Read templates, schemas, versions, folders, deliveries and merge history in Docupilot. For teams that generate documents from templates with Docupilot. Hosted by usefulapi — connect from Claude, ChatGPT, Cursor, or any MCP client.
Team and Enterprise: an Owner adds the connector for the organization first.
Run this command, then run /mcp in Claude Code to log in:
Add to Cursor or add this to ~/.cursor/mcp.json:
{
"mcpServers": {
"docupilot": {
"url": "https://docupilot.usefulapi.io/mcp"
}
}
}Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"docupilot": {
"type": "http",
"url": "https://docupilot.usefulapi.io/mcp"
}
}
}No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.
Run these commands. The second one opens the login page:
Other MCP clients (Windsurf, Cline, Zed and more): add the URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser. Do not add an Authorization header: see Before you connect.
List the templates and folders and open one template to read its details.
docupilot_list_templates docupilot_list_folders docupilot_get_template
Read the schema of a template to see the fields that a merge needs.
docupilot_get_template_schema
List the documents that were merged and check which ones failed.
docupilot_list_merge_history
List the deliveries of a template and its saved versions.
docupilot_list_template_deliveries docupilot_list_template_versions
The login page asks for your Docupilot API key, Docupilot API secret, Workspace ID and Region.
Create the key in Docupilot → Settings → API Settings (copy the secret at once: it is shown one time). The workspace ID is on Settings → Workspace details. Your credentials are used only to call the API on your behalf and to derive a private account id; they are never shown to anyone.
Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Docupilot API key, Docupilot API secret, Workspace ID and Region. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
Turn on the Docupilot connector, then ask in plain words. The AI picks the tools.
| Tool | Type | What it does |
|---|---|---|
docupilot_get_current_user | read | Get current user Show the Docupilot user that owns the API key (name, email). Use it to check the connection. |
docupilot_list_templates | read | List templates List document templates in the workspace (paginated: count, next, results). Filter by title search, status (active = published, test = unpublished), template type, output type or folder id. |
docupilot_get_template | read | Get template Get one template: title, type, folder, published state, preferences and timestamps. |
docupilot_get_template_schema | read | Get template schema List the merge fields (variables) a template expects, with their types. Use it to learn what data a template needs. |
docupilot_list_template_versions | read | List template versions List the saved versions of a template (paginated). |
docupilot_list_template_deliveries | read | List template deliveries List the delivery methods set up on a template (email, webhook, cloud storage, e-signature). |
docupilot_list_folders | read | List folders List the template folders in the workspace. Filter by the permission the user has (read or write). |
docupilot_list_merge_history | read | List merge history List documents that were generated (merge history, newest first, paginated). Each row has template, status (pending, success, error), delivery type, file name, time and the input data. Filter by template, status, text or a date range. |
docupilot_usage_status | Usage status (free-tier meter) Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter. | |
docupilot_request_feature | Request a missing feature Tell usefulapi that the user needs something the Docupilot tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter. | |
docupilot_upgrade | Upgrade to Pro (unlimited*) Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on Docupilot (the free tier caps monthly usage). Plans: "monthly" — $9/month; "yearly" — $90/year (2 months free). Cancel any time: Pro then runs to the end of the paid period, so it also suits a one-time job. *A fair use limit applies. For heavy use (near Pro's limit): "plus" or "plus_yearly" — Pro+, $39/month or $390/year, unlimited tool calls (fair use limit: 100,000 a month); an existing Pro subscription changes to Pro+ in place (needs confirm: true; the price difference for the rest of the period is charged at once). Otherwise returns a short link to open in your browser (it opens Stripe Checkout); after payment the account upgrades automatically. Does not count against the meter. | |
docupilot_cancel_subscription | Cancel the Pro subscription Cancel the caller's Docupilot Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run docupilot_upgrade later to undo the cancel before the period ends. Does not count against the meter. |
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Proper user | $9/mo · $90/yr | Unlimited* |
*Pro fair use limit: 10,000 tool calls a month on this server. For more, write to [email protected].
Pro covers this Docupilot server only. Subscribe with docupilot_upgrade (it returns a Stripe Checkout link). Cancel any time with docupilot_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running docupilot_upgrade before then undoes the cancel. Or write to [email protected].
Find the right template. Check which data a template needs. Review the merge history. Check template deliveries and versions. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by Docupilot. The server calls the Docupilot API with your own Docupilot access, so it sees only the data that your account can see.
Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.
The login page asks for your Docupilot API key, Docupilot API secret, Workspace ID and Region. See Before you connect for where to find them.
No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Docupilot API key, Docupilot API secret, Workspace ID and Region. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Docupilot API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in Docupilot.
All 8 Docupilot tools are marked read-only.
The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with unlimited tool calls (fair use limit: 10,000 tool calls a month), for this Docupilot server only. Cancel any time: Pro then runs to the end of the paid period. Run docupilot_usage_status to see how many calls you used.
Ask the AI to run docupilot_upgrade: it returns a Stripe Checkout link. To cancel, run docupilot_cancel_subscription. Pro continues to the end of the paid period.
Tell the AI what you wanted to do. It can send the request with docupilot_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.
Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.
This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.
Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.