Skip to content

Integration · Documents

plumsail.com

Connect Claude & ChatGPT to Plumsail Documents

Ask your AI to fill a Word, PowerPoint, Excel, HTML or fillable PDF template with data and hand you the finished file. It can convert DOCX, PPTX, XLSX and HTML to PDF, fill PDF forms, split, compress and watermark PDFs, and extract text. It can also run the document processes you have set up in Plumsail.

Connect Plumsail Documents free

Free plan, no credit card. Takes about a minute.

Try asking

  • “Fill our offer template with this customer's name, items and prices.”

    The AI fills the DOCX template at the link you give it with the data and returns a link to the finished document.

  • “Convert this Word file to PDF.”

    It converts the DOCX at the link to PDF and returns a link to the PDF.

  • “Fill in this PDF form with my company details and lock the fields.”

    It fills the form fields of the PDF and makes them read-only, then returns a link to the filled PDF.

What your AI can do

Documents from templates

Generate files from DOCX, PPTX, XLSX, HTML and fillable PDF templates filled with your data, or run a saved Plumsail process.

Conversions

Convert DOCX, PPTX, XLSX and HTML to PDF, HTML to DOCX and JSON data to an Excel sheet.

PDF tools

Fill PDF forms, split, compress and watermark PDFs, and extract text as raw text or HTML.

  • “Take pages 2 and 4 to 7 out of this contract.”

    It splits the PDF and returns links to the extracted pages.

  • “Stamp DRAFT across every page of this PDF.”

    It adds a text watermark with the position, size and opacity you ask for and returns the new PDF.

  • “Run our NDA process for Nordic Foods ApS.”

    It lists the process's template fields, fills them and starts the process, which creates the document and runs its configured deliveries.

