DocsAutomator

co.docsautomatorPublished by docsautomator.coOfficial publisherv1.0.0Updated Oct 24, 2026

Make documents in your brand from your data and send them for acceptance or signature.

VerifiedStreamable HTTPWeb executableProductivity & WorkflowFiles & StorageBusiness & Commerce

Overview

AI-generated overview

Hosted DocsAutomator server that lets an assistant set up document automations from your templates and data, generate branded PDFs, and send them for…

What you can do
  • Read, create, copy and configure document automations, including name, status, language, date format and triggers
  • Choose or AI-generate and edit Word templates, and search the DocsAutomator documentation
  • Define placeholders, line items, formatting and show/hide rules
  • Read connected data sources and map placeholders to fields
  • Choose output format and destination, create documents, and review recent runs with errors
  • Configure signing or acceptance, list sessions, and remind, resend or cancel requests
When to use it
Useful when you repeatedly produce the same branded documents (quotes, contracts, reports) from records in Airtable, Google Sheets, Notion, SmartSuite or ClickUp, or when you want an assistant to build and test that automation once and then let it run without AI. Also fits workflows that need recipients to sign or accept the finished PDF.
Requirements
A DocsAutomator account; the server is hosted, so nothing is installed locally. Connect over streamable HTTP with OAuth sign-in, or, for clients without OAuth, an API key sent as a Bearer token in the Authorization header. Data sources are connected once in the DocsAutomator app. A paid plan is needed for signing and acceptance.
Before you install
Tools can create and change automations, templates, placeholders and outputs, and can send documents by email or to Google Drive or OneDrive, so review before approving. Signing and acceptance requests send real emails to real recipients, even in test mode, and count against your plan when not in test mode. An API key belongs to a single workspace and grants access to it; keep it secret.

Installation

In SourceWeft

  1. Open DocsAutomator in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/co.docsautomator%2Fmcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "docsautomator": {
      "type": "http",
      "url": "https://mcp.docsautomator.co/mcp"
    }
  }
}

README

DocsAutomator MCP server

DocsAutomator MCP is a hosted MCP (Model Context Protocol) server for document generation. It sets up document automations from your own templates and data, and works with Claude, ChatGPT, Cursor, VS Code and other MCP clients.

You ask Claude or ChatGPT once to set up a document automation: your template, your data source, the field mappings and where the finished document goes. After that, the native integration makes the documents on autopilot from your own data, for example from Airtable, Google Sheets or Notion. Each document comes out the same way every time, because it uses your template and your mappings, not a new AI answer. Signing or acceptance is optional.

DocsAutomator hosts the server, so you install nothing. This repository holds no server code. It holds the connection details, a Claude plugin with a skill, and a Cursor plugin.

How it works

  1. Set up once in a chat. Claude or ChatGPT creates the automation, adds your template (your own Google Doc, Word or PDF file, a gallery template, or a new Word template in your brand), connects your data source and maps each placeholder to a field.
  2. Check it. The first document is a test document from a real record (see Test mode).
  3. Run on autopilot. The integration makes each document from your record, with no chat and no AI. The PDF and its link can go back to the record, to Google Drive or OneDrive, or out by email.
  4. Optional: signing or acceptance. The recipient signs the document, or reads it and clicks Accept. The signed or accepted PDF can go back to the record.

DocsAutomator has native integrations for Airtable, Google Sheets, Google Forms, Notion, SmartSuite and ClickUp, and works with Zapier, Make, n8n, Glide, Softr and Noloco.

When your data lives in a tool without an integration, the AI client can send the values for each document itself.

Connect your AI client

You need a DocsAutomator account: https://app.docsautomator.co. You sign in to DocsAutomator the first time your client connects.

Claude (web, desktop, mobile and Claude Code)

  1. Open DocsAutomator in the Claude directory: https://claude.ai/directory/connectors/docsautomator
  2. Click "Connect to Claude".
  3. Sign in to DocsAutomator and click Authorize.

