Docmosis for AI agents

Agents read Docmosis at once. Changes and sends are held for a person's approval by default.

About Docmosis

Docmosis generates PDF and Word documents from templates, letting developers merge data fields to produce reports, invoices, or letters quickly

What an agent can do in Docmosis

Every Docmosis action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Docmosis without asking first. 13 actions.

  • Docmosis Environment ReadyTool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.
  • Docmosis Environment SummaryTool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.
  • Docmosis: Get API KeyTool to extract the Docmosis API access key from connection metadata. Use before other Docmosis API calls to retrieve the Bearer token from the Authorization header.
  • Get Batch Upload StatusTool to check the status of a template batch upload job. Use when monitoring batch upload progress or checking if a batch upload has completed.
  • Get Docmosis Render QueueTool to get current render queue status and utilization. Use when monitoring queue capacity before scheduling rendering tasks.
  • Get Render TagsTool to retrieve statistics on renders tagged with user-defined phrases. Returns page counts and document counts aggregated monthly. Use when reporting activity of user groups or features.
  • Get Template Sample DataTool to generate sample data for a Docmosis template based on its structure. Creates placeholder values that can be used for testing renders. Returns data in JSON or XML format.
  • Get Docmosis Template DetailsTool to retrieve metadata for an uploaded template. Returns name, size, MD5 hash, last modified date, and error status. Use after uploading a template to verify it was stored correctly or to check if
  • Get Docmosis Template StructureTool to retrieve a template's parsed structure: fields, repeats, conditions, images, and refs. Use after uploading a template to inspect its JSON structure.
  • Docmosis: List ImagesTool to list available stock images. Use when you need to retrieve image names optionally filtered by folder.
  • Docmosis: List TemplatesTool to list all templates available in the environment. Use when you need to retrieve template names, optionally filtered by folder with pagination support.
  • Docmosis PingTool to check connectivity to Docmosis Cloud services. Use when validating that the service endpoint is reachable before other operations.
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  • Ping Docmosis ServiceTool to check that Docmosis Cloud services are online and at least one server is listening. Use for diagnostics and monitoring to verify service availability.

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 2 actions.

  • Docmosis: Delete Image(s)Tool to delete one or more stored images. Use when you need to remove images; ensure imageName(s) are valid before use.
  • Docmosis: Delete Template(s)Tool to delete one or more templates from the environment. Use when you need to remove templates; multiple templates can be deleted in a single request.

Changes wait in Needs you

Changes and sends in Docmosis are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Docmosis questions

Can an agent change data in Docmosis on its own?

Not by default. Changes and sends in Docmosis are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Docmosis?

This connector lists 13 read actions. Reads run at once, without waiting for approval.

How does Docmosis connect?

It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Docmosis to your agents.