Team
Shared credential for production and unattended runs.
Connect PDFMonkey with Hookshot™ and your stack
PDFMonkey is a service that automates the generation of PDF documents from templates, allowing users to create professional PDFs programmatically.
Tools and triggers
What Agents can do in PDFMonkey
Available tools and events after PDFMonkey is connected.
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Create Document
Tool to create a Document. Use when you need to instantiate a PDF from a template; set status='pending' to queue immediate generation. Ensure valid `document_template_id` is provided.
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Create Document Sync
Tool to create a document and wait for generation to finish. Use when immediate PDF is needed.
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Create Template
Creates a new PDF document template in PDFMonkey. Use this to define reusable templates with HTML/Liquid content and CSS styles for generating PDF documents. Typical workflow: Create template → Preview with draft…
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Delete Document
Tool to delete a Document by its ID. Use when you need to permanently remove a document after confirming its ID. Returns 204 No Content on success.
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Delete PDFMonkey Document Template
Tool to delete a document template by ID. Use when you need to remove obsolete templates after validation.
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Download Document File
Tool to download a generated PDF file via a presigned URL. Use after obtaining a valid download_url from the Document details endpoint. Verify document status is 'success' (not 'draft' or 'pending') via…
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Get Current User
Tool to retrieve details about the currently authenticated user. Use when you need account info (quota, plan, email, locale) after authentication.
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Get Document
Tool to fetch a Document by its ID. Returns the full document record including payload, meta, logs, and download URL. Note: download_url is time-limited; if a download attempt fails, call GetDocument again to obtain a…
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Get DocumentCard
Tool to fetch a DocumentCard by ID. Use when you have a DocumentCard ID and need its download URLs, status, and metadata. Use after generating or updating a DocumentCard.
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Get Template by ID
Tool to fetch a Document Template by ID. Use when you need the template's content, styles, settings, and preview URL.
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List DocumentCards
Tool to list DocumentCards. Use when you need to retrieve multiple DocumentCards with optional pagination and filtering by template, status, workspace, or update time.
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List PDF Engines
Lists all available PDF rendering engines in PDFMonkey. Returns engine IDs, version names, numeric versions, and deprecation status. Use this to select a PDF engine when creating templates or generating documents…
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List Template Cards
List all document template cards for a workspace. Use this action to: - Retrieve all templates available in a workspace - Filter templates by folder (or get only root folder templates with folders='none') - Paginate…
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List Workspaces
Tool to list workspaces (applications). Use when you need all available workspaces for the authenticated user after login.
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Preview Template
Fetches the template preview viewer page from PDFMonkey's preview_url. Returns an HTML viewer page that displays the rendered template draft. Use this after obtaining a template's preview_url via Get Template or List…
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Update Document
Updates an existing PDFMonkey document's payload, metadata, template, or status. Common use cases: - Modify document data (payload) before generation - Change the template used for the document - Add or update custom…
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Update Document Template
Tool to update a document template’s properties. Use when you need to modify an existing template’s content, styles, settings, engine, folder, or TTL.
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View Public Share Link
Tool to download a publicly shared PDF via its permanent share link. Use when the document's public_share_link is enabled to fetch the PDF file directly.
Setup
Connect PDFMonkey in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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