Claude Smarter Drafter connectorWhat Claude can do in your Smarter Drafter account.
The Claude Smarter Drafter connector exposes 6 tools. 1 reads your published forms, 3 create, edit or finalize a submission, and 2 carry names no official source describes. Below: how a draft gets from chat to document, and where it stops.
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What changes when Claude can reach Smarter Drafter
You describe the matter in a sentence, for instance an NDA for a named client, and Claude looks for the matching form among the automations your firm has published. It then gathers the answers that form needs and hands them to Smarter Drafter, whose engine assembles the document. Claude collects and selects; the wording comes from your firm's approved precedents.
The right template without browsing. search_forms looks through published forms in your account by name or description, so a request in plain words lands on the automation that fits.
A draft filled through conversation. create_submission opens a submission against that form with the answers gathered so far, and update_submission_answer corrects a single field afterwards, which Tensis, the publisher, calls essential for file uploads.
Generation on the firm's engine. submit_submission turns the draft into a completed submission and starts document generation. The directory sheet says the finished file comes back in the conversation as PDF, DOCX or EML.
What it will not do: unpublished or draft automations stay invisible, and branching logic is not applied yet, so Claude may ask about fields your form would normally hide. Nothing starts by itself either: no document is assembled until someone asks in a chat. For hands-off flows, the Integrations hub covers automation tools, which do a different job, and the Claude connectors page lists the others.
Five words before you connect
The vocabulary around this connector, in one minute.
- Connector
- A link you set up once between Claude and an account you already have, so Claude can work in that account while it answers you.
- Tool
- One named action the connector gives Claude. Claude picks the tools it needs as it answers, and the directory sheet lists them by name.
- Authorization
- The sign-in screen of the service itself, where you grant the access Claude uses afterwards. Given once per person, and revocable.
- Approval
- The confirmation Claude waits for before it goes ahead with something that changes your account, shown in the conversation.
- MCP
- The shared standard connectors are built on: it is what lets an assistant like Claude talk to an outside service such as Smarter Drafter.
Connect the Claude Smarter Drafter connector in three steps
- 01
Find Smarter Drafter in Claude
Open Claude's settings, go to Customize then Connectors, and look Smarter Drafter up in the list. On a Team or Enterprise workspace, an Owner or Primary Owner enables the connector before members can each sign in.
- 02
Start the connection
Click Connect on its row, then sign in to Smarter Drafter in the window the service opens. If the link breaks, use Disconnect and connect again. Access can also be withdrawn from your Smarter Drafter account itself.
- 03
Approve the consent screen
On first connection, Smarter Drafter shows a consent screen listing the permissions requested. It belongs to the service, not to Claude, and it sets what the access covers. Read it, then accept.
The 6 tools, split by what they do
Smarter Drafter gives Claude 6 tools: 1 that read your account, 3 that change something in it, and 2 no official source describes.
Three groups: what Claude reads, what it changes, and what no official source describes. Tool names stay exactly as Claude shows them.
- 1 read
- 3 write
- 2 not documented
What Claude reads (1)
1 toolOne tool that looks through your forms and changes nothing.
search_forms
Looks for published forms in your Smarter Drafter account, matching on name or description, and returns the candidates.
What Claude changes (3)
3 toolsThree tools that create, edit or finalize a submission in your account. No source spells out their confirmation, so the general rule below applies.
create_submission
Approval: see the ruleOpens a new submission against a chosen form and fills it with the answers Claude has collected so far in the chat.
submit_submission
Approval: see the ruleFinalizes a draft submission so it becomes a completed one, and starts the document generation on Smarter Drafter's side.
update_submission_answer
Approval: see the ruleChanges one field answer in a submission that already exists. Tensis singles it out for file uploads and for correcting draft submissions.
Undocumented (2)
2 toolsThese two names appear on the directory sheet only. The publisher's tool reference uses other names, and this page will not match them by guesswork.
get_fields_by_form
This exact name is on the directory sheet but in no official text. Smarter Drafter's reference table lists its tools under other names, so this page describes nothing about what it does here and leaves it to the general approval rule below.
get_submission_generated_documents_url
No official source mentions this name: the publisher's tool table and the directory's description both leave it out, and nothing on either page ties it to a listed feature. Claude's default approval rule is all that can be said about it.
What Claude checks with you first
By default, Claude stops and asks before each action it takes on an account for someone. The prompt shows up in the conversation when it matters.
On Team and Enterprise workspaces, owners decide whether a member may let some actions through without a prompt each time. They can also limit what a connector may do for the whole organization, such as keeping search open and closing writing. That setting binds everyone. Claude works with your rights and nothing more: Tensis says each user sees only the forms they may access, and every action is attributed to that user.
Which plans include it
None of the 819 sheets in the official directory shows plan availability, so the answer for this connector is published nowhere.
The published rule is general: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner opens a connector for the organization before members can connect. You also need an active Smarter Drafter account, since the connector works inside it. For the live state, the connector's sheet in the official directory is the reference.
Where this connector stops
A connector is not an automation. Claude calls these tools while it answers you, so no document is assembled when a matter opens or a form changes.
Everything specific here comes from Tensis, through its developer reference and the directory sheet: no Claude help article covers Smarter Drafter. The verified badge is not a security audit, and Anthropic states on every sheet that it neither picks the tools a publisher exposes nor guarantees how they behave. Two of the six listed names do not match the publisher's own reference, a gap worth knowing before relying on them.
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