How to connect Lexoffice 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 Lexoffice account to Cowork via Composio Connect, enabling it to generate and send new client invoices, summarize monthly expense reports, list overdue payments from customers, and more such actions on your behalf without compromising your account security.

Also integrate Lexoffice with

Connecting Lexoffice 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 Lexoffice account

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

For example, ask Cowork to:

  • "Generate and send new client invoices"
  • "Summarize monthly expense reports"
  • "List overdue payments from customers"

It will prompt you to authenticate and authorize access.

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

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

The Lexoffice MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Lexoffice account. It provides structured and secure access to your Lexoffice workspace, so your agent can perform actions like managing invoices, tracking expenses, syncing with bank accounts, and handling client records on your behalf.

  • Invoice creation and management: Effortlessly generate, send, and track invoices, helping you streamline your billing process.
  • Expense tracking and categorization: Let your agent log and classify expenses, making it easy to stay on top of your business spending.
  • Bank integration and reconciliation: Automatically sync transactions with your connected bank accounts for simplified reconciliation and financial oversight.
  • Client and contact management: Manage your customer database, update records, and keep client information organized and up to date.
  • Financial reporting and insights: Generate detailed reports on your business’s financial health, including revenue, expenses, and outstanding balances.

Supported Tools & Triggers

Tools
Create ArticleTool to create a new article (product or service) in Lexoffice.
Create contactTool to create a new contact (customer or vendor) in Lexoffice.
Create Credit NoteTool to create a credit note in Lexoffice.
Create Delivery NoteCreate a delivery note in lexoffice.
Create Event SubscriptionTool to register a new webhook for Lexoffice events.
Create Order ConfirmationTool to create an Order Confirmation in Lexoffice/Lexware.
Create QuotationTool to create a quotation in Lexoffice.
Create VoucherTool to create a bookkeeping voucher in Lexoffice.
Delete ArticleTool to permanently delete an article by its ID.
Delete Event SubscriptionTool to delete an event subscription by its ID.
Download FileDownload a file from lexoffice by its ID.
Get ArticleTool to retrieve an article by ID from Lexoffice.
Get ContactTool to retrieve a specific contact by its ID.
Get Credit NoteTool to retrieve a credit note by its UUID from Lexoffice.
Get Credit Note DocumentTool to render a credit note document (PDF).
Get Delivery NoteTool to retrieve a specific delivery note from Lexoffice by its ID.
Get DunningTool to retrieve a dunning document by its ID.
Get Dunning DocumentTool to render and retrieve a dunning document (PDF) reference.
Get Event SubscriptionTool to retrieve a specific event subscription by its ID.
Get InvoiceTool to retrieve a specific invoice by its UUID.
Get Invoice DocumentTool to render an Invoice Document (PDF) by invoice ID.
Get Order ConfirmationTool to retrieve a specific order confirmation by its ID.
Render Order Confirmation DocumentTool to render an Order Confirmation Document as PDF.
Get Payment InformationTool to retrieve payment information for a specific voucher (invoice or credit note) from Lexoffice.
Get ProfileRetrieves the user and company profile information from Lexoffice.
Get QuotationTool to retrieve a quotation by its ID.
Get Quotation DocumentTool to render a quotation document as a PDF file.
Get VoucherTool to retrieve a specific voucher by its UUID.
List ArticlesTool to list articles from Lexoffice using filters and pagination.
List ContactsTool to retrieve all contacts from Lexoffice with optional filters.
List CountriesTool to retrieve the list of all available countries with tax classifications from Lexoffice.
List Event SubscriptionsTool to retrieve all event subscriptions for the current access token.
List Payment ConditionsTool to retrieve list of currently configured payment conditions from Lexoffice.
List Posting CategoriesTool to retrieve the list of posting categories for bookkeeping vouchers (revenue or expense) supported in lexoffice.
List Print LayoutsTool to retrieve all print layouts for invoices and other documents.
List Recurring TemplatesTool to retrieve all recurring templates from Lexoffice.
List VoucherlistTool to retrieve voucherlist from Lexoffice including bookkeeping vouchers (salesinvoices, salescreditnotes), invoices, credit notes, order confirmations, quotations, and delivery notes.
List VouchersTool to filter vouchers by voucher number from Lexoffice.
Update ArticleTool to update an existing article in Lexoffice with new data.
Update lexoffice contactTool to update an existing contact in lexoffice.
Upload Voucher FileTool to upload and assign files (PDF or image) to a specific voucher in lexoffice.

How to build Lexoffice MCP Agent with another framework

FAQ

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

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

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

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

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