How to connect Docnify 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 Docnify account to Cowork via Composio Connect, enabling it to list all documents awaiting your signature, add recipient to contract with specific email, resend NDA document to all unsigned recipients, and more such actions on your behalf without compromising your account security.

Also integrate Docnify with

Connecting Docnify 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 Docnify account

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

For example, ask Cowork to:

  • "List all documents awaiting your signature"
  • "Add recipient to contract with specific email"
  • "Resend NDA document to all unsigned recipients"

It will prompt you to authenticate and authorize access.

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

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

The Docnify MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Docnify account. It provides structured and secure access to your digital signing workflows, so your agent can perform actions like listing documents, adding recipients, creating document fields, and resending signature requests on your behalf.

  • Seamless document management: Let your agent list, fetch, or delete documents in your Docnify account to keep your workspace organized and up to date.
  • Effortless recipient handling: Automatically add or remove recipients from documents, manage their signing order, and control access with a single prompt.
  • Custom field creation and editing: Direct your agent to add or remove fields—like signature, initials, or dates—on documents before sending them out for signing.
  • Template automation: Quickly list available templates or fetch template details, letting your agent streamline the process of generating new documents.
  • Signature request management: Easily resend signature requests or notifications, ensuring signers don’t miss important documents and deadlines.

Supported Tools & Triggers

Tools
Add Document RecipientTool to add a recipient to a document.
Create Document FieldsTool to create one or more fields on a document.
Delete DocumentTool to delete a specific document by its ID.
Delete Document FieldTool to delete a field from a document.
Delete document recipientTool to remove a recipient from a document.
Get DocumentTool to fetch a specific document by its ID.
Get TemplateTool to fetch a specific template by its ID.
List DocumentsTool to list documents in the Docnify account.
List TemplatesTool to list templates in the Docnify account.
Resend DocumentTool to resend a document for signing.
Send DocumentTool to send a document for signing.
Update Document FieldsTool to update metadata of document fields.
Update Document RecipientTool to update a recipient's details (name, email, role) on a document.

How to build Docnify MCP Agent with another framework

FAQ

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

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

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

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

Used by agents from

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Context
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