Connect Pdf 4 Me to AI agents

Connect Pdf 4 Me 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

run_workflow

Run Workflow

Execute a pre-configured Pdf4me workflow with a document. Workflows are reusable processing pipelines created in the Pdf4me dashboard that chain multiple operations together.

flatten_pdf

Flatten PDF

Flatten a PDF to remove all interactive form fields, making the document read-only with all form data permanently embedded.

create_pdfa

Create PDF/A

Convert a PDF document to PDF/A format for long-term archiving and compliance. Choose from multiple PDF/A standards (1a, 1b, 2a, 2b, 2u, 3a, 3b, 3u).

extract_content

Extract Content from PDF

Extract text, images, tables, or text matching a regular expression from a PDF document. Use this to pull structured data out of PDFs for further processing.

protect_pdf

Protect PDF

Set password protection on a PDF document with customizable permissions. Control what users can do with the document (print, copy, annotate, etc.).

rotate_pdf

Rotate PDF

Rotate pages in a PDF document. Rotate all pages at once or a specific page by 90, 180, or 270 degrees.

generate_document

Generate Document

Generate a document from a DOCX, PDF, or HTML template with dynamic data. Supports mail merge with JSON data, dynamic tables, and merge fields. Use for automating contracts, invoices, reports, and other data-driven documents.

linearize_pdf

Linearize PDF

Linearize (optimize) a PDF for fast web viewing. Linearized PDFs can start displaying before the full file is downloaded.

split_pdf

Split PDF

Split a PDF document into multiple files. Supports splitting by page number, recurring intervals, page ranges, text content, or barcodes. Returns an array of split document files.

read_barcode_from_pdf

Read Barcode from PDF

Read and extract barcode or QR code data from a PDF document. Returns all detected barcodes with their type, value, and page number.

unlock_pdf

Unlock PDF

Remove password protection from a PDF document. Requires the current password to unlock.

merge_pdfs

Merge PDFs

Merge multiple PDF files into a single PDF document. Files are merged in the order provided. Also supports overlaying one PDF on another (e.g. adding a letterhead or watermark layer).

repair_pdf

Repair PDF

Attempt to repair a damaged or corrupted PDF document to recover its content.

add_barcode_to_pdf

Add Barcode to PDF

Add a barcode or QR code to a PDF document. Supports 150+ barcode types including QR codes, Code128, DataMatrix, EAN13, UPC-A, and more. Configure position, size, opacity, and text display options.

extract_pages

Extract Pages

Extract specific pages from a PDF document into a new PDF. Specify which pages to keep by their page numbers.

convert_to_pdf

Convert to PDF

Convert office documents (Word, Excel, PowerPoint), images, HTML, Markdown, or URLs into PDF format. Supports **.docx, .xlsx, .pptx, .png, .jpg, .html, .md** and more. For HTML/Markdown, provide the file content as base64. For URL conversion, provide the web URL directly.

find_and_replace_text

Find and Replace Text

Find and replace text within a PDF document on specified pages.

add_page_numbers

Add Page Numbers

Add page numbers to a PDF document. Configure position, font size, formatting, and whether to skip the first page.

fill_pdf_form

Fill PDF Form

Fill a PDF form with data provided as a JSON string. Map field names to values to automatically populate form fields. Optionally keep the form editable after filling.

create_images_from_pdf

Create Images from PDF

Convert PDF pages to images (PNG, JPG, TIFF, BMP). Specify which pages to convert and the desired image width in pixels.

add_header_footer

Add Header/Footer

Add HTML-formatted content as a header, footer, or both to a PDF document. Supports rich formatting, images, and custom margins.

classify_document

Classify Document

Classify or identify a document based on its file content. Returns the document class name which can be used for routing and applying appropriate processing templates.

create_barcode_image

Create Barcode Image

Create a standalone barcode or QR code image from text. Returns the barcode as an image file.

delete_pages

Delete Pages

Remove specific pages or blank pages from a PDF document. Use page numbers for targeted removal or automatic blank page detection.

add_watermark

Add Watermark

Add a text or image watermark/stamp to a PDF document. Control position, size, transparency, rotation, and more. Use text watermarks for labels like "DRAFT" or "CONFIDENTIAL", or image watermarks for logos and signatures.

convert_from_pdf

Convert from PDF

Convert a PDF document to Word (.docx), Excel (.xlsx), or PowerPoint (.pptx) format. Choose the target format and quality type to control the conversion output.

get_pdf_metadata

Get PDF Metadata

Retrieve metadata from a PDF document including title, author, page count, creation date, encryption status, PDF version, compliance level, and whether the document is signed.

compress_pdf

Compress PDF

Optimize and compress a PDF document to reduce file size. Choose from multiple compression profiles tailored for web viewing, printing, or maximum compression.

ocr_pdf

OCR PDF

Apply OCR (Optical Character Recognition) to a scanned PDF or image-based document to create a searchable PDF with selectable text. Useful for making scanned documents indexable and enabling text extraction.

add_margin_to_pdf

Add Margin to PDF

Add margins in millimeters to any side of a PDF document, adjusting the page layout for print preparation or consistent document formatting.

add_attachments_to_pdf

Add Attachments to PDF

Embed one or more files directly into a PDF document as attachments, creating a PDF package with supporting documents or resources.

extract_attachments_from_pdf

Extract Attachments from PDF

Extract all embedded file attachments from a PDF document and return each extracted file as a Slate attachment.

parse_document

Parse Document

Parse a PDF with a PDF4me dashboard parsing template and return extracted structured data, document type, page count, and confidence when available.

sign_pdf

Sign PDF

Add a visible image-based signature to a PDF. Provide a signature image and configure page range, alignment, size, margins, opacity, and layering.

extract_pdf_form_data

Extract PDF Form Data

Extract fillable form field names, values, and field types from a PDF form as structured JSON.

add_form_field_to_pdf

Add Form Field to PDF

Add an interactive TextBox or CheckBox field to a PDF at a specific position and page range.

More integrations teams use with Pdf 4 Me

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 Pdf 4 Me

Convert, merge, split, compress, and manipulate PDF and office documents. Perform OCR on scanned documents to extract text. Generate and read 150+ barcode and QR code types. Extract structured data from PDFs using templates. Classify documents by content. Generate dynamic documents via mail merge with JSON data. Fill PDF forms. Apply watermarks, stamps, headers, and footers. Protect PDFs with passwords and manage permissions. Convert between PDF, Word, Excel, PowerPoint, HTML, and image formats. Optimize PDFs for web or print. Create PDF/A compliant documents for archiving. Rotate, crop, remove, and reorder pages. Add digital signatures, redact content, edit metadata, and repair damaged PDFs. Execute reusable multi-step document processing workflows.

Connect Pdf 4 Me to production AI agents

See how Metorial gives Pdf 4 Me access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Pdf 4 Me to AI agents with Metorial.

  1. Can Metorial connect Pdf 4 Me to AI agents?
    Yes. Metorial connects AI agents to Pdf 4 Me 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.