# How to connect Agile CRM to Claude Cowork

```json
{
  "title": "How to connect Agile CRM to Claude Cowork",
  "toolkit": "Agile CRM",
  "toolkit_slug": "agile_crm",
  "framework": "Claude Cowork",
  "framework_slug": "claude-cowork",
  "url": "https://composio.dev/toolkits/agile_crm/framework/claude-cowork",
  "markdown_url": "https://composio.dev/toolkits/agile_crm/framework/claude-cowork.md",
  "updated_at": "2026-08-29T05:31:37.982Z"
}
```

## 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](https://composio.dev/toolkits/agile_crm/framework/chatgpt)
- [Hermes](https://composio.dev/toolkits/agile_crm/framework/hermes-agent)

## Connect Agile CRM to Claude Cowork

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

```bash
https://connect.composio.dev/mcp
```

## 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.

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `AGILE_CRM_CREATE_CONTACT_OR_COMPANY` | Create Contact or Company | Create a person contact with optional tags and scoring, or a company, with common and tenant custom properties. |
| `AGILE_CRM_CREATE_DEAL` | Create Deal | Create a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline. |
| `AGILE_CRM_DELETE_CONTACT_OR_COMPANY` | Delete Contact or Company | Permanently delete one person contact or company by numeric ID. |
| `AGILE_CRM_DELETE_DEAL` | Delete Deal | Permanently delete one deal by its numeric Agile CRM ID. |
| `AGILE_CRM_GET_CONTACT_OR_COMPANY` | Get Contact or Company | Get one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist. |
| `AGILE_CRM_GET_DEAL` | Get Deal | Get one deal by its numeric Agile CRM ID; return null when the deal does not exist. |
| `AGILE_CRM_LIST_CONTACTS` | List Contacts | Return one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist. |
| `AGILE_CRM_LIST_DEALS` | List Deals | Return one creation-ordered page of deals, with a cursor for the next page when more deals exist. |
| `AGILE_CRM_UPDATE_CONTACT_OR_COMPANY` | Update Contact or Company | Add or replace selected properties on one person contact or company without replacing properties that are not included. |
| `AGILE_CRM_UPDATE_DEAL` | Update Deal | Partially update selected fields of an existing deal without replacing fields that are not supplied. |

## Supported Triggers

None listed.

## Creating MCP Server - Stand-alone vs Composio SDK

The Agile CRM MCP server connects Claude Cowork to your Agile CRM account through Composio. Once connected, Cowork can use the available Agile CRM tools and triggers to complete tasks on your behalf.

## Complete Code

None listed.

## How to build Agile CRM MCP Agent with another framework

- [ChatGPT Work](https://composio.dev/toolkits/agile_crm/framework/chatgpt)
- [Hermes](https://composio.dev/toolkits/agile_crm/framework/hermes-agent)

## Related Toolkits

- [HubSpot](https://composio.dev/toolkits/hubspot) - 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](https://composio.dev/toolkits/pipedrive) - 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](https://composio.dev/toolkits/salesforce) - 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](https://composio.dev/toolkits/apollo) - 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.
- [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently.
- [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing.
- [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time.
- [Affinity](https://composio.dev/toolkits/affinity) - Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities.
- [Agencyzoom](https://composio.dev/toolkits/agencyzoom) - AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place.
- [Bettercontact](https://composio.dev/toolkits/bettercontact) - Bettercontact is a smart contact enrichment tool for finding emails and phone numbers. It helps boost lead generation with automated, waterfall search across multiple sources.
- [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations.
- [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface.
- [Capsule crm](https://composio.dev/toolkits/capsule_crm) - Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently.
- [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place.
- [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.
- [Close](https://composio.dev/toolkits/close) - Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools.
- [Contacts+](https://composio.dev/toolkits/contacts_plus) - Contacts+ is a contact management service for personal account, contact, and tag data. It helps keep address books organized, searchable, and easier to maintain across workflows.
- [Dropcontact](https://composio.dev/toolkits/dropcontact) - Dropcontact is a B2B email finder and data enrichment service for professionals. It delivers verified email addresses and enriches contact info with up-to-date data.
- [Dynamics365](https://composio.dev/toolkits/dynamics365) - Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place.
- [Espocrm](https://composio.dev/toolkits/espocrm) - EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process.

## Frequently Asked Questions

### What are the differences in Tool Router MCP and Agile CRM MCP?

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.

### Can I use Tool Router MCP with Claude Cowork?

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.

### Can I manage the permissions and scopes for Agile CRM while using Tool Router?

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.

### How safe is my data with Composio Tool Router?

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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