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How to connect Suitedash to Claude

Connect Claude Web, Desktop and 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

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Suitedash account to Claude 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.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Suitedash with

Codex

Connecting Suitedash to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

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

2. 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 Web, Desktop, and Cowork

3. Connect your Suitedash account

Back in Claude, ask it to connect to Suitedash or give it any Suitedash-related task.

For example, ask Claude 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 Claude, and your Suitedash account is ready to use.

What is the Suitedash Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for Suitedash?

The connector can show as connected, but Claude must use it in each Suitedash conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Suitedash again.

2. Why does Claude show an MCP server error before Suitedash connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Suitedash.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Suitedash.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Suitedash authorization link not work?

The Composio connector is one server. Your Suitedash account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Suitedash connection.
  • Composio creates a fresh Suitedash authorization link.
  • Open that link in your browser and finish the Suitedash sign-in.

4. Why do Suitedash actions fail after they worked before?

The Suitedash connection can expire or lose permission.

  • Ask Claude to inspect the Suitedash connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Suitedash account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Suitedash.
  • If the action still fails with a permission error, check that the connected account has that permission in Suitedash itself.

5. How do I switch to a different Suitedash account?

Claude can manage the Suitedash connection for you.

  • Ask Claude to disconnect or delete the current Suitedash account.
  • Ask Claude to connect Suitedash again.
  • Open the new Composio authorization link for Suitedash.
  • Sign in with the other Suitedash account in the browser.
  • After the account connects, ask Claude to retry the Suitedash task.

6. Why is my Suitedash connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Suitedash connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Suitedash tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Suitedash.
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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