How to connect Better proposals 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 Better proposals account to Cowork via Composio Connect, enabling it to list all proposals sent this month, create a new company profile, show available proposal templates for selection, and more such actions on your behalf without compromising your account security.

Connecting Better proposals 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:

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 Better proposals through MCP without you sharing account credentials directly with the agent.

The Better Proposals MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Better Proposals account. It provides structured and secure access to your proposals workspace, so your agent can perform actions like creating companies, generating proposals, listing templates, and managing document types on your behalf.

• Automated proposal creation: Instruct your agent to generate new proposal covers or assemble entire proposals using customizable templates and dynamic content.
• Company and client management: Let your agent create new companies, retrieve lists of existing clients, and keep your contacts organized for faster proposal delivery.
• Template and document type selection: Ask your agent to fetch available templates and document types, helping you choose the right style and format every time.
• Quote and currency handling: Have your agent list all available quotes and supported currencies, streamlining the pricing and invoicing process for your proposals.
• Bulk data retrieval and reporting: Direct the agent to gather lists of all proposals, document types, or companies for easy review, reporting, or dashboarding.