How to connect Magnetic 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 Magnetic account to Cowork via Composio Connect, enabling it to list all upcoming follow-ups for me, search client contacts by company name, get all tags for contact ID 123, and more such actions on your behalf without compromising your account security.

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

The Magnetic MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Magnetic account. It provides structured and secure access to your projects, client contacts, users, and task data, so your agent can perform actions like managing follow-ups, searching contacts, retrieving project statuses, and organizing your team’s workflow with ease.

• Personal follow-up and task management: Automatically retrieve your upcoming follow-ups or tasks so you never miss important deadlines or action items.
• Client contact discovery and tagging: Search for client contacts using specific criteria and view all tags associated with any contact to keep your CRM up to date and organized.
• Project grouping and status tracking: Fetch groupings, view their statuses, and retrieve project-related tags to stay on top of ongoing jobs and opportunities.
• User and team information access: Instantly pull details about any team member or audit the list of all users in your company for better collaboration and resource planning.
• Opportunity status monitoring: Check the latest opportunity statuses to track sales pipelines or unsigned deals directly from your agent.