# How to connect Close to Claude Cowork ```json { "title": "How to connect Close to Claude Cowork", "toolkit": "Close", "toolkit_slug": "close", "framework": "Claude Cowork", "framework_slug": "claude-cowork", "url": "https://composio.dev/toolkits/close/framework/claude-cowork", "markdown_url": "https://composio.dev/toolkits/close/framework/claude-cowork.md", "updated_at": "2026-05-12T10:06:33.920Z" } ``` ## 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 - [ChatGPT](https://composio.dev/toolkits/close/framework/chatgpt) - [Antigravity](https://composio.dev/toolkits/close/framework/antigravity) - [OpenAI Agents SDK](https://composio.dev/toolkits/close/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/close/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/close/framework/claude-code) - [Codex](https://composio.dev/toolkits/close/framework/codex) - [OpenClaw](https://composio.dev/toolkits/close/framework/openclaw) - [Hermes](https://composio.dev/toolkits/close/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/close/framework/cli) - [Google ADK](https://composio.dev/toolkits/close/framework/google-adk) - [LangChain](https://composio.dev/toolkits/close/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/close/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/close/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/close/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/close/framework/crew-ai) ## Connect Close to Claude Cowork ### 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: ```bash https://connect.composio.dev/mcp ``` ## 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 | Tool slug | Name | Description | |---|---|---| | `CLOSE_CREATE_CALL` | Create Call | Creates a new call record in Close.com. This tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead_id, direction, and optional support for contact_id, phone, duration, note, recording_url, and user_id. | | `CLOSE_CREATE_LEAD` | Create Lead | Creates a new lead in Close CRM. A lead represents a company or organization in your sales pipeline. This tool allows you to create leads with company information (name, description, website), associate contacts with emails/phones/URLs, add addresses, and set the lead status. Contacts and addresses can be nested in the lead creation request. The tool returns comprehensive lead information including the lead ID, direct URL to view in Close CRM, associated contacts with their IDs, addresses, status information, and creation/update timestamps. Note: Activities, tasks, and opportunities must be created separately after lead creation. | | `CLOSE_CLOSE_CREATE_SMS` | Create SMS Message | This tool creates a new SMS activity in Close CRM. It is primarily used to log SMS communications, including sent messages, received messages, and draft messages. The tool requires an internal phone number (local_phone) which must be an SMS-enabled phone number owned by your Close organization. Note: Actually sending SMS messages (status 'outbox' or 'scheduled') requires A2P 10DLC compliance. | | `CLOSE_CREATE_TASK` | Create Task | This tool creates a new task in Close.com. Tasks are used to track to-do items and can be associated with leads. The tool will create a task with the specified parameters using the provided text, due_date, and is_complete flags. | | `CLOSE_DELETE_CALL` | Delete Call | This tool allows you to delete a specific call activity in Close.com. It is useful for removing incorrectly logged calls or cleaning up call records. The action deletes a call activity using its unique call ID and cannot be undone. | | `CLOSE_GET_NOTE` | Get Notes | This tool retrieves a list of note activities from Close. It allows users to fetch notes with optional filtering parameters, including filtering by lead_id, user_id, and date ranges. The tool returns details such as note content, creation and update dates, and any associated attachments. | ## Supported Triggers None listed. ## Creating MCP Server - Stand-alone vs Composio SDK The Close MCP server connects Claude Cowork to your Close account through Composio. Once connected, Cowork can use the available Close tools and triggers to complete tasks on your behalf. ## Complete Code None listed. ## How to build Close MCP Agent with another framework - [ChatGPT](https://composio.dev/toolkits/close/framework/chatgpt) - [Antigravity](https://composio.dev/toolkits/close/framework/antigravity) - [OpenAI Agents SDK](https://composio.dev/toolkits/close/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/close/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/close/framework/claude-code) - [Codex](https://composio.dev/toolkits/close/framework/codex) - [OpenClaw](https://composio.dev/toolkits/close/framework/openclaw) - [Hermes](https://composio.dev/toolkits/close/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/close/framework/cli) - [Google ADK](https://composio.dev/toolkits/close/framework/google-adk) - [LangChain](https://composio.dev/toolkits/close/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/close/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/close/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/close/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/close/framework/crew-ai) ## Related Toolkits - [Hubspot](https://composio.dev/toolkits/hubspot) - HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place. - [Pipedrive](https://composio.dev/toolkits/pipedrive) - Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up. - [Salesforce](https://composio.dev/toolkits/salesforce) - Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships. - [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place. - [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently. - [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing. - [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time. - [Affinity](https://composio.dev/toolkits/affinity) - Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities. - [Agencyzoom](https://composio.dev/toolkits/agencyzoom) - AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place. - [Bettercontact](https://composio.dev/toolkits/bettercontact) - Bettercontact is a smart contact enrichment tool for finding emails and phone numbers. It helps boost lead generation with automated, waterfall search across multiple sources. - [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations. - [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface. - [Capsule crm](https://composio.dev/toolkits/capsule_crm) - Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently. - [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place. - [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time. - [Dropcontact](https://composio.dev/toolkits/dropcontact) - Dropcontact is a B2B email finder and data enrichment service for professionals. It delivers verified email addresses and enriches contact info with up-to-date data. - [Dynamics365](https://composio.dev/toolkits/dynamics365) - Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place. - [Espocrm](https://composio.dev/toolkits/espocrm) - EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process. - [Fireberry](https://composio.dev/toolkits/fireberry) - Fireberry is a CRM platform that streamlines customer and sales management. It helps businesses organize contacts, automate sales, and integrate with other business tools. - [Firmao](https://composio.dev/toolkits/firmao) - Firmao is a business information platform offering company, industry, and market data. Use it to quickly research firms and gain competitive market insights. ## Frequently Asked Questions ### 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. --- [See all toolkits](https://composio.dev/toolkits) ยท [Composio docs](https://docs.composio.dev/llms.txt)