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PDFMonkey integration for Claude and Codex

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

Use PDFMonkey from Claude

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

Use PDFMonkey from Codex

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

Use PDFMonkey from Sidekick

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

Documents & Forms

What the PDFMonkey connector can do

PDFMonkey generates PDF documents from templates built with HTML and dynamic data, for invoices, certificates, and reports. In type.com, an operations team can ask Claude to generate a document and wait for it to finish, build a new template, or clean up documents and templates that are no longer needed.

One connection, many Spaces

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

What teams do with PDFMonkey in type.com

Generate a document and get it immediately

Create a document from a template and wait for generation to finish, useful when the file is needed right away.

Try asking
Generate a certificate PDF synchronously in PDFMonkey using the completion-course template for this student.

Build a new template for a document type

Create a reusable template with HTML and CSS styling, ready to preview and publish before it generates real documents.

Try asking
Create a new PDFMonkey template for our quarterly report layout.

Clean up obsolete documents and templates

Delete a document or an outdated template once it's confirmed as no longer needed, keeping the account tidy.

Try asking
Delete the old invoice template in PDFMonkey, we replaced it with the redesigned version last week.

Representative actions

  • Create Document

    Instantiates a PDF from a template, with an option to queue it for immediate generation.

  • Create Document Sync

    Creates a document and waits for generation to finish, for when the file is needed right away.

  • Create Template

    Defines a new PDF template with HTML or Liquid content and CSS styling.

  • Delete Document

    Permanently removes a document by its ID.

  • Delete PDFMonkey Document Template

    Removes a document template by ID once it has been validated as obsolete.

Connection

API and auth details

PDFMonkey provides a REST API for generating PDF documents from templates. Integrations can create and manage generated documents, templates, and dynamic data payloads, use bearer-token authentication, and automate invoices, certificates, shipping labels, reports, and image/PDF generation workflows.

FAQ

Questions people ask before connecting PDFMonkey

Can Claude generate PDFs with PDFMonkey?

Yes. With a PDFMonkey connection shared to a type.com Space, Claude can generate a document, build a new template, or remove outdated ones, all from a thread your team shares.

How do I authenticate PDFMonkey in type.com?

PDFMonkey uses a bearer token, added once by an admin when the connection is created. Spaces generating documents can use it without seeing the key.

Can PDFMonkey document generation run on a schedule?

Yes. A recurring task, such as generating invoices every billing cycle, can be set up as a type.com automation.

Is this the same as an MCP server for PDFMonkey?

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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