Docugenerate MCP server

Connect Docugenerate 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 Docugenerate MCP server

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

  • Use the update document tool in Docugenerate
  • Use the get template tool in Docugenerate
  • Use the list templates tool in Docugenerate
  • Use the generate document tool in Docugenerate
  • Use the delete template tool in Docugenerate
  • Use the list documents tool in Docugenerate

Supported Tools

update_document

Update Document

Updates the name of an existing generated document.

get_template

Get Template

Retrieves detailed information for a specific template by ID, including merge tags, delimiters, format, preview URI, and versioning status.

list_templates

List Templates

Retrieves all templates in your DocuGenerate account, ordered by creation time (newest first). Returns template metadata including detected merge tags, format, and URIs.

generate_document

Generate Document

Generates a downloadable document by merging a template with dynamic data. Multiple data objects are combined into one file by default; set singleFile to false to receive a ZIP archive. Supports multiple output formats, PDF attachments, and PDF merging.

delete_template

Delete Template

Permanently deletes a template and all its associated data. This action cannot be undone.

list_documents

List Documents

Retrieves all documents generated from a specific template. Returns document metadata including download URIs.

delete_document

Delete Document

Permanently deletes a generated document. This action cannot be undone.

get_document

Get Document

Retrieves metadata for a specific generated document by ID, including the download URI, format, and creation timestamp.

update_template

Update Template

Updates a template's name, merge tag delimiters, folder, region, or settings, and can replace its source file. Provide only the fields you want to change.

download_document

Download Document

Provides a downloadable copy of an existing generated document, including PDF, Word, or ZIP output. Use list_documents to discover document IDs.

download_template

Download Template

Provides a downloadable template source file, PDF preview, or PNG thumbnail. Use list_templates to discover template IDs.

create_template

Create Template

Creates a reusable document template from a publicly accessible file URL. Returns the template ID and detected merge tags for document generation.

Connect Docugenerate 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 Docugenerate in Metorial. In your Metorial portal, enable the Docugenerate 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 Docugenerate tools.

Run Docugenerate through the Metorial gateway

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

  • Give Docugenerate and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Docugenerate 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 Docugenerate

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.

Google Sheets

Create, read, and update spreadsheets and their cell data. Read and write values to individual cells, ranges, or multiple ranges using A1 notation or named ranges. Apply cell formatting including text styles, backgrounds, borders, number formats, and conditional formatting. Manage sheets (tabs) within a spreadsheet—add, delete, copy, rename, and reorder them. Create and manage embedded charts, pivot tables, filter views, data validation rules, protected ranges, named ranges, and merged cells. Perform batch operations to apply multiple updates atomically.

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.

Google Drive

Upload, download, create, copy, move, rename, trash, and permanently delete files and folders in Google Drive. Search for files using complex queries filtering by name, MIME type, owner, modification date, labels, and other metadata. Share files and folders with specific users, groups, or domains with role-based permissions (owner, writer, commenter, reader). Manage shared drives and their members. Export Google Workspace files (Docs, Sheets, Slides) to standard formats like PDF, DOCX, and XLSX. Track file revision history and restore earlier versions. Create, read, update, and delete threaded comments and replies on files. Read label definitions and search files by label. Browse the Drive apps installed for your account. Store app-specific data in a hidden per-user folder.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs.

Google Slides

Create, read, edit, and delete Google Slides presentations. Create and manipulate slides with predefined or custom layouts. Insert, style, and replace text across slides, including bulk placeholder replacement for template-based generation. Add and position shapes, text boxes, lines, and images. Embed and refresh charts linked to Google Sheets. Manage speaker notes, duplicate or reorder slides, and perform batch updates combining multiple operations in a single call. Supports automated report and deck generation using templates with placeholder text and image substitution.

Technical notes for Docugenerate

Generate documents from reusable Word templates by merging them with dynamic JSON or spreadsheet data. Create and manage templates (DOCX, DOC, ODT, TXT), generate documents in multiple output formats (PDF, DOCX, DOC, ODT, TXT, HTML, PNG), and manage generated documents. Supports PDF attachments, PDF merging, template versioning, configurable tag delimiters, enhanced syntax for complex expressions, and multi-region processing for data compliance.

Frequently asked questions

Common questions about connecting Docugenerate to AI agents with Metorial.

  1. How many tools does the Docugenerate MCP server have?
    The Docugenerate MCP server exposes 12 tools, including Update Document, Get Template, List Templates. Each one is governed and traced through Metorial.
  2. Docugenerate 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 Docugenerate MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Docugenerate and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Docugenerate MCP server yourself or use the hosted gateway.

Connect Docugenerate to production AI agents

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