Step 1: Add Composio to Claude (one-time process)
- Click the button below. This will take you to the Claude Custom Connector modal.
Add to Claude
- Click Continue
- In the next modal, click Add
- It will take you to the authentication page. Sign in to Composio and approve the connection.
Then return to Claude and make sure Composio is enabled.
Step 2: Connect your first Servicem8 account
In a new Claude chat, type:
Connect my servicem8-1 Servicem8 account to Composio. Call it servicem8-1.
Claude will give you a sign-in link.
- Click the link.
- Sign in to your servicem8-1 Servicem8 account.
- Review and approve Servicem8's permission request.
- Return to Claude.
Claude should confirm that the account is connected.
The name servicem8-1 is how Claude knows which Servicem8 account to use. Choose short, obvious names. Good examples include:
servicem8-1
servicem8-2
servicem8-3
Step 3: Connect your second Servicem8 account
In the same Claude chat, type:
Connect another Servicem8 account. Call it servicem8-2.
Claude will give you a new sign-in link.
- Open the link.
- Sign in to the second Servicem8 account.
- Review and approve Servicem8's permission request.
- Return to Claude.
Claude should confirm that servicem8-2 is connected.
Important: Check that Servicem8 is showing the second account before you approve access. If the wrong account appears, sign out or open the link in an incognito or private window.
Repeat this step for every other Servicem8 account you want to add. Give each connection a short, descriptive name such as servicem8-1, servicem8-2, servicem8-3, or client-acme.
Step 4: Check your connected Servicem8 accounts
Ask Claude:
List my connected Servicem8 accounts in Composio. Show each account's name and connection status.
You should see every account you added, and each connection should show as ACTIVE.
For an extra check, ask:
Show the account email or ID and the account name for each connected Servicem8 account.
This helps you confirm that every label points to the correct Servicem8 account and that you did not connect the same account twice.
Step 5: Use the right Servicem8 account
Mention the account name whenever you ask Claude to work with Servicem8. This is especially important when an action could change data.
Review activity across accounts
Check servicem8-1 and servicem8-2 for anything new in Servicem8 from the last 14 days. Group the results by account.
List all clients with overdue invoices
Using the servicem8-1 account, list all clients with overdue invoices.
Add a payment note to job 12345
Using the servicem8-2 account, add a payment note to job 12345.
Find something across accounts
Search all connected Servicem8 accounts for customer@example.com. Show which account it appears in and summarise the latest activity.
For actions such as creating, changing, or deleting data, ask Claude to show you the planned action first and wait for your confirmation.