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ConnectorDocugenerate

Docugenerate integration for Claude and Codex

Connect Docugenerate once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

Use Docugenerate from Claude

Add the Docugenerate connection to a Space that runs Claude, then use it from every channel in that Space.

Use Docugenerate from Codex

Add the Docugenerate connection to a Space that runs Codex, then use it from every channel in that Space.

Use Docugenerate from Sidekick

Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.

Documents & Forms

What the Docugenerate connector can do

Docugenerate converts Word templates and JSON data into finished PDF documents, covering contracts, invoices, letters, and certificates. With a Docugenerate connection in type.com, an operations Space can ask Claude to generate documents from a template, rename one afterward, or remove old documents and templates that are no longer needed.

One connection, many Spaces

Connect Docugenerate once, then decide which Spaces can use it in threads, skills, automations, and coding work.

What teams do with Docugenerate in type.com

Generate contracts from a template

Merge a set of JSON records into a Word template to produce finished contracts without manual formatting.

Try asking
Generate Docugenerate documents from our contract template using this list of client details.

Rename a generated document

Update the title of an existing document after it's been created, so it's easier to find later.

Try asking
Rename Docugenerate document ID 3391 to Signed - Johnson Contract.

Retire an outdated template

Delete a template that is no longer needed, along with all of its stored versions.

Try asking
Delete the old 2023 invoice template from Docugenerate.

Representative actions

  • Delete Document

    Permanently removes a generated document from Docugenerate storage.

  • Delete template

    Permanently deletes a template and all of its stored versions.

  • Generate documents from template

    Merges JSON data into a template to produce one or more documents with a download link.

  • Update Document

    Renames an existing generated document using its document ID.

  • Get document by ID

    Returns metadata for a specific document, including its name, format, and download URL.

Connection

API and auth details

DocuGenerate creates PDF documents from Word templates and JSON data. Public developer docs cover API key creation, template upload and management, document generation, output download, merge fields, and automation for contracts, invoices, certificates, reports, and letters.

FAQ

Questions people ask before connecting Docugenerate

Can Claude generate documents with Docugenerate?

Yes. With a Docugenerate connection shared to a type.com Space, Claude can merge data into a template and produce documents in a thread, with links the team can open.

How does Docugenerate authenticate in type.com?

Docugenerate uses an API key, created once by an admin and shared with approved Spaces.

Can document generation be scheduled?

Yes. A recurring Docugenerate task, like generating weekly invoices, can run as a type.com automation that posts the finished files to a channel.

Is this the same as an MCP server for Docugenerate?

Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.

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