Why not just ask Claude to make the PDF?

For a one-off draft, Claude is enough. For documents a client signs, that must match your approved wording and format, and that belong in your records, Claude works with DocsAutomator.

Can Claude create e-invoices?

Yes, for German and European e-invoicing. When the e-invoice add-on is on for an automation, a document that Claude creates is also a ZUGFeRD or XRechnung e-invoice. It is checked before it goes out, and if the data cannot make a valid e-invoice, nothing is created and Claude gets a message that names each problem.

Which Claude apps does it work in?

In claude.ai, the Claude desktop app, the Claude mobile app and Claude Code. You connect once with your Claude account.

Can Claude change my Google Doc template?

No. Claude uses a Google Doc as it is and never creates or edits a Google Doc. Claude designs and edits Word templates only.

How do I use the connector in Claude Code?

Sign in to Claude Code with the same Claude account (/login). If you added DocsAutomator to Claude Code by hand before, remove that entry with claude mcp remove docsautomator, because a server added by hand hides the connector.

Is there a skill for Claude?

Yes. The DocsAutomator skill on GitHub gives Claude and Claude Code the steps for your first quote.

Does Claude send a live document right away?

No. The first document of a new automation goes out in test mode: the real email reaches the real person with a watermark, and nothing is billed. You decide when the automation goes live.

What does the connector cost?

Nothing extra. The connector is part of every DocsAutomator plan. A live document from Claude counts toward your plan like any other, and a signed or accepted document counts as one document.

New: Approvals. Your team approves documents before they go out.Learn more

HomeIntegrationsClaude

Official connector in the Claude directory

Just ask Claude. The document gets made, sent and signed.

Claude takes the request, and DocsAutomator turns it into a real business document: your template, formatted correctly, signed or accepted, and filed back to your records.

Add to Claude Done-for-you setup

Works in claude.ai, the desktop and mobile apps, and Claude Code.

What DocsAutomator adds to Claude

Three things a chat alone cannot give you.

1
Your template, formatted correctly
Your approved template, filled with exact values and printed in your country's format.
Quote for Jonas from my template
Your template $Quellmann Interiors quote template with placeholders such as {{client_name}}, {{quote_date}}, {{unit_price}} and {{total}}$
Filled by DocsAutomator
2
Signed or accepted
Legally binding e-signatures or one-click acceptance, with the reminders sent for you.
Jonas accepted. Send him the contract.
Signed by Jonas Becker on Oct 21, 2026 at 9:19 PM UTC. The certificate records the consent, the time and the document hash (SHA-256 bd4d5986…).
3
Filed wherever you work
The signed PDF goes back to your records, or anywhere else through Claude, Zapier, Make, n8n or a webhook. A new record can also create the document on its own.
File it in Jonas's project folder
Projects / Jonas BeckerContract C-0142 Jonas Becker signed.pdf

What you see in Claude

Your template as a preview, the signing status as a card, and the finished PDF filed in your records.

Quote Q-0142 from Quellmann Interiors for Jonas Becker, total $2,850.00 — The document card shows the first page of the PDF. The status card lists every recipient and offers a reminder to anyone who has not finished. Names are fictional.

Add DocsAutomator to Claude

You connect once with your Claude account. It then works in every Claude app.

1
Open DocsAutomator in the Claude directory. In Claude you can also go to Customize, Connectors, Discover and search for DocsAutomator.
2
Click "Connect to Claude".
3
Sign in to DocsAutomator, choose your workspace if you have more than one, and click "Authorize".
4
Back in Claude, DocsAutomator shows as "Connected" under "Your connectors".

Team and Enterprise plans: an owner adds DocsAutomator for the organization first with "Connect for your team". Members then click "Connect to Claude" and sign in with their own DocsAutomator account.

Claude Code: sign in to Claude Code with the same Claude account (/login). DocsAutomator shows in /mcp as "claude.ai DocsAutomator", with no extra setup.

Add to Claude Read the Claude setup guide

Security and your data

Claude reaches only what you allow when you sign in.

Sign in with OAuth

You sign in on the DocsAutomator page and click "Authorize". You need no server URL and no API key.

One workspace per connection

If your account belongs to several workspaces, you pick one when you sign in. Claude reaches only the automations of that workspace. To switch, disconnect and connect again.

You confirm every send

Before an email goes out, DocsAutomator asks you to confirm the document and every recipient. A preview is a watermarked PDF and sends nothing.

What Claude can access

Your automations, templates, documents and signing requests in that workspace. Record sources such as Airtable stay connected in the DocsAutomator app, and the tools cannot search your records.

Read the rules DocsAutomator gives Claude

Prompts for your first documents

One prompt per document type, starting with the templates you already have. Each one shows a pillar at work.

ContractFiled wherever you work

Use my DocsAutomator automation "Consulting agreement" for Airtable record rec123. Send it to the client email in the record for signature and save the signed PDF to the "Signed contract" field.

Claude passes the record, DocsAutomator fills your existing template and sends the signing request after you confirm. Once signed, the PDF goes into the "Signed contract" field.

Copy and open the Claude listing

InvoiceYour template, formatted correctly

Set up an invoice from the DocsAutomator template gallery. Print amounts in US dollars with two decimals and dates as Sep 30, 2026, then show me a preview for Jonas Becker: 2 design days at $1,200 each.

Claude picks the gallery template and stores the format of each placeholder. The preview shows $2,400.00 and Sep 30, 2026, and it is a watermarked PDF, so nothing is sent.

Copy and open the Claude listing

QuoteSigned or accepted

Design a quote template in the style of my studio's website, then send Jonas Becker at jonas@becker.example the quote for his kitchen redesign for acceptance. Use DocsAutomator and test mode.

With your website address, Claude designs a quote template in your brand, creates the automation and makes a preview. DocsAutomator asks you to confirm Jonas as the recipient and then sends the quote for acceptance in test mode.

Copy and open the Claude listing

Questions about DocsAutomator in Claude

Using Cursor, VS Code or another AI tool? Connect it to the DocsAutomator MCP server

Let Claude build your next quote

Add the connector, describe the document, and send the first one in test mode.

Add to Claude Done-for-you setup

Using ChatGPT? See DocsAutomator for ChatGPT