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How to connect Salesflare to Claude

Connect Claude Web, Desktop and Cowork to Salesflare MCP. List all contacts added this week, update deal stage for acme corp, and more using natural language, with authentication handled for you.

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Salesflare is a CRM platform designed for B2B sales teams to manage pipelines and automate data entry. It helps businesses build better customer relationships with smart insights and effortless tracking.

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Salesflare account to Claude via Composio Connect, enabling it to list all contacts added this week, update deal stage for Acme Corp, create a new opportunity for Globex, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Salesflare with

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Connecting Salesflare to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

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

2. 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 Web, Desktop, and Cowork

3. Connect your Salesflare account

Back in Claude, ask it to connect to Salesflare or give it any Salesflare-related task.

For example, ask Claude to:

  • "List all contacts added this week"
  • "Update deal stage for Acme Corp"
  • "Create a new opportunity for Globex"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Salesflare account is ready to use.

What is the Salesflare Claude Connector, and what's possible with it?

The Salesflare MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Salesflare account. It provides structured and secure access so your agent can perform Salesflare operations on your behalf.

Troubleshooting

1. Why does Claude not use the Composio connector for Salesflare?

The connector can show as connected, but Claude must use it in each Salesflare conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Salesflare again.

2. Why does Claude show an MCP server error before Salesflare connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Salesflare.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Salesflare.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Salesflare authorization link not work?

The Composio connector is one server. Your Salesflare account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Salesflare connection.
  • Composio creates a fresh Salesflare authorization link.
  • Open that link in your browser and finish the Salesflare sign-in.

4. Why do Salesflare actions fail after they worked before?

The Salesflare connection can expire or lose permission.

  • Ask Claude to inspect the Salesflare connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Salesflare account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Salesflare.
  • If the action still fails with a permission error, check that the connected account has that permission in Salesflare itself.

5. How do I switch to a different Salesflare account?

Claude can manage the Salesflare connection for you.

  • Ask Claude to disconnect or delete the current Salesflare account.
  • Ask Claude to connect Salesflare again.
  • Open the new Composio authorization link for Salesflare.
  • Sign in with the other Salesflare account in the browser.
  • After the account connects, ask Claude to retry the Salesflare task.

6. Why is my Salesflare connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Salesflare connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Salesflare tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Salesflare.
FRAMEWORKS

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AutoGen

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FAQ

Frequently asked questions

With a standalone Salesflare MCP server, the agents and LLMs can only access a fixed set of Salesflare tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Salesflare and many other apps based on the task at hand, all through a single MCP endpoint.

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 Salesflare tools.

Yes, absolutely. You can configure which Salesflare 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.

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 Salesflare data and credentials are handled as safely as possible.

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