How to connect Callingly 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 Callingly account to Cowork via Composio Connect, enabling it to activate a client account for onboarding, create an outbound call to new lead, get agent schedule for next week, and more such actions on your behalf without compromising your account security.

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Api Key

Callingly is a lead response management platform that automates immediate call and text follow-ups with new leads. It helps sales teams boost response speed and close more deals by connecting seamlessly with CRMs and lead sources.

29 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 Callingly account to Cowork via Composio Connect, enabling it to activate a client account for onboarding, create an outbound call to new lead, get agent schedule for next week, and more such actions on your behalf without compromising your account security.

Also integrate Callingly with

Connecting Callingly 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 Callingly account

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

For example, ask Cowork to:

  • "Activate a client account for onboarding"
  • "Create an outbound call to new lead"
  • "Get agent schedule for next week"

It will prompt you to authenticate and authorize access.

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

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

The Callingly MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Callingly account. It provides structured and secure access to your Callingly environment, so your agent can automate lead follow-ups, manage agents and clients, trigger outbound calls, and keep your sales workflows moving without manual intervention.

  • Automated outbound call creation: Instantly generate outbound call records so your team can respond to new leads within seconds without lifting a finger.
  • Agent and team management: Let your agent create, delete, or update agents and teams as your sales organization changes and grows.
  • Client onboarding and offboarding: Seamlessly add, activate, deactivate, or remove client accounts as your business requires—no more manual data entry.
  • Real-time webhook setup: Set up and delete webhooks to receive instant notifications for specific call or lead events, keeping your CRM and other tools in sync.
  • Availability and scheduling insights: Retrieve agent schedules to optimize call assignments and guarantee leads get connected when agents are actually available.
TOOLS

Supported Tools

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

Activate/Deactivate Client Account

Tool to activate or deactivate a client account.

Create Agent

Tool to create a new agent.

Create Outbound Call

Creates a new outbound call record and initiates a real outbound call, which incurs cost — ensure explicit user authorization and compliance with applicable consent and telemarketing regulations before use.

Create Client

Creates a new client account in Callingly.

Create Team

Tool to create a new team.

Create Webhook

Tool to create a new webhook for call or lead events.

Delete Agent

Permanently delete an agent from a Callingly account.

Delete Client

Tool to delete a client.

Delete Lead

Tool to delete a lead by ID.

Delete Webhook

Tool to delete a webhook.

Get Agent Schedule

Tool to retrieve the availability schedule for a specific agent.

Get Call

Retrieves detailed information about a specific call by its unique ID.

Get Lead

Tool to retrieve details of a specific lead by its ID.

Get Team

Tool to retrieve details of a specific team.

Get Webhook

Tool to retrieve details of a specific webhook by its ID.

List Calls

Tool to list calls.

List Clients

Tool to list clients.

List Leads

Tool to list leads based on provided filters like date range or phone number.

List Teams

Tool to list teams.

List Team Users

Retrieve all agents assigned to a specific team in Callingly.

List Users

Tool to retrieve a list of agents.

List Webhooks

Tool to list configured webhooks.

Remove Team Agent

Tool to remove a specific agent from a team.

Update Agent

Tool to update an existing agent's details.

Update Lead

Tool to update an existing lead's information.

Update Agent Schedule

Tool to update an agent's availability schedule.

Update Team Agent Settings

Tool to update settings (priority, capacity) for a specific team agent.

Update Team Users

Updates the list of agents assigned to a team.

Update Webhook

Updates an existing webhook's configuration by ID.

FAQ

Frequently asked questions

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

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

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