Use Docupilot from Claude
Add the Docupilot connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorDocupilot
Docupilot integration for Claude and Codex
Create a Docupilot connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategoryDocuments & Forms
Use Docupilot from Codex
Add the Docupilot connection to a Space that runs Codex, then use it from every channel in that Space.
Use Docupilot from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Documents & Forms
What the Docupilot connector can do
Docupilot is a document automation tool that enables users to generate PDFs, DOCX files, contracts, invoices, and more by integrating with various online services.
One connection, many Spaces
Connect Docupilot once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- Create Docupilot Folder
Tool to create a new folder. Use when organizing documents into custom workspace folders after confirming workspace context.
- Create Docupilot Folder
Tool to create a new folder. Use when organizing documents into custom workspace folders after confirming workspace context.
- List all folders
Tool to list all folders. Use after authentication to fetch available workspace folders.
- Get Authenticated User
Tool to retrieve information about the authenticated user. Use after authentication to confirm identity and fetch user account details.
Connection
API and auth details
Docupilot provides REST APIs and webhook endpoints for document automation. Integrations can generate PDFs or DOCX files from templates, pass JSON data to API endpoints, return secure download URLs, deliver documents to CRM/cloud destinations, and authenticate V2 APIs with an API key and secret.
- Source
- Type catalog metadata
- Auth schemes
- API key
- API docs
- https://help.docupilot.app/
- API reference
- https://help.docupilot.app/developers/api-overview
- Official site
- https://www.docupilot.com/
FAQ
Questions people ask before connecting Docupilot
Can Claude use Docupilot?
Yes. Add a Docupilot connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with Docupilot through Type?
Yes. Add a Docupilot 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 Docupilot 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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