Integration · Documents

Connect Claude & ChatGPT to Superdocu

Ask your AI which contacts still owe you documents, or have it start a collection workflow for a new client in Superdocu. It can search and create contacts, assign workflow templates, open uploaded files, approve or reject them and send reminders. You follow up on missing paperwork from the chat instead of clicking through each contact.

Connect Superdocu free

Free plan, no credit card. Takes about a minute.

Try asking

“What is Anna Holm still missing?”
The AI finds the contact, opens her assigned workflow and lists the document requests that are not complete yet.
“Add Nordic Foods ApS as a contact and start our onboarding workflow.”
It creates the contact, finds the onboarding template and assigns it. It only emails the contact if you ask it to notify them.
“Show me the passport Anna uploaded yesterday.”
It opens the document request and gets a temporary link where you can view or download the file.

What your AI can do

Contacts and tags

Search, create and update contacts, invite them to their portal, and group them with tags.

Workflows

List workflow templates, assign them to contacts, follow progress and archive finished ones.

Review and follow-up

Open uploaded documents, approve or reject them, ask for more files, send reminders and read each contact's timeline.

“Reject the bank statement, it is from the wrong month.”
It rejects the document with your message, which the contact sees in their portal.
“Send a reminder to everyone tagged 'Q3 audit'.”
It finds the tag, searches contacts with it and sends each one a reminder email, with the list of what is missing if you want it.
“What happened in Superdocu today?”
It lists recent activity across contacts, such as uploads, approvals and reminders.

27 tools for Superdocu

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

approve_documentVisible to othersApprove one uploaded document by `document_id`.
approve_document_groupVisible to othersApprove a whole document request (documents group) by `documents_group_id`.
archive_contact_workflowVisible to othersArchive a contact's workflow once it is finished. Required: `contact_id` and `wid`.
assign_workflow_to_contactChanges dataAssign a workflow template to a contact (`contact_id`). Pass `data` with type "contact_workflow" and attributes.workflow_id; set attributes.notify true to email the contact, otherwise it is assigned silently.
create_contactChanges dataCreate a contact. Pass `data` with type "contact" and attributes such as first_name, last_name, email, phone, company_name, locale and tag_ids. Search first to avoid duplicates.
create_contact_tagChanges dataCreate a contact tag. Pass `data` with type "tag" and attributes.name (unique within the company).
delete_contactDeletesPermanently delete a contact by `contact_id`, with their workflows and documents. Cannot be undone.
get_contactGet one contact by `contact_id`, with name, email, company and status.
get_contact_timelineGet the activity timeline of one contact by `contact_id` (uploads, approvals, reminders), optionally filtered by `filter_type`.
get_contact_workflowGet one workflow assigned to a contact, with its document requests and progress. Required: `contact_id` and `wid` (contact workflow ID).
get_current_userGet the Superdocu user and company the API token belongs to.
get_dashboardGet the dashboard overview of contacts and document collection progress, with `limit`/`cursor` paging.
get_document_groupGet one document request (documents group) by `document_id`, with its status and uploaded files.
get_document_urlGet a temporary URL to view or download one uploaded document by `document_id`.
get_step_requestGet one answer a contact gave to a workflow form step, by `step_request_id`.
get_workflowGet one workflow template by `workflow_id`, with its steps; set `include_stats` for progress stats.
invite_contactVisible to othersSend the invitation email to a contact (`contact_id`) so they can open their portal and upload documents. Sends an email.
list_contact_remindersList the reminders sent to a contact by `contact_id`.
list_contact_tagsList the tags used to group contacts. Use to get tag IDs for filtering or tagging contacts.
list_contact_workflowsList the workflows assigned to a contact by `contact_id`.
list_recent_activityList recent activity across all contacts, optionally filtered by `filter_type` or `filter_event_type`, with paging.
list_workflowsList document collection workflow templates, with `limit`/`cursor` paging; set `include_disabled` to see disabled ones.
reject_documentVisible to othersReject one uploaded document by `document_id`; pass `data` with type "document" and attributes.rejection_message, which is shown to the contact.
request_more_documentsChanges dataAsk the contact for additional files on a document request (`documents_group_id`); pass `data` with type "documents_group" and attributes.requested_message. Emails the contact.
search_contactsSearch contacts by text `filter_q`, `filter_status`, `filter_tag_id` or `filter_assigned_to`, with `sort`, `limit` and `cursor` paging. Use to find a contact's ID.
send_contact_reminderChanges dataSend a reminder email to a contact (`contact_id`) about pending requests. Pass `data` with type "reminder" and attributes title, body and optionally include_missing_infos_list to list what is missing. Sends an email.
update_contactChanges dataUpdate a contact by `contact_id`: pass `data` with type "contact" and only the attributes to change (name, email, phone, company, notes, tag_ids).

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Superdocu from the app list.
2
Paste your key
Paste a Superdocu API token. In the Superdocu admin interface, generate a standard API token and copy it. Tokens made for the Zapier integration do not work with this API. The token has the same permissions as the admin who created it.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Superdocu?

The AI can search, read, create and update contacts and tags, list workflow templates and assign them to contacts, and follow each contact's progress. It can open uploaded documents, approve or reject them, ask for more files, send invitations and reminders, and read timelines and the dashboard. It can also archive workflows and delete contacts if you switch those tools on.

Does the AI see my Superdocu credentials?

No. Your Superdocu API token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Sending invitations, reminders and requests for more files emails your contacts, and deleting a contact removes their workflows and documents for good. These can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Superdocu account.

Will assigning a workflow email my contact?

Only if you want it to. When the AI assigns a workflow it can notify the contact by email, or assign it silently so you can send the invitation later. Tell it which one you want, or switch off the invite and reminder tools to keep all emails in your own hands.