How to connect Agiled to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Agiled account to Cowork via Composio Connect, enabling it to create a new project for client onboarding, list all active deals for this month, add a business expense from yesterday, and more such actions on your behalf without compromising your account security.

Connecting Agiled to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Agiled through MCP without you sharing account credentials directly with the agent.

The Agiled MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Agiled account. It provides structured and secure access to your CRM, project management, finance, and support tools, so your agent can perform actions like creating tasks, managing expenses, retrieving contacts, and handling support tickets on your behalf.

• Project and task automation: Instantly create new projects or tasks, assign them to team members, set due dates, and update project boards—all through your agent.
• Expense and estimate management: Let your agent create new expense records, fetch all expenses, or retrieve estimates for up-to-date financial tracking without manual data entry.
• CRM and contact retrieval: Effortlessly pull up all your contacts or deals, making it easy for your agent to surface leads, customers, or CRM reports when you need them.
• Support ticket creation: Enable your agent to open new support tickets, capture customer issues, and track priority items directly in Agiled.
• Employee directory access: Quickly fetch employee lists for team coordination, assignment, or HR workflows, ensuring your agent always has current organizational info.