How to connect Agile CRM to Claude Cowork

Connect Claude Cowork to Agile CRM MCP. List all open deals in pipeline, add new contact from email signature, and more using natural language, with authentication handled for you.

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Agile CRM

Api Key

Agile CRM is a unified customer management platform combining contacts, sales pipelines, marketing, and support. Use it to centralize customer data, automate campaigns, and manage deals and tickets in one place.

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Introduction

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 Agile CRM account to Cowork via Composio Connect, enabling it to list all open deals in pipeline, add new contact from email signature, start email campaign for trial users, and more such actions on your behalf without compromising your account security.

Also integrate Agile CRM with

ChatGPT Work Hermes

Connecting Agile CRM 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.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

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

bash

https://connect.composio.dev/mcp

Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Agile CRM account

Back in Cowork, ask the agent to connect to Agile CRM or give it any Agile CRM-related task.

For example, ask Cowork to:

"List all open deals in pipeline"
"Add new contact from email signature"
"Start email campaign for trial users"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Agile CRM account is ready to use.

What is Claude Cowork?

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 Agile CRM through MCP without you sharing account credentials directly with the agent.

What is the Agile CRM MCP server, and what's possible with it?

The Agile CRM MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Agile CRM account. It provides structured and secure access so your agent can perform Agile CRM operations on your behalf.

TOOLS

Supported Tools

Every Agile CRM action and event your agent gets out of the box.

Create Contact or Company

Create a person contact with optional tags and scoring, or a company, with common and tenant custom properties.

Create Deal

Create a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline.

Delete Contact or Company

Permanently delete one person contact or company by numeric ID.

Delete Deal

Permanently delete one deal by its numeric Agile CRM ID.

Get Contact or Company

Get one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist.

Get Deal

Get one deal by its numeric Agile CRM ID; return null when the deal does not exist.

List Contacts

Return one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist.

List Deals

Return one creation-ordered page of deals, with a cursor for the next page when more deals exist.

Update Contact or Company

Add or replace selected properties on one person contact or company without replacing properties that are not included.

Update Deal

Partially update selected fields of an existing deal without replacing fields that are not supplied.

FRAMEWORKS

How to build Agile CRM MCP Agent with another framework

ChatGPT Work

Use Agile CRM MCP with ChatGPT Work

Hermes

Use Agile CRM MCP with Hermes

MORE TOOLKITS

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Toolkit marketplace

HubSpot

Oauth2Api Key

HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place.

Pipedrive

Oauth2Api Key

Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up.

Salesforce

Oauth2S2s Oauth2

Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships.

Apollo

Api Key

Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place.

FAQ

Frequently asked questions

With a standalone Agile CRM MCP server, the agents and LLMs can only access a fixed set of Agile CRM tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Agile CRM and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Agile CRM tools.

Yes, absolutely. You can configure which Agile CRM scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Agile CRM data and credentials are handled as safely as possible.

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