Claude MCP tutorial · document

How to convert PDF tables to Excel with Claude MCP and Medux

Use Claude and Medux through MCP to extract tables from a PDF into an Excel workbook. This guide keeps file roles and constraints in context, reviews the proposed call, and validates the returned result.

POST/api/app/v1/process/asset/pdf_to_excel

Extract tables from a PDF into an Excel (.xlsx) file.

Open the PDF to Excel API reference →

Claude-specific workflow

Run Convert PDF Tables to Excel as a Claude MCP workflow

Keep the goal, source assets, and constraints together in the conversation. Ask Claude to restate the source PDF file ID before proposing medux_pdf_to_excel. That context checkpoint makes the file roles and desired outcome easy to correct before any Medux call is approved.

Claude prompt pattern

Using the assets and requirements in this conversation, help me convert PDF tables to Excel with Medux MCP.
Restate which input fulfills each role: the source PDF file ID.
Propose the medux_pdf_to_excel call and summarize its arguments before asking for approval.
When it finishes, return the converted Excel workbook with a checklist confirming that the workbook opens and table rows, columns, and values align with the source PDF.

Context checkpoint

Have Claude summarize the intended transformation, identify every source asset by role, and list the important constraints. Review that summary together with the proposed tool arguments; correct the conversation first if a file, order, time range, or setting is ambiguous.

Result verification

Keep the Medux task ID in the conversation while Claude checks progress. When processing ends, ask for the converted Excel workbook plus a concise validation checklist confirming that the workbook opens and table rows, columns, and values align with the source PDF.

What this tutorial does

Medux operation

Extract tables from a PDF into an Excel (.xlsx) file.

Agent workflow

Claude selects medux_pdf_to_excel, presents the arguments for review, calls Medux, and reports the response.

Before you start

Authentication

  • Authentication is required via Authorization header.

Preconditions

  • Upload the source file and create a file reference before calling this endpoint.
  • Successful requests return a Medux task record immediately. Use the task query or sync endpoints to track completion.
  • All file inputs must be uploaded and persisted as file references before submission.

Prompt Claude

Start with a clear instruction that names the Medux operation and the intended inputs.

Extract tables from a PDF into an Excel (.xlsx) file.

Request fields to review

Confirm these values before approving the MCP tool call. The linked API page remains the source of truth for current limits and response semantics.

FieldTypeRequirementPurpose
input_file_idstringRequiredInput PDF file id.
pagesstringOptionalPages to extract, default all. Default: all.
flavorstringOptionalExtraction method. Default: stream.
model_idstringOptionalModel Default: pdf-to-excel-default.
titlestringOptionalOptional task title.

Step-by-step workflow

01

Connect Medux MCP to Claude

Add the Medux remote MCP endpoint to Claude, provide an authorized credential, and confirm that the medux_pdf_to_excel tool is available.

02

Prepare the required inputs

Prepare the source files, asset IDs, text, or settings required by the operation. Upload local media first when the tool requests file IDs.

03

Ask Claude to run PDF to Excel

Use one direct instruction with the intended values. Claude should select the Medux tool and show the proposed arguments before execution.

04

Review and approve the tool call

Check that the tool is medux_pdf_to_excel and that each file ID, task ID, option, and output setting matches your request before approving it.

05

Check the Medux response

If Medux returns an asynchronous task, let the agent monitor it until completion; otherwise review the immediate response and save any result identifiers or output URLs.

Workflow recap

User goal
  ↓
Claude selects medux_pdf_to_excel
  ↓
Review inputs and approve the tool call
  ↓
Medux runs PDF to Excel
  ↓
Claude reports the response and output

Frequently asked questions

Can Claude use the Medux PDF to Excel API through MCP?

Claude can call the medux_pdf_to_excel Medux MCP tool to extract tables from a PDF into an Excel (.xlsx) file. This guide covers the required inputs, approval flow, result handling, and the matching API reference.

Which MCP tool does this tutorial use?

This workflow uses medux_pdf_to_excel. Review its arguments before approval and consult the API reference for the current contract.

Quick answer

How do I run Convert PDF Tables to Excel with Claude MCP?

Claude can use medux_pdf_to_excel through Medux MCP to extract tables from a PDF into an Excel workbook. The workflow keeps input roles and constraints in context, reviews the proposed call, and checks the returned result.

What does this Medux tutorial cover?

Claude can use medux_pdf_to_excel through Medux MCP to extract tables from a PDF into an Excel workbook. The workflow keeps input roles and constraints in context, reviews the proposed call, and checks the returned result.

Related topics: Convert PDF Tables to Excel · Convert PDF Tables to Excel with Claude MCP · Medux MCP tutorial