documentero

documentero

Enables AI agents to list Documentero templates, inspect their field schemas, and generate Word/PDF/Excel documents via the Documentero API.

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README

@documentero/mcp

Official MCP server for Documentero — list templates, inspect field schemas, and generate Word/PDF/Excel documents from AI agents (Cursor, Claude Desktop, and more).

Tools

Tool Description
list_templates Templates with kind (word|excel), defaultFormat, allowedFormats
get_template_fields JSON Schema (primary, enriched value rules) + field definitions + allowed formats
generate_document Generate Word/PDF or Excel document for given template and fields; signed URL (~1h) by default, or base64 if embed: true. format optional (template default).

Setup

  1. Copy your API key from Documentero → Account settings.
  2. Add the MCP server to your client config.

Cursor / Claude Desktop (npx)

{
  "mcpServers": {
    "documentero": {
      "command": "npx",
      "args": ["-y", "@documentero/mcp"],
      "env": {
        "DOCUMENTERO_API_KEY": "your-api-key"
      }
    }
  }
}

Local development

git clone https://github.com/documentero/documentero-mcp.git
cd documentero-mcp
npm install
npm run build
{
  "mcpServers": {
    "documentero": {
      "command": "node",
      "args": ["/absolute/path/to/documentero-mcp/dist/index.js"],
      "env": {
        "DOCUMENTERO_API_KEY": "your-api-key",
        "DOCUMENTERO_BASE_URL": "https://app.documentero.com/api"
      }
    }
  }
}

Use https://documentero-dev.web.app/api for the development environment.

Environment

Variable Required Default Description
DOCUMENTERO_API_KEY yes Company API key (Account settings)
DOCUMENTERO_BASE_URL no https://app.documentero.com/api Cloud API base URL

Typical agent flow

  1. list_templates → pick a templateId (respect kind / allowedFormats)
  2. get_template_fields → shape data from jsonSchema (use fieldDefinitions for extra context like HTML/Markdown/image/link/QR rules)
  3. generate_document → download URL (or embedded base64)

Smoke test

npm run build
DOCUMENTERO_API_KEY=your-key npm run smoke

Notes

  • Thin client of the public Cloud API (/api/templates, /api/meta, /api/generate). Quotas and rate limits are enforced by Documentero as usual.
  • Do not put the API key in tool arguments — keep it in MCP env only.
  • Word templates support output format: docx / pdf; Excel templates support output format: xlsx only.
  • Remote Streamable HTTP hosting (https://mcp.documentero.com/mcp) is planned; this release is stdio only.

License

MIT © Documentero

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