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How to connect Docugenerate to Claude

Connect Claude Web, Desktop and Cowork to Docugenerate MCP. Create a pdf contract from this template, bulk generate invoices as a zip archive, and more using natural language, with authentication handled for you.

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Docugenerate turns Word templates and JSON data into polished PDF documents. Streamline document automation for tasks like contracts, invoices, and certificates.

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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 Docugenerate account to Claude via Composio Connect, enabling it to create a PDF contract from this template, bulk generate invoices as a ZIP archive, merge extra pages into this certificate PDF, 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.

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Connecting Docugenerate 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.

Claude Desktop connectors screen with Add custom connector selected

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

2. 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

3. Connect your Docugenerate account

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

For example, ask Claude to:

  • "Create a PDF contract from this template"
  • "Bulk generate invoices as a ZIP archive"
  • "Merge extra pages into this certificate PDF"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Docugenerate account is ready to use.

What is the Docugenerate Claude Connector, and what's possible with it?

The Docugenerate MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Docugenerate account. It provides structured and secure access to your document automation workflows, so your agent can generate documents from templates, manage templates, update files, and handle batch PDF creation on your behalf.

  • Automated document creation from templates: Instantly generate polished PDF files by merging your data with Word templates—perfect for contracts, invoices, certificates, and more.
  • Bulk document generation and ZIP packaging: Ask your agent to produce multiple documents at once and receive them neatly packaged in a ZIP archive for easy distribution.
  • PDF assembly with attachments and merges: Direct your agent to embed attachments or append extra PDF pages to your generated documents, streamlining complex document workflows.
  • Template management and updates: Seamlessly retrieve, update, or replace your document templates, ensuring your content stays accurate and up-to-date.
  • Document metadata editing: Effortlessly rename or update details of existing documents, keeping your records organized and searchable.

Troubleshooting

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

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

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

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

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

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

3. Why does the Docugenerate authorization link not work?

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

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

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

The Docugenerate connection can expire or lose permission.

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

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

Claude can manage the Docugenerate connection for you.

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

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

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

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

Supported Tools

Every Docugenerate action and event your agent gets out of the box.

Delete Document

Tool to delete a document by ID.

Delete template

Tool to permanently delete a template by ID.

Generate documents from template

Tool to generate document(s) from a template by merging JSON data or uploading a data file.

Update Document

Update a document's name/title in DocuGenerate.

Get document by ID

Tool to retrieve a specific document by ID.

Get template by ID

Tool to retrieve a specific template by ID.

List documents by template

Tool to list all documents generated from a template.

Get or list templates

Tool to retrieve or list existing templates.

Update Template

Tool to update a template’s file and settings.

FRAMEWORKS

How to build Docugenerate MCP Agent with another framework

Claude Code logo

Claude Code

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OpenAI Agents SDK logo

OpenAI Agents SDK

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Claude Agent SDK logo

Claude Agent SDK

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Codex logo

Codex

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OpenClaw logo

OpenClaw

Use Docugenerate MCP with OpenClaw

Hermes logo

Hermes

Use Docugenerate MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Docugenerate MCP with Atomic Agent

Google ADK logo

Google ADK

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LangChain logo

LangChain

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Vercel AI SDK logo

Vercel AI SDK

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Mastra AI logo

Mastra AI

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LlamaIndex logo

LlamaIndex

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CrewAI logo

CrewAI

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Pydantic AI logo

Pydantic AI

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AutoGen logo

AutoGen

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FAQ

Frequently asked questions

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

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

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