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.
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PDFMonkey is a service that automates the generation of PDF documents from templates, allowing users to create professional PDFs programmatically.
Explore Triggers and Actions
Create Document Sync
Tool to create a document and wait for generation to finish. Use when immediate PDF is needed.
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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 content → Publish → Generate documents. The template supports Liquid templating syntax (e.g., {{variable_name}}) for dynamic content injection. Only 'identifier' is required; all other fields have sensible defaults.
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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.
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Delete PDFMonkey Document Template
Tool to delete a document template by ID. Use when you need to remove obsolete templates after validation.
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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_DOCUMENT before downloading to avoid incomplete files. The URL expires after 1 hour; fetch a new URL upon expiry (403 Forbidden).
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Get Current User
Tool to retrieve details about the currently authenticated user. Use when you need account info (quota, plan, email, locale) after authentication.
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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 fresh URL. Check the status field for a finalized (non-draft) state before passing the record to downstream processing tools.
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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.
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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.
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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.
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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. Recommended: Use the latest non-deprecated engine (e.g., v5 or highest version).
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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 through large template lists - Sort templates by identifier, creation date, or last update date Returns template cards with metadata including IDs, names, auth tokens, and timestamps.
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List Workspaces
Tool to list workspaces (applications). Use when you need all available workspaces for the authenticated user after login.
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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 Templates.
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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 metadata - Trigger PDF regeneration by setting status to 'pending' Note: To regenerate a document with updated data, update the payload and set status='pending'.
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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.
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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.
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