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How to connect Carbone to Claude

Connect Claude Web, Desktop and Cowork to Carbone MCP. Generate a pdf invoice from order data, upload a new docx report template, and more using natural language, with authentication handled for you.

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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

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 Carbone account to Claude 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.

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.

Also integrate Carbone with

OpenAI Agents SDKClaude Agent SDKClaude CodeCodexOpenClawHermesGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

Connecting Carbone to Claude Web, Desktop, and 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 Web, Desktop, and Cowork

4. Connect your Carbone account

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

For example, ask Claude 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 Claude, and your Carbone account is ready to use.

What is the Carbone Claude Connector, 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.

Troubleshooting

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

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

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

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

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

  • 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 Carbone.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Carbone authorization link not work?

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

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

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

The Carbone connection can expire or lose permission.

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

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

Claude can manage the Carbone connection for you.

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

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

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

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Carbone 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 Carbone.
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.

FRAMEWORKS

How to build Carbone MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Carbone MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Carbone MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Carbone MCP with Claude Code

Codex logo

Codex

Use Carbone MCP with Codex

OpenClaw logo

OpenClaw

Use Carbone MCP with OpenClaw

Hermes logo

Hermes

Use Carbone MCP with Hermes

Google ADK logo

Google ADK

Use Carbone MCP with Google ADK

LangChain logo

LangChain

Use Carbone MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Carbone MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Carbone MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Carbone MCP with LlamaIndex

CrewAI logo

CrewAI

Use Carbone MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Carbone MCP with Pydantic AI

AutoGen logo

AutoGen

Use Carbone MCP with AutoGen

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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