Penbox

Penbox helps teams collect documents and information from their clients and run the cases that follow. The Penbox connector lets Claude work in your workspace with exactly the permissions of your account.

Key features:

• Follow cases: find a case by title, reference or contact name, read its data, statuses and contacts, then update fields, status, reminders and who the case is waiting for.
• Act on cases: create a case from a case template, assign contacts, create and update team tasks, and start a step to send a request to a client.
• Read client answers: list requests and read submitted form responses.
• Build templates: create and edit case templates and form templates. Built-in guides give Claude the exact structures for statuses, automations, signatures, translations and document generation, so what it builds is valid.
• Full API reach: anything else in the Penbox public API can be searched, inspected and called from the published OpenAPI spec.

Security:

• Sign in with your Penbox account (OAuth) or connect with a workspace API token. Every call runs under that identity and Penbox's access policies.
• Every change made through the connector is tagged "via MCP" in the case history.
• Content from third parties (client answers, emails) is labelled as data, never instructions.
• Only starting a step sends anything to a client. Creating workspaces and managing members are not exposed.