# How to connect Salesmate to Claude Cowork ```json { "title": "How to connect Salesmate to Claude Cowork", "toolkit": "Salesmate", "toolkit_slug": "salesmate", "framework": "Claude Cowork", "framework_slug": "claude-cowork", "url": "https://composio.dev/toolkits/salesmate/framework/claude-cowork", "markdown_url": "https://composio.dev/toolkits/salesmate/framework/claude-cowork.md", "updated_at": "2026-05-12T10:24:38.709Z" } ``` ## 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 - [ChatGPT](https://composio.dev/toolkits/salesmate/framework/chatgpt) - [OpenAI Agents SDK](https://composio.dev/toolkits/salesmate/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/salesmate/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/salesmate/framework/claude-code) - [Codex](https://composio.dev/toolkits/salesmate/framework/codex) - [OpenClaw](https://composio.dev/toolkits/salesmate/framework/openclaw) - [Hermes](https://composio.dev/toolkits/salesmate/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/salesmate/framework/cli) - [Google ADK](https://composio.dev/toolkits/salesmate/framework/google-adk) - [LangChain](https://composio.dev/toolkits/salesmate/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/salesmate/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/salesmate/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/salesmate/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/salesmate/framework/crew-ai) ## Connect Salesmate to Claude Cowork ### 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. 2. Add the Composio MCP server Click Add custom connector and paste in the Composio MCP server URL: ```bash https://connect.composio.dev/mcp ``` ## 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 | Tool slug | Name | Description | |---|---|---| | `SALESMATE_ADD_PRODUCT` | Add Product | Tool to add a new product. Use when you need to create a new product in Salesmate before referencing it (e.g., in deals or orders). Example: "Add a product named 'Widget Pro' (SKU WPRO1) priced at 199.99 USD." | | `SALESMATE_CREATE_COMPANY` | Create Company | Tool to create a new company in the Salesmate CRM. Use when you need to register a new organization. | | `SALESMATE_DELETE_PRODUCT` | Delete Product | Tool to delete a product by ProductId. Use when you need to remove a product from the catalog after confirming the correct ProductId. | | `SALESMATE_GET_ACTIVE_USERS` | Get Active Users | Tool to retrieve all active users. Use when you need to fetch only users currently marked active for tasks, assignments, or user management audits. | | `SALESMATE_GET_COMPANY` | Get Company | Tool to retrieve details of a specific company by ID. Use when you have a company ID and need its full record. Example: "Get company 42". | | `SALESMATE_LIST_MODULES` | List Modules | Tool to list all available Salesmate modules. Returns the core CRM modules including Contacts, Companies, Deals, Activities, Products, and Tickets. Use this to discover which modules are available for API operations. | ## Supported Triggers None listed. ## Creating MCP Server - Stand-alone vs Composio SDK The Salesmate MCP server connects Claude Cowork to your Salesmate account through Composio. Once connected, Cowork can use the available Salesmate tools and triggers to complete tasks on your behalf. ## Complete Code None listed. ## How to build Salesmate MCP Agent with another framework - [ChatGPT](https://composio.dev/toolkits/salesmate/framework/chatgpt) - [OpenAI Agents SDK](https://composio.dev/toolkits/salesmate/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/salesmate/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/salesmate/framework/claude-code) - [Codex](https://composio.dev/toolkits/salesmate/framework/codex) - [OpenClaw](https://composio.dev/toolkits/salesmate/framework/openclaw) - [Hermes](https://composio.dev/toolkits/salesmate/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/salesmate/framework/cli) - [Google ADK](https://composio.dev/toolkits/salesmate/framework/google-adk) - [LangChain](https://composio.dev/toolkits/salesmate/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/salesmate/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/salesmate/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/salesmate/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/salesmate/framework/crew-ai) ## Related Toolkits - [Hubspot](https://composio.dev/toolkits/hubspot) - HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place. - [Pipedrive](https://composio.dev/toolkits/pipedrive) - Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up. - [Salesforce](https://composio.dev/toolkits/salesforce) - Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships. - [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place. - [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently. - [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing. - [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time. - [Affinity](https://composio.dev/toolkits/affinity) - Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities. - [Agencyzoom](https://composio.dev/toolkits/agencyzoom) - AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place. - [Bettercontact](https://composio.dev/toolkits/bettercontact) - Bettercontact is a smart contact enrichment tool for finding emails and phone numbers. It helps boost lead generation with automated, waterfall search across multiple sources. - [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations. - [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface. - [Capsule crm](https://composio.dev/toolkits/capsule_crm) - Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently. - [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place. - [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time. - [Close](https://composio.dev/toolkits/close) - Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools. - [Dropcontact](https://composio.dev/toolkits/dropcontact) - Dropcontact is a B2B email finder and data enrichment service for professionals. It delivers verified email addresses and enriches contact info with up-to-date data. - [Dynamics365](https://composio.dev/toolkits/dynamics365) - Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place. - [Espocrm](https://composio.dev/toolkits/espocrm) - EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process. - [Fireberry](https://composio.dev/toolkits/fireberry) - Fireberry is a CRM platform that streamlines customer and sales management. It helps businesses organize contacts, automate sales, and integrate with other business tools. ## Frequently Asked Questions ### 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. --- [See all toolkits](https://composio.dev/toolkits) ยท [Composio docs](https://docs.composio.dev/llms.txt)