• TidioReply faster to tickets across all channels
  • LyroHire AI to handle customer servicecheck
  • Hubi AIRun on-brand marketing with an AI coworker
  • LabsTidio LabsGet a custom AI solution built by experts
  • Master AgentOrchestrates every channel
  • AI Voice AgentResolves calls on its own
  • Lyro for Zendesk
  • Lyro for Freshdesk
  • Lyro for Salesforce
  • Lyro for HubSpot
Browse all integrationsarrow_forward
  • Borrowell83% resolved
  • GameBoost86% automated
  • Cove Smart70% self-service
  • Secureframe59% automated
See all customer storiesarrow_forward
  • AI in E-Commerce in 2026Free report on the new shopping funnel
  • Shadow AIFree report on the hidden AI habit
  • AI in Insurance in 2026Free report on AI in insurance
See all reportsarrow_forward
  • Features
  • Pricing
Talk to salesGet started
Lyro wordmark

Product

  • Features
  • Master Agent
  • AI Voice Agent
  • Integrations
  • Pricing
  • Copilot

Resources

  • Blog
  • Customer Stories
  • Reports
  • AI in Ecommerce Report
  • Docs

Company

  • Contact
  • Book a Demo

Legal

  • Privacy Policy
  • Terms of Service
  • Data Processing Agreement

4.7/5on G2G2 logo

SOC 2 Type II · GDPR · CCPA

© 2026 Lyro by Tidio. All rights reserved.

Docugenerate

Docugenerate MCP integration

Finds the right template, merges conversation data into it, returns the finished document with its download URL, and tidies up what is no longer needed.

Connect DocugenerateSee all integrations

9actions available

  1. Home/
  2. Integrations/
  3. Docugenerate

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

  • Generate documents from template

    Lyro creates one or more documents by merging templates with JSON data or uploaded datasets. Bulk generation accelerates production of repeated-format documents.

  • Get document by ID

    Lyro retrieves a specific document by its ID to verify content and share with customers. Document details are available for audit or re-delivery.

  • List documents by template

    Lyro lists all documents generated from a specific template to help customers track production history. Template-based grouping enables easy document discovery.

See all 9 actions

How businesses use Docugenerate + Lyro

Each card is one request a support team gets, and the Docugenerate actions Lyro runs to close it.

  • receipt_long

    Produce the document a customer just asked for

    Lyro picks the template by name, merges the details already given in the conversation, and hands back the generated document with its download URL rather than promising it by email later.

    Get Or List TemplatesGenerate Documents From TemplateGet Document By ID
  • search

    Find and resend a document that was issued before

    Lyro lists what has been generated from a template in newest-first order, confirms the format and template behind a specific file, and returns its download URL again.

    List Documents By TemplateGet Document By IDGet Template By ID
  • checklist

    Keep generated files named so they can be found

    Lyro renames a document that was generated with a placeholder title and checks it against the other files from the same template, so the archive stays searchable months later.

    Update DocumentList Documents By TemplateGet Document By ID
  • storage

    Refresh a template and clear out what it replaced

    Lyro updates a template's file and settings when the wording changes, then removes the superseded template or the outdated documents that were built from it.

    Update TemplateDelete TemplateDelete Document

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Docugenerate actions it has and picks the ones a request needs.

  1. 01

    Connect Docugenerate

    Authorize the Docugenerate account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.

  2. 02

    Tell your agent what you need

    Describe the job the way you would hand it to a teammate. Lyro maps it to the Docugenerate actions that close it and chains as many as the request needs.

  3. 03

    Watch it work

    The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.

    Get started free

Docugenerate · Lyro

What can you do in Docugenerate without me setting anything up?

These, right away:

  • Generate documents from template
  • Get document by ID
  • Delete document

Great, let's start with the first one.

Ask Lyro anything...

FAQ

Everything else about Docugenerate

Setup, permissions, and the limits of what Lyro can do inside Docugenerate.

  • Through its download URL. Generate Documents From Template returns document metadata including a download URL, and the toolkit has no send or deliver action of its own, so Lyro shares that link in the conversation or passes it to a human agent along with the full history.

  • No. There is no create-template action. Get Or List Templates returns the templates and IDs that already exist and Update Template changes an existing template's file and settings, so new templates are still authored in DocuGenerate by your team before Lyro can use them.

  • Yes. Generate Documents From Template merges either inline JSON data or an uploaded data file, and a data file with multiple rows produces multiple documents in one call - useful for a batch of certificates or invoices rather than one request per recipient.

  • It is gone from storage. Delete Document permanently removes a generated file, and Delete Template removes the template together with all of its associated versions. Both are worth putting behind a human confirmation, because a deleted template cannot be used to regenerate what it produced.

Every action available in Docugenerate

All 9 actions your agent can call on Docugenerate, straight from the live MCP connection.

  • Delete document

    Delete a document by ID.

  • Delete template

    Permanently delete a template by ID.

  • Generate documents from template

    Generate document(s) from a template by merging JSON data or uploading a data file.

  • Update document

    Update a document's name/title in DocuGenerate.

  • Get document by ID

    Retrieve a specific document by ID.

  • Get template by ID

    Retrieve a specific template by ID.

  • List documents by template

    List all documents generated from a template.

  • Get or list templates

    Retrieve or list existing templates.

  • Update template

    Update a template’s file and settings.

The tools Docugenerate sits next to

Same connection, same setup. Pick the next one your team already uses.

  • Boxarrow_outward

    Box

    Finds the document behind a question, shares it by link or collaboration, files it with metadata, and applies retention and legal hold.

  • Docparserarrow_outward

    Docparser

    Pulls parsed field data for a batch of documents, lists parsers and their layout models, and verifies the API connection.

  • Dropboxarrow_outward

    Dropbox

    Searches stored files for the right document, generates shared links with the right settings, and collects files back through file requests.

  • Happy scribearrow_outward

    Happy scribe

    Happy Scribe is an automatic transcription service that converts audio and video files into accurate text.

  • Pdf api ioarrow_outward

    Pdf api io

    Lists PDF-API.io templates with their required fields and variants, right inside the conversation.

  • Text to pdfarrow_outward

    Text to pdf

    Renders text or Markdown into a downloadable PDF, runs longer conversions as async jobs, and clears the temporary files once they are delivered.

Browse every integration
Support agent working at a laptop next to the Lyro mascot

Ready to connect Docugenerate?

Authorize the account and your agent has all 9 actions from the first conversation.

Connect DocugenerateTalk to sales
Connect DocugenerateTalk to sales
Support agent working at a laptop next to the Lyro mascot