How to connect Documentero 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 Documentero account to Cowork via Composio Connect, enabling it to generate contract PDF from client data, create invoice document from order details, fill proposal template with CRM fields, and more such actions on your behalf without compromising your account security.

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

The Documentero MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Documentero account. It provides structured and secure access to your templates and document generation features, so your agent can list templates, inspect template requirements, review supported formats, and generate Word, PDF, or Excel documents on your behalf.

• Template discovery: Have your agent list the templates available in your Documentero account and identify the right one for a task.
• Template field review: Let the agent inspect a template's field definitions and nested field options before preparing document data.
• Data requirement checks: Direct your agent to retrieve the required data structure for a template so it can supply correctly formatted content.
• Output format selection: Instruct your agent to review a template's supported and default output formats before creating a document.
• Document generation: Have your agent fill a reusable template with structured data and generate a Word, PDF, or Excel document.