Document & File Management · Craftmypdf + Claude
CraftMyPDF MCP with Claude: Automate Personalised Document Generation at Scale
The short answer
Claude works with CraftMyPDF through the Model Context Protocol (MCP), an open standard that acts as a secure adapter between the two. Once connected with an API key, Claude can fill PDF templates with live data, generate documents and trigger document workflows from plain-English instructions, within permissions your organisation sets.
What is Craftmypdf?
CraftMyPDF is a web-based service for designing and generating PDFs. Teams build reusable templates, feed them live data and produce personalised documents at scale, such as invoices, certificates, statements, contracts and reports. It suits operations, finance, HR and customer teams that create large volumes of similar documents, each with different details.
How Claude connects to Craftmypdf through MCP
The Model Context Protocol (MCP) is an open standard that lets Claude use other software securely. Think of it as a universal adapter: it gives Claude a defined, controlled way to reach a tool like CraftMyPDF, read what it offers and carry out tasks, without custom coding for every instruction.
Once connected, Claude can typically list the templates available, fill a template with data supplied in conversation or from another system, generate the PDF and send it on where it is needed. Your team can ask in natural language, for example to produce a set of onboarding letters for a new intake of staff.
Access is controlled by the API key you provide, and you decide what that key is allowed to do. Consequential actions, such as sending documents to customers, can be set to require a person's approval first. Every action is logged, so your team stays in charge of what is produced and where it goes.
What you can automate
Personalised customer statements
Finance teams can feed account data into a statement template and have Claude generate a separate PDF for each customer. Staff review a sample before the batch runs, which keeps accuracy high and saves hours of manual merging each month.
Certificates and training records
HR and learning teams can issue completion certificates after a course. Claude fills the certificate template with the learner's name, course and date, then produces the file ready for distribution, so every certificate is consistent and quickly issued.
Invoices and order confirmations
Sales operations can turn order details into branded invoices or confirmations. Claude pulls the figures into the agreed template and generates the document, reducing copying errors and speeding up the time between order and billing.
Contracts and offer letters
Legal and HR teams can keep approved clause templates and populate them per deal or candidate. Claude fills in the variable details, and a named reviewer signs off before any document is released to the other party.
Monthly reports for management
Operations leads can have a summary report generated from current figures on a fixed schedule. Claude assembles the data into the report template, giving leaders a consistent pack without anyone rebuilding it by hand each month.
An end-to-end workflow: New client onboarding pack
TriggerA new client is marked as signed in the CRM.
Claude reads the client's name, contact details and service package from the CRM.
Claude selects the matching onboarding template in CraftMyPDF and fills it with those details.
The generated welcome letter, service agreement and account summary are created as PDFs.
A account manager receives the pack for review and approval.
Once approved, Claude sends the documents to the client and logs the action in the audit trail.
OutcomeClients receive a complete, accurate onboarding pack within minutes of signing, and the account team spends its time on the relationship rather than on paperwork.
How we set it up
Free automation audit
We review your current document processes with you and identify the templates and workflows worth automating first, at no cost.
Connect the MCP server
We connect Claude to CraftMyPDF using your API key, with least-privilege access so the connection can only do what each workflow needs.
Design the workflow
We map the end-to-end process across CraftMyPDF and your other systems, such as your CRM or Microsoft 365, and agree which steps need human approval.
Test against real cases
We run the workflow on past examples to confirm the documents are accurate, correctly formatted and sent to the right people.
Launch, monitor and train
We go live with monitoring and audit logs in place, then train your team so they can use and maintain the workflow with confidence.
Who benefits
- Finance director
- Produces accurate statements and invoices in bulk with a clear record of every document issued.
- HR manager
- Issues offer letters and certificates consistently and quickly, with approvals built in.
- Operations lead
- Generates recurring management reports from live figures without manual rebuilding.
- IT head
- Gets a controlled, auditable connection with scoped API access and monitoring.
Security and control
- API keys are scoped to the minimum access each workflow needs and can be rotated or revoked.
- People approve consequential actions, such as sending documents to customers or third parties.
- Audit logs record what was generated, when and by which workflow.
- Templates are reviewed and approved by the owning team before they are used in automation.
- Test runs on sample data take place before any live batch is released.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can design these workflows to align with their internal data handling and document retention policies. In India, workflows can be built with the Digital Personal Data Protection Act, 2023 in mind. For the UAE and Saudi Arabia, data protection laws shape how personal data in documents is handled. We choose the hosting region for any custom application to help meet these requirements. Final compliance decisions remain with your legal and data protection teams.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the CraftMyPDF MCP server do?
The CraftMyPDF MCP server gives Claude a secure, standard way to reach your CraftMyPDF account. Through it, Claude can typically work with templates, fill them with data, generate PDFs and trigger document actions, all in response to plain-English instructions. It does not replace the templates you design or the decisions your team makes.
Is connecting CraftMyPDF to Claude secure?
The connection uses an API key, which you control. We set access to the minimum each workflow needs, add approval steps for sensitive actions and keep audit logs of activity. Security also depends on how your keys are stored and who can access them, so we agree those practices as part of setup.
What can Claude do with CraftMyPDF once connected?
Typically Claude can choose a template, populate it with data from your conversation or other systems, generate the PDF and help send it onward. It can also support batch document work. The exact actions available depend on how the connection is configured for your organisation.
How long does setup take?
A simple single-template workflow can often be live within a few weeks. More complex workflows that span several systems take longer, because templates, data sources and approval steps need careful design and testing. We confirm a realistic timeline during the free automation audit.
What account access do we need to get started?
You need a CraftMyPDF account with an API key that allows the actions your workflow requires. Plan and permission needs vary, so we check what your current account supports during the audit and recommend any changes before setup begins.