Docmosis
Docmosis generates PDF and Word documents from templates, letting developers merge data fields to produce reports, invoices, or letters quickly
Verdict
Common use cases
- Generate client proposals from CRM data
- Batch-produce invoices for monthly billing
- Merge employee details into offer letters
- Create compliance reports from audit logs
- Populate NDAs with counterparty information
Integration
- Vendor
- Docmosis
- Category
- docs
- Auth
- API_KEY
- Composio slug
docmosis
Tools
Setup
Setup guide
- 11. Open your Switchy workspace and navigate to Settings > Integrations. 2. Find Docmosis in the list and click Connect. 3. Log into your Docmosis Cloud account in a separate tab and go to Account Settings > API Keys. 4. Generate a new API key (or copy an existing one) and paste it into the Switchy dialog. 5. Click Authorize to complete the connection. 6. Return to any Space and type '@Docmosis' in the chat to confirm the integration is live. 7. Test by asking Docmosis to list your available templates or render a simple document using a template name you've already uploaded. 8. If the connection fails, verify your API key is active and your Docmosis account has sufficient render credits.
What teammates see: by default, memories from Docmosis are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
List Available Templates
@Docmosis list all templates currently uploaded to my accountOpen in a Space →
Render Sales Proposal
@Docmosis render the 'SalesProposal' template using client name 'Acme Corp', project scope 'Website redesign', and total price '$45,000'Open in a Space →
Generate Invoice Batch
@Docmosis batch-render the 'MonthlyInvoice' template using this CSV of customer IDs, amounts, and due datesOpen in a Space →
Create Offer Letter
@Docmosis render the 'OfferLetter' template with candidate name 'Jordan Lee', start date 'March 15', salary '$85,000', and output as DOCXOpen in a Space →
Populate NDA
@Docmosis render the 'StandardNDA' template with counterparty 'Beta Industries', effective date 'today', and jurisdiction 'Delaware'Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Docmosis generate a customer invoice PDF using the standard template with data from our latest Stripe charge
Generated invoice document (PDF, 2 pages). The template merged customer details, line items, and payment totals from the Stripe charge object. Output file is available at the returned URL and will remain accessible for 24 hours. The document includes your configured header logo and footer text.
This example assumes you've already uploaded a template to Docmosis and configured merge fields that match your data structure. The MCP requires an API key with document generation permissions. Generated files are temporary by default—configure permanent storage separately if needed.
@Docmosis create a batch of 50 personalized offer letters using the HR template and the candidate list from our ATS
Batch generation initiated for 50 documents. Processing typically completes in 2-3 minutes for this volume. Each letter will merge candidate name, role, salary, and start date into the template. You'll receive a ZIP archive containing all PDFs once the job finishes. Job ID: batch_abc123.
Batch operations are asynchronous—the MCP returns a job ID immediately, but documents aren't ready until processing completes. This showcases Docmosis's strength in high-volume document generation. Rate limits apply to concurrent batch jobs depending on your plan tier.
@Docmosis review our contract template library and suggest which template best fits a consulting agreement with milestone-based payments
Based on your template library, the 'Professional Services Agreement - Milestone' template is the closest match. It includes sections for deliverable phases, payment schedules tied to completion milestones, and IP assignment clauses. The template has 12 merge fields you'll need to populate. Alternative: 'Fixed-Fee Consulting Agreement' if milestones aren't critical.
This example pairs the MCP's template metadata access with the AI's reasoning to help users navigate their document library. Effectiveness depends on how descriptive your template names and tags are within Docmosis. The MCP can't read template content directly—it works from metadata you've configured.
Use-case deep-dives
When Docmosis fits high-volume contract workflows
A 6-person sales team closing 40+ deals a month needs consistent MSAs, SOWs, and order forms without hiring a paralegal. Docmosis works here if your contracts follow strict templates and pull data from a CRM or spreadsheet—merge fields, conditional clauses, signature blocks. The API key auth means any dev can wire it into Salesforce or HubSpot in an afternoon. The trade-off: if your contracts need heavy negotiation or clause-by-clause customization, you're better off with a legal-specific tool that tracks redlines. Docmosis shines when the template is the source of truth and you're rendering 10+ documents a day from the same skeleton.
Why Docmosis handles repetitive compliance docs well
A 3-person ops team at a fintech startup has to generate quarterly SOC 2 evidence packets—control matrices, policy attestations, vendor risk summaries—all formatted to auditor specs. Docmosis is the right call if you're pulling structured data from Jira, Notion, or a database and need pixel-perfect PDFs that don't break when the auditor asks for the same report in Word. The MCP's API key setup means you can automate the render step in a GitHub Action or cron job. The boundary: if your compliance docs require collaborative editing or version control on prose (not just data), a Google Docs or Confluence workflow is simpler. Use Docmosis when the content is data-driven and the format is non-negotiable.
When to use Docmosis for onboarding at scale
A 10-person customer success team onboards 15 new enterprise clients a month, each needing a custom welcome packet—implementation checklist, account summary, training schedule—branded and delivered as a single PDF. Docmosis fits if your onboarding data lives in a CRM or project management tool and the packet structure is consistent across clients. The API key auth lets a CS ops person trigger renders from Zapier or a Slack command without touching code. The catch: if every client's packet is a snowflake or requires back-and-forth editing, you'll spend more time debugging templates than you save. Docmosis pays off when you're rendering 50+ packets a quarter from the same master template with variable data.
Frequently asked
What does the Docmosis MCP do in Switchy?
It connects Switchy to your Docmosis account for document generation from templates. Your AI agents can trigger document creation using your existing Docmosis templates, merge data into PDFs or Word files, and retrieve generated documents. This lets you automate contract generation, report creation, or any templated document workflow without leaving your Switchy workspace.
Do I need admin access to connect Docmosis?
You need a Docmosis API key, which typically requires account-level permissions to generate. Check with whoever manages your Docmosis subscription — they can create a key in the Docmosis dashboard under API settings. Standard user accounts usually can't generate API keys, so you'll likely need admin or developer access to set this up.
Can the MCP edit my existing Docmosis templates?
No. The MCP uses your templates as-is to generate documents. You still design and modify templates in the Docmosis Template Designer or your preferred editor. The MCP's job is to feed data into those templates and retrieve the output — it doesn't touch template structure, styling, or logic. Template management stays in Docmosis.
Why use this instead of calling Docmosis APIs directly?
Direct API calls require writing code for every document type, handling authentication, and managing error states. The MCP wraps that complexity so your AI agents can generate documents conversationally. Instead of scripting a POST request with JSON payloads, you tell Switchy 'create an invoice for client X' and it handles the Docmosis interaction. Faster for non-technical teams.
Who on the team should connect this integration?
Whoever owns your document automation workflows and has access to Docmosis API credentials. Usually that's someone in operations, legal, or a technical admin. Once connected in Switchy, any team member can use it through AI agents without needing their own Docmosis login. The API key acts as a shared service credential for the workspace.