Dokmatiq DocGen MCP Server

MCP (Model Context Protocol) server that exposes the Dokmatiq DocGen document generation API as tools for AI assistants like Codex, Claude Code, Claude Desktop, Cursor, Continue, Cline, and Hermes.

Use it to generate PDFs, DOCX/ODT documents, Excel workbooks, invoices, e-invoices (ZUGFeRD/XRechnung/Factur-X), receipt exports, signed PDFs, PDF forms, and documents on company letterhead (Briefpapier/Firmenpapier).

Setup

Prerequisites

• Python 3.11+
• DocGen API key

Installation

python3.11 -m pip install --user dokmatiq-docgen-mcp

The package requires Python 3.11 or newer. On macOS, the system or Xcode-provided python3 can be too old; use Homebrew Python, pyenv, uv, or another Python 3.11+ runtime if pip cannot find a compatible package.

pip install --user commonly installs the docgen-mcp command into ~/.local/bin. If your MCP client cannot find docgen-mcp, add ~/.local/bin to PATH or use the absolute command path in your MCP config.

Or install from source:

cd mcp
pip install -e .

Running tests

From the repository root, use the checked-in lockfile to install the MCP server and run its stdio/client smoke tests:

uv run --project mcp python -m unittest discover -s mcp/tests -v

Configuration

Set your API key as an environment variable:

export DOCGEN_API_KEY=dk_live_xxx

Optionally override the base URL:

export DOCGEN_BASE_URL=https://custom.api.endpoint.com

Usage with Claude Desktop

Add to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json):

{
  "mcpServers": {
    "docgen": {
      "command": "/Users/you/.local/bin/docgen-mcp",
      "env": {
        "DOCGEN_API_KEY": "dk_live_xxx"
      }
    }
  }
}

Or using uvx:

{
  "mcpServers": {
    "docgen": {
      "command": "uvx",
      "args": ["dokmatiq-docgen-mcp"],
      "env": {
        "DOCGEN_API_KEY": "dk_live_xxx"
      }
    }
  }
}

Usage with Claude Code

claude mcp add docgen -- docgen-mcp

Set the API key in your environment or .env file.

Usage with Codex

Install the companion skill:

python3 ~/.codex/skills/.system/skill-installer/scripts/install-skill-from-github.py \
  --repo dokmatiq/docgen-sdks \
  --path plugin/skills/dokmatiq-docgen

Then configure an MCP server named docgen using either docgen-mcp, an absolute path such as /Users/you/.local/bin/docgen-mcp, or uvx dokmatiq-docgen-mcp. Make sure DOCGEN_API_KEY is available to the server process.

Usage with Hermes

Add the MCP server to your Hermes config (~/.hermes/config.yaml):

mcp_servers:
  docgen:
    command: "uvx"
    args: ["dokmatiq-docgen-mcp"]
    env:
      DOCGEN_API_KEY: "dk_live_xxx"

Replace dk_live_xxx with your Dokmatiq API key.

Environment Variables in MCP Configs

Do not use shell placeholders such as ${DOCGEN_API_KEY} inside JSON MCP config files unless your specific client documents that it expands them. Many MCP clients pass that value literally to the server, which causes authentication to fail.

Available Tools

Document Generation

Tool	Description
generate_pdf_from_html	Convert HTML to PDF
generate_pdf_from_markdown	Convert Markdown to PDF
generate_document	Generate with template, fields, watermark, output format
compose_document	Compose multi-part document from sections
create_invoice	Create ZUGFeRD-compliant invoice PDF

PDF Tools

Tool	Description
merge_pdfs	Merge multiple PDFs into one
extract_text_from_pdf	Extract all text content
get_pdf_metadata	Get title, author, page count
convert_to_pdfa	Convert to PDF/A archival format
rotate_pdf	Rotate pages

PDF Forms

Tool	Description
inspect_pdf_form	List form fields with types and values
fill_pdf_form	Fill form fields

Digital Signatures

Tool	Description
sign_pdf	Digitally sign with PKCS#12 certificate
verify_pdf_signatures	Verify existing signatures
list_certificates	List uploaded certificates

Templates & Fonts

Tool	Description
list_templates	List uploaded templates
upload_template	Upload ODT/DOCX template
delete_template	Delete a template
list_fonts	List uploaded fonts

Preview

Tool	Description
preview_pdf_page	Render page as PNG image
get_pdf_page_count	Get total page count

Excel Workbooks

Tool	Description
generate_excel	Generate styled XLSX from structured JSON (sheets, columns, formulas, styling, freeze panes)
csv_to_excel	Convert CSV to formatted Excel with auto-filter and styled headers
excel_to_csv	Extract Excel sheet data as CSV
excel_to_json	Extract Excel sheet data as structured JSON with typed values
fill_excel_template	Fill Excel template with values at named cells and ranges
inspect_excel	Inspect workbook metadata (sheet names, row/column counts, named ranges)

E-Invoicing

Tool	Description
validate_zugferd	Validate ZUGFeRD compliance
extract_zugferd	Extract invoice data from ZUGFeRD PDF
validate_xrechnung	Validate XRechnung XML
parse_xrechnung	Parse XRechnung into structured data
detect_xrechnung	Detect XRechnung format

Receipt Recognition (AI-Powered)

Tool	Description
extract_receipt	Extract structured data from receipt image (vendor, totals, VAT, line items, SKR03/04 account)
extract_receipt_async	Submit receipt for async extraction with optional webhook
get_receipt_job	Check async extraction job status
get_receipt_job_result	Get extraction result of completed job
list_receipt_jobs	List all async receipt jobs
receipt_to_document	Extract receipt and generate expense report (PDF/DOCX/ODT)
export_receipts_csv	Export receipts as DATEV-compatible CSV
export_receipts_xlsx	Export receipts as Excel workbook

Example Prompts

Once connected, you can ask Claude:

• "Generate a PDF from this HTML: <h1>Hello World</h1>"
• "Create an invoice for ACME GmbH to Kunde AG for 8 hours of consulting at 120€/hour"
• "Merge these two PDFs together"
• "Extract the text from this PDF"
• "Fill the form fields name=Max and date=12.04.2026 in this PDF"
• "Extract the data from this receipt image -- I need vendor, total, and VAT breakdown"
• "Analyze these receipts and export them as a DATEV CSV"
• "Turn this receipt photo into an expense report PDF"

License

MIT