How to connect Docupilot 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 Docupilot account to Cowork via Composio Connect, enabling it to create a new folder for client contracts, list all folders in your workspace, get details about your Docupilot account, and more such actions on your behalf without compromising your account security.

Also integrate Docupilot with

Connecting Docupilot 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 Docupilot account

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

For example, ask Cowork to:

  • "Create a new folder for client contracts"
  • "List all folders in your workspace"
  • "Get details about your Docupilot account"

It will prompt you to authenticate and authorize access.

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

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

The Docupilot MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Docupilot account. It provides structured and secure access to your document automation workspace, so your agent can perform actions like creating folders, organizing documents, listing workspace folders, and verifying user details on your behalf.

  • Automated folder creation and organization: Have your agent set up new folders to keep your documents, contracts, and templates neatly organized within your Docupilot workspace.
  • Workspace folder discovery: Quickly list all available folders in your Docupilot account, making it easy for your agent to find and manage your document storage structure.
  • User account verification: Let your agent fetch and confirm authenticated user details, ensuring secure and personalized document automation workflows.
  • Seamless workspace navigation: Enable your agent to browse, access, and interact with your Docupilot folders for efficient document management and workflow automation.

Supported Tools & Triggers

Tools
Create Docupilot FolderTool to create a new folder.
Create Docupilot FolderTool to create a new folder.
List all foldersTool to list all folders.
Get Authenticated UserTool to retrieve information about the authenticated user.

How to build Docupilot MCP Agent with another framework

FAQ

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

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

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

Yes, absolutely. You can configure which Docupilot 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 Docupilot 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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