How to connect Agiled to Claude

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 Agiled account to Claude 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.

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.

Connecting Agiled 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.

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

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.