How to connect Docmosis to Claude Cowork

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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 Docmosis account to Cowork 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.

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Connecting Docmosis 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 Docmosis account

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

For example, ask Cowork to:

  • "Generate monthly invoice PDF for a customer"
  • "Create personalized offer letters for new hires"
  • "Produce event registration forms as Word docs"

It will prompt you to authenticate and authorize access.

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

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

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.

Supported Tools & Triggers

Tools
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How to build Docmosis MCP Agent with another framework

FAQ

What are the differences in Tool Router MCP and Docmosis MCP?

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

Can I use Tool Router MCP with Claude Cowork?

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 Docmosis tools.

Can I manage the permissions and scopes for Docmosis while using Tool Router?

Yes, absolutely. You can configure which Docmosis 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.

How safe is my data with Composio Tool Router?

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 Docmosis data and credentials are handled as safely as possible.

Used by agents from

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HubSpot
Agent.ai
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Context
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glean
HubSpot
Agent.ai
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Entelligence
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