Docupilot

Learn how to use Docupilot with Composio

Overview

SLUG: DOCUPILOT

Description

Docupilot is a document automation tool that enables users to generate PDFs, DOCX files, contracts, invoices, and more by integrating with various online services.

Authentication Details

generic_api_key
stringRequired
generic_id
stringRequired

Connecting to Docupilot

Create an auth config

Use the dashboard to create an auth config for the Docupilot toolkit. This allows you to connect multiple Docupilot accounts to Composio for agents to use.

1

Select App

Navigate to the Docupilot toolkit page and click “Setup Integration”.

2

Configure Auth Config Settings

Select among the supported auth schemes of and configure them here.

3

Create and Get auth config ID

Click “Create Integration”. After creation, copy the displayed ID starting with ac_. This is your auth config ID. This is not a sensitive ID — you can save it in environment variables or a database. This ID will be used to create connections to the toolkit for a given user.

Connect Your Account

Using API Key

1from composio import Composio
2from composio.types import auth_scheme
3
4# Replace these with your actual values
5docupilot_auth_config_id = "ac_YOUR_DOCUPILOT_CONFIG_ID" # Auth config ID created above
6user_id = "0000-0000-0000" # UUID from database/app
7
8composio = Composio()
9
10def authenticate_toolkit(user_id: str, auth_config_id: str):
11 # Replace this with a method to retrieve an API key from the user.
12 # Or supply your own.
13 user_api_key = input("[!] Enter API key")
14
15 connection_request = composio.connected_accounts.initiate(
16 user_id=user_id,
17 auth_config_id=auth_config_id,
18 config={"auth_scheme": "API_KEY", "val": user_api_key}
19 )
20
21 # API Key authentication is immediate - no redirect needed
22 print(f"Successfully connected Docupilot for user {user_id}")
23 print(f"Connection status: {connection_request.status}")
24
25 return connection_request.id
26
27
28connection_id = authenticate_toolkit(user_id, docupilot_auth_config_id)
29
30# You can verify the connection using:
31connected_account = composio.connected_accounts.get(connection_id)
32print(f"Connected account: {connected_account}")

Tools

Executing tools

Python
1from composio import Composio
2from openai import OpenAI
3import json
4
5openai = OpenAI()
6composio = Composio()
7
8# User ID must be a valid UUID format
9user_id = "0000-0000-0000" # Replace with actual user UUID from your database
10
11tools = composio.tools.get(user_id=user_id, toolkits=["DOCUPILOT"])
12
13print("[!] Tools:")
14print(json.dumps(tools))
15
16def invoke_llm(task = "What can you do?"):
17 completion = openai.chat.completions.create(
18 model="gpt-4o",
19 messages=[
20 {
21 "role": "user",
22 "content": task, # Your task here!
23 },
24 ],
25 tools=tools,
26 )
27
28 # Handle Result from tool call
29 result = composio.provider.handle_tool_calls(user_id=user_id, response=completion)
30 print(f"[!] Completion: {completion}")
31 print(f"[!] Tool call result: {result}")
32
33invoke_llm()

Tool List

Tool Name: Create Docupilot Folder

Description

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

Action Parameters

name
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Create Docupilot Folder

Description

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

Action Parameters

name
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: List all folders

Description

Tool to list all folders. use after authentication to fetch available workspace folders.

Action Parameters

Action Response

data
arrayRequired
error
string
status
stringRequired
successful
booleanRequired

Tool Name: Get Authenticated User

Description

Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.

Action Parameters

Action Response

data
objectRequired
error
string
successful
booleanRequired