Give your AI agents the power to generate documents
Connect ActiveMerge to ChatGPT and compatible MCP clients. Your agents can find templates, collect required data, prepare documents, and create new templates, while you keep control of every approval.
How it works
Connect ActiveMerge to your AI client with OAuth.
Your AI agent reads the templates and fields available in your ActiveMerge account.
The agent prepares the exact document request from the information it has collected.
You approve the action in ActiveMerge before a document is generated or a new template is saved.
Built for agent-driven document workflows
AI agents can generate the document that naturally follows their work.
Qualify a lead, then prepare the proposal
After an agent qualifies a sales lead, it can collect the account details, inspect your Sales Proposal template, and prepare a proposal for approval.
Complete onboarding, then create the paperwork
An onboarding agent can gather customer details and prepare agreements, welcome letters, certificates, or account documents from your approved templates.
Resolve a request, then create the document
A support or operations agent can prepare a confirmation, summary, invoice, report, or other document after it completes its task.
Turn a brief into a reusable template
Describe the layout, content, placeholders, and DOCX or PPTX format. ActiveMerge creates an AI template draft for review. After approval, it is saved as a new template without changing existing templates.
Your controls stay in place
- OAuth connects the agent to the ActiveMerge account you authorize.
- Document generation requires approval for the exact request.
- Template creation requires approval before saving.
- Existing templates are never silently edited.
- Zapier continues to use its existing API-key integration.
Connection details
Use this Streamable HTTP MCP endpoint:
Add the endpoint in your MCP client, select Authenticate, then sign in to ActiveMerge. No API key or Passport client ID is required.
Let your agents do the document work, without giving up control.
Connect ActiveMerge MCP and turn the outcome of an AI conversation into an approved, ready-to-send document.