124 tools for Plumsail Documents

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

  • add_a_watermark_to_pdfChanges dataCreate a new html to pdf. Required: html text. API summary: Add a watermark to PDF.
  • add_text_watermarkChanges dataStamp a text watermark (`text`) on the PDF at `file_url`, with optional position, font, size, colour, opacity, rotation and page range. Returns a link to the watermarked PDF.
  • compress_pdfChanges dataMake the PDF at `file_url` smaller. Returns a link to the compressed PDF.
  • convert_any_to_pdfChanges dataConvert a supported file of another format at `file_url` to PDF. Returns a link to the PDF.
  • convert_docx_to_pdfChanges dataConvert the Word (DOCX) file at `file_url` to PDF. Returns a link to the PDF.
  • convert_html_to_docxChanges dataConvert HTML to a Word (DOCX) document, from `raw_html`, `html_url` or `file_url`, with optional paper size, orientation and margins. Returns a link to the DOCX.
  • convert_html_to_pdfChanges dataConvert the HTML file at `file_url` to PDF, with optional page `size`, `orientation`, `margins` and header/footer URLs. Returns a link to the PDF.
  • convert_json_to_xlsxChanges dataTurn JSON data (`json_data` or a file at `file_url`) into an Excel sheet; `path_to_json_array` points at the array to use and `mappings` renames columns. Returns a link to the XLSX.
  • convert_pptx_to_pdfChanges dataConvert the PowerPoint (PPTX) file at `file_url` to PDF. Returns a link to the PDF.
  • convert_xlsx_to_pdfChanges dataConvert the Excel (XLSX) file at `file_url` to PDF. Returns a link to the PDF.
  • create_any_to_pdf_api_v2_convert_jobs_any_to_pdf_postChanges dataCreate a new any to pdf. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_compress_api_v2_pdf_jobs_compress_postChanges dataCreate a new compress. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_createChanges dataCreate a new create. Required: filename. API summary: Create Archive.
  • create_csv_to_xlsxChanges dataCreate a new csv to xlsx. API summary: Convert CSV to Excel.
  • create_csv_to_xlsx_api_v2_convert_jobs_csv_to_xlsx_postChanges dataCreate a new csv to xlsx. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_doc_to_docxChanges dataCreate a new doc to docx. API summary: Convert DOC to DOCX.
  • create_doc_to_docx_api_v2_convert_jobs_doc_to_docx_postChanges dataCreate a new doc to docx. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_docx_to_pdf_api_v2_convert_jobs_docx_to_pdf_postChanges dataCreate a new docx to pdf. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_extractChanges dataCreate a new extract. API summary: Extract Archive.
  • create_extract_api_v2_archive_jobs_extract_postChanges dataCreate a new extract. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_fill_form_api_v2_pdf_jobs_fill_form_postChanges dataCreate a new fill form. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_from_docx_api_v2_generate_jobs_from_docx_postChanges dataCreate a new from docx. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_from_fillable_docxChanges dataCreate a new from fillable docx. API summary: Fill merge fields in DOCX document.
  • create_from_fillable_docx_api_v2_generate_jobs_from_fillable_docChanges dataCreate a new from fillable docx. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_from_fillable_pdf_api_v2_generate_jobs_from_fillable_pdf_Changes dataCreate a new from fillable pdf. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_from_html_api_v2_generate_jobs_from_html_postChanges dataCreate a new from html. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_from_pptx_api_v2_generate_jobs_from_pptx_postChanges dataCreate a new from pptx. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_from_xlsx_api_v2_generate_jobs_from_xlsx_postChanges dataCreate a new from xlsx. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_html_to_docx_api_v2_convert_jobs_html_to_docx_postChanges dataCreate a new html to docx. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_html_to_pdf_api_v2_convert_jobs_html_to_pdf_postChanges dataCreate a new html to pdf. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_html_to_pdf_api_v2_watermark_jobs_html_to_pdf_postChanges dataCreate a new html to pdf. Required: html text. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_image_to_pdfChanges dataCreate a new image to pdf. API summary: Add a watermark to PDF.
  • create_image_to_pdf_api_v2_watermark_jobs_image_to_pdf_postChanges dataCreate a new image to pdf. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_images_to_pdfChanges dataCreate a new images to pdf. API summary: Convert Images to PDF.
  • create_images_to_pdf_api_v2_convert_jobs_images_to_pdf_postChanges dataCreate a new images to pdf. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_json_to_csvChanges dataCreate a new json to csv. API summary: Convert JSON to CSV.
  • create_json_to_csv_api_v2_convert_jobs_json_to_csv_postChanges dataCreate a new json to csv. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_json_to_xlsx_api_v2_convert_jobs_json_to_xlsx_postChanges dataCreate a new json to xlsx. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_ppt_to_pptxChanges dataCreate a new ppt to pptx. API summary: Convert PPT to PPTX.
  • create_ppt_to_pptx_api_v2_convert_jobs_ppt_to_pptx_postChanges dataCreate a new ppt to pptx. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_pptx_to_pdf_api_v2_convert_jobs_pptx_to_pdf_postChanges dataCreate a new pptx to pdf. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_process_templates_from_schemaChanges dataCreate a new create. API summary: Create process templates from schema.
  • create_process_updateChanges dataCreate a new update for a process. API summary: Update process.
  • create_project_startChanges dataCreate a new start for a project. Required: body. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_protectChanges dataCreate a new protect. Required: allow printing, allow modification, allow extract or allow annotate. API summary: Protect PDF document.
  • create_protect_api_v2_pdf_jobs_protect_postChanges dataCreate a new protect. Required: allow printing, allow modification, allow extract or allow annotate. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_text_to_pdf_api_v2_watermark_jobs_text_to_pdf_postChanges dataCreate a new text to pdf. Required: text. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_xls_to_xlsxChanges dataCreate a new xls to xlsx. API summary: Convert XLS to XLSX.
  • create_xls_to_xlsx_api_v2_convert_jobs_xls_to_xlsx_postChanges dataCreate a new xls to xlsx. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • create_xlsx_to_pdf_api_v2_convert_jobs_xlsx_to_pdf_postChanges dataCreate a new xlsx to pdf. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • delete_processDeletesPermanently delete a process by process id. Destructive action; may require approval. API summary: Delete process.
  • download_convert_pdf_to_bmpChanges dataDownload the pdf document for a convert. API summary: Convert PDF to Image.
  • download_convert_pdf_to_jpgChanges dataDownload the pdf document for a convert. API summary: Convert PDF to Image.
  • download_convert_pdf_to_pngChanges dataDownload the pdf document for a convert. API summary: Convert PDF to Image.
