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How to connect Espocrm to Claude

Connect Claude Web, Desktop and Cowork to Espocrm MCP. Show your espocrm user profile details, list all roles and permissions for your account, and more using natural language, with authentication handled for you.

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EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process.

2 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Espocrm account to Claude via Composio Connect, enabling it to show your EspoCRM user profile details, list all roles and permissions for your account, get EspoCRM system configuration metadata, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Espocrm with

OpenAI Agents SDKClaude Agent SDKClaude CodeCodexOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

Connecting Espocrm to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

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

2. 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 Web, Desktop, and Cowork

3. Connect your Espocrm account

Back in Claude, ask it to connect to Espocrm or give it any Espocrm-related task.

For example, ask Claude to:

  • "Show your EspoCRM user profile details"
  • "List all roles and permissions for your account"
  • "Get EspoCRM system configuration metadata"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Espocrm account is ready to use.

What is the Espocrm Claude Connector, and what's possible with it?

The Espocrm MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Espocrm account. It provides structured and secure access to your CRM data, so your agent can perform actions like retrieving user profiles, accessing system configuration, and managing user preferences on your behalf.

  • Retrieve current session user details: Allow your agent to securely fetch information about the logged-in user, including access tokens, roles, and preferences for personalized automation.
  • Access EspoCRM system metadata: Instantly pull system configuration, user details, permissions, and translation data to help your agent understand and navigate your CRM environment.
  • Automate user-specific tasks: Enable your agent to tailor workflows and responses based on the authenticated user’s profile and preferences.
  • Discover CRM capabilities programmatically: Let your agent analyze available modules, user permissions, and ACL settings to ensure actions are compliant and context-aware.

Troubleshooting

1. Why does Claude not use the Composio connector for Espocrm?

The connector can show as connected, but Claude must use it in each Espocrm conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Espocrm again.

2. Why does Claude show an MCP server error before Espocrm connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Espocrm.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Espocrm.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Espocrm authorization link not work?

The Composio connector is one server. Your Espocrm account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Espocrm connection.
  • Composio creates a fresh Espocrm authorization link.
  • Open that link in your browser and finish the Espocrm sign-in.

4. Why do Espocrm actions fail after they worked before?

The Espocrm connection can expire or lose permission.

  • Ask Claude to inspect the Espocrm connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Espocrm account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Espocrm.
  • If the action still fails with a permission error, check that the connected account has that permission in Espocrm itself.

5. How do I switch to a different Espocrm account?

Claude can manage the Espocrm connection for you.

  • Ask Claude to disconnect or delete the current Espocrm account.
  • Ask Claude to connect Espocrm again.
  • Open the new Composio authorization link for Espocrm.
  • Sign in with the other Espocrm account in the browser.
  • After the account connects, ask Claude to retry the Espocrm task.

6. Why is my Espocrm connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Espocrm connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Espocrm tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Espocrm.
TOOLS

Supported Tools

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

Get App User

Tool to retrieve current user data including token, ACL, and preferences.

Get Metadata

Test connectivity to the Docparser API by calling the ping endpoint.

FRAMEWORKS

How to build Espocrm MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Espocrm MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Espocrm MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Espocrm MCP with Claude Code

Codex logo

Codex

Use Espocrm MCP with Codex

OpenClaw logo

OpenClaw

Use Espocrm MCP with OpenClaw

Hermes logo

Hermes

Use Espocrm MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Espocrm MCP with Atomic Agent

Google ADK logo

Google ADK

Use Espocrm MCP with Google ADK

LangChain logo

LangChain

Use Espocrm MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Espocrm MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Espocrm MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Espocrm MCP with LlamaIndex

CrewAI logo

CrewAI

Use Espocrm MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Espocrm MCP with Pydantic AI

AutoGen logo

AutoGen

Use Espocrm MCP with AutoGen

FAQ

Frequently asked questions

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

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

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