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How to connect Agile CRM to Claude

Connect Claude Web, Desktop and 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 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.

10 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Agile CRM account to Claude 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.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

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Connecting Agile CRM to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

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

2. 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 Web, Desktop, and Cowork

3. Connect your Agile CRM account

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

For example, ask Claude 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 Claude, and your Agile CRM account is ready to use.

What is the Agile CRM Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for Agile CRM?

The connector can show as connected, but Claude must use it in each Agile CRM conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Agile CRM again.

2. Why does Claude show an MCP server error before Agile CRM connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Agile CRM.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Agile CRM.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Agile CRM authorization link not work?

The Composio connector is one server. Your Agile CRM account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Agile CRM connection.
  • Composio creates a fresh Agile CRM authorization link.
  • Open that link in your browser and finish the Agile CRM sign-in.

4. Why do Agile CRM actions fail after they worked before?

The Agile CRM connection can expire or lose permission.

  • Ask Claude to inspect the Agile CRM connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Agile CRM account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Agile CRM.
  • If the action still fails with a permission error, check that the connected account has that permission in Agile CRM itself.

5. How do I switch to a different Agile CRM account?

Claude can manage the Agile CRM connection for you.

  • Ask Claude to disconnect or delete the current Agile CRM account.
  • Ask Claude to connect Agile CRM again.
  • Open the new Composio authorization link for Agile CRM.
  • Sign in with the other Agile CRM account in the browser.
  • After the account connects, ask Claude to retry the Agile CRM task.

6. Why is my Agile CRM connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Agile CRM connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Agile CRM tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Agile CRM.
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

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ChatGPT

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Hermes

Use Agile CRM MCP with Hermes

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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