PDFMonkey for AI agents
Agents read PDFMonkey at once. Changes and sends are held for a person's approval by default.
About PDFMonkey
PDFMonkey is a service that automates the generation of PDF documents from templates, allowing users to create professional PDFs programmatically.
What an agent can do in PDFMonkey
Every PDFMonkey 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 PDFMonkey without asking first. 9 actions.
- Get Current UserTool to retrieve details about the currently authenticated user. Use when you need account info (quota, plan, email, locale) after authentication.
- Get DocumentTool to fetch a Document by its ID. Returns the full document record including payload, meta, logs, and download URL. Note: download_url is time-limited; if a download attempt fails, call GetDocument
- Get DocumentCardTool to fetch a DocumentCard by ID. Use when you have a DocumentCard ID and need its download URLs, status, and metadata. Use after generating or updating a DocumentCard.
- Get Template by IDTool to fetch a Document Template by ID. Use when you need the template's content, styles, settings, and preview URL.
- List DocumentCardsTool to list DocumentCards. Use when you need to retrieve multiple DocumentCards with optional pagination and filtering by template, status, workspace, or update time.
- List Template CardsList all document template cards for a workspace. Use this action to: - Retrieve all templates available in a workspace - Filter templates by folder (or get only root folder templates with folders='no
- List WorkspacesTool to list workspaces (applications). Use when you need all available workspaces for the authenticated user after login.
- List PDF EnginesLists all available PDF rendering engines in PDFMonkey. Returns engine IDs, version names, numeric versions, and deprecation status. Use this to select a PDF engine when creating templates or generati
- View Public Share LinkTool to download a publicly shared PDF via its permanent share link. Use when the document's public_share_link is enabled to fetch the PDF file directly.
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. 7 actions.
- Create DocumentTool to create a Document. Use when you need to instantiate a PDF from a template; set status='pending' to queue immediate generation. Ensure valid `document_template_id` is provided.
- Create Document SyncTool to create a document and wait for generation to finish. Use when immediate PDF is needed.
- Create TemplateCreates a new PDF document template in PDFMonkey. Use this to define reusable templates with HTML/Liquid content and CSS styles for generating PDF documents. Typical workflow: Create template → Previe
- Delete DocumentTool to delete a Document by its ID. Use when you need to permanently remove a document after confirming its ID. Returns 204 No Content on success.
- Delete PDFMonkey Document TemplateTool to delete a document template by ID. Use when you need to remove obsolete templates after validation.
- Update DocumentUpdates an existing PDFMonkey document's payload, metadata, template, or status. Common use cases: - Modify document data (payload) before generation - Change the template used for the document - Add
- Update Document TemplateTool to update a document template’s properties. Use when you need to modify an existing template’s content, styles, settings, engine, folder, or TTL.
Changes wait in Needs you
Changes and sends in PDFMonkey 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.
Related connectors
PDFMonkey questions
Can an agent change data in PDFMonkey on its own?
Not by default. Changes and sends in PDFMonkey 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 PDFMonkey?
This connector lists 9 read actions. Reads run at once, without waiting for approval.
How does PDFMonkey connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.