How to connect Docmosis to Claude

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 Docmosis account to Claude via Composio Connect, enabling it to generate monthly invoice PDF for a customer, create personalized offer letters for new hires, produce event registration forms as Word docs, 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.

Connecting Docmosis 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.

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

The Docmosis MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Docmosis account. It provides structured and secure access to your document templates and generation capabilities, so your agent can perform actions like generating documents, merging data fields, exporting PDFs or Word files, and automating report creation on your behalf.

• Dynamic document generation: Instantly create PDF or Word documents from pre-built templates by merging in your custom data fields.
• Automated report and invoice creation: Let your agent assemble business reports, invoices, or letters using real-time input and reusable templates.
• Template management and selection: Retrieve, list, and select from available templates for different document types or business needs.
• Batch document processing: Generate multiple documents at once by feeding bulk data sets—perfect for automating repetitive paperwork.
• Flexible file export and delivery: Export generated documents in your preferred format and deliver them to specified locations, systems, or users automatically.