How to connect Docugenerate to Claude Cowork

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.

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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

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

OpenAI Agents SDK Claude Agent SDK Claude Code Codex OpenClaw Hermes CLI Google ADK LangChain Vercel AI SDK Mastra AI LlamaIndex CrewAI

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.

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

OpenAI Agents SDK

Use Docugenerate MCP with OpenAI Agents SDK

Claude Agent SDK

Use Docugenerate MCP with Claude Agent SDK

Claude Code

Use Docugenerate MCP with Claude Code

Codex

Use Docugenerate MCP with Codex

OpenClaw

Use Docugenerate MCP with OpenClaw

Hermes

Use Docugenerate MCP with Hermes

CLI

Use Docugenerate MCP with CLI

Google ADK

Use Docugenerate MCP with Google ADK

LangChain

Use Docugenerate MCP with LangChain

Vercel AI SDK

Use Docugenerate MCP with Vercel AI SDK

Mastra AI

Use Docugenerate MCP with Mastra AI

LlamaIndex

Use Docugenerate MCP with LlamaIndex

CrewAI

Use Docugenerate MCP with CrewAI

MORE TOOLKITS

Explore Other Toolkits

Toolkit marketplace

Google Drive

Oauth2

Google Drive is a cloud storage platform for uploading, sharing, and collaborating on files. It's perfect for keeping your documents accessible and organized across devices.

Google Docs

Oauth2

Google Docs is a cloud-based word processor that enables document creation and real-time collaboration. Its seamless sharing and version history make team editing and content management a breeze.

Google Super

Oauth2Api Key

Google Super is an all-in-one suite combining Gmail, Drive, Calendar, Sheets, Analytics, and more. It gives you a unified platform to manage your digital life, boosting productivity and organization.

Affinda

Api Key

Affinda is an AI-powered document processing platform that automates data extraction from resumes, invoices, and more. It streamlines document-heavy workflows by turning files into structured, actionable data.

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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Karan skipped his own birthday party to fix our critical issue. It was 10pm and he diverted his Waymo to help us instead. This really sets the bar — it shows the commitment you need when users rely on your software.

Harsha Gaddipati

Co-founder, Slashy

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it's immensely helped keep new users on the platform.

Abhi Arya

Co-founder, Opennote

We chose Composio over Pipedream because it delivered depth where it mattered — niche tools and tricky edge cases other platforms simply ignored. That gave us confidence to scale without compromising.

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CEO, Zams

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down managing agent auth would have been a death sentence.

Ryan Yu

Founder, Extra Thursday

Before Composio, adding tool integrations was slow and resource-intensive. Each one could take weeks of engineering time, and maintaining them meant constantly keeping up with API changes.

Tomisin Jenrola

Founder & CEO, SwarmZero

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Jerome Leclanche

Co-Founder, Ingram Technologies