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How to connect ActiveMerge to Claude Cowork

Connect Claude 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

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your ActiveMerge account to Cowork 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.

Also integrate ActiveMerge with

ChatGPT Work

Connecting ActiveMerge to Claude Cowork

1. Open Customize

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

2. Add the Composio MCP server

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

3. 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 Cowork

4. Connect your ActiveMerge account

Back in Cowork, ask the agent to connect to ActiveMerge or give it any ActiveMerge-related task.

For example, ask Cowork 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 Cowork, and your ActiveMerge account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like ActiveMerge through MCP without you sharing account credentials directly with the agent.

What is the ActiveMerge MCP server, 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.

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

ChatGPT Work logo

ChatGPT Work

Use ActiveMerge MCP with ChatGPT Work

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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