Docupilot App Docupilot API

Name: Docupilot API
Brand: Docupilot API
Availability: InStock

✓ Official Vendor SpecProductivityCollaborationbearer3 EndpointsREST

For Agents

Authenticate with a Bearer token, list Docupilot templates, and generate a populated document from a template ID using merge data supplied by the agent.

Install Jentic One Beta

Connect the Docupilot API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Docupilot API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Docupilot API.

Identify the authenticated user via GET /accounts/v2/users/me

List available document templates with GET /api/v1/templates

Generate a populated document from a template via POST /api/v1/templates/{template_id}/generate

GET STARTED

Start building with Docupilot API

Explore with Jentic

View OpenAPI Document

The Docupilot API automates document generation from reusable templates. Authenticated with a Bearer token, it exposes operations to fetch the current user, list available templates, and generate a populated document from a template by ID. Agents pass merge data in the generate request and receive a download URL or rendered document in response. Typical use cases include contract generation, invoice creation, certificate issuance, and any workflow that turns structured data into formatted PDFs or DOCX files without managing a templating engine internally.

Use Cases

Patterns agents use Docupilot API for, with concrete tasks.

★ Contract and Offer Letter Generation

Generate signed-ready contracts and offer letters by posting merge data to /api/v1/templates/{template_id}/generate. The template stores the layout while the API call supplies dynamic fields like names, dates, and amounts. The flow takes minutes to integrate once a template is published in Docupilot.

POST /api/v1/templates/{template_id}/generate with merge fields for candidate_name, role, and start_date, then return the generated document URL to the user.

Invoice and Receipt Automation

Render itemised invoices or receipts from structured order data by selecting an invoice template via GET /api/v1/templates and calling the generate endpoint with line items and totals. This removes the need for a custom PDF engine in application code and keeps document layout in the hands of non-developers.

GET /api/v1/templates to find the 'Invoice' template, then POST /api/v1/templates/{template_id}/generate with the order's line items and totals.

Template Discovery and Audit

Use GET /api/v1/templates to enumerate every template the authenticated user can access, and GET /accounts/v2/users/me to confirm scope. This supports audit jobs and admin tools that need to keep a registry of which templates exist and who can generate from them.

GET /accounts/v2/users/me to identify the actor, then GET /api/v1/templates and write each template id and name to an internal registry.

AI Agent Document Workflows via Jentic

An AI agent uses Jentic to search for document-generation intents, load the Docupilot generate operation, and produce documents on behalf of users. The Bearer token stays in the Jentic vault, so the agent never holds the credential while populating templates from CRM or ticket data.

Search Jentic for 'generate a document from a template', resolve the template id by listing templates, and execute the generate operation with merge data from a CRM record.

Key Endpoints

3 endpoints — the docupilot api automates document generation from reusable templates.

METHOD

PATH

DESCRIPTION

GET

/accounts/v2/users/me

Get the current authenticated user

GET

/api/v1/templates

List available templates

POST

/api/v1/templates/{template_id}/generate

Generate a document from a template

GET

/accounts/v2/users/me

Get the current authenticated user

GET

/api/v1/templates

List available templates

POST

/api/v1/templates/{template_id}/generate

Generate a document from a template

Why Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

The Docupilot Bearer token is stored encrypted in the Jentic vault and applied to the Authorization header at execution time. Agents only handle a scoped reference, so /api/v1/templates and generate calls never expose the raw token.

Intent-based discovery

Agents search Jentic for intents like 'generate a document from a template' and receive the Docupilot operation with its parameter schema, including the template_id path parameter and merge-data body.

Time to first call

Direct integration: half a day to wire auth and template lookup. Through Jentic: under 30 minutes from search to first generated document.

FAQs

Specific to using Docupilot API through Jentic.

What authentication does the Docupilot API use?

Bearer token authentication. Pass your Docupilot API token in the Authorization header. Through Jentic, the token is stored encrypted in the vault and the Authorization header is constructed at execution time so the agent never sees the raw token.

Can I generate a document from a template with the Docupilot API?

Yes. POST /api/v1/templates/{template_id}/generate accepts a JSON body of merge fields and returns a generated document. List templates first via GET /api/v1/templates to find the ID you want.

What are the rate limits for the Docupilot API?

The spec does not declare explicit rate limits. Practical throughput depends on your Docupilot plan; apply retries with exponential backoff on 429 responses and batch generation jobs across multiple workers if needed.

How do I generate a contract through the Docupilot API via Jentic?

Run pip install jentic and search for 'generate a document from a template'. Jentic returns POST /api/v1/templates/{template_id}/generate. Execute it with the contract template id and merge fields; Jentic injects the Bearer token from the vault automatically.

Can I list available templates?

Yes. GET /api/v1/templates returns the templates accessible to the authenticated user, including their template IDs you pass to the generate endpoint.

Does the Docupilot API expose the current user?

Yes. GET /accounts/v2/users/me returns the authenticated user's profile, useful for verifying which account a token is bound to before generating documents.