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Apdf tutorials August 2026 4 min read

How to Connect Claude Desktop to Your Document Workspace

Your tracked documents already know who opened them, what got read, and which links are live. The only cost of that knowledge is the trip: open the dashboard, find the document, click the tab. Most people stop making the trip.

Connect Claude to Apdf over MCP and the trip disappears. Your workspace becomes something you ask: who read the July update? send Elif the pricing guide. kill Dana's link. One sign-in, then it's conversation.

What you'll build
Claude Desktop wired to your workspace — and questions like this answered with data, not guesses: “Who read the July investor update?” → “Sandra, all 4 pages, 3m 51s. Rachel skimmed half on her phone.”
MCP access needs Pro (14-day trial, no card)
1

Connect — one URL, one sign-in

In Claude Desktop, go to Settings → Connectors → add a custom connector and paste the endpoint:

https://apdf.io/mcp/main

An OAuth window opens; sign in with your Apdf account and you're connected — no API keys, no config files. The connection is scoped to your workspace: Claude sees what you see, nothing more. In Claude Code the same thing is a one-liner:

claude mcp add --transport http apdf https://apdf.io/mcp/main
2

Start with inventory

First prompt: find out what Claude can see.

You
What's in my document workspace right now?
Claude
apdf · list-documents
Eleven tracked documents. The most recent four: the Q3 Board Pack (12 pages, 74 MB), your 2026 Services & Pricing Guide, the Warehouse Automation Whitepaper and the NimbusHR Seed Deck — all private, shared through recipient links.

Under the hood that's the list-documents tool, and every entry carries the essentials the follow-up questions build on:

{
    "doc_id": "6eb41-45fe5-bd354",
    "viewer_url": "https://docs.apdf.io/studio/6eb41-45fe5-bd354",
    "file_url": "https://apdf-files.s3.eu-central-1.amazonaws.com/docs/202607/b2388c226a61cf555e433.pdf",
    "name": "Q3 Board Pack",
    "file_size": 77952379,
    "file_pages": 12,
    "is_public": false,
    "created_at": "2026-07-23T08:23:00.000000Z",
    "archived_at": null
}
3

Ask the questions you never open the dashboard for

You
Who read the July investor update?
Claude
apdf · list-document-sessions
Four sessions so far. The two most recent: Sandra Okafor read all 4 pages on desktop for 3m 51s — a real read — and Rachel Kim skimmed 2 of 4 pages on her phone for about 20 seconds.
{
    "session_id": "wGVOCQpiPzWBN4hz",
    "viewer_id": "z9rRE2e40yJ2249K",
    "recipient": {
        "name": "Sandra Okafor",
        "email": "sandra@okaforcap.example"
    },
    "device_type": "desktop",
    "browser": "Chrome",
    "os": "OS X",
    "referer": null,
    "utm_source": null,
    "created_at": "2026-07-22 14:39:30.000",
    "pages_viewed": 4,
    "total_duration_ms": 231000,
    "completion_pct": 100,
    "prints": 0,
    "downloads": 0
}

Sessions, aggregate analytics, annotations, form submissions, automation runs — each has its own tool, which means each is one question away. The agent picks the right one; you never learn the names.

4

Then stop asking and start doing

The connection isn't read-only. Sharing, revoking, archiving — the write side works the same way:

You
Share the pricing guide with Elif Demir (elif@demirstudio.example) and give me her link.
Claude
apdf · create-document-link
Done — here's Elif's personal tracked link: docs.apdf.io/studio/688b0-07ba8-42bc4?v=aLo58OJu. Every visit she makes will show up under her name.
{
    "token": "aLo58OJu",
    "name": "Elif Demir",
    "email": "elif@demirstudio.example",
    "url": "https://docs.apdf.io/studio/688b0-07ba8-42bc4?v=aLo58OJu",
    "is_active": true,
    "last_viewed_at": null,
    "created_at": "2026-07-23T09:17:50.000000Z"
}

The same toolbelt carries deactivating and restoring links, flipping documents private, archiving — and the full set of PDF operations (merge, split, OCR, compress, create), so the document you're discussing can also be transformed in the same conversation.

Where to go from here

Connected? These are the conversations to have next.

Ready to see who reads?