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 TemplateTool to archive a specific template by its unique identifier.
Clone TemplateTool to clone an existing template by its id with a new name.
Create Submission From PDFTool to create a one-off submission from a pdf file.
Create Template from HTMLTool to create a template from html content.
Get TemplateTool to retrieve details of a specific template by its unique identifier.
List SubmissionsTool to list all document submissions with optional pagination and document filtering.
List SubmittersTool to retrieve a list of all submitters.
List TemplatesTool to retrieve a list of all templates.
Merge TemplatesTool to merge multiple templates into one with a new name.
Update TemplateTool to update details of a specific template, including name and folder.

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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Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

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