Docsautomator MCP server

Connect Docsautomator to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Docsautomator MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the cancel e sign session tool in Docsautomator
  • Use the list placeholders tool in Docsautomator
  • Use the duplicate automation tool in Docsautomator
  • Use the generate document tool in Docsautomator
  • Use the get job status tool in Docsautomator
  • Use the update automation tool in Docsautomator

Supported Tools

cancel_esign_session

Cancel E-Sign Session

Cancels an active e-signature signing session. Cannot cancel sessions that are already completed.

list_placeholders

List Placeholders

Extracts all placeholder names from a DocsAutomator automation's template. Returns placeholders grouped into main document placeholders and line item groups. Useful for understanding what data a template expects before generating documents.

duplicate_automation

Duplicate Automation

Creates a copy of an existing DocsAutomator automation. The duplicated automation will have " COPY" appended to its title.

generate_document

Generate Document

Generates a PDF or Google Doc from a DocsAutomator automation template. Supports multiple data source patterns: - **API data**: Pass data directly as key-value pairs mapped to template placeholders. - **Airtable**: Fetch data from an Airtable record by record ID. - **Google Sheets**: Fetch data from a row by row number. - **ClickUp**: Fetch data from a ClickUp task by task ID. - **One-off**: Provide a Google Doc template URL and data directly without a saved automation. Returns the generated PDF URL and optionally a Google Doc URL. For async jobs, returns a job ID for polling.

get_job_status

Get Job Status

Checks the status of an asynchronous document generation job. Use the job ID returned from the Generate Document tool when a document was queued for async processing.

update_automation

Update Automation

Updates an existing DocsAutomator automation's settings. Only the specified fields are updated; unspecified fields remain unchanged.

list_esign_sessions

List E-Sign Sessions

Lists e-signature sessions with optional filtering by status, signer email, and pagination. Returns session details including signer statuses.

delete_automation

Delete Automation

Permanently deletes a DocsAutomator automation and all its settings. This action cannot be undone.

list_automations

List Automations

Lists all automations in the DocsAutomator workspace. Returns automation details including title, template link, data source, and active status.

create_automation

Create Automation

Creates a new DocsAutomator automation with a title, data source, and Google Doc template link. The automation can then be used to generate documents via the Generate Document tool.

get_queue_stats

Get Queue Stats

Returns current document generation queue metrics for the workspace, including the number of pending, processing, and completed jobs.

get_esign_session

Get E-Sign Session

Retrieves detailed information about a specific e-signature session including signer statuses, document hashes, completion timestamps, and optionally signing links and audit trail.

get_automation

Get Automation

Retrieves detailed information about a single DocsAutomator automation by its ID. Returns full configuration including template link, data source settings, output options, and more.

resend_esign_invitation

Resend E-Sign Invitation

Resends the signing invitation email to a specific signer in an e-signature session. Useful when a signer hasn't received or has lost the original invitation.

duplicate_template

Duplicate Google Doc Template

Creates a copy of the Google Doc template associated with a DocsAutomator automation. Returns the new template's Google Doc URL and ID.

send_test_email

Send Test Email

Sends a test email using an automation's configured email settings so you can check delivery before generating documents. Call list_automations to find the automation ID.

Connect Docsautomator to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Docsautomator in Metorial. In your Metorial portal, enable the Docsautomator MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Docsautomator tools.

Run Docsautomator through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Docsautomator and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Docsautomator tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Docsautomator

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues.

Jira

Create, read, update, and delete issues across projects. Search issues using JQL queries. Manage projects, boards, sprints, and epics for agile workflows. Log work time, add comments and attachments, and transition issues through workflow statuses. Create and manage project versions/releases, issue links, filters, and dashboards. Query users, groups, and permissions.

Technical notes for Docsautomator

Generate PDF and Google Doc documents from templates using placeholder-based data mapping. Create, read, update, delete, and duplicate document automations. List template placeholders, duplicate Google Doc templates, and trigger document generation from various data sources including Airtable, Google Sheets, and ClickUp. Manage e-signature workflows with multiple signers and track signing session status. Supports sync and async generation modes, webhook callbacks, and job queue management.

Frequently asked questions

Common questions about connecting Docsautomator to AI agents with Metorial.

  1. How many tools does the Docsautomator MCP server have?
    The Docsautomator MCP server exposes 16 tools, including Cancel E-Sign Session, List Placeholders, Duplicate Automation. Each one is governed and traced through Metorial.
  2. Docsautomator exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Docsautomator MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Docsautomator and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Docsautomator MCP server yourself or use the hosted gateway.

Connect Docsautomator to production AI agents

See how Metorial gives your team governed access to Docsautomator, with tracing and security controls built in.