How to connect Forcemanager 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 Forcemanager account to Cowork via Composio Connect, enabling it to delete a contact by their ID, get details for a specific sales order, retrieve company info using company ID, and more such actions on your behalf without compromising your account security.

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

The Forcemanager MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Forcemanager account. It provides structured and secure access to your CRM data, so your agent can perform actions like retrieving activity details, managing companies and contacts, and organizing sales orders on your behalf.

• Activity management and retrieval: Instantly fetch specific sales activities or remove outdated ones, helping you keep your team's daily records up to date.
• Company and contact administration: Easily get detailed company or contact information, or delete records when they're no longer needed—all with your agent's help.
• Sales order and line control: Let your agent delete sales orders or individual order lines, streamlining your sales workflow and keeping data clean.
• Master data maintenance: Empower your agent to manage master-data values, ensuring your CRM stays accurate and relevant as your business evolves.
• Saved view organization: Ask your agent to delete saved views you no longer use, keeping your workspace focused and clutter-free.