How to connect Magnetic 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 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.

Also integrate Magnetic with

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.

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 Magnetic account

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

For example, ask Cowork to:

  • "List all upcoming follow-ups for me"
  • "Search client contacts by company name"
  • "Get all tags for contact ID 123"

It will prompt you to authenticate and authorize access.

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

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

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.

Supported Tools & Triggers

Tools
Get Current Follow-upsTool to retrieve upcoming follow-ups assigned to the authenticated user.
Search Client ContactsTool to search contacts by field or client id.
Get Contact TagsTool to get all tags associated with a contact.
Get Magnetic GroupingsTool to retrieve a list of groupings.
Get Grouping StatusesTool to retrieve the list of statuses for signed groupings.
Get Grouping TagsTool to retrieve tags associated with any groupings owned by the company.
Get Magnetic Opportunity StatusesTool to retrieve opportunity statuses.
Get Magnetic TaskTool to retrieve a task by its id.
Get Magnetic User by IDTool to get a magnetic user's details by id.
Get UsersTool to retrieve the list of all users in the authenticated user's company.
Get Grouping Custom Field DefinitionsTool to retrieve all custom field definitions for groupings.
Search Magnetic TasksTool to search tasks by a specified field and value.

How to build Magnetic MCP Agent with another framework

FAQ

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

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

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

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

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Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.