How to connect Moonclerk 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 Moonclerk account to Cowork via Composio Connect, enabling it to show all active subscriptions from last month, list all payments received this week, find customers with active discounts, and more such actions on your behalf without compromising your account security.

Also integrate Moonclerk with

Connecting Moonclerk 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 Moonclerk account

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

For example, ask Cowork to:

  • "Show all active subscriptions from last month"
  • "List all payments received this week"
  • "Find customers with active discounts"

It will prompt you to authenticate and authorize access.

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

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

The Moonclerk MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Moonclerk account. It provides structured and secure access to your Moonclerk data, so your agent can perform actions like listing customers, tracking payments, reviewing subscriptions, and analyzing discounts on your behalf.

  • Comprehensive customer listing: Retrieve and filter your Moonclerk customer records, making it easy to access up-to-date client data and plan details.
  • Detailed payment tracking: Ask your agent to list all payments or filter them by form, customer, time frame, or payment status—perfect for quick financial overviews.
  • Subscription management and review: Effortlessly get a full rundown of all active, paused, or cancelled subscriptions associated with your business.
  • Payment form overview: Have your agent fetch a complete list of your payment forms, helping you audit, review, or analyze available checkout options in seconds.
  • Discount analytics: Instantly pull details on all discounts applied to customers, so you can monitor promotional effectiveness and customer engagement.

Supported Tools & Triggers

Tools
List CustomersTool to list customers (plans) from moonclerk.
List DiscountsTool to retrieve a list of all discounts applied to customers.
List Payment FormsTool to retrieve a list of all payment forms.
List PaymentsTool to list payments.
List SubscriptionsTool to list subscriptions.

How to build Moonclerk MCP Agent with another framework

FAQ

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

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

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

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

Used by agents from

Context
Letta
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Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

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