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Home/Servers/DocsAutomator

DocsAutomator

by co.docsautomator

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

Power your agent

Add this server

The publisher's own URL. Not a PlugMCP endpoint.

Server URL
https://mcp.docsautomator.co/mcp
Provider
Add in Claude

Claude opens with the name and URL filled in. You still confirm it there.

Claude Code
claude mcp add --transport http co.docsautomator-mcp https://mcp.docsautomator.co/mcp

Run in a terminal.

Claude Desktop
{
  "mcpServers": {
    "co.docsautomator-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://mcp.docsautomator.co/mcp"
      ]
    }
  }
}

claude_desktop_config.json

Step-by-step: add this in Claude

Remote URL or a command on your machine? How the two installs differ

Run on PlugMCP

Host a copy with our keys and logs.

A new server you create. It is not this listing's official endpoint. Use the publisher install when you want their URL and their credentials.

Launch

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

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.

Claude: DocsAutomator is an official connector in the Claude directory: https://claude.ai/directory/connectors/docsautomator

Server address for other AI apps: 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 with a skill, and a Cursor plugin.

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, 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.

Only if you connect Claude Code with an API key instead of a Claude account: claude mcp add --transport http docsautomator https://mcp.docsautomator.co/mcp --header "Authorization: Bearer YOUR_API_KEY".

ChatGPT

  1. Turn on developer mode in Settings, under Security and login.
  2. Add a connector with the address https://mcp.docsautomator.co/mcp.
  3. Sign in to DocsAutomator and allow access.

Cursor

Add DocsAutomator MCP server to Cursor

  1. Click the button. Cursor opens and shows the DocsAutomator server.
  2. Click Install, then Connect.
  3. 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 skill

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

/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 [email protected] 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 [email protected] 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.

Tools

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

  • Documentation: https://docsautomator.co/docs/integrations-api/docsautomator-mcp
  • Support: [email protected]
  • Security issues: see SECURITY.md.

License

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

How do I install DocsAutomator?
Copy the http config for Cursor, Claude Desktop, Claude Code, or VS Code on this page. It uses the publisher's install, not a PlugMCP proxy.
Does DocsAutomator need an API key?
No required environment variable is listed on this record.
What transport does DocsAutomator use?
DocsAutomator is reached over HTTP.
When was DocsAutomator last checked?
Last checked 2026-10-16. Make documents in your brand from your data and send them for acceptance or signature.

No tool list yet. Remote servers get one after the first health check.

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