Use Docupilot from Claude
Add the Docupilot connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorDocupilot
Docupilot integration for Claude and Codex
Create a Docupilot connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategoryDocuments & Forms
Use Docupilot from Codex
Add the Docupilot connection to a Space that runs Codex, then use it from every channel in that Space.
Use Docupilot from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Documents & Forms
What the Docupilot connector can do
Docupilot automates PDF and DOCX generation from templates, routing finished files to CRMs or cloud destinations through its API. With a Docupilot connection in type.com, an operations Space can ask Claude to set up a folder for organizing documents, list existing folders, or confirm which account the connection is authenticated as.
One connection, many Spaces
Connect Docupilot once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Docupilot in type.com
Organize documents into folders
Create a folder in your Docupilot workspace so generated contracts or invoices have a consistent home.
Create a Docupilot folder called Signed Contracts 2026.
Audit existing folder structure
List every folder in the workspace to check that documents are landing in the right place.
List all folders currently set up in our Docupilot workspace.
Confirm the connected account
Check which account the Docupilot connection is authenticated as before running a larger batch of documents.
Confirm which Docupilot account our connection is authenticated as.
Representative actions
- Create Docupilot Folder
Creates an additional folder in the workspace when a team needs more than one new folder set up.
- Create Docupilot Folder
Creates an additional folder in the workspace when a team needs more than one new folder set up.
- List all folders
Lists every folder currently set up in the workspace.
- Get Authenticated User
Returns details about the user the current connection is authenticated as.
Connection
API and auth details
Docupilot provides REST APIs and webhook endpoints for document automation. Integrations can generate PDFs or DOCX files from templates, pass JSON data to API endpoints, return secure download URLs, deliver documents to CRM/cloud destinations, and authenticate V2 APIs with an API key and secret.
- Source
- type.com catalog metadata
- Auth schemes
- API key
- API docs
- https://help.docupilot.app/
- API reference
- https://help.docupilot.app/developers/api-overview
- Official site
- https://www.docupilot.com/
FAQ
Questions people ask before connecting Docupilot
Can Claude organize Docupilot folders from type.com?
Yes. With a Docupilot connection shared to a Space, Claude can create or list folders and confirm the authenticated account in a thread your team can review.
How does Docupilot authenticate in type.com?
Docupilot uses an API key and secret, set up once by an admin on the connection and shared with approved Spaces.
Can folder setup be part of a repeatable workflow?
Yes. Ask Claude to set up a type.com automation that creates a new Docupilot folder on a schedule, such as the start of each month, for organizing new documents.
Is this the same as a Docupilot MCP server?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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