Connect Formstack Documents to Your AI Agent

Inspect a template’s merge fields or turn supplied HTML into a reusable document template.

7 tools Custom credential

Connect Formstack Documents Install OOMOL

Try a Formstack Documents Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Formstack Documents

Inspect Template Merge Fields

Read a template and its detected fields to prepare the necessary data.

/oo Formstack Documents: Read Formstack Documents template [document ID] and its merge fields with attributes. Summarize the values I need to provide for this template.

Create a Template Copy

Copy an existing template under a new name for later editing.

/oo Formstack Documents: Copy Formstack Documents template [document ID] as [new template name]. Return the new template details.

Start Working with Formstack Documents

Install OOMOL

Set up oo CLI and the oo Skill in your agent.
Install OOMOL →
Connect Formstack Documents

Connect your Formstack Documents API Key and API Secret.
Connect Formstack Documents →
Give Your Agent a Task

Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →

Choose Your Agent

Codex Claude Code Cursor Hermes

An account with API access and both credentials.
HTML templates need source HTML; other template types need a public file URL.

Formstack Documents Tools

The connection manages Formstack Documents templates and their source content. It lists fields and copies templates; document merge execution and delivery are not included.

Find Templates and Fields

Search templates and read their metadata and detected merge fields.

Create and Edit Templates

Create templates from HTML or file URLs, copy a template, or replace its source content.

7 tools

List Documents

List Formstack Documents templates, optionally filtered by search text or folder.

formstack_documents.list_documents

Get Document

Get one Formstack Documents template by its document ID.

formstack_documents.get_document

Get Document Fields

List merge fields detected in a Formstack Documents template.

formstack_documents.get_document_fields

Create Document

Create a Formstack Documents template from HTML or a public file URL.

formstack_documents.create_document

Update Document

Update mutable fields or source content for a Formstack Documents template.

formstack_documents.update_document

Copy Document

Create a named copy of a Formstack Documents template.

formstack_documents.copy_document

Delete Document

Delete a Formstack Documents template by its document ID.

formstack_documents.delete_document

Frequently Asked Questions

Can AI tell me which data a template needs?

It can list detected merge fields and their available attributes, then help organize values for those fields.

Does creating a template generate a finished PDF?

It creates the reusable template and sets its eventual output format. Merging data into a finished file is a separate operation not included here.

Can I use a Word or PDF template file?

For a non-HTML template type supported by the service, provide its public file URL and choose the template type and output format.