How to connect Veryfi OCR 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 Veryfi OCR account to Cowork via Composio Connect, enabling it to extract totals from receipt photos, parse invoices into accounting fields, read bank statement transaction data, and more such actions on your behalf without compromising your account security.

Veryfi OCR logoVeryfi OCR
Api Key

Veryfi OCR is an API for extracting structured data from receipts, invoices, bank statements, tax forms, checks, and more. Use it to turn messy business documents into clean, ready-to-use data.

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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 Veryfi OCR account to Cowork via Composio Connect, enabling it to extract totals from receipt photos, parse invoices into accounting fields, read bank statement transaction data, and more such actions on your behalf without compromising your account security.

Also integrate Veryfi OCR with

Connecting Veryfi OCR 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 Veryfi OCR account

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

For example, ask Cowork to:

  • "Extract totals from receipt photos"
  • "Parse invoices into accounting fields"
  • "Read bank statement transaction data"

It will prompt you to authenticate and authorize access.

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

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

The Veryfi OCR MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Veryfi OCR account. It provides structured and secure access to your processed receipts and invoices, so your agent can submit documents for OCR, retrieve extracted fields, search records, correct metadata, and delete documents on your behalf.

  • Receipt and invoice processing: Have your agent submit a receipt or invoice from public content or encoded content and extract its structured data.
  • Extracted data retrieval: Let the agent retrieve a processed receipt or invoice along with all fields captured by OCR.
  • Document search: Instruct your agent to find processed receipts and invoices using text, tags, status, identifiers, or date ranges.
  • Metadata and review corrections: Direct your agent to correct practical document metadata and update review flags when records need attention.
  • Document cleanup: Have your agent permanently delete receipts or invoices you no longer need in Veryfi.
TOOLS

Supported Tools

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

Delete Document

Permanently delete one Veryfi receipt or invoice by document id.

Get Document

Retrieve one processed receipt or invoice and all extracted OCR fields by its Veryfi document ID.

Process Document

Submit one receipt or invoice to Veryfi OCR by public URL or base64 content.

Search Documents

List or search processed receipts and invoices using text, identifiers, tags, status, or date ranges, returning one controllable page.

Update Document

Correct practical metadata and review flags on a processed receipt or invoice.

FAQ

Frequently asked questions

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

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

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