  • download_project_pdf_to_bmpChanges dataDownload the pdf document for a project. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • download_project_pdf_to_jpgChanges dataDownload the pdf document for a project. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • download_project_pdf_to_pdfChanges dataDownload the pdf document for a project. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • download_project_pdf_to_pngChanges dataDownload the pdf document for a project. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • download_project_pdf_to_textChanges dataDownload the pdf document for a project. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • download_watermark_pdf_to_pdfChanges dataDownload the pdf document for a watermark. API summary: Add a watermark to PDF.
  • extract_pdf_textChanges dataExtract the text from the PDF at `file_url` as Raw text or HTML (`result_type`), optionally only from `start_page` to `end_page`. Returns a link to the text result.
  • fill_pdf_formChanges dataFill the form fields of the PDF at `file_url` with the JSON string in `data`; set `lock_form_fields` to make them read-only. Returns a link to the filled PDF.
  • generate_from_docxChanges dataCreate a document from a DOCX template at `file_url`, filled with the JSON string in `data`. Optional `output_type`, `locale` and `timezone`. Returns a link to the result file.
  • generate_from_fillable_pdfChanges dataCreate a PDF from a fillable PDF template at `file_url`, filled with the JSON string in `data`. Returns a link to the result file.
  • generate_from_htmlChanges dataCreate a document from an HTML template at `file_url`, filled with the JSON string in `data`. Returns a link to the result file.
  • generate_from_pptxChanges dataCreate a presentation from a PPTX template at `file_url`, filled with the JSON string in `data`. Returns a link to the result file.
  • generate_from_xlsxChanges dataCreate a spreadsheet from an XLSX template at `file_url`, filled with the JSON string in `data`. Returns a link to the result file.
  • get_accountGet the connected Plumsail account's profile and license status, including the `shortUserId` needed to start a process.
  • get_any_to_pdfGet one any to pdf by job id. API summary: Return result for the job.
  • get_compressGet one compress by job id. API summary: Return result for the job.
  • get_createGet one create by job id. API summary: Return result for the job.
  • get_csv_to_xlsxGet one csv to xlsx by job id. API summary: Return result for the job.
  • get_doc_to_docxGet one doc to docx by job id. API summary: Return result for the job.
  • get_docx_to_pdfGet one docx to pdf by job id. API summary: Return result for the job.
  • get_email_to_pdfGet one email to pdf by job id. API summary: Return result for the job.
  • get_extractGet one extract by job id. API summary: Return result for the job.
  • get_fill_formGet one fill form by job id. API summary: Return result for the job.
  • get_from_docxGet one from docx by job id. API summary: Return result for the job.
  • get_from_fillable_docxGet one from fillable docx by job id. API summary: Return result for the job.
  • get_from_fillable_pdfGet one from fillable pdf by job id. API summary: Return result for the job.
  • get_from_htmlGet one from html by job id. API summary: Return result for the job.
  • get_from_pptxGet one from pptx by job id. API summary: Return result for the job.
  • get_from_xlsxGet one from xlsx by job id. API summary: Return result for the job.
  • get_html_to_docxGet one html to docx by job id. API summary: Return result for the job.
  • get_html_to_pdfGet one html to pdf by job id. API summary: Return result for the job.
  • get_html_to_pdf_getGet one html to pdf by job id. API summary: Return result for the job.
  • get_image_to_pdfGet one image to pdf by job id. API summary: Return result for the job.
  • get_images_to_pdfGet one images to pdf by job id. API summary: Return result for the job.
  • get_json_to_csvGet one json to csv by job id. API summary: Return result for the job.
  • get_json_to_xlsxGet one json to xlsx by job id. API summary: Return result for the job.
  • get_mergeGet one merge by job id. API summary: Return result for the job.
  • get_merge_anyGet one merge any by job id. API summary: Return result for the job.
  • get_merge_getGet one merge by job id. API summary: Return result for the job.
  • get_pdf_formGet one pdf. API summary: Get Form from PDF.
  • get_pdf_protection_infoGet one pdf. API summary: Get information about PDF protection.
  • get_pdf_to_bmpGet one pdf to bmp by job id. API summary: Return result for the job.
  • get_pdf_to_jpgGet one pdf to jpg by job id. API summary: Return result for the job.
  • get_pdf_to_pdfGet one pdf to pdf by job id. API summary: Return result for the job.
  • get_pdf_to_pngGet one pdf to png by job id. API summary: Return result for the job.
  • get_pdf_to_textGet one pdf to text by job id. API summary: Return result for the job.
  • get_ppt_to_pptxGet one ppt to pptx by job id. API summary: Return result for the job.
  • get_pptx_to_pdfGet one pptx to pdf by job id. API summary: Return result for the job.
  • get_project_formGet one project. API summary: Get Form from PDF.
  • get_project_protection_infoGet one project. API summary: Get information about PDF protection.
  • get_protectGet one protect by job id. API summary: Return result for the job.
  • get_splitGet one split by job id. API summary: Return result for the job.
  • get_startGet one start by job id. API summary: Return result for the job.
  • get_text_to_pdfGet one text to pdf by job id. API summary: Return result for the job.
  • get_xls_to_xlsxGet one xls to xlsx by job id. API summary: Return result for the job.
  • get_xlsx_to_pdfGet one xlsx to pdf by job id. API summary: Return result for the job.
  • list_process_fieldsList the template tokens (fields) a process expects, by `process_id`. Use this to build the data for start_process.
  • list_processesList the document generation processes set up in Plumsail, with their IDs and names.
  • send_convert_to_pdfVisible to othersEmail a convert. Has effects visible outside this system. API summary: Convert Email to PDF.
  • send_project_to_pdfVisible to othersEmail a project. Has effects visible outside this system. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • split_pdfVisible to othersSplit the PDF at `file_url`: extract pages (`extract_range`, e.g. 2, 4-7), split into chunks (`pages_in_chunk`) or split by bookmarks, set with `type`. Returns links to the resulting PDFs.
  • start_job_microsoft_openapi_any_openapistringChanges dataCreate a new create. Required: filename. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • start_processChanges dataRun a document generation process: pass `short_user_id` (from get_account), `process_id` and the template data as a JSON object in `body`. The process then creates the document and runs its configured deliveries, which may email or store it.
  • submit_docxVisible to othersMerge a docx. Has effects visible outside this system. API summary: Merge DOCX files.
  • submit_pdf_anyVisible to othersMerge a pdf. Has effects visible outside this system. API summary: Merge any files into PDF.
  • submit_projectVisible to othersMerge a project. Has effects visible outside this system. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • submit_project_anyVisible to othersMerge a project. Has effects visible outside this system. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • submit_project_mergeVisible to othersMerge a project. Has effects visible outside this system. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • submit_project_splitVisible to othersSplit a project. Has effects visible outside this system. API summary: Start job: Microsoft.OpenApi.Any.OpenApiString.
  • submit_xlsxVisible to othersMerge a xlsx. Has effects visible outside this system. API summary: Merge XLSX files.

