# Docupilot MCP MCP > Docupilot automates your entire document lifecycle, from template management to final file generation. Your AI client can pull templates, validate required fields, and trigger high-volume merges using structured data—all through natural conversation. It lets you build professional proposals, contracts, or reports instantly by connecting raw information directly into polished, branded documents. Stop managing files; start automating them. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** document-automation, template-merging, workflow-integration, data-merging, automated-generation ## Description You're used to manually pulling a template, opening it in a word processor, finding the correct fields, and then painstakingly copying data from your CRM into every bracketed placeholder. Docupilot changes that. It connects document automation directly into your AI workflow, letting you manage complex templates, track generation status, and trigger massive merges using simple prompts. You just talk to your agent, telling it which template to use and what data to feed it. The system handles the rest—the merging, the error checking, and giving you a secure download link for the completed file. This entire process runs right inside your AI client, making it part of Vinkius's largest catalog of available integrations. ## Tools ### trigger_document_merge Starts the process of creating a new document by merging provided data into a chosen template. ### get_docupilot_account_metadata Retrieves usage limits and general metadata for your account. ### get_document_generation_status Checks if a document merge is finished and provides the secure download link. ### get_template_merge_field_audit Lists the exact data fields required to populate a specific template accurately. ### get_template_schema Shows detailed configuration and field schema for any single document template. ### list_generated_documents Lists all documents that have been successfully created and merged in your account history. ### list_failed_document_merges Identifies previous document merges that failed due to bad data or template errors. ### list_latest_document_merges Shows a list of the most recently processed document merges for quick review. ### list_docupilot_templates Retrieves a list of every available document template in your account. ### search_docupilot_templates Finds specific templates by entering name keywords. ## Prompt Examples **Prompt:** ``` List all available Docupilot templates. ``` **Response:** ``` I've found 6 templates in your account, including 'Standard Service Contract', 'Monthly Performance Dashboard', and 'Employee Offer Letter'. Would you like to see the merge fields for the Service Contract? ``` **Prompt:** ``` Generate an 'Employee Offer Letter' with data: {'name': 'Robert Brown', 'role': 'Engineer', 'salary': '90k'}. ``` **Response:** ``` I've triggered the merge for 'Employee Offer Letter'. The document is currently being generated. I'll provide the download URL shortly. The document ID is 'DOCU-MERGE-12345'. ``` **Prompt:** ``` Show me the status of document 'DOCU-MERGE-12345'. ``` **Response:** ``` Document 'DOCU-MERGE-12345' is now 'Completed'. You can download it here: [https://api.docupilot.app/download/...] (Link expires in 24 hours). Should I list other recently merged documents? ``` ## Capabilities ### Generate new documents Trigger a merge to create finished files by feeding specific data into existing document templates. ### Manage templates and fields List all available templates or check the detailed requirements of any template to ensure you have the right data ready. ### Monitor merge status Check if a document generation is still running, failed, or ready for download by checking its unique ID. ### List historical documents Review every document that has been created and merged in your account, including the most recent ones. ## Use Cases ### Generating Contracts from CRM Data A sales rep needs a service contract for a client. They tell their agent: 'Build the agreement using Template X and these details.' The agent uses `trigger_document_merge` with the data, giving the rep an immediate download link via `get_document_generation_status`. ### Bulk Onboarding Kits for New Hires HR needs to create 20 employee packets. Instead of manual merges, they ask their agent to list all required templates using `list_docupilot_templates`, verify the fields needed with `get_template_merge_field_audit`, and then trigger a batch merge. ### Debugging Failed Reports A monthly performance dashboard failed to generate. Instead of opening logs, they ask their agent to check `list_failed_document_merges` to see if the failure was due to missing salary data or a template error. ### Finding Specific Templates A developer needs to update an old document structure. They use `search_docupilot_templates` with keywords like 'NDA' instead of scrolling through hundreds of templates listed by `list_docupilot_templates`. ## Benefits - Eliminate manual data entry. Instead of copying fields one by one, you simply prompt your agent to `trigger_document_merge` with the necessary information, and the document gets built automatically. - Know exactly what data you need before starting. Use `get_template_schema` or `get_template_merge_field_audit` to validate template requirements instantly, preventing merge failures. - Never lose track of a file again. You can review every generated document using `list_generated_documents` and quickly check the status of pending files with `get_document_generation_status`. - Streamline template management. Use `list_docupilot_templates` to see your entire library at a glance or `search_docupilot_templates` if you know what you're looking for. - Audit past errors easily. If a merge fails, don't waste time guessing; check the logs using `list_failed_document_merges` to find out why it broke. ## How It Works The bottom line is you talk to your AI client; it handles the complex API calls to manage templates and generate documents. 1. Start by telling your AI client which templates you need to manage or use. 2. Give explicit data parameters (like names, IDs, or figures) and tell it to run the merge against a specific template name. 3. Your agent confirms the job started, providing a tracking ID. You then check that ID using `get_document_generation_status` until the document is 'Completed' and ready for download. ## Frequently Asked Questions **How do I list all available templates using Docupilot MCP?** You run `list_docupilot_templates`. This tool retrieves a complete inventory of every document template you have set up in your account. **What is the best way to generate a new contract with Docupilot MCP?** First, use `trigger_document_merge` and provide the template ID and all necessary data points. Then, regularly check the status using `get_document_generation_status` until it shows 'Completed'. **Why did my document merge fail? How do I find out with Docupilot MCP?** Check your failure history by calling `list_failed_document_merges`. This will show you exactly which merges broke and why, saving you manual log digging. **Can I see what data fields a specific template needs with Docupilot MCP?** Yes. Use the `get_template_merge_field_audit` tool. It audits the target template and lists every single field you must populate to make it accurate. **How do I check my usage limits or overall account status using get_docupilot_account_metadata?** This tool retrieves your account metadata and current usage limits. You can quickly see how much you've used against your billing plan, helping you avoid unexpected overage charges. **What should I use if I need to check the final download link or status of a completed merge using get_document_generation_status?** Use this tool to confirm a document's readiness and retrieve its secure URL. It tells you if the file is 'Completed' and provides the link, which typically expires within 24 hours. **If I know the general topic but not the exact template name, how do I find it using search_docupilot_templates?** You simply pass a keyword or fragment of the name to narrow your options. This is much faster than listing every single available document template in your account. **Where can I find the full field schema details for a specific document template using get_template_schema?** This tool provides the complete blueprint for any given template. It shows all defined fields, their required data types, and structural rules needed to successfully merge content. **How do I get a Docupilot API Key?** Log in to your Docupilot account, navigate to **Settings > API Key**, and you can generate or retrieve your unique API Key from there. **Can the agent show me the merge fields for a template?** Yes, you can use the get_template_merge_field_audit tool to retrieve exactly which data keys are needed to populate a specific template. **What formats does Docupilot support for output?** Docupilot supports generating documents in PDF, Microsoft Word (.docx), and other popular formats depending on your template type.