Connect Pdfmonkey to AI agents

Connect Pdfmonkey 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

get_template

Get Template

Retrieve the full details of a template including its HTML body, SCSS styles, sample data, page layout settings, and draft/published versions.

update_template

Update Template

Update an existing document template's HTML body, styles, sample data, or page layout settings. Supports updating both draft and published versions independently. Only provided fields will be updated.

get_account_info

Get Account Info

Retrieve information about the authenticated PDFMonkey account, including available document quota, current plan, and user details. Useful for checking remaining quota before generation.

delete_template

Delete Template

Permanently delete a document template. This removes the template and all its versions from PDFMonkey. Existing documents generated from this template are not affected.

list_documents

List Documents

List generated documents with optional filters by template, status, or update time. Returns paginated results (24 per page) with lightweight document cards.

delete_document

Delete Document

Permanently delete a generated document. This removes the document and its generated file from PDFMonkey.

list_templates

List Templates

List available document templates in a workspace. Returns paginated template cards that can be filtered by folder and sorted.

generate_document

Generate Document

Generate a PDF or image document from a template with dynamic data. Supports both **synchronous** (waits for completion) and **asynchronous** (returns immediately, generation happens in the background) modes. Use synchronous mode when you need the download URL immediately; use asynchronous mode for large documents or batch processing. Optionally set a custom filename via the `filename` field, password-protect the PDF via the `password` field, attach arbitrary document metadata via `meta`, or return a generated file attachment when using synchronous mode. For image generation, use `imageType`, `imageWidth`, `imageHeight`, and `imageQuality` fields.

create_template

Create Template

Create a new document template with an HTML body, SCSS styles, sample data, and page layout settings. Templates define the structure and appearance of generated documents.

get_document

Get Document

Retrieve details of a specific document including its status, download URL, preview URL, and generation logs. Use this to check the status of an async generation, get a fresh download URL (they expire after 1 hour), or inspect generation errors.

download_document

Download Document

Download a successfully generated PDFMonkey PDF or image and return the file bytes as a Slate attachment. Structured output only contains file metadata.

list_engines

List PDF Engines

List PDFMonkey PDF engines available for template creation or updates. Use this before setting pdfEngineId or pdfEngineDraftId on templates.

update_document

Update Document

Update a PDFMonkey document's template, payload, or metadata. Set status to "pending" to queue or re-queue generation after changing the payload or metadata.

More integrations teams use with Pdfmonkey

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 Pdfmonkey

Generate PDF documents and images from HTML/CSS templates populated with dynamic JSON data. Create, update, and delete templates with configurable page layouts, output types, PDF engines, folders, and automatic deletion TTL. Generate documents synchronously or asynchronously, update document payloads or metadata, retrieve fresh download and public share links, and download generated files as Slate attachments. Supports webhooks for document generation events and provides account quota information.

Connect Pdfmonkey to production AI agents

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

Frequently asked questions

Common questions about connecting Pdfmonkey to AI agents with Metorial.

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