Agente Smart Documents

Documentation

Create a Word file on the website or with your connected agent.

Create an Agente account · Open workspace · Connection instructions

Open your office workspace

  1. New to Agente? Create an Agente account, verify your email and create your office. If you already have an account, sign in and choose your office.
  2. Open Workspace to see templates and recent documents shared with authorized office members.
  3. Use the website directly, or connect an agent to the same office. Connecting an agent is optional.

Connect your agent

  1. Choose your agent in Connection instructions and follow its current setup steps.
  2. Add the hosted MCP address below, then complete the unified Agente sign-in and any multi-factor verification.
  3. Review the app, return address and office permissions before allowing access. Return to your agent to finish.

Create a reusable template

  1. In Workspace, choose Use Word example to upload a DOCX up to 10 MiB, or Create text template to write content.
  2. For Word examples, select the text blocks, enter the exact text to replace and label each question. Occurrence 1 means the first match in that block.
  3. Review and save the template to your office. Check the first generated file in Word for the supported formatting.

Generate and download a Word file

  1. Choose a template on the website or in your agent conversation. Supply the details you know and answer the missing questions.
  2. Review your answers and generate the DOCX. Every successful generation counts once toward the office’s five free documents.
  3. Download the result or find it under Recent documents. Save a local copy within 24 hours. Refresh download links rather than generating another copy.

Agent-specific setup

Create your Agente account and office first, or use your existing account. Each person authorizes their own office connection.

ChatGPT / Codex

Available. ChatGPT and Codex use the same hosted MCP integration. Add the address below, save and restart when prompted, then choose Authenticate.

  1. In the ChatGPT / Codex desktop app, open Settings → MCP servers → Add server and choose Streamable HTTP.
  2. Add the hosted MCP address below and select OAuth.
  3. Complete Agente sign-in, choose your office and allow access.
  4. Return to your agent and ask “Show my template library”.

Grok Bot

Available. Connect directly with the hosted MCP address below and authorize your office with your own Agente account.

  1. Add a custom MCP server in Grok Bot and choose Remote HTTPS.
  2. Add the hosted MCP address below and select OAuth.
  3. Complete Agente sign-in, choose your office and allow access.
  4. Return to your agent and ask “Show my template library”.

Claude

Available. Requires custom remote MCP connectors and OAuth in your Claude account.

  1. In Claude’s connector settings, add a custom connector with the server address below.
  2. Add the hosted MCP address below and select OAuth.
  3. Complete Agente sign-in, choose your office and allow access.
  4. Return to your agent and ask “Show my template library”.

Hermes

Available. Requires a Hermes version with remote HTTP MCP and OAuth support.

  1. Add the server address to Hermes’s MCP configuration with OAuth authentication enabled.
  2. Add the hosted MCP address below and select OAuth.
  3. Complete Agente sign-in, choose your office and allow access.
  4. Return to your agent and ask “Show my template library”.

Other Agents

Compatibility varies. Your agent must support remote MCP servers and OAuth authorization.

  1. Add a remote MCP server in your agent’s settings.
  2. Add the hosted MCP address below and select OAuth.
  3. Complete Agente sign-in, choose your office and allow access.
  4. Return to your agent and ask “Show my template library”.
Hosted MCP server

https://www.agente.dev/smart-documents/mcp

Questions and troubleshooting

My agent is missing recent documents or still shows the old library

Refresh the server tools using your client’s documented discovery control, then check for smart_docs_documents. The server currently exposes 17 tools. Some clients retain an earlier tool list; ask for smart_docs_capabilities to check the current toolCount. The library launcher is a resource, not a separate tool. If the list stays old, use Open workspace → Recent documents. You do not need to recreate your account or reset office access.

Why does Smart Documents ask me to sign in again?

The shared Agente sign-in form stays available even when an older session hint remains. Sign in with your Agente account to return to the requested Smart Documents page. No separate Smart Documents account is needed.

Which Word formatting is supported?

Supported DOCX examples retain their headers, footers, fonts, styles and embedded images. Review the first generated file in Word before using a new template. Separate image uploads, saved drafts and template history are not included in the current release.

Who can access my templates and documents?

Templates and generated documents are shared with authorized members of your office. Each person connects their own Agente account and authorizes the office. Answers entered on the website are used for validation and generation without a saved draft. If you use an agent conversation, its privacy settings apply there.

How long can I download a document?

Generated files are available for 24 hours. Download links are private and short-lived. If a link expires during those 24 hours, ask your agent to refresh the download link rather than generating the document again. Save a local copy to keep it.

What counts toward the five free documents?

Each successful DOCX generation counts once for the office. Failed attempts and retries of the same generation do not use another document; ask your agent to retry the existing operation. After five successful generations, subscribe for USD 9/month per office for unlimited documents.

How do subscriptions and cancellation work?

Manage your subscription from your Smart Documents account. The USD 9 monthly plan covers all authorized office members. Cancel future renewal at any time; paid access continues until the end of the current paid month. Your agent does not take card details or make payments.

What if I cannot connect?

Use the exact server address below and an Agente account with active office membership. Complete browser sign-in and office authorization, then reconnect the server in your agent. Complete any required multi-factor verification in the unified Agente sign-in. Keep your security settings enabled and contact support if you need help.

Which agents can connect?

ChatGPT / Codex, Grok Bot, Claude, Hermes connect directly to the hosted MCP server with remote MCP and OAuth support. Follow the connection instructions below. Other Agents depend on the client’s MCP support.