How to connect Docuseal 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 Docuseal account to Cowork via Composio Connect, enabling it to list all document templates in your account, create a new template from HTML content, start a signature workflow from a PDF file, and more such actions on your behalf without compromising your account security.

Also integrate Docuseal with

Connecting Docuseal 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 Docuseal account

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

For example, ask Cowork to:

  • "List all document templates in your account"
  • "Create a new template from HTML content"
  • "Start a signature workflow from a PDF file"

It will prompt you to authenticate and authorize access.

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

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

The Docuseal MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Docuseal account. It provides structured and secure access to your eSignature workflows, so your agent can manage templates, automate document submissions, handle submitters, and streamline template operations for you.

  • Seamless template management: Effortlessly list, retrieve, update, archive, clone, or merge document templates, making it easy to organize and reuse signature documents.
  • Automated submission workflows: Instantly create new submissions from uploaded PDFs, initiate signature processes, and keep tabs on all current and past document submissions.
  • Direct HTML-to-template creation: Enable your agent to generate reusable document templates straight from HTML content—no manual web interface required.
  • Submitter roster management: Retrieve comprehensive lists of all document submitters for reporting, tracking, or management purposes with a single request.
  • Template merging and duplication: Combine multiple templates into a single document or duplicate templates to accelerate document preparation for recurring workflows.

Supported Tools & Triggers

Tools
Archive SubmissionTool to archive a submission by its unique identifier.
Archive TemplateTool to archive a specific template by its unique identifier.
Clone Template (v2)Tool to clone an existing template into a new template with optional custom name, folder, and external_id.
Create SubmissionTool to create signature requests (submissions) from an existing document template and send them to submitters.
Create Submission From DOCXTool to create a one-off submission (signature request) from a DOCX document with dynamic content variables.
Create Submission From HTMLTool to create a one-off submission request from HTML content with embedded field tags rendered as a fillable and signable form.
Create Submission From PDFTool to create a one-off submission (signature request) from a PDF file.
Create Submissions From EmailsTool to create submissions for a document template and send them to specified email addresses.
Create Template from DOCXTool to create a fillable document template from a Microsoft Word DOCX file.
Create Template from HTMLTool to create a fillable document template from HTML content with pre-defined fields.
Create Template From PDFTool to create a fillable document template from a PDF file.
Get SubmissionTool to retrieve detailed information about a specific submission.
Get Submission DocumentsTool to retrieve documents for a submission.
Get SubmitterTool to retrieve detailed information about a submitter by ID.
Get TemplateTool to retrieve details of a specific template by its unique identifier.
List SubmissionsList document submissions with filtering and cursor-based pagination.
List SubmittersRetrieve a paginated list of submitters with optional filtering.
List Templates (Enhanced)Tool to retrieve a list of available document templates with pagination and filtering.
Merge TemplatesMerge multiple DocuSeal templates into a single combined template.
Update SubmitterTool to update submitter details, pre-fill or update field values, re-send signature request emails, or mark as auto-signed for automatic signing via API.
Update TemplateTool to update a document template by moving it to a different folder, changing its name, updating submitter roles, or unarchiving it.
Update Template DocumentsTool to add, remove, or replace documents in a template with provided PDF/DOCX file or HTML content.

How to build Docuseal MCP Agent with another framework

FAQ

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

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

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

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

Used by agents from

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Agent.ai
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Context
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glean
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Agent.ai
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Entelligence
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