How to connect Carbone to Claude Cowork

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 Carbone account to Cowork via Composio Connect, enabling it to generate a PDF invoice from order data, upload a new DOCX report template, download an existing template by template ID, and more such actions on your behalf without compromising your account security.

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Api Key

Carbone is a blazing-fast report generator that turns JSON data into PDFs, Word docs, spreadsheets, and more using flexible templates. It lets you automate document creation at scale with minimal code.

11 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 Carbone account to Cowork via Composio Connect, enabling it to generate a PDF invoice from order data, upload a new DOCX report template, download an existing template by template ID, and more such actions on your behalf without compromising your account security.

Also integrate Carbone with

Connecting Carbone 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 Carbone account

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

For example, ask Cowork to:

  • "Generate a PDF invoice from order data"
  • "Upload a new DOCX report template"
  • "Download an existing template by template ID"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Carbone 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 Carbone through MCP without you sharing account credentials directly with the agent.

What is the Carbone MCP server, and what's possible with it?

The Carbone MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Carbone account. It provides structured and secure access to your Carbone document automation, so your agent can perform actions like generating reports, managing templates, downloading files, and monitoring server status on your behalf.

  • Automated report generation: Instantly generate custom reports in formats like PDF, DOCX, or XLSX from JSON data and pre-built templates.
  • Template management: Upload new templates, download existing ones, or delete outdated templates directly via your agent for seamless workflow updates.
  • Template ID generation: Create unique template identifiers to streamline the process of uploading and tracking templates across projects.
  • Server health monitoring: Check the real-time status and health of your Carbone server before executing key operations, ensuring reliability and uptime.
  • API version control: Set or update the Carbone API version your agent uses to maintain compatibility and leverage the latest features.
TOOLS

Supported Tools

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

Delete Carbone Template

Permanently delete a template from the Carbone server by its 64-character hexadecimal template ID.

Download Template

Tool to download a template from Carbone by template ID.

Generate Carbone Report

Tool to generate a Carbone report from a template and JSON data.

Get Carbone Server Status

Tool to retrieve the current status and health of the Carbone server.

List Template Categories

Tool to retrieve a list of all categories used in templates.

List Templates

Tool to retrieve a list of templates from Carbone storage with filtering, search, and cursor-based pagination.

List Template Tags

Tool to list all tags currently used in templates.

Render Template Direct

Tool to generate a document by uploading a base64-encoded template and data in a single API call.

Set Carbone API Version

Tool to set the Carbone API version to be used for subsequent requests.

Update Template Metadata

Tool to update metadata and attributes of an existing Carbone template.

Upload a template

Upload a template file to the Carbone server to obtain a template ID for document generation.

FAQ

Frequently asked questions

With a standalone Carbone MCP server, the agents and LLMs can only access a fixed set of Carbone tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Carbone 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 Carbone tools.

Yes, absolutely. You can configure which Carbone 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 Carbone data and credentials are handled as safely as possible.

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