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How to connect Templated to Claude

Connect Claude Web, Desktop and Cowork to Templated MCP. Generate invoice pdf from customer data, list all available image templates, and more using natural language, with authentication handled for you.

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Templated is a platform for designing templates and automating the creation of images and PDFs via API. It lets you dynamically generate branded content and documents at scale.

30 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 Templated account to Claude via Composio Connect, enabling it to generate invoice PDF from customer data, list all available image templates, clone existing certificate template for edits, 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.

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Connecting Templated 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 Templated account

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

For example, ask Claude to:

  • "Generate invoice PDF from customer data"
  • "List all available image templates"
  • "Clone existing certificate template for edits"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Templated account is ready to use.

What is the Templated Claude Connector, and what's possible with it?

The Templated MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Templated account. It provides structured and secure access to your templates and renders, so your agent can generate dynamic documents, manage templates, clone or tag designs, and retrieve render results on your behalf.

  • Automated document and image generation: Instantly have your agent render PDFs or images from any saved template, filling in dynamic variables to create invoices, certificates, or marketing materials.
  • Template management and organization: Let your agent list, retrieve, clone, or delete templates, keeping your template library organized and up-to-date without manual effort.
  • Dynamic tagging and categorization: Easily add or remove tags from templates, enabling smarter organization and fast searching for specific designs or document types.
  • Render tracking and retrieval: Ask your agent to list all renders for a template or fetch detailed information about a specific document render, making it simple to track document creation and usage history.
  • Account insights and validation: Have your agent retrieve account information to confirm API access, check account metadata, or audit usage details as needed.

Troubleshooting

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

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

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

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

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

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

3. Why does the Templated authorization link not work?

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

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

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

The Templated connection can expire or lose permission.

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

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

Claude can manage the Templated connection for you.

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

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

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

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

Supported Tools

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

Add Tags to Template

Tool to append new tags to an existing template without overwriting existing tags.

Clone Template

Tool to clone an existing template.

Count Template Clones

Tool to get the count of cloned templates for a specific source template.

Create Folder

Tool to create a new folder for organizing templates and renders.

Create Template Render

Create document renders from templates.

Create Template

Tool to create a new template with specified dimensions and layers.

Delete Folder

Tool to delete a folder by its ID.

Delete Render

Tool to delete a specific render by its ID.

Delete Template

Tool to delete a template by its unique ID.

Duplicate Template Render

Tool to duplicate an existing render with the same settings and template.

Get Account Information

Tool to retrieve account information, including email, name, team name, API usage statistics, and subscription plan.

List All Templates

Tool to list all templates of a user.

List Folder Renders

Tool to list all renders in a specific folder.

List Folders

Tool to list all folders in the account.

List Folder Templates

Tool to list all templates in a specific folder.

List Fonts

Tool to list all available fonts including Google Fonts and user-uploaded custom fonts.

List Gallery Templates

Tool to list templates from the public gallery.

List All Renders

Tool to list all renders in the account.

List Template Clones

Tool to list all cloned templates in the account.

List Template Renders

Tool to list all renders of a specific template.

List Uploads

Tool to list all uploaded images in the account.

Merge Template Renders

Tool to merge multiple renders into a single PDF output.

Move Render to Folder

Tool to move a render to a specific folder.

Move Template to Folder

Tool to move a template to a folder.

Remove Template Tags

Tool to remove specific tags from a template.

Retrieve Template Render

Tool to retrieve details of a specific render by its ID.

Retrieve Template

Tool to retrieve a single Template by its unique ID.

Update Folder

Tool to update an existing folder's properties.

Update Template

Tool to update an existing template including its properties and layers.

Update Template Tags

Tool to overwrite all tags on a template.

FRAMEWORKS

How to build Templated MCP Agent with another framework

Claude Code logo

Claude Code

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OpenAI Agents SDK logo

OpenAI Agents SDK

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Claude Agent SDK logo

Claude Agent SDK

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Codex logo

Codex

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OpenClaw logo

OpenClaw

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Hermes logo

Hermes

Use Templated MCP with Hermes

Atomic Agent logo

Atomic Agent

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Google ADK logo

Google ADK

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LangChain logo

LangChain

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Vercel AI SDK logo

Vercel AI SDK

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Mastra AI logo

Mastra AI

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LlamaIndex logo

LlamaIndex

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CrewAI logo

CrewAI

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Pydantic AI logo

Pydantic AI

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AutoGen logo

AutoGen

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FAQ

Frequently asked questions

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

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

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