mcp-Docuplete

mcp-Docuplete

Docuplete automates document completion for businesses — PDF templates, client interview forms, and e-signatures in one platform. The MCP server lets you drive the entire workflow from a conversation: find your document packages, start a client session, prefill fields from context, and generate the completed PDF packet without touching the dashboard.

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@docuplete/mcp-server

Docuplete

Official Model Context Protocol (MCP) server for Docuplete — control document automation from Claude Desktop, Cursor, and any MCP-compatible AI client.


What it does

This server exposes Docuplete's document-filling and PDF-generation capabilities as MCP tools, letting you ask your AI assistant things like:

  • "List my available document packages"
  • "Create a session for the IRA Rollover package and pre-fill Jane Smith's name"
  • "Check if session df_abc123 is complete"
  • "Generate the PDF for session df_abc123 and give me the download link"

Quick start (npx)

DOCUPLETE_API_KEY=sk_live_... npx @docuplete/mcp-server

Installation

Claude Desktop

Add the following to your claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/claude_desktop_config.json, Windows: %APPDATA%\Claude\claude_desktop_config.json):

{
  "mcpServers": {
    "docuplete": {
      "command": "npx",
      "args": ["-y", "@docuplete/mcp-server"],
      "env": {
        "DOCUPLETE_API_KEY": "sk_live_YOUR_KEY_HERE"
      }
    }
  }
}

Restart Claude Desktop — you'll see the Docuplete tools available in the tool panel.

Cursor

Add the following to .cursor/mcp.json in your project (or ~/.cursor/mcp.json globally):

{
  "mcpServers": {
    "docuplete": {
      "command": "npx",
      "args": ["-y", "@docuplete/mcp-server"],
      "env": {
        "DOCUPLETE_API_KEY": "sk_live_YOUR_KEY_HERE"
      }
    }
  }
}

Authentication

Get your API key from the Docuplete dashboard under Settings → API Keys.

API keys are prefixed with sk_live_. Store them in environment variables — never hard-code them.


Available tools

Tool Description Required inputs
list-packages List all document packages on your account
get-package Get full details for a specific package packageId
create-session Start a new interview session and get the interview URL packageId
get-session Check the status of a session (poll for completion) token
generate-pdf Finalise a session and generate the PDF packet token
list-sessions List recent sessions with optional filters

Tool details

list-packages

Returns all packages configured on the account with their IDs and names.

get-package

Input Type Required Description
packageId number yes Numeric package ID

create-session

Input Type Required Description
packageId number yes Package to use
prefill object no Key-value pairs to pre-populate form fields
recipientEmail string no Email of the person completing the interview
transactionScope string no Label describing the transaction
source string no Label identifying where this session came from

Returns the session token and interviewUrl.

get-session

Input Type Required Description
token string yes Session token from create-session

Session status values: draftin_progressgenerated.

generate-pdf

Input Type Required Description
token string yes Session token

Returns a downloadUrl for the completed PDF packet.

list-sessions

Input Type Required Description
packageId number no Filter to a specific package
status string no Filter by status: draft, in_progress, or generated
limit number no Max results (default 50)
offset number no Offset for pagination

Example workflow

Ask your AI assistant:

"Use Docuplete to create an IRA rollover document session for Jane Smith (jane@example.com) and give me the link."

The assistant will:

  1. Call list-packages to find the IRA rollover package
  2. Call create-session with Jane's details pre-filled
  3. Return the interview URL for you to share

Get your API key

Sign up or log in at docuplete.com and go to Settings → API Keys to create your key.


License

MIT

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