How to connect Suitedash to Claude Cowork

Connect Claude Cowork to Suitedash MCP. List overdue suitedash invoices by client, create suitedash task for client onboarding, and more using natural language, with authentication handled for you.

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Suitedash is an all-in-one business platform for client management, CRM, projects, invoicing, and operations. It helps teams manage client work, billing, and collaboration from one shared workspace.

8 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 Suitedash account to Cowork via Composio Connect, enabling it to list overdue Suitedash invoices by client, create Suitedash task for client onboarding, summarize open Suitedash projects this week, and more such actions on your behalf without compromising your account security.

Also integrate Suitedash with

Codex

Connecting Suitedash 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 Suitedash account

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

For example, ask Cowork to:

  • "List overdue Suitedash invoices by client"
  • "Create Suitedash task for client onboarding"
  • "Summarize open Suitedash projects this week"

It will prompt you to authenticate and authorize access.

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

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

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

TOOLS

Supported Tools

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

Create Company

Tool to create a new company in SuiteDash CRM.

Create Contact

Tool to create a new contact in SuiteDash CRM.

Get Company

Tool to retrieve a single company by UID or Name from SuiteDash.

Get Company Meta Attributes

Tool to retrieve CRM company meta attributes information.

Get Contact by UID or Email

Tool to retrieve a single contact from SuiteDash by their UID or email address.

Get Contact Meta Attributes

Tool to retrieve CRM contact meta attributes information.

List Companies

Tool to retrieve all existing companies from SuiteDash.

List Contacts

Tool to get all existing contacts from SuiteDash.

FRAMEWORKS

How to build Suitedash MCP Agent with another framework

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Codex

Use Suitedash MCP with Codex

FAQ

Frequently asked questions

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

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

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Karan skipped his own birthday party to fix our critical issue. It was 10pm and he diverted his Waymo to help us instead. This really sets the bar — it shows the commitment you need when users rely on your software.

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Co-founder, Slashy

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it's immensely helped keep new users on the platform.

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We chose Composio over Pipedream because it delivered depth where it mattered — niche tools and tricky edge cases other platforms simply ignored. That gave us confidence to scale without compromising.

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CEO, Zams

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down managing agent auth would have been a death sentence.

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Before Composio, adding tool integrations was slow and resource-intensive. Each one could take weeks of engineering time, and maintaining them meant constantly keeping up with API changes.

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Founder & CEO, SwarmZero

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

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Co-Founder, Ingram Technologies