How to connect Docugenerate 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 Docugenerate account to Cowork 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.

Also integrate Docugenerate with

Connecting Docugenerate 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 Docugenerate account

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

For example, ask Cowork 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 Cowork, and your Docugenerate 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 Docugenerate through MCP without you sharing account credentials directly with the agent.

What is the Docugenerate MCP server, 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.

Supported Tools & Triggers

Tools
Generate documents from templateTool to generate document(s) from a template by merging JSON data or uploading a data file.
Generate documents as ZIPTool to bulk generate multiple documents into a ZIP archive.
Generate document with attachmentsTool to generate a PDF with embedded attachments.
Generate document with mergeTool to generate a PDF and append additional PDF files.
Update DocumentTool to update a document's metadata.
Get or list templatesTool to retrieve or list existing templates.
Update TemplateTool to update a template’s file and settings.

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FAQ

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

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.

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 Docugenerate tools.

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

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.

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 Docugenerate data and credentials are handled as safely as possible.

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