DocsAutomator

co.docsautomator由 docsautomator.co 发布官方发布者v1.0.0更新于 Oct 24, 2026

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

已验证Streamable HTTP可网页运行效率与工作流文件与存储商业与电商

概览

AI 生成的概览

托管的 DocsAutomator 服务器，让助手用你的模板和数据搭建文档自动化、生成品牌化 PDF，并发送给对方签署或确认。

可以做什么
  • 读取、创建、复制和配置文档自动化，包括名称、状态、语言、日期格式和触发条件
  • 选用或由 AI 生成、编辑 Word 模板，并检索 DocsAutomator 文档
  • 定义占位符含义、明细行、格式以及显示与隐藏规则
  • 读取已连接的数据源，并把占位符映射到字段
  • 选择输出格式与去向，生成文档，并查看最近运行记录及错误信息
  • 配置签署或确认流程，查看请求状态，并提醒、重发或取消
适用场景
适合需要根据 Airtable、Google Sheets、Notion、SmartSuite 或 ClickUp 中的记录反复生成同一套品牌文档（报价单、合同、报告）的场景，也适合让助手一次性搭建并测试自动化、之后无需 AI 自动运行。需要收件人签署或确认成品 PDF 的流程同样适用。
运行要求
需要一个 DocsAutomator 账户；服务器由官方托管，无需本地安装。通过 streamable HTTP 连接，使用 OAuth 登录；不支持 OAuth 的客户端可用 API key，以 Bearer token 形式放在 Authorization 请求头中。数据源需先在 DocsAutomator 应用里连接一次。签署与确认功能需要付费方案。
安装前请注意
相关工具可以创建和修改自动化、模板、占位符与输出，并能通过邮件或发送到 Google Drive、OneDrive，操作前请确认。签署或确认请求会向真实收件人发送真实邮件，即使在测试模式下也会发送，非测试模式下会计入方案用量。API key 只属于一个工作区并授予该工作区访问权限，请妥善保管。

安装

在 SourceWeft 中

  1. 打开 控制台中的 DocsAutomator，将其添加到工作区。
  2. 连接 所需的 凭据。它们会被私密存储，绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/co.docsautomator%2Fmcp/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。

{
  "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.

来源：README.md，提交 5d06635

工具

0
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版本历史

1
  1. v1.0.0最新Sep 24, 2026

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