# Docdown MCP MCP > Docdown lets your AI agent manage entire document lifecycles—from checking template requirements to generating final PDFs and Word files using structured data. It's built for automating repeatable paperwork, making sure every contract or report follows a strict format every single time. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** document-generation, pdf-automation, template-management, workflow-automation, json-to-pdf ## Description Need to generate reports that always look right? This MCP connects your AI client directly to Docdown, an automation platform for creating documents from templates. Instead of manually filling out data sheets and hoping the formatting holds up, you tell your agent what document you need—say, a quarterly performance report—and it handles the rest. It reads your stored templates, identifies exactly which pieces of information are required, and then takes raw JSON data to spit out a finished file format like PDF or Word. When you connect this via Vinkius, your agent can list all available document types in your account, check the status of previous generations, and even track where those final files landed. It's about turning complex paperwork into simple conversations with your AI client. ## Tools ### generate_new_document Creates a finished document file by merging provided data with a selected template. ### get_docdown_account_metadata Retrieves usage limits and general metadata about your Docdown account. ### get_document_status Checks if a generated document is finished, providing the download link when available. ### get_template_field_schema Pinpoints exactly which data fields are required to populate a template correctly. ### get_template_details Pulls all detailed information and field schemas for one specific template ID. ### list_published_templates Filters the list to show only templates marked as 'Published' and usable for generation. ### list_generated_documents Lists every document that has been created from any template. ### list_recently_generated_docs Shows a list of documents created within the last 24 hours for quick review. ### list_doc_templates Provides a full list of all templates stored in your account. ### search_templates_by_name Searches and returns templates that match a specific keyword or name fragment. ## Prompt Examples **Prompt:** ``` List all available document templates. ``` **Response:** ``` I've found 5 templates in your account, including 'Service Agreement v2', 'Monthly Performance Report', and 'Customer Invoice'. Would you like to see the required fields for the Service Agreement? ``` **Prompt:** ``` Generate a new 'Customer Invoice' with data: {'name': 'John Doe', 'amount': 150}. ``` **Response:** ``` I've triggered the generation for 'Customer Invoice'. The document is currently being processed. I will provide the download URL as soon as it is ready. The document ID is 'DOC-12345'. ``` **Prompt:** ``` Show me the status of document 'DOC-12345'. ``` **Response:** ``` Document 'DOC-12345' is now 'Completed'. You can download it here: [https://api.docdown.io/download/...] (Link expires in 24 hours). Should I list other recently generated documents? ``` ## Capabilities ### List Available Templates Retrieves a list of all document templates you have stored in the Docdown account. ### Check Template Fields Identifies the precise data fields and rules needed to populate any specific template accurately. ### Generate New Documents Creates a brand-new document file (PDF or Word) instantly using a selected template and provided data payload. ### Monitor Output Status Checks the current processing status of a generated document, providing a download link when ready. ### Search Templates by Name Narrows down template results using a keyword search against the template names. ## Use Cases ### Client Onboarding Reporting The ops manager needs to create a 'New Client Summary' package. They first use `list_doc_templates` to confirm the correct template exists, then use `get_template_field_schema` to make sure they have all required contact details, and finally call `generate_new_document` with the collected data. ### Legal Audit Trail A legal team needs to prove a specific contract was generated correctly. They use `list_generated_documents` to find all documents associated with a client and then check the status of the most recent one using `get_document_status`. ### Finding Master Documents A specialist needs to know if they have a template for 'Annual Review'. Instead of listing all 100 templates, they use `search_templates_by_name`, which immediately narrows the results down to what they need. ### Scheduled Batch Processing The admin team runs a daily batch job. They trigger document creation using `generate_new_document` for dozens of accounts, and then use `list_recently_generated_docs` to verify that every single one completed successfully within the last few hours. ## Benefits - Stop guessing what fields you need. Use `get_template_field_schema` to check a template and instantly know which data points are mandatory before generating anything, saving time and preventing errors. - Never manually recreate a report. You can use `generate_new_document` to take structured inputs (like JSON) and automatically produce professional PDFs or Word files using your existing templates. - Keep tabs on everything with simple status checks. After triggering a document, run `get_document_status` to monitor its progress until it's ready for download. - Don't sift through hundreds of files. Use `list_recently_generated_docs` or `list_generated_documents` to quickly find and access the most recent reports. - If you know what name you need, skip the list view. Run `search_templates_by_name` to pinpoint a template instantly without scrolling through everything. ## How It Works The bottom line is: it lets structured conversation replace manual file creation. 1. Connect your AI client to this MCP and authenticate with your Docdown API Key. 2. Tell your agent what document you need—for example, 'I need a service agreement for Client XYZ'. 3. The agent automatically checks the template requirements, gathers the necessary data, executes the generation, and returns the download URL. ## Frequently Asked Questions **How do I find out which fields a template needs using get_template_field_schema?** You run `get_template_field_schema` and provide it with the specific Template ID. The output is a list of required data points, telling you exactly what information your agent must gather before generating the document. **Is there a way to check if my documents are ready after using generate_new_document?** Yes. After initiating generation, use `get_document_status` and provide the unique Document ID. This tells you if it's still processing or if you can download it now. **What should I do if I need to find a template by its name?** Don't use `list_doc_templates` and scroll through hundreds. Instead, run `search_templates_by_name` with the keyword you know—it pulls up only relevant results. **How do I confirm that a template is active for use?** Run `list_published_templates`. This filters out any draft versions, ensuring your agent only tries to generate documents using official templates. **How do I check my account usage limits using get_docdown_account_metadata?** You use `get_docdown_account_metadata` to retrieve your current operational limits and billing information. This tool is essential for monitoring usage quotas before running large batch generations, so you don't hit an unexpected limit. **What should I do if I need a full list of all available document templates? Should I use list_doc_templates?** Yes, `list_doc_templates` provides a comprehensive catalog view of every template you own. This function shows the names and basic statuses of all documents in your account, regardless of whether they are published or draft. **How do I get a complete history of all generated documents using list_generated_documents?** `list_generated_documents` retrieves an archive of every document you've ever created. This is different from listing recently generated files; it gives you the full historical record for auditing purposes. **Before checking field requirements, how do I get a general overview of a template using get_template_details?** `get_template_details` provides deep information about a specific template, including its description and owner metadata. Use this when you need context on the document before determining exactly which fields are required. **How do I get a Docdown API Key?** Log in to your Docdown account, navigate to the API section in your settings, and you can generate or retrieve your unique API Key from there. **Which document formats are supported?** Docdown primarily supports generating high-quality PDF and Microsoft Word (.docx) files from your templates and data. **Can the agent show me the required fields for a template?** Yes, you can use the get_template_field_schema tool to retrieve exactly which data keys and types are needed to populate a specific template.