docsautomator

name

docsautomator

description

DocsAutomator is a document automation platform that generates PDFs and other business documents from templates and structured data, enabling teams and developers to automate contracts, invoices, reports, and forms through integrations, APIs, and workflow-driven document creation. Read and write DocsAutomator data through One: automation, automations, signingsessions, esignsessions, esignsessions, jobstatus and more, 18 actions with real parameter documentation. Use whenever the user asks to look something up in DocsAutomator, create or update a record there, or build code against the DocsAutomator API.

DocsAutomator through One

DocsAutomator is a document automation platform that generates PDFs and other business documents from templates and structured data, enabling teams and developers to automate contracts, invoices, reports, and forms through integrations, APIs, and workflow-driven document creation.

One exposes DocsAutomator through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform docsautomator if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm DocsAutomator is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real DocsAutomator account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Automation

Action	Method	Path	Action id
Get Automation	GET	/automation	conn_mod_def::GMZh78FWNhg::jnvYfqa4RU-ZWzqSw490uQ
Create Automation	POST	/createAutomation	conn_mod_def::GMZh76o6_Tg::ry9Jt8IYQemHXWoGXB87yQ
Delete Automation	DELETE	/deleteAutomation	conn_mod_def::GMZh78Of2-A::4mzJ-J2hREKPtodIteIFIA

Automations

Action	Method	Path	Action id
List Automations	GET	/automations	conn_mod_def::GMZh78PSE1g::zJCSgvAZQZmwDY2Rw9Kp3w
Duplicate Automation	POST	/duplicateAutomation	conn_mod_def::GMZh7_p79PA::pWOOzYWXTSK9ZeXRUKidRQ
Update Automation	PUT	/updateAutomation	conn_mod_def::GMZh8JfacMg::dxFMJs2nQMORHstruEws5A

SigningSessions

Action	Method	Path	Action id
List Signing Sessions	GET	/esign/sessions	conn_mod_def::GMZh8QLxS-g::byCjmFIyR2uWxvzhaIhUuA
Cancel a Signing Session	POST	/esign/sessions/{{sessionId}}/cancel	conn_mod_def::GMZh8Gqxjtg::ud51_VOnRCaeuetmq2QscQ

ESignSessions

Action	Method	Path	Action id
Get an Audit Trail for an eSign Session	GET	/esign/sessions/{{sessionId}}/audit	conn_mod_def::GMZh8P57tdA::BJrrKlCdQZmDJEe_IjCHIA
Resend a Signing Invitation for an E-sign Session Signer	POST	/esign/sessions/{{sessionId}}/resend/{{signerIndex}}	conn_mod_def::GMZh8QoRTTg::YRZ3b6vgQLWmHwDzaoBNjA

EsignSessions

Action	Method	Path	Action id
Get Esign Session Details	GET	/esign/sessions/{{sessionId}}	conn_mod_def::GMZh8RNg0Og::aH79IBD8SlicpknBv1JENw
Get Signing Links for an E-Sign Session	GET	/esign/sessions/{{sessionId}}/links	conn_mod_def::GMZh8Q6_-Jg::BwKuzicESzqExADAIOTK5g

JobStatus

Action	Method	Path	Action id
Get Job Status	GET	/job/{{jobId}}	conn_mod_def::GMZh8GQv1RA::BtkxdzfoSQ6fgfGwuz_59Q

QueueStatistics

Action	Method	Path	Action id
Get Queue Statistics	GET	/queue/stats	conn_mod_def::GMZh8HqsurA::XlRUrsc1SnCOMt00olefzw

Documents

Action	Method	Path	Action id
Create Document	POST	/createDocument	conn_mod_def::GMZh8IjmHgA::iv_CNiqjRAOFSE318DK9tg

TestEmail

Action	Method	Path	Action id
Send Test Email	POST	/sendTestEmail	conn_mod_def::GMZh8YIvcGA::njoXTLNPQnaUe8h-DZ2XHw

TemplatePlaceholders

Action	Method	Path	Action id
List Template Placeholders	GET	/listPlaceholdersV2	conn_mod_def::GMZh8YI2t6g::tZQ_HGYcQGOvCPt13u7HGQ

GoogleDocTemplates

Action	Method	Path	Action id
Duplicate Google Doc Template	POST	/duplicateGoogleDocTemplate	conn_mod_def::GMZh8aKswsA::JvtVYhjoRUSp-81oFGdKRQ

When a call fails

The error comes from DocsAutomator, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/docsautomator

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.