Documents with your own app
Your own AI app can also create and edit your team's documents, such as contracts, offers and letters. You can ask the app to write a new contract for a client without opening the dashboard.
The app uses the same instructions and ready-made blocks as Studio's own assistant: letterhead, parties, numbered clauses, tables and signatures.
Permissions
The app can access documents when you choose Whole team while creating the connection. The connection then covers the team's sites and documents. With a Chosen sites connection the app cannot access documents.
The level applies to documents too:
| Level | What it allows for documents |
|---|---|
| Read | The team's document list and contents |
| Edit | Creating new documents, editing them, and changing their name and letterhead title |
| Edit and publish | In addition, publishing a document on the web and saving changes to a document that is already published |
Edit is selected by default. At the edit and publish level the app can also set a password on the public link or remove it. The app cannot delete documents or read a password back.
If the app is connected to chosen sites only, connect it again and choose the whole team.
Editing
The app's changes are saved to the document right away, and you see them in the Studio editor. The app gives a link that opens the document in the editor.
If the document is already published on the web, saving also updates the public link. That is why the app needs the Edit and publish level for it. Without it, the app's change waits, and you can review and save it yourself in the editor.
Don't edit the same document in the editor while the app is making changes to it. Text typed at the same moment can be overwritten by the app's change.
The app's save also saves your own unsaved changes in the same document, like the editor's Save button.
Costs
Creating a new document requires the team to have Kamusaldo. The app's AI use is paid to the app's own provider, and editing through the MCP interface does not use Kamusaldo.
Tools
| Level | Tools |
|---|---|
| Read | get_document_guide, list_documents, read_document |
| Edit | create_document, edit_document, rename_document |
| Edit and publish | publish_document (optional password), set_document_password |
Through the MCP interface the app only creates A4 documents. Presentations, pages and brand books are made in Studio.