How to connect Invofox 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 Invofox account to Cowork via Composio Connect, enabling it to extract invoice totals from uploaded PDFs, classify receipts and export structured fields, review supplier invoices for missing data, and more such actions on your behalf without compromising your account security.

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Api Key

Invofox is a document AI platform for extracting OCR text and structured data from invoices and business documents. It helps teams turn messy PDFs and scans into usable finance data faster.

10 Tools

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 Invofox account to Cowork via Composio Connect, enabling it to extract invoice totals from uploaded PDFs, classify receipts and export structured fields, review supplier invoices for missing data, and more such actions on your behalf without compromising your account security.

Also integrate Invofox with

Connecting Invofox 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 Invofox account

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

For example, ask Cowork to:

  • "Extract invoice totals from uploaded PDFs"
  • "Classify receipts and export structured fields"
  • "Review supplier invoices for missing data"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Invofox 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 Invofox through MCP without you sharing account credentials directly with the agent.

What is the Invofox MCP server, and what's possible with it?

The Invofox MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Invofox account. It provides structured and secure access to your companies and processed business documents, so your agent can queue documents for extraction, review structured fields and OCR text, correct results, track processing, and manage document states on your behalf.

  • Document extraction: Have your agent submit invoices and other business documents from public web links for structured data extraction and text recognition.
  • Extracted data review: Let the agent retrieve processed documents, inspect extracted fields and confidence details, and read plain OCR text from each page.
  • Document search and tracking: Direct your agent to find processed documents using field filters and sorting, or check the progress and results of queued imports.
  • Corrections and workflow states: Instruct your agent to correct extracted fields, update client metadata, and mark documents as pending correction, approved, discarded, or exported.
  • Company organization: Have your agent create, find, and delete managed company collections used to organize document processing.
TOOLS

Supported Tools

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

Create Company

Create a managed company collection used to organize document processing.

Delete Company

Permanently delete one managed company by ID.

Get Document

Get one processed document with extracted fields, confidence, processing metadata, and signed source or image URLs.

Get Document Text

Return plain OCR text for each page of a processed document.

Get Import

Get an asynchronous import's status, document count, and file processing records after documents were queued.

List Companies

Find managed companies by country, tax ID, or name using bounded offset pagination.

List Documents

Find processed documents using extraction-field filters, sorting, field selection, and bounded offset pagination.

Process Documents by URL

Queue one or more documents from public HTTPS URLs for asynchronous extraction.

Set Document State

Move a document to pending correction, approved, discarded, or exported.

Update Document

Correct extracted document fields, update client metadata, or do both for an existing processed document.

FAQ

Frequently asked questions

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

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

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