How to connect Agiled to Claude Cowork

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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 Agiled account to Cowork 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.

Also integrate Agiled with

Connecting Agiled 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 Agiled account

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

For example, ask Cowork to:

  • "Create a new project for client onboarding"
  • "List all active deals for this month"
  • "Add a business expense from yesterday"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Agiled 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 Agiled through MCP without you sharing account credentials directly with the agent.

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

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.

Supported Tools & Triggers

Tools
Create ExpenseTool to create a new expense in agiled.
Create ProjectTool to create a new project in agiled.
Create TaskTool to create a new task in agiled.
Create TicketTool to create a new support ticket in agiled.
Get ContactsTool to retrieve a list of all contacts.
Get CurrenciesTool to list currencies.
Get DealsTool to retrieve a list of all deals.
Get EmployeesTool to retrieve a list of all employees.
Get EstimatesTool to retrieve a list of all estimates.
Get ExpensesTool to retrieve a list of all expenses.
Get InvoicesTool to retrieve a list of all invoices from agiled.
Get ProductsTool to retrieve a list of all products.
Get Project CategoriesTool to retrieve a list of all project categories.
Get ProjectsTool to retrieve a list of all projects.
GET_TASKSTool to retrieve a list of all tasks.
Get TicketsTool to retrieve a list of all tickets.
Get TimesheetsTool to retrieve timesheets for a project.
Get UsersTool to retrieve a list of users from agiled.

How to build Agiled MCP Agent with another framework

FAQ

What are the differences in Tool Router MCP and Agiled MCP?

With a standalone Agiled MCP server, the agents and LLMs can only access a fixed set of Agiled tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Agiled 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 Agiled tools.

Can I manage the permissions and scopes for Agiled while using Tool Router?

Yes, absolutely. You can configure which Agiled 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 Agiled data and credentials are handled as safely as possible.

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