plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "docsautomator",
  "version": "1.0.4",
  "description": "Make documents in your brand from your data, and send them for acceptance or signature.",
  "author": {
    "name": "DocsAutomator",
    "email": "support@docsautomator.co",
    "url": "https://docsautomator.co"
  },
  "homepage": "https://docsautomator.co/docs/integrations-api/docsautomator-mcp",
  "repository": "https://github.com/DocsAutomator/docsautomator-mcp",
  "license": "MIT",
  "keywords": [
    "documents",
    "document",
    "pdf",
    "word",
    "quote",
    "quotes",
    "contract",
    "contracts",
    "invoice",
    "invoices",
    "e-invoice",
    "e-invoices",
    "acceptance",
    "signature",
    "e-signature"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "DocsAutomator",
        "shortDescription": "Quotes, contracts, invoices",
        "longDescription": "DocsAutomator makes documents from your data and gets them signed or accepted. Ask ChatGPT for a quote, contract, invoice, e-invoice, certificate or report, and DocsAutomator fills your template with your data and makes a PDF or Word document in your brand.\n\nSend any document for electronic signature, or for acceptance, where the recipient reads it and clicks Accept. ChatGPT follows every signing and acceptance request, tells you who has not signed yet, sends reminders and resends invitations. The signed or accepted PDF and its record appear in DocsAutomator under Documents.\n\nInvoices can also be e-invoices. When the e-invoice add-on is switched on in the DocsAutomator app, an invoice that ChatGPT creates is also a ZUGFeRD or XRechnung e-invoice.\n\nChatGPT can design a new template in the style of your website, use a ready-made template from the DocsAutomator gallery, or use a Google Doc you already have. It can also build automations that run on their own from Airtable, Notion, Google Sheets, ClickUp, SmartSuite, Google Forms, Zapier, Make or n8n: connect the data, map fields, set up line items and conditions, and choose where documents go.\n\nYou need a DocsAutomator account: https://app.docsautomator.co. The first send of a new setup runs in test mode, which sends the real email and adds a preview watermark.",
        "developerName": "DocsAutomator",
        "category": "Productivity",
        "capabilities": [
          "Design a document template in your brand from your website",
          "Make PDF and Word documents from your data",
          "Send documents for acceptance or signature and follow each request",
          "Remind recipients and resend invitations",
          "Build automations that run from Airtable, Notion, Google Sheets and more",
          "Use ready-made templates from the DocsAutomator gallery",
          "Make e-invoices (ZUGFeRD, XRechnung) when the e-invoice add-on is on"
        ],
        "websiteURL": "https://docsautomator.co/features/ai-and-agents/",
        "supportURL": "https://docsautomator.co/docs/integrations-api/docsautomator-mcp",
        "privacyPolicyURL": "https://docsautomator.co/privacy-policy",
        "termsOfServiceURL": "https://docsautomator.co/terms",
        "defaultPrompt": [
          "Make a quote in the style of my website and send it to me for acceptance in test mode.",
          "Which of my documents are still waiting for acceptance?",
          "Send quote Q-1002 to anna@acme.com for acceptance."
        ],
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/logo.png"
      },
      "onboardingSkill": "./skills/send-quote-for-acceptance/SKILL.md",
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Make a branded quote and send it for acceptance in test mode",
              "prompt": "Make a quote in the style of https://docsautomator.co and send it to me at <your own email address> for acceptance in test mode.",
              "tools_triggered": "list_automations, create_automation, generate_word_template, configure_esignature, get_automation, create_document",
              "expected_behavior": "Asks whether to reuse the existing Quotes automation or make a new one. Then returns a PDF link with the document card and starts one acceptance request in test mode. The reviewer receives the acceptance email."
            },
            {
              "description": "Send a quote from the existing Quotes automation",
              "prompt": "Send quote Q-1002 to <your own email address> for acceptance, in test mode: 3 hours of consulting at EUR 150 an hour for Acme GmbH.",
              "tools_triggered": "list_automations, get_automation, create_document",
              "expected_behavior": "Finds the Quotes automation, fills it, shows the document card with the PDF link and starts a pending acceptance request."
            },
            {
              "description": "List documents waiting for acceptance",
              "prompt": "Which of my documents are still waiting for acceptance?",
              "tools_triggered": "list_esign_sessions",
              "expected_behavior": "Lists the open requests for quotes Q-1003 and Q-1002 with the recipient and the date sent."
