How to connect Documenso 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 Documenso account to Cowork via Composio Connect, enabling it to send a contract to client for signature, download the latest signed NDA document, list all templates for onboarding paperwork, and more such actions on your behalf without compromising your account security.

Also integrate Documenso with

Connecting Documenso 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 Documenso account

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

For example, ask Cowork to:

  • "Send a contract to client for signature"
  • "Download the latest signed NDA document"
  • "List all templates for onboarding paperwork"

It will prompt you to authenticate and authorize access.

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

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

The Documenso MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Documenso account. It provides structured and secure access to your electronic signature workflows, so your agent can create documents, distribute them for signing, manage templates, and download signed files automatically on your behalf.

  • Automated document creation and duplication: Prompt your agent to generate new documents or make exact copies of existing ones for rapid workflow setup.
  • Seamless document distribution for signatures: Let your agent send documents to one or more recipients, kicking off secure e-signature flows without manual intervention.
  • Template management and retrieval: Ask your agent to list, fetch, or delete document templates, keeping your signing processes organized and up-to-date.
  • Download and access signed documents: Have your agent retrieve finalized, signed PDFs automatically for seamless archiving or sharing.
  • Streamlined document organization: Direct your agent to move documents between personal and team spaces, or remove unnecessary fields to keep everything tidy and current.

Supported Tools & Triggers

Tools
Create Document BetaTool to create a new document using the beta endpoint that returns a presigned URL for file upload.
Create Document FieldTool to create a single field for a document.
Create Document Fields (Bulk)Tool to create multiple fields on a document in a single operation.
Create Document RecipientTool to create a single recipient for a document.
Create Document Recipients BulkTool to create multiple recipients for a document at once.
Create Embedding Presign Token V2 BetaCreate a presign token for Documenso embedded authoring sessions.
Create EnvelopeTool to create a new envelope in Documenso.
Create Envelope AttachmentCreate a new attachment for an envelope in Documenso.
Create Envelope Items BulkTool to create multiple items for an envelope with optional file attachments.
Create Envelope Recipients BulkTool to create multiple recipients for an envelope in bulk.
Create FolderCreate a new folder in Documenso to organize documents or templates.
Create Template BetaTool to create a new template using the beta endpoint that returns a presigned URL for file upload.
Create Template FieldTool to create a single field for a template.
Create Template Fields (Bulk)Tool to create multiple fields on a template in a single operation.
Create Template RecipientTool to create a single recipient for a template.
Create Template Recipients BulkTool to create multiple recipients for a template at once.
Delete DocumentTool to delete a document.
Delete Document AttachmentTool to delete an attachment from a document.
Delete Document FieldTool to delete a single document field by ID.
Delete Document FieldsTool to delete one or more fields from a document.
Delete Document RecipientTool to delete a recipient from a document.
Delete EnvelopeTool to permanently delete an envelope.
Delete Envelope AttachmentTool to delete an attachment from an envelope.
Delete Envelope FieldTool to delete a field from an envelope.
Delete Envelope ItemTool to delete an item from an envelope.
Delete Envelope RecipientTool to delete a recipient from an envelope.
Delete FolderTool to permanently delete a folder.
Delete TemplatePermanently delete a template by its ID.
Delete Template Direct LinkDelete a direct link for a template.
Delete Template RecipientTool to delete a recipient from a template.
Delete Template V2Tool to permanently delete a template using the v2 API.
Distribute Document V2Tool to distribute a document for signing.
Distribute EnvelopeTool to distribute an envelope to recipients for signing.
Download Envelope ItemDownload an envelope item as PDF.
Download Signed DocumentDownload a completed/signed document as PDF.
Duplicate Document V2Tool to duplicate a document.
Duplicate Envelope V2Tool to duplicate an envelope with all its settings.
Duplicate TemplateTool to duplicate a template with all its settings.
Find DocumentsFind documents based on search criteria with filtering and pagination.
Find Documents V2Retrieve a paginated list of documents with optional filtering and sorting.
Find EnvelopesTool to find envelopes based on search criteria, filters, and pagination.
Find FoldersTool to find folders based on search criteria and filters.
Find TemplatesRetrieve a paginated list of templates with optional filtering and search.
Get Document By IDRetrieve complete information about a document by its ID.
Get Document FieldTool to retrieve a document field by its ID.
Get Document RecipientTool to retrieve detailed information about a document recipient by their ID.
Get Documents By IDsRetrieve multiple documents by their IDs in a single request.
Get Envelope AttachmentTool to find all attachments for a specific envelope.
Get Envelope Audit LogTool to retrieve audit logs for an envelope.
Get Envelope By IDRetrieve complete information about an envelope by its ID.
Get Envelope FieldTool to fetch an envelope field by ID.
Get Envelope RecipientTool to retrieve detailed information about an envelope recipient by their ID.
Get Envelopes By IDsTool to retrieve multiple envelopes by their IDs.
Get Template By IDRetrieve complete information about a template by its ID.
Get Template FieldTool to fetch a template field by ID.
Get Template RecipientTool to retrieve detailed information about a template recipient by their ID.
Get Templates By IDsRetrieve multiple templates by their IDs in a single request.
List TemplatesTool to list templates.
Move Document V2Tool to move a document to a team.
Redistribute Document V2Re-send signing request emails to specified recipients of a document.
Redistribute EnvelopeTool to redistribute an envelope to recipients who have not actioned it.
Remove Team Member V1Remove a member from a Documenso team.
Update Document AttachmentTool to update an existing document attachment.
Update Document FieldTool to update a single document field's properties in Documenso v2 API.
Update Document Fields BulkTool to update multiple document fields in a single operation.
Update Document Recipient V2Tool to update a document recipient using the v2 API.
Update Document V2Update document properties like title, visibility, and signing settings.
Update EnvelopeUpdate envelope properties like title, visibility, and signing settings.
Update Envelope AttachmentTool to update an existing envelope attachment.
Update Envelope Fields BulkTool to update multiple envelope fields in a single request.
Update Envelope Items BulkTool to update multiple envelope items in a single request.
Update FolderUpdate properties of an existing folder including name, pinned status, parent folder, and visibility.
Update TemplateUpdate template properties like title, visibility, and signing settings.
Update Template Fields BulkTool to update multiple template fields in a single operation.
Update Template RecipientTool to update a template recipient.
Update Template Recipients BulkTool to update multiple template recipients in a single API call.
Use Template (v2-beta)Tool to create a document from a template.

How to build Documenso MCP Agent with another framework

FAQ

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

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

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

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

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