DocsAutomator — Claude Code MCP server: setup
DocsAutomator turns your data into branded documents and sends them for approval or signing. Use it when an agent needs document workflows and status tracking.
claude mcp add --transport http mcp https://mcp.docsautomator.co/mcpWhat DocsAutomator does
DocsAutomator connects an AI agent to a hosted MCP server. The agent can shape a template around a website, fill it with supplied values, and produce a PDF or Word document. It can then send the file for approval or signature and track the request through to the final PDF.
The server exposes 18 tools for templates, documents, automations, and signature requests. Optional record sources include Airtable, Notion, Google Sheets, SmartSuite, and ClickUp after the account is linked in DocsAutomator. Sign-in uses OAuth, while apps without OAuth can send an API key as a Bearer token. A DocsAutomator account is required before the connection can complete. Test mode adds a preview watermark and does not count the document toward the plan, while the recipient still receives the real email.
What it helps with
- turn data into a PDF or Word document
- build a template in a brand style
- send a document for approval
- request a signature and track its status
- pull records from Airtable or Notion
Example prompts for the agent
- Create a quote in the style of
https://your-website.com, send it to[email protected]for approval through DocsAutomator, and use test mode. - Use data from Airtable to make a client document and send it for signature with DocsAutomator.
- Check the latest signature request and retrieve the final PDF.
How to install DocsAutomator
Platform CLI: remote server
claude mcp add --transport http mcp https://mcp.docsautomator.co/mcpPlatform CLI: remote server
codex mcp add docsautomator --url https://mcp.docsautomator.co/mcpConfig file
{
"mcpServers": {
"docsautomator": {
"url": "https://mcp.docsautomator.co/mcp"
}
}
}Config file
{
"servers": {
"docsautomator": {
"type": "http",
"url": "https://mcp.docsautomator.co/mcp"
}
}
}Platform CLI: remote server
gemini mcp add -t http docsautomator https://mcp.docsautomator.co/mcpStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about DocsAutomator
How do I install DocsAutomator in Claude Code?
Run these commands in order: claude mcp add --transport http mcp https://mcp.docsautomator.co/mcp, then claude mcp add --transport http docsautomator https://mcp.docsautomator.co/mcp.
What does DocsAutomator do?
It lets an AI agent create documents from supplied data, apply templates, and send files for approval or signing. The agent can also track whether a document was opened, accepted, or signed.
What is required to connect DocsAutomator?
You need a DocsAutomator account. OAuth is used for supported apps; apps without OAuth can pass an API key as a Bearer token, and each key belongs to one workspace.
