Docupilot MCP server

Connect Docupilot 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 Docupilot MCP server

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

  • Use the list content blocks tool in Docupilot
  • Use the get envelope details tool in Docupilot
  • Use the generate document tool in Docupilot
  • Use the list deliveries tool in Docupilot
  • Use the copy template tool in Docupilot
  • Use the get delivery tool in Docupilot

Supported Tools

list_content_blocks

List Content Blocks

List reusable content blocks from the content library. Content blocks are shared snippets that can be referenced across multiple templates.

get_envelope_details

Get Envelope Details

Get detailed information about an eSignature envelope, including recipients, document details, and activity history. Use this to track the signing progress.

generate_document

Generate Document

Generate a document from a template by merging data into it. Provide the template ID and a data object whose keys match the template's merge field tokens (use **Get Template** to discover available tokens). Provides the generated document for download. A returned secure provider URL expires according to your data retention settings (24 hours by default). Generated documents are also sent to any configured deliveries.

list_deliveries

List Deliveries

List all delivery configurations for a template. Deliveries define where generated documents are automatically sent (email, webhook, cloud storage, eSignature, etc.).

copy_template

Copy Template

Create a duplicate of an existing template. Optionally give the copy a new title and/or place it in a different folder.

get_delivery

Get Delivery

Get the full configuration details of a specific delivery for a template.

update_template

Update Template

Update a template's metadata such as title, description, status, folder, or output preferences. Only the fields you provide will be changed.

create_template

Create Template

Create a new document template in Docupilot. Specify the title, output type, and optionally place it in a folder. After creation, use Docupilot's online builder or upload a template file to add content.

list_merge_history

List Document History

List the history of generated documents (merge history). Filter by template, status, or date range. Use this to track document generation activity and find previously generated documents.

cancel_envelope

Cancel Envelope

Void/cancel an eSignature envelope that is pending signing. This will prevent further signing actions on the envelope.

send_envelope_reminder

Send Envelope Reminder

Send a reminder to recipients of a pending eSignature envelope, prompting them to complete signing.

get_template

Get Template

Retrieve detailed information about a specific template including its merge field schema (tokens). Use this to understand the template's structure and the data fields required for document generation.

delete_template

Delete Template

Move a template to trash. Trashed templates can be restored later. Use this to remove templates you no longer need.

update_folder

Update Folder

Rename an existing folder.

list_envelopes

List eSign Envelopes

List eSignature envelopes. Envelopes represent documents sent for signing. Filter by status to find pending, completed, or declined envelopes.

delete_folder

Delete Folder

Delete a folder. Templates inside the folder will be automatically moved to the Home folder.

list_templates

List Templates

List document templates in your Docupilot workspace. Filter by folder, template type, output format, status, or search by name. Returns paginated results with template metadata including type, status, and timestamps.

delete_delivery

Delete Delivery

Delete a delivery configuration from a template. Generated documents will no longer be sent to this destination.

move_templates

Move Templates

Move one or more templates to a different folder. Pass null as the folder ID to move templates to the Home folder.

list_folders

List Folders

List all template folders in your workspace. Folders are used to organize templates into categories.

create_folder

Create Folder

Create a new folder to organize templates. Templates can then be moved into the folder.

get_current_user

Get Current User

Retrieve the user identity associated with the connected Docupilot API credentials.

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

Run Docupilot through the Metorial gateway

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

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

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 Docupilot

Automate document generation from templates by merging dynamic data into merge fields. Create, list, update, and delete document templates in formats like DOCX, PPTX, XLSX, and fillable PDF. Generate documents (PDF, DOCX, HTML, PNG) by submitting JSON data matching template tokens, with support for nested data and arrays. Organize templates into folders. Configure automatic document deliveries to destinations including Email, Google Drive, OneDrive, Dropbox, Amazon S3, Azure Blob, SFTP, and webhooks. Send generated documents for eSignature with built-in AES-compliant signing, signer field placement, reminders, and audit trails. Supports bulk document creation, content library for reusable snippets, password-protected PDFs, and auto-numbering across generated documents.

Frequently asked questions

Common questions about connecting Docupilot to AI agents with Metorial.

  1. How many tools does the Docupilot MCP server have?
    The Docupilot MCP server exposes 22 tools, including List Content Blocks, Get Envelope Details, Generate Document. Each one is governed and traced through Metorial.
  2. Docupilot 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 Docupilot MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Docupilot and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Docupilot MCP server yourself or use the hosted gateway.

Connect Docupilot to production AI agents

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