17 available actions

What your AI agent can do in Docmosis

Docmosis generates PDF and Word documents from templates, letting developers merge data fields to produce reports, invoices, or letters quickly This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Batch Upload StatusTool to check the status of a template batch upload job.
  • Get Docmosis Render QueueTool to get current render queue status and utilization.
  • Docmosis: Delete Image(s)Tool to delete one or more stored images.
  • Docmosis: Delete Template(s)Tool to delete one or more templates from the environment.

Browse all 17 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 8 actionsHide actions
  • Get Batch Upload StatusTool to check the status of a template batch upload job.
  • Download Docmosis ImagesTool to download one or more images.
  • Get Docmosis Render QueueTool to get current render queue status and utilization.
  • Get Render TagsTool to retrieve statistics on renders tagged with user-defined phrases.
  • Get Template Sample DataTool to generate sample data for a Docmosis template based on its structure.
  • Download Docmosis TemplatesTool to retrieve originally uploaded templates.
  • Get Docmosis Template DetailsTool to retrieve metadata for an uploaded template.
  • Get Docmosis Template StructureTool to retrieve a template's parsed structure: fields, repeats, conditions, images, and refs.
Other actionsSpecialist and administrative actions.View 9 actionsHide actions
  • Docmosis: Delete Image(s)Tool to delete one or more stored images.
  • Docmosis: Delete Template(s)Tool to delete one or more templates from the environment.
  • Docmosis Environment ReadyTool to verify environment readiness.
  • Docmosis Environment SummaryTool to retrieve environment summary.
  • Docmosis: Get API KeyTool to extract the Docmosis API access key from connection metadata.
  • Docmosis: List ImagesTool to list available stock images.
  • Docmosis: List TemplatesTool to list all templates available in the environment.
  • Docmosis PingTool to check connectivity to Docmosis Cloud services.
  • Ping Docmosis ServiceTool to check that Docmosis Cloud services are online and at least one server is listening.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Docmosis

How does the agent connect to Docmosis?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Docmosis?
The page above lists the 17 actions currently available through the Docmosis connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Docmosis included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Docmosis is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Docmosis to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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