Formstack Documents icon

CONNECT APP

Build with Formstack Documents

Automate your document generation. Eliminate paperwork and transform data into beautifully designed Formstack documents you can send anywhere.

File Storage

  • API key

MCP

Give your agent Formstack Documents tools

Every Formstack Documents action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's Formstack Documents account for each tool call — you store no tokens.

// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": "{project_id}",
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "formstack_documents",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Create Document:
const result = await mcp.callTool({
  name: "formstack_documents-create-document",
  arguments: {
    name: "Name",
    type: "Type",
  },
})

API PROXY

Call the Formstack Documents API directly

For an endpoint with no pre-built tool, the Connect proxy forwards your request to the Formstack Documents API with the connected user's credentials attached. You store no tokens and write no refresh logic.

const resp = await pd.proxy.get({
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  accountId: "apn_xxxxxxx",
  url: "https://www.webmerge.me/api/documents",
})

// Any allowed Formstack Documents endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.

SDK

Run Formstack Documents actions from your backend

Connect a user's Formstack Documents account once, then run Create Document on their behalf from your own code — TypeScript, Python, or plain HTTP.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "formstack_documents-create-document",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    formstack_documents: { authProvisionId: "apn_xxxxxxx" },
    name: "Name",
    type: "Type",
  },
})

REFERENCE

App details

Reference metadata for the Formstack Documents connector in the Pipedream registry.

App slug
formstack_documents
Authentication
API key
Categories
File Storage
Actions
3
Triggers
1
API proxy
Available