PaperClerk

PaperClerk turns the documents a team sends again and again, such as contracts, letters, quotes, invoices and purchase orders, into saved templates with fillable fields. This connector lets Claude generate finished documents from the templates in your PaperClerk workspace.

What Claude can do with it:

• List the saved templates in the connected workspace and search them by title.
• Read a template's text and its fields: each field's key, label, type (text, dropdown, number or date), allowed options, format and default value, plus repeating sections such as line items.
• Generate a new document from a template with values from the conversation, including as many rows of a repeating section as needed. Dropdowns accept only their listed options, and numbers are written in the template's format. Today's date and running numbers are filled in by PaperClerk itself.
• Show the generated document's pages in the chat, with buttons to download the PDF or open it in PaperClerk.
• Find earlier generated documents by name, template, person or date, and reopen one with a fresh download link.

Generating never changes the template. Each generated document is a new record whose content cannot be edited; to change one, generate it again.

What it does not do: it cannot create, edit or delete templates, edit existing PDFs, send documents, collect signatures or take payments. Output is PDF and Markdown. Templates are written, or imported from Word, in the PaperClerk web app.

Requirements: a PaperClerk account and a workspace on a PaperClerk plan. Every plan starts with a 7-day free trial, and a card is required. When you connect, you choose the workspace Claude may use, and the connection works with that workspace only. To use a different workspace, remove the connector and add it again.

PDF download links work without sign-in for about one hour, so share them only with the people meant to see the document.