How to connect Salesmate 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 Salesmate account to Cowork via Composio Connect, enabling it to add a new product called 'UltraCRM' for $299, create a company record for Acme Corp, list all active users in Salesmate, and more such actions on your behalf without compromising your account security.

Connecting Salesmate 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 Salesmate through MCP without you sharing account credentials directly with the agent.

The Salesmate MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Salesmate account. It provides structured and secure access to your CRM data, so your agent can perform actions like registering companies, managing products, retrieving company info, and auditing users automatically on your behalf.

• Automated company creation and management: Instantly register new organizations in your CRM or fetch detailed records for existing companies by ID.
• Product catalog management: Add new products with specific names, SKUs, and prices, or remove outdated items from your product list on demand.
• Active user retrieval: Effortlessly pull a list of all currently active users for team assignments, audits, or workflow automation.
• Module discovery: Ask your agent to list all available modules in your Salesmate environment, making it easy to explore or configure your CRM setup.