In Claude Code, sign in with the same Claude account (/login). DocsAutomator then shows in /mcp as "claude.ai DocsAutomator", with no extra setup.

ChatGPT (web, desktop and mobile)

  1. Open DocsAutomator in ChatGPT Plugins: https://chatgpt.com/plugins/plugin_asdk_app_6abc8c22ec94819186aac8114b0e24b3.
  2. Click "Install plugin", then "Connect".
  3. Sign in to DocsAutomator and allow access.

You need no server address, no API key and no developer mode. On an Enterprise or Edu plan, an admin may have to enable DocsAutomator first.

Cursor

[Add DocsAutomator MCP server to Cursor]

Click the button, click Install, then Connect, and sign in to DocsAutomator. Or add this to .cursor/mcp.json in your project, or to ~/.cursor/mcp.json for all projects:

json
{  "mcpServers": {    "docsautomator": { "type": "http", "url": "https://mcp.docsautomator.co/mcp" }  }}

VS Code

Add to VS Code

Click the link, click Install, then sign in to DocsAutomator.

Other MCP clients

Use the address https://mcp.docsautomator.co/mcp with streamable HTTP. Sign in with OAuth, or send an API key (see below).

Claude Code skill

To add the "Send a quote for acceptance" skill, install this repository as a plugin. The plugin holds the skill only; the tools come from the Claude directory connector above.

/plugin marketplace add DocsAutomator/docsautomator-mcp/plugin install docsautomator@docsautomator

Sign-in

  • OAuth (recommended): your client opens a DocsAutomator sign-in page. If your account has more than one workspace, you pick the workspace there. To change the workspace, disconnect and connect again.
  • API key: for clients without OAuth, send your API key as a Bearer token in the Authorization header. Find the key in DocsAutomator under Settings, Workspace, API. An API key belongs to one workspace.

First prompt to try

Set up a DocsAutomator automation that makes a quote from my Airtable base, and make a test document from one record.

Use Google Sheets, Notion or another source in place of Airtable. Your AI client asks for your template first. When you have none, it uses a gallery template or designs one in your brand.

Tools

The server has 22 tools. Each tool says whether it reads, changes, deletes or sends, so your client can ask you first.

AreaTools
Automationsget_profile, list_automations, get_automation, create_automation, configure_automation
Templatesset_template, generate_word_template, edit_word_template, undo_template_edit, search
Placeholdersconfigure_placeholders, configure_line_items
Data sourcesget_data_source, set_data_source
Output and documentsconfigure_output, create_document, get_recent_runs
Signing and acceptanceconfigure_esignature, list_esign_sessions, send_esign_reminder, resend_esign_invite, cancel_esign_session
  • Automations: read and create automations, copy one, and set the name, status, language, date format and automatic triggers.
  • Templates: use your own Google Doc, Word or PDF file or a gallery template, or design and edit a Word template with AI. search also searches the DocsAutomator documentation.
  • Placeholders: what each placeholder means and how it prints (currency, decimals, dates), line items, and show and hide rules.
  • Data sources: read the tables and fields of a connected Airtable, Google Sheets, Google Forms, Notion, SmartSuite or ClickUp account, and map each placeholder to a field. You connect the account once in the DocsAutomator app.
  • Output and documents: choose PDF, Word or Google Doc, and send it by email, to Google Drive or OneDrive, or back to the record. Make a document and see recent runs with their real error messages.
  • Signing and acceptance: signers, order and reminders; the status of each request; remind, resend or cancel.

Test mode

A test document carries a preview watermark and does not count toward your plan. A signing or acceptance request in test mode still sends the real email to the real person, and it is never billed.

Pricing

Pricing is at https://docsautomator.co/pricing. Signing and acceptance are included in every paid plan; a signed or accepted document counts as one document.

Documentation and support

License

The files in this repository are under the MIT License. The DocsAutomator service has its own terms: https://docsautomator.co/terms.

Source: README.md at commit 5d06635

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

1
  1. v1.0.0LatestSep 24, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts