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How to connect ActiveMerge to Claude

Connect Claude Web, Desktop and Cowork to ActiveMerge MCP. Generate invoices from saved templates, merge contract files for client signature, and more using natural language, with authentication handled for you.

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ActiveMerge is a document automation platform for generating documents, images, merged files, and e-signature workflows. It helps teams turn templates and stored files into finished, shareable documents faster.

13 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your ActiveMerge account to Claude via Composio Connect, enabling it to generate invoices from saved templates, merge contract files for client signature, store signed NDAs in project folders, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

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Connecting ActiveMerge to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your ActiveMerge account

Back in Claude, ask it to connect to ActiveMerge or give it any ActiveMerge-related task.

For example, ask Claude to:

  • "Generate invoices from saved templates"
  • "Merge contract files for client signature"
  • "Store signed NDAs in project folders"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your ActiveMerge account is ready to use.

What is the ActiveMerge Claude Connector, and what's possible with it?

The ActiveMerge MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your ActiveMerge account. It provides structured and secure access so your agent can perform ActiveMerge operations on your behalf.

Troubleshooting

1. Why does Claude not use the Composio connector for ActiveMerge?

The connector can show as connected, but Claude must use it in each ActiveMerge conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to ActiveMerge again.

2. Why does Claude show an MCP server error before ActiveMerge connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for ActiveMerge.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect ActiveMerge.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the ActiveMerge authorization link not work?

The Composio connector is one server. Your ActiveMerge account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the ActiveMerge connection.
  • Composio creates a fresh ActiveMerge authorization link.
  • Open that link in your browser and finish the ActiveMerge sign-in.

4. Why do ActiveMerge actions fail after they worked before?

The ActiveMerge connection can expire or lose permission.

  • Ask Claude to inspect the ActiveMerge connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the ActiveMerge account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in ActiveMerge.
  • If the action still fails with a permission error, check that the connected account has that permission in ActiveMerge itself.

5. How do I switch to a different ActiveMerge account?

Claude can manage the ActiveMerge connection for you.

  • Ask Claude to disconnect or delete the current ActiveMerge account.
  • Ask Claude to connect ActiveMerge again.
  • Open the new Composio authorization link for ActiveMerge.
  • Sign in with the other ActiveMerge account in the browser.
  • After the account connects, ask Claude to retry the ActiveMerge task.

6. Why is my ActiveMerge connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your ActiveMerge connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If ActiveMerge tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect ActiveMerge.
TOOLS

Supported Tools

Every ActiveMerge action and event your agent gets out of the box.

Generate Document

Start asynchronous document generation from a template and case-sensitive placeholder data.

Generate Images

Start an asynchronous image-generation job from inline JSON records.

Generate Workflow Documents

Generate documents for every template in an ActiveMerge workflow using case-sensitive placeholder data.

Get Credits

Get total, used, remaining, plan, and prepaid ActiveMerge credits before running credit-consuming generation tools.

Get Document Generations

Get one document-generation job by ID, or list and filter generation history when no job ID is supplied.

Get Document Template Placeholders

Return the case-sensitive placeholder names required by one document template.

Get File Download URL

Create a temporary download URL for a file in ActiveMerge cloud storage.

Get Image Generation

Get an image-generation job's progress, credit usage, errors, and temporary ZIP download URL when complete.

Get Image Templates

List image templates and basic placeholders, or get complete dimensions, positions, defaults, and styles for one template when template_id is supplied.

Get Workflows

List available ActiveMerge workflows, or return the case-sensitive placeholders for one workflow when workflow_id is supplied.

List Document Templates

List document templates available to the connected ActiveMerge account, including the unique template IDs needed for placeholder lookup and generation.

List Stored Files

List the immediate files and folders at the ActiveMerge cloud-storage root, or directly inside parent_folder_id when supplied.

Save Generated Files

Save non-expired output from a completed document-generation job to permanent ActiveMerge cloud storage.

FRAMEWORKS

How to build ActiveMerge MCP Agent with another framework

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ChatGPT

Use ActiveMerge MCP with ChatGPT

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Grok Bot

Use ActiveMerge MCP with Grok Bot

FAQ

Frequently asked questions

With a standalone ActiveMerge MCP server, the agents and LLMs can only access a fixed set of ActiveMerge tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from ActiveMerge and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right ActiveMerge tools.

Yes, absolutely. You can configure which ActiveMerge scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your ActiveMerge data and credentials are handled as safely as possible.

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