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Operate As

Integration

Docupilot

Document generation: templates, merged documents and deliveries. Your client pastes their Docupilot key once, and your agent or your code works with their access.

Files and docs

About Docupilot

Through Operate As, your agent, n8n workflow or code works in Docupilot with your client's own access. Your client pastes their API key from Docupilot once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Docupilot's API through the request tool, with the client's access attached.

Common uses in Files and docs

  • File documents where they belong
  • Read briefs, contracts and notes to act on
  • Share folders and keep versions in order

Docupilot

Docupilot · Files and docs

API key

Document generation: templates, merged documents and deliveries

The client pastes their API key from Docupilot's settings. We store it encrypted.

Tested against Docupilot's live API.

Building with Docupilot? The docs have setup steps and code for every tool.

Open the Docupilot docs

Tools

Your agent calls any endpoint of Docupilot's API with the request tool, with the client's access attached.

Base URL for request

https://api.docupilot.app/dashboard/api/v2

  • request

    HTTPS ANY /v1/clients/{clientId}/docupilot/{path}

    Any endpoint of Docupilot's own API, with the client's access attached.

    servicestringrequired
    This service: docupilot
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.docupilot.app/dashboard/api/v2
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Docupilot key you paste, with only the access you gave that key

Related

More in Files and docs

Browse every service

Get started

Send your next client one link

Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.

Prefer email? hello@operate.as