DocsAutomator MCP server
DocsAutomator makes documents from your data and sends them for acceptance or signature. This repository describes how to connect your AI agent to the hosted DocsAutomator MCP server. MCP (Model Context Protocol) is the open standard that AI apps such as Claude, ChatGPT, Cursor and VS Code use to call outside tools.
Server address: https://mcp.docsautomator.co/mcp
The server is hosted by DocsAutomator. You install nothing. This repository holds no server code, only the connection details, a Claude plugin, a Cursor plugin and a skill.
What your agent can do
- Design a document template in your brand, for example from your website.
- Fill the template with your data and make a PDF or Word document.
- Send the document for acceptance (the recipient reads it and clicks Accept) or for signature.
- Follow each document: who opened it, who accepted or signed, and the final PDF.
- Build complete automations that run from Airtable, Notion, Google Sheets, ClickUp, SmartSuite, Google Forms, Zapier, Make or n8n.
Connect your AI app
You sign in to DocsAutomator the first time your app connects. You need a DocsAutomator account: https://app.docsautomator.co.
Claude (web, desktop and mobile)
- Open Settings, then Connectors.
- Click "Add custom connector".
- Enter
https://mcp.docsautomator.co/mcp and click Connect.
- Sign in to DocsAutomator and allow access.
ChatGPT
- Turn on developer mode in Settings, under Security and login.
- Add a connector with the address
https://mcp.docsautomator.co/mcp.
- Sign in to DocsAutomator and allow access.
Cursor
- Click the button. Cursor opens and shows the DocsAutomator server.
- Click Install, then Connect.
- Sign in to DocsAutomator and click Authorize.
Or add this to .cursor/mcp.json in your project, or to ~/.cursor/mcp.json for all projects:
{
"mcpServers": {
"docsautomator": { "type": "http", "url": "https://mcp.docsautomator.co/mcp" }
}
}
This repository is also a Cursor plugin: the manifest is .cursor-plugin/plugin.json and the server configuration is mcp.json.
VS Code
Add to VS Code
Claude Code
claude mcp add --transport http docsautomator https://mcp.docsautomator.co/mcp
To add the server and the "Send a quote for acceptance" skill in one step, install this repository as a plugin:
/plugin marketplace add DocsAutomator/docsautomator-mcp
/plugin install docsautomator@docsautomator
Other MCP apps
Use the address https://mcp.docsautomator.co/mcp with streamable HTTP.
Sign-in
- OAuth (recommended): your app 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 apps without OAuth support, 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.
Your first win: a quote, accepted
Paste this prompt into your AI app:
Make a quote in the style of https://your-website.com and send it to me at you@example.com for acceptance. Use DocsAutomator and send it in test mode.
No website? Use this one. Your agent then starts from a quote in the DocsAutomator template gallery:
Make a quote and send it to me at you@example.com for acceptance. Use DocsAutomator and send it in test mode.
Open the email on your phone, check the quote, type your name and tap Accept. The accepted PDF and its record appear in DocsAutomator under Documents. This takes about two minutes.
Next, ask your agent to send the quote to a real client, make it from your Airtable base, or use your own Word template.
Test mode
Your agent can send any document in 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.
The server gives your agent 18 tools. The main path: your agent is the data source and sends the values for each document. In plain words:
- Automations: list, read, create, copy and trash automations; set the name, language, status, trigger and output (PDF, Word, Google Doc, Google Drive, email).
- Templates: design a Word template with AI in your brand, edit it and undo an edit, or use a gallery template, your own Word or PDF file, or a Google Doc you already have.
- Placeholders: what each placeholder means and how it prints, line items, and show and hide rules.
- Documents: make a document with the values your agent sends, follow its job, and list recent runs.
- Record sources (optional): read the tables and fields of a connected Airtable, Notion, Google Sheets, SmartSuite or ClickUp account, and connect one with its field mappings. You connect the account once in the DocsAutomator app.
- Acceptance and signature: set up recipients and settings, list requests with their status, signing links and audit trail, and remind, resend or cancel.
- Help: search the DocsAutomator documentation and the template gallery.
Every tool tells your app whether it only reads, changes data, or replaces, deletes or sends something, so your app can ask you before it acts.
Pricing
Pricing is at https://docsautomator.co/pricing. Signing and acceptance are included in every 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.