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.

80 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_approveVisible to othersApprove a document (documents group id). Has effects visible outside this system. API summary: Approve a contact-raised "not applicable" claim.
approve_document_groupVisible to othersApprove a whole document request (documents group) by `documents_group_id`.
approve_step_requestVisible to othersApprove a step request (step request id). Has effects visible outside this system. API summary: Approve a forminput steprequest.
archive_contact_disableVisible to othersDisable a contact (contact id). Has effects visible outside this system. API summary: Disable contact.
archive_contact_workflowVisible to othersArchive a contact's workflow once it is finished. Required: `contact_id` and `wid`.
archive_workflowVisible to othersDisable a workflow (workflow id). Has effects visible outside this system. API summary: Disable a workflow (cascades to reminders and portals).
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.
attach_step_inputChanges dataAttach a step input (state id). API summary: Attach an existing reusable module to a step.
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).
create_document_2Changes dataCreate a new document. API summary: Refuse a contact-raised "not applicable" claim (resets DG to missing).
create_document_postChanges dataCreate a new document for a document. Required: data. API summary: Mark documentsgroup notapplicable (consumer-initiated).
create_portalChanges dataCreate a new portal. Required: data. API summary: Create a portal.
create_state_documentChanges dataCreate a new document for a state. Required: data. API summary: Add a custom documentsgroup to a workflow state.
create_state_step_inputChanges dataCreate a new step input for a state. Required: data. API summary: Add a module to a step.
create_workflowChanges dataCreate a new workflow. Required: data. API summary: Create a workflow template.
create_workflow_stateChanges dataCreate a new state for a workflow. Required: data. API summary: Add a step to a workflow.
delete_contactDeletesPermanently delete a contact by `contact_id`, with their workflows and documents. Cannot be undone.
delete_contact_2DeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete contact tag.
delete_contact_deleteDeletesPermanently delete a contact by wid. Destructive action; may require approval. API summary: Destroy contact workflow.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Destroy documentsgroup (semantique par type).
delete_document_deleteDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete document.
delete_portalDeletesPermanently delete a portal by portal id. Destructive action; may require approval.
delete_shared_document_consumer_sent_onlyDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete shareddocument (consumer-sent only).
download_contactChanges dataDownload the document for a contact. API summary: Schedule async zip download of workflow documents.
download_contact_downloadChanges dataDownload the document for a contact. API summary: Schedule async zip download of all contact documents.
export_contactsExport contacts. API summary: Export contacts as CSV (same filters as GET /contacts).
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_downloadGet one download by download id. API summary: Poll download status (processing/completed/failed/expired).
get_short_lived_proxy_urlList documents for a document. API summary: Get short-lived proxy URL.
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_company_document_typesList company document types. Results are paginated. API summary: List the document catalogue.
list_contact_documentsList documents for a contact. Results are paginated. API summary: List shared documents for a contact.
list_contact_reminder_optionsList reminder options for a contact. API summary: Get reminder options (reminderable, reason, pendingitemscount, lastremindersentat).
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_documents_2List documents for a document. API summary: Stream decrypted shareddocument file (token proxy).
list_documents_getList documents for a document. API summary: Stream decrypted document file (token proxy).
list_download_documentsList documents for a download. API summary: Stream zipped download (token proxy).
list_portalsList portals. Results are paginated.
list_recent_activityList recent activity across all contacts, optionally filtered by `filter_type` or `filter_event_type`, with paging.
list_workflow_reminder_templatesList reminder templates for a workflow. API summary: Read the workflow reminder template.
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.
reject_step_requestVisible to othersReject a step request (step request id). Has effects visible outside this system. API summary: Reject a forminput steprequest (rejectionmessage required).
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.
restore_contactChanges dataUnarchive a contact (wid). API summary: Unarchive contact workflow.
restore_contact_enableChanges dataEnable a contact (contact id). API summary: Enable contact.
restore_workflowChanges dataEnable a workflow (workflow id).
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.
submit_portalVisible to othersPublish a portal (portal id). Has effects visible outside this system.
submit_portal_unpublishVisible to othersUnpublish a portal (portal id). Has effects visible outside this system.
submit_workflowVisible to othersDuplicate a workflow (workflow id). Has effects visible outside this system.
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).
update_contact_2Changes dataUpdate an existing contact identified by wid. Only the fields you pass are changed. API summary: Update / rename contact workflow.
update_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Update shareddocument (consumer-sent only).
update_documentsVisible to othersUpdate an existing document identified by documents group id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update expirationdate.
update_documents_patchVisible to othersUpdate an existing document identified by shared document id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Reorder shareddocument (position required).
update_portalChanges dataUpdate an existing portal identified by portal id. Only the fields you pass are changed. API summary: Update a portal.
update_state_positionsVisible to othersUpdate an existing position identified by state id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Reposition a step.
update_step_inputChanges dataUpdate an existing step input identified by step input id. Only the fields you pass are changed. API summary: Update a module.
update_step_input_conditionsVisible to othersUpdate an existing condition identified by step input id. Has effects visible outside this system. API summary: Replace a module display conditions.
update_step_input_positionsVisible to othersUpdate an existing position identified by step input id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Reposition a module.
update_step_requestChanges dataUpdate an existing step request identified by step request id. Only the fields you pass are changed. API summary: Correct and approve a forminput steprequest (value required).
update_workflowChanges dataUpdate an existing workflow identified by workflow id. Only the fields you pass are changed. API summary: Update a workflow template.
update_workflow_reminder_templatesVisible to othersUpdate an existing reminder template identified by workflow id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Configure the workflow reminder template.
update_workflow_stateChanges dataUpdate an existing state identified by state id. Only the fields you pass are changed. API summary: Update a step.
upload_contactChanges dataImport a contact. API summary: Import contacts from CSV (synchronous, creation only).
upload_documents_into_a_documents_groupChanges dataCreate a new document for a document. Required: items. API summary: Upload documents into a documentsgroup.

Set up in three steps

1
Pick the app
Create a free HeyMyApps 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 HeyMyApps 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?

HeyMyApps 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.