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@docuplete/mcp-server

v0.1.0

Published

Official Docuplete MCP server — control document automation from Claude Desktop, Cursor, and any MCP-compatible AI client

Readme

@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 ([email protected]) 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