# DocsAutomator

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.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI
- Author: DocsAutomator
- License: MIT · policy=link-only · description only; the file stays with the author
- Source: https://github.com/DocsAutomator/docsautomator-mcp
- Updated: 2026-10-23
- HTML: https://affpapa.org/en/nevibecode/mcp/docsautomator

## What it 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.

## Requirements
- Remote server: `https://mcp.docsautomator.co/mcp`

## Install

### Claude Code (native platform)

**Platform CLI: remote server**
```bash
claude mcp add --transport http mcp https://mcp.docsautomator.co/mcp
```

### Codex

**Platform CLI: remote server**
```bash
codex mcp add docsautomator --url https://mcp.docsautomator.co/mcp
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "docsautomator": {
            "url": "https://mcp.docsautomator.co/mcp"
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "docsautomator": {
            "type": "http",
            "url": "https://mcp.docsautomator.co/mcp"
        }
    }
}
```

### Gemini CLI

**Platform CLI: remote server**
```bash
gemini mcp add -t http docsautomator https://mcp.docsautomator.co/mcp
```

## When to use it
- 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
- Create a quote in the style of `https://your-website.com`, send it to `you@example.com` 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.

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md