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How to connect Docupilot to Claude

Connect Claude Web, Desktop and Cowork to Docupilot MCP. Create a new folder for client contracts, list all folders in your workspace, and more using natural language, with authentication handled for you.

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Docupilot is a document automation platform for generating PDFs, DOCX files, and more. It streamlines document creation and helps automate contracts, invoices, and business paperwork.

4 Tools

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 Docupilot account to Claude 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.

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.

Also integrate Docupilot with

Claude CodeOpenAI Agents SDKClaude Agent SDKCodexOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

Connecting Docupilot 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 Docupilot account

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

For example, ask Claude 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 Claude, and your Docupilot account is ready to use.

What is the Docupilot Claude Connector, 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.

Troubleshooting

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

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

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

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

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

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

3. Why does the Docupilot authorization link not work?

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

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

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

The Docupilot connection can expire or lose permission.

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

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

Claude can manage the Docupilot connection for you.

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

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

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

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

Supported Tools

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

Create Docupilot Folder

Tool to create a new folder.

Create Docupilot Folder

Tool to create a new folder.

List all folders

Tool to list all folders.

Get Authenticated User

Tool to retrieve information about the authenticated user.

FRAMEWORKS

How to build Docupilot MCP Agent with another framework

Claude Code logo

Claude Code

Use Docupilot MCP with Claude Code

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Docupilot MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Docupilot MCP with Claude Agent SDK

Codex logo

Codex

Use Docupilot MCP with Codex

OpenClaw logo

OpenClaw

Use Docupilot MCP with OpenClaw

Hermes logo

Hermes

Use Docupilot MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Docupilot MCP with Atomic Agent

Google ADK logo

Google ADK

Use Docupilot MCP with Google ADK

LangChain logo

LangChain

Use Docupilot MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Docupilot MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Docupilot MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Docupilot MCP with LlamaIndex

CrewAI logo

CrewAI

Use Docupilot MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Docupilot MCP with Pydantic AI

AutoGen logo

AutoGen

Use Docupilot MCP with AutoGen

FAQ

Frequently asked questions

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.

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.

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.

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.

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