How to connect Templated to Claude Cowork

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 Templated account to Cowork 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.

Connecting Templated 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.

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

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 Templated through MCP without you sharing account credentials directly with the agent.

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.