Connect Documint 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.
Ask your agent in plain language. Each of these maps to a real tool on the server.
Use the create document tool in Documint
Use the list templates tool in Documint
Use the delete template tool in Documint
Use the update template tool in Documint
Use the get template tool in Documint
Supported Tools
create_document
Create Document
Generate a downloadable PDF document by merging data into a Documint template. Provide a template ID and a set of variables (key-value pairs) that correspond to the dynamic tokens in your template.
The variables object should match the tokens defined in the target template. For example, if the template has tokens like `{{name}}` and `{{company}}`, provide `{ "name": "John", "company": "Acme" }`.
list_templates
List Templates
Retrieve a page of document templates from your Documint account. Returns template names and IDs which can be used for document generation. Use this to discover templates before creating documents or updating a template.
delete_template
Delete Template
Permanently delete a Documint template. Call list_templates to discover template IDs. This operation cannot be undone.
update_template
Update Template
Rename a Documint template and retrieve its current metadata. Call list_templates to discover template IDs.
get_template
Get Template
Retrieve a Documint template by ID, including its name and full provider metadata. Call list_templates to discover template IDs.
Enable Documint in Metorial. In your Metorial portal, enable the Documint MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
Sign in. Select Add and sign in to load Documint tools.
Enable Documint in Metorial. In your Metorial portal, enable the Documint MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
Add a custom MCP server. On ChatGPT web, open Plugins, select +, then Add custom MCP server.
Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>), choose OAuth and accept the risk notice.
Create and install the plugin. Select Create as a plugin, install it and sign in to load Documint tools.
Enable Documint in Metorial. In your Metorial portal, enable the Documint MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
Add Metorial to your MCP config. Use ~/.cursor/mcp.json for every project, or .cursor/mcp.json for one.
Sign in. Open Customize in the sidebar, find Metorial and sign in to load Documint tools.
{
"mcpServers":{
"metorial":{
"url":"<your-magic-mcp-url>"
}
}
}
Enable Documint in Metorial. In your Metorial portal, enable the Documint MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
Add the server over HTTP. Add --scope user to use it in every project.
Sign in. Run /mcp, select Metorial and sign in to load Documint tools.
claude mcp add --transport http metorial <your-magic-mcp-url>
Enable Documint in Metorial. In your Metorial portal, enable the Documint MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
Add the server and sign in. The Codex CLI, IDE extension and ChatGPT desktop app share this config.
Check the connection. Type /mcp in Codex to see Metorial and its Documint tools.
codex mcp add metorial --url <your-magic-mcp-url>
codex mcp login metorial
Run Documint through the Metorial gateway
One governed layer for every app your agents reach, not a separate connector per tool.
Give Documint and every other app to your whole team through one MCP gateway, behind your SSO.
Scope which teams and agents can use Documint tools with role-based access control, and trace every call.
Prefer to run it yourself? Metorial is open source and self-hostable.
Generate customized PDF documents by merging data into pre-designed templates. Create invoices, contracts, proposals, certificates, and reports on the fly by populating dynamic tokens with custom data. List and retrieve available templates. Send documents for e-signature with support for multiple signers and signing order. Generated PDF links are available for 24 hours.
Frequently asked questions
Common questions about connecting Documint to AI agents with Metorial.
How many tools does the Documint MCP server have?
The Documint MCP server exposes 5 tools, including Create Document, List Templates, Delete Template. Each one is governed and traced through Metorial.
Does the Documint MCP server support triggers?
Documint exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
Which AI clients can use the Documint MCP server?
Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Documint MCP server through the same Metorial URL.
How do I give only some teams access to Documint?
Use role-based access control to decide which teams, users, and agents can use Documint and which of its tools they can call.
Can I self-host the Documint MCP server?
Yes. Metorial is open source, so you can run the Documint MCP server yourself or use the hosted gateway.
Connect Documint to production AI agents
See how Metorial gives your team governed access to Documint, with tracing and security controls built in.