---
title: "Document processing in Claude | Extend"
description: "Add Extend as a custom connector in Claude and process documents from chat on web or desktop."
canonical: https://www.extend.ai/agents/claude
---

# Document processing in Claude | Extend

[Agents](https://www.extend.ai/agents) / Claude

## Document processing in Claude

Add Extend as a custom connector in Claude and process documents from chat on web or desktop.

## Step 1: Connect the MCP server

1. In Claude, open Settings, then Connectors, then Add custom connector.
2. Enter the server URL below.
3. Complete the OAuth sign-in when prompted and choose the workspaces the client may use and the environment it acts in.

### Server URL

```text
https://mcp.extend.ai/mcp
```

[Details on the MCP page](https://www.extend.ai/agents/mcp) · [Claude setup in the docs](https://docs.extend.ai/mcp#claude)

## Step 2: Get files to the agent

Chat clients don't expose your local files to remote servers. When you ask the agent to process a file that's only on your computer, it requests an upload link: open it, sign in to the Extend dashboard, drop your files, and click Done. The agent picks the files up and continues.

- Links expire after 15 minutes and only members of the target workspace can use them.
- The upload page shows who requested it and which workspace and environment the files will land in.
- Documents already at a public URL need no upload link.

## Try these prompts

Copy one into the agent and let it pick the tools.

- "Parse this PDF and summarize the key terms."
- "Extract the vendor, invoice number, line items, and total from these invoices into a table."
- "Fill out this W-9 with our company details."

## Verify it works

The agent calls get_me and lists the workspaces and environments it was granted. No credits are spent.

- "Which Extend workspaces can you access?"

## Frequently asked questions

### Authentication fails or tools return UNAUTHORIZED. What now?

Reconnect the server in your client to re-run the OAuth sign-in. Most clients have a reconnect or re-authenticate action on the server's settings entry; disconnecting and re-adding also works.

### The agent can't find a resource I know exists.

It's usually targeting the wrong place: resources are separated per workspace and per Test/Production environment. Ask the agent to check its granted workspaces and environments with the get_me tool and to target where the resource actually lives.

### Can it read files on my computer?

Chat clients don't expose local files to remote servers. When you ask for a file that's only on your machine, the agent requests an upload link: open it, sign in to the Extend dashboard, drop your files, and click Done. Links expire after 15 minutes and only members of the target workspace can use them. Documents at a public URL need no upload.

## Other clients

- [Cursor](https://www.extend.ai/agents/cursor) — Parse and extract documents without leaving your editor.
- [Claude Code](https://www.extend.ai/agents/claude-code) — Drive every Extend processor from your terminal session.
- [Codex](https://www.extend.ai/agents/codex) — Give Codex every Extend processor as a tool.
- [ChatGPT](https://www.extend.ai/agents/chatgpt) — Process documents from ChatGPT with a custom connector.
- [VS Code](https://www.extend.ai/agents/vscode) — Use Extend from GitHub Copilot agent mode in VS Code.
- [Windsurf](https://www.extend.ai/agents/windsurf) — Parse and extract documents from Cascade in Windsurf.

Claude is a trademark of Anthropic, PBC. Extend is not affiliated with or endorsed by Anthropic, PBC.