How to connect Altoviz to Claude Cowork

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 Altoviz account to Cowork via Composio Connect, enabling it to find customer details by email address, update a client's company information, retrieve current VAT rates for invoices, and more such actions on your behalf without compromising your account security.

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Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management.

67 Tools

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 Altoviz account to Cowork via Composio Connect, enabling it to find customer details by email address, update a client's company information, retrieve current VAT rates for invoices, and more such actions on your behalf without compromising your account security.

Also integrate Altoviz with

Connecting Altoviz 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 Altoviz account

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

For example, ask Cowork to:

  • "Find customer details by email address"
  • "Update a client's company information"
  • "Retrieve current VAT rates for invoices"

It will prompt you to authenticate and authorize access.

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

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

The Altoviz MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Altoviz account. It provides structured and secure access to your billing, invoicing, and customer management data, so your agent can manage products, find customers, update records, and retrieve financial information on your behalf.

  • Product management and creation: Instruct your agent to create new products, update details, or delete products from your Altoviz catalog with ease.
  • Customer and contact lookup: Effortlessly find customers or contacts by email, enabling quick access to client details and supporting streamlined communication.
  • Financial classification and VAT management: Let your agent fetch available classifications and VAT rates, ensuring accurate tax handling and financial document setup.
  • Unit retrieval for transactions: Retrieve all available measurement units in your system, supporting precise product and invoice management.
  • Customer information updates: Have your agent modify or update customer records, keeping your business data up-to-date without manual intervention.
TOOLS

Supported Tools

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

Create Contact

Creates a new contact in the Altoviz system.

Create Customer

Creates a new customer in Altoviz.

Create Customer Family

Creates a new customer family in Altoviz for categorizing and organizing customers into groups.

Create Product

Creates a new product in the Altoviz system.

Create Product Family

Tool to create a new product family in Altoviz.

Create Receipt

Creates a new receipt in the Altoviz system to record customer payments.

Create Sale Credit

Creates a new draft credit note (avoir) in Altoviz.

Create Sale Invoice

Creates a new draft sale invoice in Altoviz.

Delete Colleague

Tool to delete a colleague from Altoviz.

Delete Customer

Tool to delete a customer from Altoviz.

Delete Customer Family

Tool to delete a customer family from Altoviz.

Delete Product

This tool allows you to delete an existing product from Altoviz.

Delete Product Family

Tool to delete a product family from Altoviz.

Delete Receipt

Tool to delete a receipt from Altoviz.

Delete Draft Sale Credit

Tool to delete a draft credit from Altoviz.

Delete Sale Invoice

Tool to delete a draft sale invoice from Altoviz.

Delete Sale Quote

Tool to delete a sale quote from Altoviz.

Delete Supplier

Tool to delete a supplier from Altoviz.

Download Purchase Invoice

Tool to download a purchase invoice as a PDF file from Altoviz.

Download Sale Credit PDF

Tool to download a sale credit as a PDF file from Altoviz.

Download Sale Invoice PDF

Tool to download a sale invoice as a PDF file from Altoviz.

Find Contact by Email

This tool allows searching for contacts in Altoviz using an email address.

Find Customer by Email

This tool allows you to find a customer in Altoviz by their email address.

Find Product by Number

Search for a product in Altoviz by its product number/SKU.

Find Product by Number or Internal ID

Tool to find a product in Altoviz by exact product number or internal ID.

Find Receipt by Internal ID

Tool to find receipts in Altoviz by customer internal ID.

Find Sale Credits

Tool to find sale credits in Altoviz.

Find Sale Invoices

Tool to find sale invoices in Altoviz.

Find Sale Quotes

Tool to find sale quotes in Altoviz.

Get Classifications List

This tool retrieves a list of classifications from the Altoviz platform.

Get Colleague by ID

Tool to retrieve a colleague's details from Altoviz by their ID.

Get Contact by ID

Tool to retrieve a contact by its unique ID from Altoviz.

Get Current User

Tool to retrieve the current authenticated user's information from Altoviz.

Get Customer by ID

Tool to retrieve a customer by their ID from Altoviz.

Get Customer by Internal ID

Tool to retrieve a single customer from Altoviz by their internal ID.

Get Customer Contacts

Tool to retrieve all contacts associated with a specific customer in Altoviz.

Get Customer Family

Tool to retrieve a customer family by ID from Altoviz.

Get Product by ID

Tool to retrieve a product by its unique ID in Altoviz.

Get Product Family by ID

Tool to retrieve a specific product family by its ID from Altoviz.

Get Receipt by ID

Tool to retrieve a receipt by its ID from Altoviz.

Get Sale Credit by ID

Tool to retrieve a sale credit by its ID from Altoviz.

Get Sale Invoice by ID

Tool to retrieve a sale invoice by its ID from Altoviz.

Get Settings

Tool to retrieve application settings from Altoviz.

Get Supplier by ID

Tool to retrieve a supplier by their ID from Altoviz.

Get Supplier Contacts

Tool to retrieve all contacts associated with a specific supplier in Altoviz.

Get Units List

This tool retrieves a list of all available units in the Altoviz system.

Get VAT Rates

This tool retrieves a list of all available VAT rates from Altoviz.

List Colleagues

Retrieves a list of colleagues from Altoviz.

List Contacts

Tool to retrieve a list of contacts from Altoviz with optional filtering and pagination.

List Customer Families

Tool to list customer families from Altoviz.

List Customers

Tool to retrieve a paginated list of customers from Altoviz.

List Product Families

Tool to retrieve a list of product families from Altoviz.

List Receipts

Tool to retrieve a list of receipts from Altoviz.

List Sale Credits

Tool to retrieve a list of sale credits from Altoviz.

List Sale Invoices

Tool to retrieve a list of sale invoices from Altoviz.

List Sale Quotes

Tool to retrieve a list of sale quotes from Altoviz.

List Suppliers

Tool to retrieve a paginated list of suppliers from Altoviz.

List Webhooks

Tool to retrieve all configured webhooks from Altoviz.

Register Webhook

Tool to register a new webhook in Altoviz.

Test API Key

Tool to test API key validity and retrieve basic account information.

Unregister Webhook

Tool to unregister a webhook from Altoviz.

Update Colleague Information

Updates an existing colleague's information in Altoviz.

Update Customer Information

Updates an existing customer's information in Altoviz.

Update Receipt

Updates an existing receipt in Altoviz.

Update Sale Credit

Tool to update a draft credit note in Altoviz.

Update Supplier Information

Updates an existing supplier's information in Altoviz.

Upload Purchase Invoice

Tool to upload and create a new purchase invoice from a file (PDF or image format).

FAQ

Frequently asked questions

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

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

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