How to connect Close 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 Close account to Cowork via Composio Connect, enabling it to create a new sales lead for Acme Corp, log an outbound call with follow-up notes, send an SMS to a lead about a meeting, and more such actions on your behalf without compromising your account security.

Also integrate Close with

Connecting Close 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 Close account

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

For example, ask Cowork to:

  • "Create a new sales lead for Acme Corp"
  • "Log an outbound call with follow-up notes"
  • "Send an SMS to a lead about a meeting"

It will prompt you to authenticate and authorize access.

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

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

The Close MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Close account. It provides structured and secure access to your sales pipeline, so your agent can perform actions like creating leads, logging calls, sending SMS, managing tasks, and retrieving notes on your behalf.

  • Lead creation and management: Instantly create new leads with company details and contact information, keeping your CRM fresh and organized without manual entry.
  • Automated call logging: Have your agent log both inbound and outbound calls to specific leads, capturing call notes, durations, and recordings for seamless tracking.
  • SMS communication: Direct your agent to send or log SMS messages with leads, enabling timely follow-ups and improved client engagement.
  • Task management: Let your agent create tasks, set due dates, and track completion, making sure nothing slips through the cracks in your sales workflow.
  • Note retrieval and analysis: Fetch notes by lead or date, so your agent can summarize past interactions, surface important insights, or prepare for upcoming calls.

Supported Tools & Triggers

Tools
Create SMS MessageThis tool creates a new sms message in close.
Create CallCreates a new call record in close.
Create LeadThis tool creates a new lead in close crm.
Create TaskThis tool creates a new task in close.
Delete CallThis tool allows you to delete a specific call activity in close.
Get NotesThis tool retrieves a list of note activities from close.

Available tools and triggers

After setup, the supported Close tools and triggers listed on this page are available to Cowork through Composio Connect.

You can now ask Cowork to handle Close workflows in natural language, from quick summaries and drafting tasks to more complex multi-step work across connected apps.

How to build Close MCP Agent with another framework

FAQ

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

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

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

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

Used by agents from

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Context
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Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.