            },
            {
              "description": "Remind the recipient of quote Q-1002 after confirmation",
              "prompt": "Remind the recipient of quote Q-1002 that they have not accepted yet.",
              "tools_triggered": "list_esign_sessions, manage_esign_session",
              "expected_behavior": "Finds the pending request for quote Q-1002 from test case 2, asks the user to confirm, then sends the reminder and confirms that it was sent."
            },
            {
              "description": "Show the accepted quote",
              "prompt": "Show me the accepted quote.",
              "tools_triggered": "list_esign_sessions",
              "expected_behavior": "Shows the completed request for quote Q-1001 with the accepted PDF link."
            }
          ],
          "negative": [
            {
              "description": "Accepting on behalf of a recipient. Only the recipient can accept through the link, so the assistant explains this and suggests sending the request instead.",
              "prompt": "Accept this quote for my client John, he said yes on the phone."
            },
            {
              "description": "Bulk deletion. There is no bulk delete; the assistant asks which automation and confirms before it moves that one automation to the trash.",
              "prompt": "Delete all my automations."
            },
            {
              "description": "Sending without a recipient. The assistant asks for the client's email address instead of guessing one.",
              "prompt": "Send the quote to my client."
            }
          ]
        },
        "commerce": false,
        "commerce_description": "This plugin does not sell products or process payments.",
        "demo_recording_url": "https://youtu.be/f6banT4h5ZE"
      },
      "publication": {
        "release_notes": "Version 1.0.4. A document can now wait for named approvers before it goes out. A repeated request with the same key returns the first document instead of making a second one. Signature requests can require a hand drawn signature. ChatGPT can read the text of Word templates, as it already does for Google Docs. ChatGPT can tell you which DocsAutomator workspace and account the connection uses. Invoices made in ChatGPT can be e-invoices (ZUGFeRD or XRechnung) when the e-invoice add-on is on in DocsAutomator. The listing now names quotes, contracts, invoices and e-invoices.",
        "translations": {
          "de-DE": {
            "subtitle": "Angebote, Vertr\u00e4ge, Rechnungen",
            "description": "DocsAutomator erstellt Dokumente aus deinen Daten und l\u00e4sst sie unterschreiben oder annehmen. Bitte ChatGPT um ein Angebot, einen Vertrag, eine Rechnung, eine E-Rechnung, ein Zertifikat oder einen Bericht. DocsAutomator f\u00fcllt deine Vorlage mit deinen Daten und erstellt ein PDF oder Word-Dokument in deinem Design.\n\nSende jedes Dokument zur elektronischen Unterschrift oder zur Annahme. Bei der Annahme liest der Empf\u00e4nger das Dokument und klickt auf Annehmen. ChatGPT verfolgt jede Anfrage, sagt dir, wer noch nicht unterschrieben hat, sendet Erinnerungen und schickt Einladungen erneut. Das unterschriebene oder angenommene PDF und sein Protokoll findest du in DocsAutomator unter Dokumente.\n\nRechnungen k\u00f6nnen auch E-Rechnungen sein. Wenn das E-Rechnung-Add-on in der DocsAutomator App eingeschaltet ist, ist eine Rechnung, die ChatGPT erstellt, auch eine E-Rechnung im Format ZUGFeRD oder XRechnung.\n\nChatGPT kann eine neue Vorlage im Stil deiner Website gestalten, eine fertige Vorlage aus der DocsAutomator Galerie nutzen oder ein Google Doc verwenden, das du schon hast. Es kann auch Automationen einrichten, die von selbst laufen, mit Daten aus Airtable, Notion, Google Sheets, ClickUp, SmartSuite, Google Forms, Zapier, Make oder n8n: Daten verbinden, Felder zuordnen, Positionen und Bedingungen einrichten und festlegen, wohin die Dokumente gehen.\n\nDu brauchst ein DocsAutomator Konto: https://app.docsautomator.co. Der erste Versand einer neuen Einrichtung l\u00e4uft im Testmodus. Er sendet die echte E-Mail und f\u00fcgt ein Vorschau-Wasserzeichen hinzu."
          }
        }
      },
      "apps": "./.app.json"
    }
  }
}