How to connect DocuPotion 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 DocuPotion account to Cowork via Composio Connect, enabling it to generate invoice PDF from billing template, create PNG receipt from order data, render contract PDF using client details, and more such actions on your behalf without compromising your account security.

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

The DocuPotion MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your DocuPotion account. It provides structured and secure access to your document templates, generation tools, account details, and plan usage, so your agent can browse templates, create PDFs, generate PNGs, and check document usage on your behalf.

• PDF document generation: Have your agent create a PDF from a reusable DocuPotion template using the structured data you provide.
• PNG image generation: Direct your agent to turn template-based content and dynamic data into a PNG document.
• Template discovery: Let the agent list the templates available in your DocuPotion account so you can choose the right one for each document.
• Account and usage checks: Instruct your agent to confirm the connected DocuPotion account and review current document usage against your plan limit.