Docupilot MCP by usefulapi

Read templates, schemas, versions, folders, deliveries and merge history in Docupilot.

Should I use this

Quality & Safety

A
Description quality
95%
Schema completeness
87%
Naming quality
75%
Poisoning risk
100%
Permission match
100%
Protocol compliance
100%

Findings (2)

  • LOWTool 'docupilot_list_template_versions' name length outside 3-30 rangein docupilot_list_template_versions
  • LOWTool 'docupilot_list_template_deliveries' name length outside 3-30 rangein docupilot_list_template_deliveries

Based on automated analysis of tool definitions and protocol compliance.

Context Cost

~1,236Tokens (tool definitions)
~1.1 KBTypical response size
Moderate attention impact (0.97% of 128k context)

This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.

Install

One-Click Install

Add this to your `claude_desktop_config.json` file:

{
  "mcpServers": {
    "docupilot": {
      "url": "https://docupilot.usefulapi.io/mcp"
    }
  }
}

Remote endpoints

https://docupilot.usefulapi.io/mcpstreamable-http

What it can do

Tool inventory

Tools (8)

🟢 Read-only🟡 Write🔴 Delete⚪ Unknown
🟢docupilot_get_current_user

Show the Docupilot user that owns the API key (name, email). Use it to check the connection.

Input Schema

{
  "type": "object",
  "properties": {},
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docupilot_list_templates(search, status, type, output_type, folder, ...)

List document templates in the workspace (paginated: count, next, results). Filter by title search, status (active = published, test = unpublished), template type, output type or folder id.

Input Schema

{
  "type": "object",
  "properties": {
    "search": {
      "description": "Search templates by title.",
      "type": "string"
    },
    "status": {
      "description": "active = published, test = unpublished.",
      "type": "string",
      "enum": [
        "active",
        "test"
      ]
    },
    "type": {
      "description": "Template file type.",
      "type": "string",
      "enum": [
        "docx",
        "dpt_html",
        "dpt_pdf",
        "fillable_pdf",
        "g_document",
        "g_presentation",
        "g_spreadsheet",
        "html",
        "pptx",
        "xlsx"
      ]
    },
    "output_type": {
      "description": "Generated output format.",
      "type": "string",
      "enum": [
        "docx",
        "html",
        "jpeg",
        "pdf",
        "png",
        "pptx",
        "xlsx"
      ]
    },
    "folder": {
      "description": "Folder id (see docupilot_list_folders).",
      "type": "integer",
      "minimum": -9007199254740991,
      "maximum": 9007199254740991
    },
    "page": {
      "description": "Page number (default 1).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docupilot_get_template(template_id)

Get one template: title, type, folder, published state, preferences and timestamps.

Input Schema

{
  "type": "object",
  "properties": {
    "template_id": {
      "description": "Numeric id.",
      "type": [
        "string",
        "number"
      ]
    }
  },
  "required": [
    "template_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docupilot_get_template_schema(template_id, version_id)

List the merge fields (variables) a template expects, with their types. Use it to learn what data a template needs.

Input Schema

{
  "type": "object",
  "properties": {
    "template_id": {
      "description": "Numeric id.",
      "type": [
        "string",
        "number"
      ]
    },
    "version_id": {
      "description": "Template version: a numeric version id, \"latest\" or \"live\".",
      "type": "string"
    }
  },
  "required": [
    "template_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docupilot_list_template_versions(template_id, search, page)

List the saved versions of a template (paginated).

Input Schema

{
  "type": "object",
  "properties": {
    "template_id": {
      "description": "Numeric id.",
      "type": [
        "string",
        "number"
      ]
    },
    "search": {
      "description": "Search versions by name.",
      "type": "string"
    },
    "page": {
      "description": "Page number (default 1).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    }
  },
  "required": [
    "template_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docupilot_list_template_deliveries(template_id)

List the delivery methods set up on a template (email, webhook, cloud storage, e-signature).

Input Schema

{
  "type": "object",
  "properties": {
    "template_id": {
      "description": "Numeric id.",
      "type": [
        "string",
        "number"
      ]
    }
  },
  "required": [
    "template_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docupilot_list_folders(permission)

List the template folders in the workspace. Filter by the permission the user has (read or write).

Input Schema

{
  "type": "object",
  "properties": {
    "permission": {
      "description": "Only folders with this permission.",
      "type": "string",
      "enum": [
        "read",
        "write"
      ]
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢docupilot_list_merge_history(template, status, search, start_date, end_date, ...)

List documents that were generated (merge history, newest first, paginated). Each row has template, status (pending, success, error), delivery type, file name, time and the input data. Filter by template, status, text or a date range.

Input Schema

{
  "type": "object",
  "properties": {
    "template": {
      "description": "Template id.",
      "type": "integer",
      "minimum": -9007199254740991,
      "maximum": 9007199254740991
    },
    "status": {
      "type": "string",
      "enum": [
        "pending",
        "success",
        "error"
      ]
    },
    "search": {
      "description": "Free text search.",
      "type": "string"
    },
    "start_date": {
      "description": "Created on or after (yyyy-mm-dd or ISO date-time).",
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}(T[\\d:.]+(Z|[+-]\\d{2}:?\\d{2})?)?$"
    },
    "end_date": {
      "description": "Created on or before (yyyy-mm-dd or ISO date-time).",
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}(T[\\d:.]+(Z|[+-]\\d{2}:?\\d{2})?)?$"
    },
    "page": {
      "description": "Page number (default 1).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

Community

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Evidence

Recent observations

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