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ConnectorDocugenerate

Docugenerate integration for Claude and Codex

Create a Docugenerate connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

Use Docugenerate from Claude

Add the Docugenerate connection to a Space that runs Claude, then use it from every channel in that Space.

Use Docugenerate from Codex

Add the Docugenerate connection to a Space that runs Codex, then use it from every channel in that Space.

Use Docugenerate from Sidekick

Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.

Documents & Forms

What the Docugenerate connector can do

DocuGenerate simplifies document generation by converting Word templates and JSON data into professional PDF files with ease. It supports automation of contracts, invoices, letters, certificates, and more, catering to both developers and non-developers. With an intuitive REST API and no-code integrations, it ensures seamless functionality for any scale.

One connection, many Spaces

Connect Docugenerate once, then decide which Spaces can use it in threads, skills, automations, and coding work.

Representative actions

  • Delete Document

    Tool to delete a document by ID. Permanently removes the document from storage. Use when you need to clean up generated documents or remove outdated files from DocuGenerate.

  • Delete template

    Tool to permanently delete a template by ID. Removes the template and all associated versions from storage. Use when a template is no longer needed.

  • Generate documents from template

    Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.

  • Update Document

    Update a document's name/title in DocuGenerate. Use this to rename an existing document after it has been generated. Requires a valid document ID (obtained from document generation or listing) and the new name. Returns the updated document metadata including the document_uri for downloading.

  • Get document by ID

    Tool to retrieve a specific document by ID. Returns document metadata including name, format, template_id, and download URL. Use when you need to fetch details about an existing generated document.

Connection

API and auth details

DocuGenerate creates PDF documents from Word templates and JSON data. Public developer docs cover API key creation, template upload and management, document generation, output download, merge fields, and automation for contracts, invoices, certificates, reports, and letters.

FAQ

Questions people ask before connecting Docugenerate

Can Claude use Docugenerate?

Yes. Add a Docugenerate connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.

Can Codex work with Docugenerate through Type?

Yes. Add a Docugenerate connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.

Is this the same as a Docugenerate MCP server?

Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.

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