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Docsautomator MCP connector

OAuth 2.1/DCR AutomationFiles & Documents

Connect to DocsAutomator MCP. Generate documents and PDFs from templates using your data, automating document creation workflows.

Docsautomator MCP connector

  1. Install the SDK

    Section titled “Install the SDK”
    Terminal window
    npm install @scalekit-sdk/node

    Full SDK reference: Node.js | Python

  2. Set your credentials

    Section titled “Set your credentials”

    Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

    .env
    SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
    SCALEKIT_CLIENT_ID=<your-client-id>
    SCALEKIT_CLIENT_SECRET=<your-client-secret>

  3. Authorize and make your first call

    Section titled “Authorize and make your first call”
    quickstart.ts
    import { ScalekitClient } from '@scalekit-sdk/node'
    import 'dotenv/config'
    

    const scalekit = new ScalekitClient(
      process.env.SCALEKIT_ENV_URL,
      process.env.SCALEKIT_CLIENT_ID,
      process.env.SCALEKIT_CLIENT_SECRET,
    )
    const actions = scalekit.actions
    

    const connector = 'docsautomatormcp'
    const identifier = 'user_123'
    

    // Generate an authorization link for the user
    const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
    console.log('Authorize Docsautomator MCP:', link)
    process.stdout.write('Press Enter after authorizing...')
    await new Promise(r => process.stdin.once('data', r))
    

    // Make your first call
    const result = await actions.executeTool({
      connector,
      identifier,
      toolName: 'docsautomatormcp_get_queue_stats',
      toolInput: {},
    })
    console.log(result)

What you can do

Section titled “What you can do”

Connect this agent connector to let your agent:

  • Update automation esignature, automation — Update the e-signature configuration of an automation: enable/disable signing, set signers, customize email templates and language, configure save-to-Drive
  • Send test email — Send a test email with a sample PDF to verify email configuration
  • Invite resend esign — Resend the signing invitation email to a specific signer
  • Complete poll job until — Poll a job until it completes or times out
  • List placeholders, esign sessions, automations — Extract all placeholders from a Google Doc template
  • Get signing links, queue stats, job status — Get signing links for all signers in a session

Tool list

Section titled “Tool list”

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

docsautomatormcp_cancel_esign_session # Cancel an in-progress signing session. Cannot cancel already completed sessions. Optionally provide a cancellation reason. 2 params

Cancel an in-progress signing session. Cannot cancel already completed sessions. Optionally provide a cancellation reason.

Name Type Required Description
sessionId string required The unique ID of the signing session to act on.
reason string optional Optional reason for cancelling the signing session.
docsautomatormcp_create_automation # Create a new automation with the specified data source. Returns the new automation ID and configuration. 3 params

Create a new automation with the specified data source. Returns the new automation ID and configuration.

Name Type Required Description
dataSourceName string required The data source type to connect to this automation.
title string required Display name for the new automation.
docTemplateLink string optional URL of the Google Doc template to use as the document template.
docsautomatormcp_create_document # Generate a document from a DocsAutomator automation. Supports various data sources including Airtable, Google Sheets, SmartSuite, ClickUp, and direct API data. Returns PDF URL and optionally Google Doc URL. **E-SIGNATURES**: If the automation has e-signing enabled in its output settings, creating a document will AUTOMATICALLY start the signing workflow. The response will include: - signingSessionId: The e-sign session ID - signingLinks: Array of signing URLs for each signer (if delivery method is "link") - signingStatus: "created" or "queued" You do NOT need to create e-sign sessions separately - they are triggered automatically when generating documents from automations configured with e-signing. To check if an automation has e-signing enabled, use get_automation first. For nested line items (up to 2 levels), use the "children" key to nest items: { "line_items_1": [ { "product": "Service A", "price": "$100", "children": [ { "task": "Task 1", "children": [ {"detail": "Detail 1"} ] } ] } ] } 6 params

Generate a document from a DocsAutomator automation. Supports various data sources including Airtable, Google Sheets, SmartSuite, ClickUp, and direct API data. Returns PDF URL and optionally Google Doc URL. **E-SIGNATURES**: If the automation has e-signing enabled in its output settings, creating a document will AUTOMATICALLY start the signing workflow. The response will include: - signingSessionId: The e-sign session ID - signingLinks: Array of signing URLs for each signer (if delivery method is "link") - signingStatus: "created" or "queued" You do NOT need to create e-sign sessions separately - they are triggered automatically when generating documents from automations configured with e-signing. To check if an automation has e-signing enabled, use get_automation first. For nested line items (up to 2 levels), use the "children" key to nest items: { "line_items_1": [ { "product": "Service A", "price": "$100", "children": [ { "task": "Task 1", "children": [ {"detail": "Detail 1"} ] } ] } ] }

Name Type Required Description
automationId string required The unique ID of the automation to use.
async boolean optional When true, returns a jobId immediately instead of waiting for document generation to complete.
data object optional Placeholder key-value pairs for API data sources. Use arrays for line items and the 'children' key for nested line items (up to 2 levels).
documentName string optional Optional custom name for the generated document.
recId string optional Record ID for Airtable data sources.
rowNumber number optional Row number for Google Sheets data sources.
docsautomatormcp_delete_automation # Permanently delete an automation. This action cannot be undone. 1 param

Permanently delete an automation. This action cannot be undone.

Name Type Required Description
automationId string required The unique ID of the automation to use.
docsautomatormcp_duplicate_automation # Create a copy of an existing automation with ' COPY' appended to the title. Returns the new automation ID. 1 param

Create a copy of an existing automation with ' COPY' appended to the title. Returns the new automation ID.

