Docsautomator MCP connector

1. Install the SDK

   Node.js

   npm install @scalekit-sdk/node

   Python

   pip install scalekit

   Full SDK reference: Node.js | Python

2. 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

   Node.js

   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)

   Python

   quickstart.py

   import os
   from scalekit.client import ScalekitClient
   from dotenv import load_dotenv
   load_dotenv()
   
   scalekit_client = ScalekitClient(
       env_url=os.getenv("SCALEKIT_ENV_URL"),
       client_id=os.getenv("SCALEKIT_CLIENT_ID"),
       client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
   )
   actions = scalekit_client.actions
   
   connection_name = "docsautomatormcp"
   identifier = "user_123"
   
   # Generate an authorization link for the user
   link_response = actions.get_authorization_link(
       connection_name=connection_name,
       identifier=identifier,
   )
   print("Authorize Docsautomator MCP:", link_response.link)
   input("Press Enter after authorizing...")
   
   # Make your first call
   result = actions.execute_tool(
       tool_input={},
       tool_name="docsautomatormcp_get_queue_stats",
       connection_name=connection_name,
       identifier=identifier,
   )
   print(result)

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

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.

NameTypeRequiredDescription

sessionIdstringrequiredThe unique ID of the signing session to act on.

reasonstringoptionalOptional 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.

NameTypeRequiredDescription

dataSourceNamestringrequiredThe data source type to connect to this automation.

titlestringrequiredDisplay name for the new automation.

docTemplateLinkstringoptionalURL 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"} ] } ] } ] }

NameTypeRequiredDescription

automationIdstringrequiredThe unique ID of the automation to use.

asyncbooleanoptionalWhen true, returns a jobId immediately instead of waiting for document generation to complete.

dataobjectoptionalPlaceholder key-value pairs for API data sources. Use arrays for line items and the 'children' key for nested line items (up to 2 levels).

documentNamestringoptionalOptional custom name for the generated document.

recIdstringoptionalRecord ID for Airtable data sources.

rowNumbernumberoptionalRow 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.

NameTypeRequiredDescription

automationIdstringrequiredThe 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.

NameTypeRequiredDescription

automationIdstringrequiredThe 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.

NameTypeRequiredDescription

automationIdstringrequiredThe unique ID of the automation to use.

newTemplateNamestringoptionalOptional 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.

NameTypeRequiredDescription

automationIdstringrequiredThe 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.

NameTypeRequiredDescription

sessionIdstringrequiredThe 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.

NameTypeRequiredDescription

sessionIdstringrequiredThe 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.

NameTypeRequiredDescription

jobIdstringrequiredThe 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_get_signing_links#Get signing links for all signers in a session. Useful for manual delivery mode or resending links.1 param▾

Get signing links for all signers in a session. Useful for manual delivery mode or resending links.

NameTypeRequiredDescription

sessionIdstringrequiredThe unique ID of the signing session to act on.

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.

NameTypeRequiredDescription

emailstringoptionalFilter e-signature sessions by signer email address (partial match).

limitnumberoptionalNumber of results per page.

pagenumberoptionalPage number for pagination.

statusstringoptionalFilter 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.

NameTypeRequiredDescription

automationIdstringrequiredThe 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.

NameTypeRequiredDescription

jobIdstringrequiredThe job ID returned from async document creation.

pollIntervalMsnumberoptionalInitial interval between polling requests in milliseconds. The tool uses exponential backoff.

timeoutMsnumberoptionalMaximum 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.

NameTypeRequiredDescription

sessionIdstringrequiredThe unique ID of the signing session to act on.

signerIndexnumberrequired1-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.

NameTypeRequiredDescription

automationIdstringrequiredThe unique ID of the automation to use.

recipientstringrequiredEmail 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.

NameTypeRequiredDescription

automationIdstringrequiredThe unique ID of the automation to use.

updatesobjectrequiredFields 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.

NameTypeRequiredDescription

automationIdstringrequiredThe unique ID of the automation to use.

esignatureobjectrequiredPartial e-signature configuration to apply. Only included fields are written; omitted fields stay unchanged.