with their IDs and names.
split_pdfVisible to othersSplit the PDF at `file_url`: extract pages (`extract_range`, e.g. 2, 4-7), split into chunks (`pages_in_chunk`) or split by bookmarks, set with `type`. Returns links to the resulting PDFs.
start_processChanges dataRun a document generation process: pass `short_user_id` (from get_account), `process_id` and the template data as a JSON object in `body`. The process then creates the document and runs its configured deliveries, which may email or store it.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Plumsail Documents from the app list.
2
Paste your key
Paste a Plumsail Documents API key. Open the API keys page in your Plumsail account (account.plumsail.com/documents/api-keys), create a key and choose Production, or Testing for free watermarked runs. Copy the value from the Secret column.
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 Plumsail Documents?

The AI can generate documents from DOCX, PPTX, XLSX, HTML and fillable PDF templates, convert files to PDF, convert HTML to DOCX and JSON to XLSX, and fill, split, compress and watermark PDFs or extract their text. It can also list your processes and their fields, start a process and read your account and license status.

Does the AI see my Plumsail API key?

No. Your Plumsail 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, for example only conversions. Starting a process can email or store a document through its configured deliveries, and it can require your approval before it runs. 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 Plumsail Documents account.

How does the AI get my templates and files?

The tools work with files by link. You give the AI a URL to the template or PDF, and the result comes back as a link to the new file. Processes you set up in Plumsail use their own templates, so there you only pass the data.