Connect Docugenerate to AI agents

Connect Docugenerate to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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 one or more documents by merging a template with dynamic data. Each object in the data array produces a separate document with merge tags replaced by the provided values. Supports multiple output formats and options like PDF attachments, PDF merging, and combining into a single file.

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 metadata such as name, enhanced syntax, and versioning settings. Provide only the fields you want to change.

More integrations teams use with Docugenerate

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. 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. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

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. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.

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. Receive real-time webhook notifications for page changes, new pages, comments, and database schema updates.

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. Monitor spreadsheet changes via Google Drive push notifications.

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. Apply and read custom labels on files. Monitor file and folder changes via push notifications or webhook subscriptions. Store app-specific data in a hidden per-user folder.

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.

Connect Docugenerate to production AI agents

See how Metorial gives Docugenerate access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Docugenerate to AI agents with Metorial.

  1. Can Metorial connect Docugenerate to AI agents?
    Yes. Metorial connects AI agents to Docugenerate through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.