Connect PDFMonkey to your AI agent

Productivity 18 actions available

PDFMonkey is a service that automates the generation of PDF documents from templates, allowing users to create professional PDFs programmatically.

We set up the connection using your own PDFMonkey account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in PDFMonkey

Each one is a real action the agent can take on its own, the same things a person clicking around PDFMonkey could do. Read-only by default; write actions are confirmed against your policy.

  • Create Document Tool to create a Document. Use when you need to instantiate a PDF from a template; set status='pending' to queue immediate generation. Ensure valid `document_template_id` is provided.
  • Create Document Sync Tool to create a document and wait for generation to finish. Use when immediate PDF is needed.
  • Create Template Creates a new PDF document template in PDFMonkey. Use this to define reusable templates with HTML/Liquid content and CSS styles for generating PDF documents. Typical workflow: Create template → Preview with draft conten…
  • Delete Document Tool to delete a Document by its ID. Use when you need to permanently remove a document after confirming its ID. Returns 204 No Content on success.
  • Delete PDFMonkey Document Template Tool to delete a document template by ID. Use when you need to remove obsolete templates after validation.
  • Download Document File Tool to download a generated PDF file via a presigned URL. Use after obtaining a valid download_url from the Document details endpoint. Verify document status is 'success' (not 'draft' or 'pending') via PDFMONKEY_GET_DO…
  • Get Current User Tool to retrieve details about the currently authenticated user. Use when you need account info (quota, plan, email, locale) after authentication.
  • Get Document Tool to fetch a Document by its ID. Returns the full document record including payload, meta, logs, and download URL. Note: download_url is time-limited; if a download attempt fails, call GetDocument again to obtain a f…
  • Get DocumentCard Tool to fetch a DocumentCard by ID. Use when you have a DocumentCard ID and need its download URLs, status, and metadata. Use after generating or updating a DocumentCard.
  • Get Template by ID Tool to fetch a Document Template by ID. Use when you need the template's content, styles, settings, and preview URL.
  • List DocumentCards Tool to list DocumentCards. Use when you need to retrieve multiple DocumentCards with optional pagination and filtering by template, status, workspace, or update time.
  • List PDF Engines Lists all available PDF rendering engines in PDFMonkey. Returns engine IDs, version names, numeric versions, and deprecation status. Use this to select a PDF engine when creating templates or generating documents. Recom…
  • List Template Cards List all document template cards for a workspace. Use this action to: - Retrieve all templates available in a workspace - Filter templates by folder (or get only root folder templates with folders='none') - Paginate thr…
  • List Workspaces Tool to list workspaces (applications). Use when you need all available workspaces for the authenticated user after login.
  • Preview Template Fetches the template preview viewer page from PDFMonkey's preview_url. Returns an HTML viewer page that displays the rendered template draft. Use this after obtaining a template's preview_url via Get Template or List Te…
  • Update Document Updates an existing PDFMonkey document's payload, metadata, template, or status. Common use cases: - Modify document data (payload) before generation - Change the template used for the document - Add or update custom me…
  • Update Document Template Tool to update a document template’s properties. Use when you need to modify an existing template’s content, styles, settings, engine, folder, or TTL.
  • View Public Share Link Tool to download a publicly shared PDF via its permanent share link. Use when the document's public_share_link is enabled to fetch the PDF file directly.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in PDFMonkey, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

PDFMonkey questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions PDFMonkey's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put PDFMonkey to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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