How to connect Docsautomator 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 Docsautomator account to Cowork via Composio Connect, enabling it to generate an invoice from the 'Invoice' template, create onboarding document for new employee, list all Docsautomator templates available to me, and more such actions on your behalf without compromising your account security.

Also integrate Docsautomator with

Connecting Docsautomator 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 Docsautomator account

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

For example, ask Cowork to:

  • "Generate an invoice from the 'Invoice' template"
  • "Create onboarding document for new employee"
  • "List all Docsautomator templates available to me"

It will prompt you to authenticate and authorize access.

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

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

The Docsautomator MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Docsautomator account. It provides structured and secure access so your agent can perform Docsautomator operations on your behalf.

Supported Tools & Triggers

Tools
Create AutomationTool to create a new DocsAutomator automation with specified data source and optional Google Doc template.
Delete AutomationTool to permanently delete an automation and all associated data.
Duplicate AutomationTool to create a copy of an existing automation with ' COPY' appended to the title.
Get Automation DetailsTool to retrieve details of a specific automation by its ID.
Get Queue StatisticsTool to retrieve current document generation queue statistics for your workspace.
List AutomationsTool to retrieve all automations in your workspace with their basic details.
List Signing SessionsTool to retrieve signing sessions with optional filtering by status or signer email.
Send Test EmailTool to send a test email with a sample PDF attachment to verify email configuration.
Update AutomationTool to update an existing automation's settings in DocsAutomator.

How to build Docsautomator MCP Agent with another framework

FAQ

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

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

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

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

Used by agents from

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Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

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