How to connect Salesmate to Claude Cowork

Salesmate logo
Claude Cowork logo
divider

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 Salesmate account to Cowork via Composio Connect, enabling it to add a new product called 'UltraCRM' for $299, create a company record for Acme Corp, list all active users in Salesmate, and more such actions on your behalf without compromising your account security.

Also integrate Salesmate with

Connecting Salesmate 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 Salesmate account

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

For example, ask Cowork to:

  • "Add a new product called 'UltraCRM' for $299"
  • "Create a company record for Acme Corp"
  • "List all active users in Salesmate"

It will prompt you to authenticate and authorize access.

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

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

The Salesmate MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Salesmate account. It provides structured and secure access to your CRM data, so your agent can perform actions like registering companies, managing products, retrieving company info, and auditing users automatically on your behalf.

  • Automated company creation and management: Instantly register new organizations in your CRM or fetch detailed records for existing companies by ID.
  • Product catalog management: Add new products with specific names, SKUs, and prices, or remove outdated items from your product list on demand.
  • Active user retrieval: Effortlessly pull a list of all currently active users for team assignments, audits, or workflow automation.
  • Module discovery: Ask your agent to list all available modules in your Salesmate environment, making it easy to explore or configure your CRM setup.

Supported Tools & Triggers

Tools
Add ProductTool to add a new product.
Create CompanyTool to create a new company in the salesmate crm.
Delete ProductTool to delete a product by productid.
Get Active UsersTool to retrieve all active users.
Get CompanyTool to retrieve details of a specific company by id.
List ModulesTool to list all modules.

Available tools and triggers

After setup, the supported Salesmate tools and triggers listed on this page are available to Cowork through Composio Connect.

You can now ask Cowork to handle Salesmate workflows in natural language, from quick summaries and drafting tasks to more complex multi-step work across connected apps.

How to build Salesmate MCP Agent with another framework

FAQ

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

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

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

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

Used by agents from

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

Never worry about agent reliability

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