Documentero MCP

Use Documentero from AI agents (Cursor, Claude Desktop, and other MCP-compatible clients) to list templates, inspect field schemas, and generate Word, PDF, or Excel documents.

Package: @documentero/mcp Source: github.com/documentero/documentero-mcp Website: documentero.com

Prerequisites

• A Documentero account with at least one uploaded template (app.documentero.com)

• Your company API key (Account settings)

• Node.js 18+ available to the MCP client (npx is used to run the server)

Connect (API key)

1. Copy your API key from Documentero → Account settings.

2. Add the Documentero MCP server to your client config:

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

1. Restart the client (or reload MCP servers) so Documentero tools appear.

Use the connected MCP

Once connected, the agent can use these tools:

Tool	Description
list_templates	List templates for your API key (id, name, kind, defaultFormat, allowedFormats)
get_template_fields	Get field schema and format options for a template
generate_document	Generates a document for given template and fields. Returns a signed download URL (~1 hour) by default, or base64 if embed: true

How to use

1. Ask the agent to list your templates and pick one.

2. Ask it to load the template fields (get_template_fields) — you can ask what field data is required and which data types (Text/HTML/Markdown/Image/Link) are needed to generate the document.

3. Ask it to generate the document based on the template and data you provide.

Format rules

• Word templates (kind: word): docx or pdf

• Excel templates (kind: excel): xlsx only

• If format is omitted, the template defaultFormat is used

Quotas and rate limits are the same as the Documentero Cloud API.