How to connect Better proposals 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 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.

Also integrate Better proposals with

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.

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 Better proposals account

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

For example, ask Cowork to:

  • "List all proposals sent this month"
  • "Create a new company profile"
  • "Show available proposal templates for selection"

It will prompt you to authenticate and authorize access.

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

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

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.

Supported Tools & Triggers

Tools
Get All Document TypesTool to retrieve a paginated list of all document types.
Create CompanyTool to create a new company.
Create Document TypeTool to create a new document type.
Create Proposal CoverTool to create a new proposal cover design.
Get All CompaniesTool to retrieve a paginated list of all companies.
Get All CurrenciesTool to retrieve a paginated list of all currencies.
Get All Document TypesTool to retrieve a paginated list of all document types.
Get All ProposalsTool to retrieve a paginated list of all proposals.
Get All QuotesTool to retrieve a paginated list of all quotes.
Get All TemplatesTool to retrieve a paginated list of all templates.
Get Brand SettingsTool to retrieve settings for the default brand.
Get CompanyTool to retrieve details of a specific company.
Get CurrencyTool to retrieve details of a specific currency.
Get New ProposalsTool to retrieve all new proposals.
Get Opened ProposalsTool to retrieve all opened proposals.
Get Paid ProposalsTool to retrieve all paid proposals.
Get Proposal CountTool to retrieve the total count of proposals.
Get QuoteTool to retrieve details of a specific quote.
Get Sent ProposalsTool to retrieve all sent proposals.
Get SettingsTool to retrieve current account settings.
Get Signed ProposalsTool to retrieve all signed proposals.
Get Template DetailsTool to retrieve details of a specific template.

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FAQ

What are the differences in Tool Router MCP and Better proposals MCP?

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

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

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

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