Name Type Required Description
automationId string required The unique ID of the automation to use.
docsautomatormcp_duplicate_template # Create a copy of the Google Doc template associated with an automation. Returns the new template ID and URL. 2 params

Create a copy of the Google Doc template associated with an automation. Returns the new template ID and URL.

Name Type Required Description
automationId string required The unique ID of the automation to use.
newTemplateName string optional Optional name for the new template copy. Defaults to the original name with ' COPY' appended.
docsautomatormcp_get_automation # Get detailed information about a specific automation including data source config, output settings, field mappings, and e-signature configuration. Check the 'esignature' field to see if e-signing is enabled - if so, creating a document will automatically start a signing workflow. 1 param

Get detailed information about a specific automation including data source config, output settings, field mappings, and e-signature configuration. Check the 'esignature' field to see if e-signing is enabled - if so, creating a document will automatically start a signing workflow.

Name Type Required Description
automationId string required The unique ID of the automation to use.
docsautomatormcp_get_esign_audit # Get the complete audit trail for a signing session including all events like invites, views, signatures, and completions. 1 param

Get the complete audit trail for a signing session including all events like invites, views, signatures, and completions.

Name Type Required Description
sessionId string required The unique ID of the signing session to act on.
docsautomatormcp_get_esign_session # Get detailed information about a signing session including signers, fields, document URLs, and current status. 1 param

Get detailed information about a signing session including signers, fields, document URLs, and current status.

Name Type Required Description
sessionId string required The unique ID of the signing session to act on.
docsautomatormcp_get_job_status # Get the current status of a queued document generation job. Returns status (waiting, active, completed, failed), progress percentage, and result when complete. 1 param

Get the current status of a queued document generation job. Returns status (waiting, active, completed, failed), progress percentage, and result when complete.

Name Type Required Description
jobId string required The job ID returned from async document creation.
docsautomatormcp_get_queue_stats # Get statistics about the document generation queue including counts of waiting, active, completed, failed, and delayed jobs. 0 params

Get statistics about the document generation queue including counts of waiting, active, completed, failed, and delayed jobs.

docsautomatormcp_list_automations # List all automations in the workspace with their basic configuration including title, data source, and active status. 0 params

List all automations in the workspace with their basic configuration including title, data source, and active status.

docsautomatormcp_list_esign_sessions # List e-signature sessions with optional filtering by status or signer email. Returns paginated results with session summaries. 4 params

List e-signature sessions with optional filtering by status or signer email. Returns paginated results with session summaries.

Name Type Required Description
email string optional Filter e-signature sessions by signer email address (partial match).
limit number optional Number of results per page.
page number optional Page number for pagination.
status string optional Filter sessions by their current status.
docsautomatormcp_list_placeholders # Extract all placeholders from a Google Doc template. Returns main placeholders and line item placeholders separately. Useful for understanding what data fields are available. 1 param

Extract all placeholders from a Google Doc template. Returns main placeholders and line item placeholders separately. Useful for understanding what data fields are available.

Name Type Required Description
automationId string required The unique ID of the automation to use.
docsautomatormcp_poll_job_until_complete # Poll a job until it completes or times out. Uses exponential backoff for efficient polling. Returns the final result including PDF URL when successful. 3 params

Poll a job until it completes or times out. Uses exponential backoff for efficient polling. Returns the final result including PDF URL when successful.

Name Type Required Description
jobId string required The job ID returned from async document creation.
pollIntervalMs number optional Initial interval between polling requests in milliseconds. The tool uses exponential backoff.
timeoutMs number optional Maximum time to wait in milliseconds before giving up.
docsautomatormcp_resend_esign_invite # Resend the signing invitation email to a specific signer. Useful when original email was missed or expired. 2 params

Resend the signing invitation email to a specific signer. Useful when original email was missed or expired.

Name Type Required Description
sessionId string required The unique ID of the signing session to act on.
signerIndex number required 1-based index identifying which signer to resend the invitation to.
docsautomatormcp_send_test_email # Send a test email with a sample PDF to verify email configuration. Rate limited to 5 emails per hour per workspace. 2 params

Send a test email with a sample PDF to verify email configuration. Rate limited to 5 emails per hour per workspace.

Name Type Required Description
automationId string required The unique ID of the automation to use.
recipient string required Email address to receive the test email.
docsautomatormcp_update_automation # Update an existing automation's basic settings (title, template link, active flag, locale, save destination, document-name field). For e-signature configuration, use update_automation_esignature instead. 2 params

Update an existing automation's basic settings (title, template link, active flag, locale, save destination, document-name field). For e-signature configuration, use update_automation_esignature instead.

Name Type Required Description
automationId string required The unique ID of the automation to use.
updates object required Fields to update on the automation. Only the fields you include are changed.
docsautomatormcp_update_automation_esignature # Update the e-signature configuration of an automation: enable/disable signing, set signers, customize email templates and language, configure save-to-Drive. Call get_automation first to see the current esignature state before editing. Arrays (signers, notificationRecipients) and Maps (fieldConfigs, esignFieldMappings) are FULL REPLACE — send the complete value, not a diff. In-flight signing sessions snapshot their email config at creation time, so editing the automation does NOT retroactively change sessions already sent out. 2 params

Update the e-signature configuration of an automation: enable/disable signing, set signers, customize email templates and language, configure save-to-Drive. Call get_automation first to see the current esignature state before editing. Arrays (signers, notificationRecipients) and Maps (fieldConfigs, esignFieldMappings) are FULL REPLACE — send the complete value, not a diff. In-flight signing sessions snapshot their email config at creation time, so editing the automation does NOT retroactively change sessions already sent out.

Name Type Required Description
automationId string required The unique ID of the automation to use.
esignature object required Partial e-signature configuration to apply. Only included fields are written; omitted fields stay unchanged.