Documentero MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Documentero MCP or direct API to generate Word documents, create PDFs, fill Excel templates, and automate document workflows through natural language.

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Documentero is a document generation service for Word, PDF, and Excel files. It turns reusable templates and structured data into finished documents fast.

4 Tools

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TOOL ROUTER PLAYGROUND
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TOOLS

Supported Tools

Every Documentero action and event your agent gets out of the box.

Generate Document

Generate a DOCX, PDF, or XLSX document from a Documentero template and data.

Get Template JSON Schema

Return the JSON Schema for the data object accepted when generating a document from a template.

Get Template Metadata

Return a template's Documentero field definitions, nested field options, supported output formats, and default output format.

List Templates

Return all templates available to the connected Documentero account, including each template identifier and type-bearing label.

SETUP GUIDE

Connect Documentero MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["documentero"],
  mcp: true,
});
Create a session scoped to Documentero and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "Generate a PDF invoice from the Invoice template using customer Acme Corp, invoice number INV-1001, total 1200 USD, and due date 2026-09-15",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Documentero request
SETUP GUIDE

Connect Documentero API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["documentero"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Documentero
3

Run Documentero tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "Generate a PDF invoice from the Invoice template using customer Acme Corp, invoice number INV-1001, total 1200 USD, and due date 2026-09-15" }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Documentero tool calls through the session, and print the final answer

Why Use Composio?

AI Native Documentero Integration

  • Supports both Documentero MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable document generation
  • Rich coverage for creating Word, PDF, and Excel files from templates and data

Managed Auth

  • Secure API key handling so you don't hard-code Documentero credentials in agent code
  • Central place to manage, scope, and revoke Documentero access
  • Per user and per environment credentials for safer document automation

Agent Optimized Design

  • Tools are shaped for language models, so agents can pick the right Documentero action with less guesswork
  • Comprehensive execution logs so you always know which template ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Documentero
  • Scoped, least privilege access to document generation workflows
  • Full audit trail of agent actions to support review and compliance
FAQ

Frequently asked questions

Yes, Documentero requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Documentero connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Create the key in your Documentero account settings, then paste it once on Composio's connection page. Composio stores it encrypted and uses it only for the Documentero actions your agent runs. Nobody else in your workspace can read it, and you can revoke it inside Documentero at any time.

When you connect a Documentero account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Documentero as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside Documentero. If Documentero lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside Documentero at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Documentero connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

The connection stops working the moment Documentero rejects the old key. Create a new key in Documentero and reconnect the account from the Composio dashboard or by asking your agent to reconnect Documentero. Nothing else changes.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Documentero use. Paid plans add higher limits and team features. Your Documentero plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Documentero accounts).

With Composio, you connect Documentero once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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