How to Use the Docamatic MCP in CrewAI

Q: How do I generate a PDF from a template in CrewAI?

The agent identifies the template with listavailablebuiltintemplates and calls the generator tool with the required JSON data.

Deploy autonomous document crews with CrewAI and the Docamatic MCP Server.

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Connect Docamatic MCP to CrewAI

Create your Vinkius account to connect Docamatic to CrewAI and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Docamatic with CrewAI

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Autonomous document crews for CrewAI

Assign a dedicated agent to handle document generation using `generate_pdf_from_html`. Your crew handles the heavy lifting while you define the strategy. Coordinate multi-stage reports. One agent fetches the data, another calls `generate_pdf_from_template`, and a third merges the results.

Role-based document production

Use `add_elements_to_pdf` to add watermarks or annotations. You can restrict this tool to a specific 'Editor' agent in your crew. Maintain an audit trail. A monitor agent can use `list_generation_history` to ensure every invoice is accounted for during the operation.

Visual verification agents

Task an agent with `take_web_screenshot` to verify site content. This adds a layer of visual truth to your agent's analysis. Generate image snapshots with `generate_image_from_html` for quick reporting. It saves time when the crew only needs a visual summary rather than a full PDF.

Setup guide

Set up Docamatic MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Docamatic tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Docamatic Analyst",
    goal="Access and analyze Docamatic data via MCP.",
    backstory="Expert analyst with direct Docamatic access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Docamatic transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

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Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Docamatic Analyst",
        goal="Access and analyze Docamatic data via MCP.",
        backstory="Expert analyst with direct Docamatic access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Docamatic transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Docamatic. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Docamatic MCP in CrewAI

Pass the server URL in the agent configuration. Your agents will gain access to the full suite of PDF tools immediately.

Yes. Use a tool filter to expose only the specific Docamatic tools required for an agent's role, keeping your crew focused.

Your agents can share the file paths returned by Docamatic through the crew's memory. This allows agents to pass work between each other.

The agent identifies the template with `list_available_builtin_templates` and calls the generator tool with the required JSON data.

All data sent to the server is processed in a secure, isolated container. We delete your contact lists immediately after the PDF render is confirmed.

Use it with your favorite AI tools

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