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ChatGPT integration

Use the ShipPDF plugin in ChatGPT to create reusable templates and generate invoices, proposals, reports, and other PDFs from a conversation. ShipPDF handles the layout and PDF generation using your workspace’s templates and credits.

Before you start

You need a ChatGPT account that can install plugins and a ShipPDF workspace. To generate PDFs, your workspace needs API access, generation credits, and a published template. You can create a template in the ShipPDF editor or ask ChatGPT to help create one after connecting.

You need permission to manage API tokens in the ShipPDF workspace you connect. The plugin uses OAuth to sign in and authorize access.

Install the ShipPDF plugin

  1. In ChatGPT, open Plugins, or go to the Plugins directory.
  2. Search for ShipPDF. Choose the listing published by Codemore PLT, with the description Create templates and PDFs.
  3. Open the listing and select the + button or Install plugin.
  4. When prompted to connect, sign in to ShipPDF, select the workspace containing your projects and templates, review the requested permissions, and approve access. ChatGPT may prompt you during installation or when you first use ShipPDF.
  5. Start a new chat. Type @ to select ShipPDF, or ask ChatGPT to use ShipPDF in your request.

Installing the public plugin does not require Developer mode, a custom MCP server setup, or pasting an API key. Plugin availability can depend on your ChatGPT account and workspace policies. See OpenAI’s plugin guide for current installation details.

Check the connection

Ask ChatGPT:

Use ShipPDF to list the published templates I can access.

If your workspace has no published templates yet, an empty list is expected. Create and publish a template before generating a PDF, or use the authoring workflow below.

The permissions you grant determine which tools ChatGPT can use. Browsing templates needs templates:read; generating and retrieving PDFs needs documents:create and documents:read; creating or editing templates needs templates:write. See MCP capabilities and permissions for the full list.

Generate a PDF from a template

Give ChatGPT the template name or ID and the actual data for your document. For example:

Use ShipPDF to find my published invoice template. Inspect its data schema and ask me for any missing values. Generate one invoice with the data below, wait for it to complete, and give me the PDF download link.

Include your invoice data with the request. ChatGPT uses the published template and checks the document until generation completes or fails. Generating a new PDF spends a workspace generation credit.

Download the file while its link is valid. If the link expires, ask ChatGPT to retrieve a fresh link for the same document. The AI quickstart includes a complete example with sample data; the MCP generation guide covers status checks and retries.

Create or edit a template

Ask ChatGPT to create a draft in an existing project, with your layout requirements and sample data:

Use ShipPDF to create an A4 proposal template in my proposals project. Read the authoring guide first, use the details below as sample data, and show me a preview. Leave it as a draft for my review.

Review the preview, request any layout changes, then ask ChatGPT to publish the template when it is ready. PDF generation uses the published revision. See Author a template with AI for the full workflow.

Troubleshooting

  • Cannot find or install ShipPDF: Check that you are signed in to the intended ChatGPT account and that your workspace allows the plugin. Search for ShipPDF and check the publisher is Codemore PLT.
  • ShipPDF tools are unavailable: Finish connecting your ShipPDF account, then start a new chat and select ShipPDF with @.
  • Missing templates or permission errors: Check the workspace selected during authorization and the permissions you granted. A template must be published before it can be used to generate a PDF.
  • Connection expired or revoked: Reconnect the plugin and sign in to ShipPDF again.

To revoke ShipPDF access, open Members & keys → Connected applications in ShipPDF and remove the connection. For MCP authentication details, see Authentication.