How to connect Close 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 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.

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.

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

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.