How to connect Simplekpi to Claude Cowork

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 Simplekpi account to Cowork via Composio Connect, enabling it to show me top performing KPIs this month, add a new KPI for sales pipeline, generate a report on marketing metrics, and more such actions on your behalf without compromising your account security.

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Basic

Simplekpi is cloud-based KPI software that lets you create, manage, and analyze performance indicators. It streamlines tracking and reporting so you can focus on actionable insights.

51 Tools

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 Simplekpi account to Cowork via Composio Connect, enabling it to show me top performing KPIs this month, add a new KPI for sales pipeline, generate a report on marketing metrics, and more such actions on your behalf without compromising your account security.

Also integrate Simplekpi with

Connecting Simplekpi 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 Simplekpi account

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

For example, ask Cowork to:

  • "Show me top performing KPIs this month"
  • "Add a new KPI for sales pipeline"
  • "Generate a report on marketing metrics"

It will prompt you to authenticate and authorize access.

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

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

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

TOOLS

Supported Tools

Every Simplekpi action and event your agent gets out of the box.

Add User Group Item

Tool to assign a group item to a user in SimpleKPI.

Add User KPI

Tool to assign a KPI to a user in SimpleKPI.

Create Category KPI

Tool to create a new KPI within a category in SimpleKPI.

Create Group

Tool to create a new group in SimpleKPI.

Create Group Item

Tool to create a new item within a group in SimpleKPI.

Create KPI

Tool to create a new KPI with specified configuration.

Create KPI Category

Tool to create a new KPI category in SimpleKPI.

Create KPI Unit

Tool to create a new KPI unit in SimpleKPI.

Batch KPI Entries

Tool to batch create or update multiple KPI entries at once.

Create User

Tool to create a new user account in SimpleKPI.

Delete Category KPI

Tool to delete a KPI from a category.

Delete Group

Tool to delete a group by ID.

Delete Group Item

Tool to delete a group item by ID.

Delete KPI

Tool to delete a KPI by ID.

Delete KPI Category

Tool to delete a KPI category by its ID.

Delete KPI Entry

Tool to delete a KPI entry by ID.

Delete KPI Unit

Tool to delete a KPI unit by its ID.

Delete User

Tool to delete a user account by ID.

Delete User Group Item

Tool to remove a group item assignment from a user.

Delete User KPI

Tool to remove a KPI assignment from a user.

Get All Data Entries

Tool to retrieve processed KPI data entries for reports including calculated KPIs.

Get Category KPI

Tool to retrieve a specific KPI within a category.

Get Group

Tool to get a specific group by ID from SimplekPI.

Get Group Item

Tool to retrieve a specific group item by ID.

Get KPI by ID

Tool to retrieve a specific KPI by ID from SimpleKPI.

Get KPI Category

Tool to get a specific KPI category by ID from SimpleKPI.

Get KPI Entry

Tool to retrieve a specific KPI entry by ID.

Get KPI Frequency

Tool to get a specific KPI frequency by ID from SimplekPI.

Get KPI Icon by ID

Tool to retrieve a specific KPI icon by ID.

Get KPI Unit

Tool to get a specific KPI unit by ID from SimpleKPI.

Get User by ID

Tool to retrieve a specific user by ID.

Get User Group Item

Tool to get a specific group item assigned to a user.

Get User KPI

Tool to retrieve a specific KPI assigned to a user.

List Category KPIs

Tool to retrieve all KPIs within a specific category.

List Group Items

Tool to get all items within a group.

List Groups

Tool to retrieve all groups from SimpleKPI.

List KPI Categories

Tool to get all KPI categories.

List KPI Entries

Tool to get all KPI entries filtered by date range and optional criteria.

List KPI Frequencies

Tool to get all KPI frequencies.

List KPI Icons

Tool to retrieve all KPI icons from SimpleKPI.

List All KPIs

Tool to retrieve all KPIs from a SimpleKPI account.

List All KPI Units

Tool to retrieve all KPI units from a SimpleKPI account.

List User Group Items

Tool to get all group items assigned to a user.

List User KPIs

Tool to get all KPIs assigned to a specific user.

Update Category KPI

Tool to update a KPI within a category.

Update Group

Tool to update an existing group in SimpleKPI.

Update Group Item

Tool to update an existing item in a SimpleKPI group.

Update KPI

Tool to update an existing KPI in SimpleKPI.

Update KPI Entry

Tool to update an existing KPI entry in SimpleKPI.

Update KPI Unit

Tool to update an existing KPI unit in SimpleKPI.

Update User

Tool to update an existing user account in SimpleKPI.

FAQ

Frequently asked questions

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

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

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