How to connect Templated 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 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.

Also integrate Templated with

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.

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 Templated account

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

For example, ask Cowork 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 Cowork, and your Templated 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 Templated through MCP without you sharing account credentials directly with the agent.

What is the Templated MCP server, 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.

Supported Tools & Triggers

Tools
Add Tags to TemplateTool to append new tags to an existing template without overwriting existing tags.
Clone TemplateTool to clone an existing template.
Create Template RenderTool to create a document render from a template.
Delete TemplateTool to delete a template by its unique id.
Get Account InformationTool to retrieve account information, including email, name, and timestamps.
List All TemplatesTool to list all templates of a user.
List Template RendersTool to list all renders of a specific template.
Remove Template TagsTool to remove specific tags from a template.
Retrieve Template RenderTool to retrieve details of a specific render by its id.
Retrieve TemplateTool to retrieve a single template by its unique id.
Update Template TagsTool to overwrite all tags on a template.

How to build Templated MCP Agent with another framework

FAQ

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

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.

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 Templated tools.

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

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.

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 Templated data and credentials are handled as safely as possible.

Used by agents from

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Agent.ai
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Context
Letta
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