Integration

Docupilot integration

Docupilot is a document automation platform. Generate PDF, Word, PowerPoint, Excel, HTML or PNG documents from templates with JSON merge data; manage templates, folders, versions, content blocks, merge links and deliveries; read the generation history; and follow e-signature envelopes and their recipients (send, remind, cancel, read the values signers entered). Not exposed: creating or uploading templates and content blocks, bulk-generation uploads, file convert, append and PDF transform, envelope creation, file downloads and previews (multipart uploads and binary responses), creating or editing deliveries, retrying deliveries, AI editing, and login or session routes. Authentication: create an API key and secret under Settings > API Settings, base64-encode key:secret and use it as a Bearer token; workspace calls also send your Workspace ID (Settings, Workspace details) in the X-Workspace header.

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When this happens, do that in Docupilot.Built from the 58 Docupilot tools below, on the connection you add once.

What you can do with Docupilot

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Envelope, 12 operations

cancel_envelopeCancel envelopePOSTCancels (voids) an envelope with a reason. Answers with no body on success.
count_envelopes_by_statusCount envelopes by statusGETReturns the number of envelopes in each status: created, pending, voided, declined and completed.
get_envelopeGet envelopeGETReturns an envelope with its documents and recipients, each recipient's signing status, and the envelope dates.
get_envelope_historyGet envelope historyGETReturns the audit history of an envelope: each event's name, actor, IP address and time, plus the signers.
get_envelope_signing_linkGet envelope signing linkGETReturns the signing link for the sender to sign an envelope themselves.
list_envelopesList envelopesGETLists e-sign envelopes, paginated: name, status (created, pending, voided, declined, completed), pending signers and dates. Filter by status, folder or search.
list_trashed_envelopesList trashed envelopesGETLists the envelopes in the trash, paginated.
restore_envelopeRestore envelopePOSTRestores an envelope from the trash and returns it.
send_envelopeSend envelopePOSTSends an envelope to its recipients for signing. Optional: expiry, reminders, signing order and cc. Answers with no body on success.
send_envelope_reminderSend envelope reminderPOSTSends a reminder email to the signers of an envelope who have not signed yet. Answers with no body on success.
trash_envelopeTrash envelopeDELETEMoves an envelope to the trash (restore it with restore_envelope). Answers with no body on success.
update_envelopeUpdate envelopePATCHChanges an envelope's expiry, reminder schedule, signing order or cc list. Leave a field out to keep its current value.

Template, 12 operations

copy_templateCopy templatePOSTCopies a template, including its preferences and deliveries, under a new title into a folder, and returns the copy.
get_templateGet templateGETReturns one template: title, description, type, folder, published flag, document status and timestamps.
get_template_schemaGet template schemaGETReturns the merge fields a template expects: each field's name, type (string, array, object, generic) and nested fields. Build the body of generate_document from it.
get_template_test_dataGet template test dataGETReturns the test data saved for a template, the sample merge data used to test it.
list_all_templatesList all templatesGETLists every template that is not in the trash, without pagination. Filter by type.
list_content_block_templatesList content block templatesGETLists the templates that use a content block, paginated with count, next and results.
list_templatesList templatesGETLists templates, paginated with count, next and results. Filter by folder, search (title), status, type, output_type or delivery_type. Use the id with generate_document.
list_trashed_templatesList trashed templatesGETLists the templates in the trash, paginated.
move_templatesMove templatesPOSTMoves templates (template_ids) into another folder (new_folder_id, from list_folders).
restore_templateRestore templatePUTRestores a template from the trash.
trash_templateTrash templateDELETEMoves a template to the trash (restore it with restore_template). Answers with no body on success.
update_templateUpdate templatePUTChanges a template's title, description or document status. title is required; leave the others out to keep the current values.

Content block, 6 operations

copy_content_blockCopy content blockPOSTCopies a content block under a new name and a new key, and returns the copy.
delete_content_blockDelete content blockDELETEDeletes a content block. Answers with no body on success.
get_content_blockGet content blockGETReturns one content block: name, description, key, type and timestamps.
get_content_block_schemaGet content block schemaGETReturns the merge fields a content block expects: each field's name, type (string, array, object, generic) and nested fields.
list_content_blocksList content blocksGETLists the content blocks of the workspace (reusable sections inserted into templates), paginated with count, next and results. Filter with search.
update_content_blockUpdate content blockPUTRenames a content block or changes its description. name is required; leave description out to keep the current one.

