Connect Docupilot to AI agents

Connect Docupilot 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

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). Returns a secure download URL for the generated document (valid for 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.

More integrations teams use with Docupilot

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. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

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. 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.

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.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

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.

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.

Connect Docupilot to production AI agents

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

Frequently asked questions

Common questions about connecting Docupilot to AI agents with Metorial.

  1. Can Metorial connect Docupilot to AI agents?
    Yes. Metorial connects AI agents to Docupilot 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.