Docupilot MCP server

Read templates, schemas, versions, folders, deliveries and merge history in Docupilot. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect DocupilotFree 50 tool calls / monthPro $9/mo · $90/yr · pricing12 tools

What can I ask?

Turn on the Docupilot connector, then ask in plain words. The AI picks the tools.

What you can do with Docupilot in Claude and ChatGPT

For teams that generate documents from templates with Docupilot.

Find the right template

List the templates and folders and open one template to read its details.

Check which data a template needs

Read the schema of a template to see the fields that a merge needs.

Review the merge history

List the documents that were merged and check which ones failed.

Check template deliveries and versions

List the deliveries of a template and its saved versions.

How do I connect Docupilot?

Before you connect

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.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name Docupilot and this URL, then click Add:
    https://docupilot.usefulapi.io/mcp
  3. Claude opens the login page: enter your Docupilot API key, Docupilot API secret, Workspace ID and Region.
  4. In a chat, click + → Connectors and turn on Docupilot.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

  1. Open Plugins, click +, then Add custom MCP server.
  2. Enter the name Docupilot and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://docupilot.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your Docupilot API key, Docupilot API secret, Workspace ID and Region.
  4. In Plugins, install Docupilot, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http docupilot https://docupilot.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "docupilot": {
      "url": "https://docupilot.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "docupilot": {
      "type": "http",
      "url": "https://docupilot.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add docupilot --url https://docupilot.usefulapi.io/mcp
codex mcp login docupilot

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://docupilot.usefulapi.io/mcp

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.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Proper user$9/mo · $90/yr10,000 tool calls / month
Pro+per user$39/mo · $390/yr100,000 tool calls / month

Each paid plan covers this Docupilot server only. Ask your AI to run docupilot_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with docupilot_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with docupilot_upgrade before then undoes the cancel. Or write to [email protected].

Tools 12

Show all 12 tools (the AI picks them for you)

Read only · 8

  • Get current userdocupilot_get_current_user
    Show the Docupilot user that owns the API key (name, email). Use it to check the connection.
  • List templatesdocupilot_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.
  • Get templatedocupilot_get_template
    Get one template: title, type, folder, published state, preferences and timestamps.
  • Get template schemadocupilot_get_template_schema
    List the merge fields (variables) a template expects, with their types. Use it to learn what data a template needs.
  • List template versionsdocupilot_list_template_versions
    List the saved versions of a template (paginated).
  • List template deliveriesdocupilot_list_template_deliveries
    List the delivery methods set up on a template (email, webhook, cloud storage, e-signature).
  • List foldersdocupilot_list_folders
    List the template folders in the workspace. Filter by the permission the user has (read or write).
  • List merge historydocupilot_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.

Your usefulapi plan · 4

  • Usage status (free-tier meter)docupilot_usage_status
    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.
  • Request a missing featuredocupilot_request_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.
  • Upgrade to Pro or Pro+docupilot_upgrade
    Get a paid plan for Docupilot (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. 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). Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
  • Cancel the Pro subscriptiondocupilot_cancel_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.

FAQ

What can I do with Docupilot in Claude or ChatGPT?

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.

Is this an official Docupilot product?

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.

Can I connect Docupilot to Claude or ChatGPT?

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.

What do I need to connect?

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.

Do I put my Docupilot key or an Authorization header in the client config?

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.

How do you keep my Docupilot credentials?

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.

Can the AI change my Docupilot data?

All 8 Docupilot tools are marked read-only.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this Docupilot server only. Cancel any time: your paid plan then runs to the end of the paid period. Run docupilot_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run docupilot_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run docupilot_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Docupilot tool that I need is missing?

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.

Which AI clients can I use?

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.

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