Set up in three steps

  1. 1

    Pick the app

    Create a free HeyMyApps account and choose Plumsail Documents from the app list.

  2. 2

    Paste your key

    Paste a Plumsail Documents API key. Open the API keys page in your Plumsail account (account.plumsail.com/documents/api-keys), create a key and choose Production, or Testing for free watermarked runs. Copy the value from the Secret column.

  3. 3

    Add the link to your AI

    You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:

    1. Click your name, then Settings › Connectors › Add custom connector.
    2. Paste your link as the Remote MCP server URL.
    3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Plumsail Documents?

The AI can generate documents from DOCX, PPTX, XLSX, HTML and fillable PDF templates, convert files to PDF, convert HTML to DOCX and JSON to XLSX, and fill, split, compress and watermark PDFs or extract their text. It can also list your processes and their fields, start a process and read your account and license status.

Does the AI see my Plumsail API key?

No. Your Plumsail API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, for example only conversions. Starting a process can email or store a document through its configured deliveries, and it can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Plumsail Documents account.

How does the AI get my templates and files?

The tools work with files by link. You give the AI a URL to the template or PDF, and the result comes back as a link to the new file. Processes you set up in Plumsail use their own templates, so there you only pass the data.

Related integrations

Let your AI work in Plumsail Documents today.

Start free. Your key stays encrypted, and you decide what the AI may do.

Connect Plumsail Documents free

HeyMyApps is not affiliated with Plumsail Documents. Product names are trademarks of their owners.