How to connect Plain 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 Plain account to Cowork via Composio Connect, enabling it to add a customer to the enterprise group, fetch company details for Acme Corp, list all issues linked to this customer, and more such actions on your behalf without compromising your account security.

Also integrate Plain with

Connecting Plain 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 Plain account

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

For example, ask Cowork to:

  • "Add a customer to the enterprise group"
  • "Fetch company details for Acme Corp"
  • "List all issues linked to this customer"

It will prompt you to authenticate and authorize access.

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

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

The Plain MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Plain account. It provides structured and secure access to your B2B support workspace, so your agent can perform actions like managing customers, creating support threads, fetching company details, handling issues, and organizing customer groups on your behalf.

  • Customer management and onboarding: Automatically create new customer records, fetch customer information by email or ID, and add customers to specific support groups for better organization.
  • Support thread creation: Let your agent create new support threads tied to customers, making it easy to kick off or escalate conversations without manual intervention.
  • Issue tracking and retrieval: Fetch all external issue links associated with a customer, helping your team stay on top of ongoing problems and resolutions.
  • Company and tier information access: Retrieve detailed company profiles and tier metadata, including contract value, owner details, and more, to personalize support interactions.
  • User and customer cleanup: Safely delete customers or users from the system when offboarding or data hygiene is needed, all through agent-driven actions.

Supported Tools & Triggers

Tools
Add Customer To GroupTool to add a customer to one or more customer groups.
Create CustomerTool to create a customer.
Create ThreadTool to create a new thread.
Delete CustomerTool to delete a customer from the system.
Delete UserTool to delete a user from the system.
Fetch CompanyTool to fetch company details by id.
Fetch IssuesTool to fetch external issue links for a customer.
Fetch TierTool to fetch a tier by its id.
Get Customer By EmailTool to fetch customer details by email.
Get Customer By IDTool to retrieve details of a specific customer by their unique id.
Get CustomersTool to fetch a list of customers.
Get Thread By IDTool to fetch details of a specific thread using its unique identifier.
Get User By IDTool to fetch user by id.
List ThreadsTool to list all threads.
List TiersTool to retrieve a list of tiers with pagination.
Create Customer GroupTool to create a new customer group.
List Customer GroupsTool to list all customer groups.
List ThreadsTool to retrieve a paginated list of threads.
Remove Customer From GroupTool to remove a customer from one or more customer groups.
Send MessageTool to send a new message within a thread.
Update CompanyTool to update an existing company's details.
Update ThreadTool to update a thread's title.
Upsert CustomerTool to upsert (create or update) a customer.

How to build Plain MCP Agent with another framework

FAQ

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

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

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

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

Used by agents from

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Context
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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.