Template version, 5 operations

get_template_versionGet template versionGETReturns one version of a template: name, version type, starred and live flags.
list_template_versionsList template versionsGETLists the versions of a template, paginated: name, major or minor, starred, live flag and creation time.
publish_templatePublish templatePOSTPublishes the latest version of a template and returns that version.
restore_template_versionRestore template versionPOSTRestores a template to the content of one of its versions. Answers with no body on success.
set_template_version_liveSet template version livePOSTMakes a version the live version of its template and returns it.

Envelope recipient, 4 operations

create_envelope_recipientCreate envelope recipientPOSTAdds a recipient to an envelope with an email address and a signing order, and returns it.
delete_envelope_recipientDelete envelope recipientDELETERemoves a recipient from an envelope. Answers with no body on success.
list_envelope_recipientsList envelope recipientsGETLists the recipients of an envelope, paginated: email, name, signing order, status and invite, reminder and completion dates.
update_envelope_recipientUpdate envelope recipientPATCHChanges a recipient of an envelope: email, name, order, or the invite email's subject and body. Leave a field out to keep it.

Folder, 4 operations

create_folderCreate folderPOSTCreates a template folder with the given name (at most 50 characters) and returns it with its id.
delete_folderDelete folderDELETEDeletes a folder. Its templates are moved to the home directory, not deleted.
list_foldersList foldersGETLists the template folders of the workspace. Pass a folder id to list_templates (folder) or move_templates (new_folder_id).
update_folderUpdate folderPUTRenames a template folder.

Delivery, 3 operations

delete_template_deliveryDelete template deliveryDELETEDeletes a delivery from a template. Answers with no body on success.
get_template_deliveryGet template deliveryGETReturns one delivery of a template: its name, type, recipients, subject and body for email, signers for e-sign, and attachments.
list_template_deliveriesList template deliveriesGETLists the deliveries configured on a template (email, e-sign, cloud storage, webhook and others): id, name and type.

Merge link, 3 operations

create_template_merge_linkCreate template merge linkPOSTCreates a merge link for a template and returns its id and path; the document creation URL is the API host followed by that path.
delete_template_merge_linkDelete template merge linkDELETEDeletes a merge link of a template. Answers with no body on success.
list_template_merge_linksList template merge linksGETLists a template's merge links: each has an id and a path; the document creation URL is the API host followed by that path.

Bulk generation task, 2 operations

get_bulk_generation_taskGet bulk generation taskGETReturns one bulk generation task: status, start and end time, total rows, successes and per-row errors.
list_bulk_generation_tasksList bulk generation tasksGETLists the bulk generation tasks of a template (documents generated from an uploaded CSV or Excel file), paginated.

Document, 1 operation

generate_documentGenerate documentPOSTGenerates a document from a template with the merge data in body (keys = merge fields, see get_template_schema). Runs the template's deliveries; returns file_url when download=true or none is set.

Document history, 1 operation

list_historyList historyGETLists the history of generated documents, paginated: template, merge data, file name, delivery type, status (pending, success, error) and time.

Envelope response, 1 operation

list_envelope_responsesList envelope responsesGETReturns the field values the signers filled in an envelope: signer, document, field name, type and value. Pass recipient_id for one signer.

Merge history, 1 operation

list_merge_historyList merge historyGETLists document operations (merge, append, convert, transform) with their deliveries, paginated. Filter by template, status, search, start_date and end_date.

Organization, 1 operation

get_current_organizationGet current organizationGETReturns the organization the API key belongs to: its name, subdomain and logo URL.

Team member, 1 operation

list_team_membersList team membersGETLists the members of the workspace with their user profile, role (owner, admin, manager, member, billing_manager) and deactivation date.

User, 1 operation

get_current_userGet current userGETReturns the user the API key belongs to: id, name, email, timezone, locale and role. Useful to check the credential works.

Use Docupilot from Claude Code, Cursor or Codex

Connect Docupilot in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Docupilot operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Docupilot

Create your workspace
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Connect Docupilot once
Add your Docupilot connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.