# Docsautomator — how to use (mcp.ai)

Connect your Docsautomator account and use 9 tools for documents straight from your AI agent. Connect with your own API key. Automate your documents using Google Docs in minutes. Create, manage, and generate documents from templates with the DocsAutomator API.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_docsautomator?ms=1787295840000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `docsautomator_create_automation`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/docsautomator`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/docsautomator/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/docsautomator/create/automation` — Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploade
  - body: { title: string, dataSourceName: string, docTemplateLink?: string }
- `POST https://api.mcp.ai/api/docsautomator/delete/automation` — Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
  - body: { docId: string }
- `POST https://api.mcp.ai/api/docsautomator/duplicate/automation` — Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
  - body: { automationId: string }
- `POST https://api.mcp.ai/api/docsautomator/get/automation` — Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
  - body: { automationId: string }
- `POST https://api.mcp.ai/api/docsautomator/get/queue/stats` — Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
- `POST https://api.mcp.ai/api/docsautomator/list/automations` — Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
- `POST https://api.mcp.ai/api/docsautomator/list/signing/sessions` — Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
  - body: { page?: integer, email?: string, limit?: integer, status?: string }
- `POST https://api.mcp.ai/api/docsautomator/send/test/email` — Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automat
  - body: { recipient: string, automationId: string }
- `POST https://api.mcp.ai/api/docsautomator/update/automation` — Tool to update an existing automation's settings in DocsAutomator. Only the fields included in the request are updated. Use when you need to modify automation properties like title, template link, loc
  - body: { docId: string, title?: string, locale?: string, isActive?: boolean, imageOptions?: object, pdfExpiration?: string, saveGoogleDoc?: boolean, docTemplateLink?: string, newDocumentNameField?: string, formatNumbersWithLocale?: boolean, googleDocDestinationFolderUrl?: string }

## Example prompts
- "What can I do in Docsautomator?"
- "Show me a summary of my Docsautomator account"

## More
- Page: https://mcp.ai/docsautomator
- Agent spec (llms.txt): https://mcp.ai/docsautomator/llms.txt
- Postman collection: https://mcp.ai/docsautomator/postman.json