Connect Claude, ChatGPT, or any MCP-compatible agent to PDFox via OAuth. Your agent orchestrates. PDFox renders. Every template, every job, every token — scoped to your organization.
pdfox.generate_pdf(template="vat-invoice-v3", batch=4)How it works
No custom integration code. No API key in the prompt. No layout work for the agent.
Your AI agent requests access to your PDFox organization. You approve it from the dashboard. No API key sharing.
The agent reads your published templates and their schemas — no access to drafts, settings, or billing.
The agent fetches data from Stripe, your CRM, accounting exports, or whatever sources you've connected to it.
PDFox renders the PDFs and returns signed download URLs. Every job is logged with a clear audit trail.
See it in action
Agent generates 4 invoices from a single prompt
Example prompts
"Get all overdue invoices for Acme Ltd and generate PDFs using our branded invoice template."
"Create invoice PDFs for every unpaid Stripe invoice this week."
"Use the VAT invoice template and generate a PDF for account X from the CRM data."
"Upload our logo, create a draft invoice template, validate it, and preview the PDF."
MCP tools
The PDFox MCP surface is deliberately minimal. No bulk operations, no billing access, no user management.
list_templates Enumerate approved templates the agent is allowed to use.
readget_template_schema Read field definitions, required values, and example payloads.
readcreate_draft_template Draft a new template for human review — never auto-published.
draftupload_asset Upload logos, fonts, and image assets to your asset library.
draftgenerate_pdf Render a PDF from an approved template plus a data payload.
writeget_job_status Poll job state — queued, rendering, complete, failed.
readdownload_pdf Get a signed, time-limited URL for the generated PDF.
readNo publishing tool exists
Agents can prepare and validate template drafts, but there is no MCP method to publish a template. That action only exists behind a human review gate in the dashboard.
Why MCP
AI agents are good at deciding what data belongs in a document. They are not the right tool for applying a brand, managing page breaks, or enforcing a layout that your design team approved last quarter.
With MCP, the agent identifies what to generate and hands off the data. PDFox applies the template — including fonts, spacing, tables, and headers — exactly as your designers defined it.
Template changes flow through your normal review process. The agent never touches layout. Every document you issue looks like every other one.
Data sources
PDFox does not pull data from external systems. Your agent does — from whatever sources it is already authorized to access.
Pull paid, unpaid, and overdue Stripe invoices from connected tools your agent can access.
via your agent's Stripe integration Account, contact, and order data from approved CRM workspaces, mapped onto your template fields.
Salesforce · HubSpot · Attio Line items and tax data from accounting exports the agent has been authorized to read.
Xero · QuickBooks · CSV A simple sheet of customers and amounts becomes a batch of branded PDFs, in one prompt.
Google Sheets · Excel Production databases or warehouses the agent can query through your data-access layer.
Postgres · BigQuery · Snowflake Hand off from a support ticket or sales conversation directly into document generation.
Linear · Zendesk · Slack Security and control
MCP authorization in PDFox is designed around the principle that agents should do less, not more.
Agents request access through standard OAuth. Tokens are short-lived, revocable, and tied to a single agent install.
Each connection is bound to one PDFox organization. No cross-tenant access, ever.
Pick exactly which actions an agent can take: read templates, generate PDFs, draft new ones — or read-only.
Agents can prepare new templates and upload assets, but cannot push them live.
There is no MCP tool for publishing. That action only exists in the dashboard, behind human approval.
Every PDF generation is recorded with the agent, user, template, payload digest, and timestamp.
Use cases
Generate dunning-ready PDFs for every overdue invoice in one prompt.
ops · financeGenerate a single invoice for a named account, pulled live from CRM.
support · salesMap CRM fields onto your branded template in seconds.
opsMonth-end batches, VAT invoices, credit notes — without manual layout.
financeWire MCP into an internal copilot to standardize document generation across teams.
engineeringMCP — the Model Context Protocol — is an open standard for letting AI assistants call external tools in a structured, authenticated way. A PDFox MCP server exposes a small set of document-generation tools that AI agents like Claude or ChatGPT can use on your behalf.
Yes. Any MCP-compatible AI agent — including Claude, ChatGPT, and Cursor — can connect to PDFox through OAuth, read your approved templates, and generate branded PDFs from data you supply. PDFox handles the rendering; the agent handles the orchestration.
No. Agents only see templates that have been explicitly published in your PDFox organization and are within the scopes you authorize. Drafts, archived templates, and templates in other workspaces are not visible to the agent.
No. Agents can prepare draft templates and upload assets through MCP, but publishing is a dashboard-only action that requires a human reviewer. There is no MCP tool that maps to publish.
Any source your AI agent already has access to — Stripe, your CRM, accounting exports, spreadsheets, internal databases, or support and sales tools. PDFox doesn't pull data itself; the agent assembles the payload and hands it to PDFox to render.
No. The agent connects through OAuth and receives short-lived, organization-scoped tokens. You can revoke access from the PDFox dashboard at any time, and you never paste an API key into a prompt or a tool config.
Yes. Every successful job returns a signed, time-limited URL to the rendered PDF. The agent can return that link directly, attach it to a message, or hand it off to another tool in the workflow.
Related guides
Free tier. No credit card. Revoke access at any time from the dashboard.