How does the finished document actually reach the customer?

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.

Can Lyro create a brand new DocuGenerate template?

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.

Can it generate more than one document in a single request?

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.

What happens when a document or template is deleted?

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.

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 Docugenerate See all integrations

9actions available

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.

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
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
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
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.

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.
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.
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

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.

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.