How to connect Chatforma 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 Chatforma account to Cowork via Composio Connect, enabling it to list recent unresolved Chatforma dialogs, create broadcast for VIP segment, update bot variable for promotion, and more such actions on your behalf without compromising your account security.

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Chatforma is a chatbot automation platform for building and managing bots. It helps teams run dialogs, segments, broadcasts, forms, and user updates from one place.

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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 Chatforma account to Cowork via Composio Connect, enabling it to list recent unresolved Chatforma dialogs, create broadcast for VIP segment, update bot variable for promotion, and more such actions on your behalf without compromising your account security.

Also integrate Chatforma with

OpenAI Agents SDKClaude Agent SDKClaude CodeCodexOpenClawHermesCLIGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAI

Connecting Chatforma 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 Chatforma account

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

For example, ask Cowork to:

  • "List recent unresolved Chatforma dialogs"
  • "Create broadcast for VIP segment"
  • "Update bot variable for promotion"

It will prompt you to authenticate and authorize access.

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

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

The Chatforma MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Chatforma account. It provides structured and secure access to your bots, users, segments, dialogs, messages, and variables, so your agent can find audiences, review conversations, inspect user details, and send targeted messages on your behalf.

  • Bot and audience discovery: Have your agent list your bots, browse their users, and find people within a segment or with open dialogs.
  • Dialog review and replies: Let the agent read messages from a user's bot dialog and send a direct text reply into the conversation.
  • Targeted message dispatches: Direct your agent to send a text dispatch to one user or a selected audience segment.
  • Predefined message delivery: Instruct your agent to review configured bot messages and send the right one to an individual user or segment.
  • User variable lookup: Have your agent review available bot variables and retrieve the current value of a chosen variable for a specific user.
TOOLS

Supported Tools

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

Get User Variable

Get the current value of one bot variable for one bot user.

List Bots

List bots belonging to the connected Chatforma account so their IDs can be used in bot-scoped tools.

List Dialog Messages

Return one page of messages exchanged in a specific user's bot dialog, with a cursor for continuing the history.

List Predefined Messages

List predefined messages configured in a bot so a message ID can be selected for sending.

List Segments

List the user segments configured for a bot, including segment IDs needed for targeted sends.

List Users

List a bot's users, members of one segment, or users with open dialogs; choose the view that matches the task.

List Variables

List variables configured for a bot, including IDs and types needed to read user-specific values.

Send Dialog Message

Immediately send a user-visible text message into a specific user's bot dialog.

Send Predefined Message

Send a configured bot message to one user or dispatch it to a segment.

Send Text Dispatch

Create a user-visible text dispatch for one bot user or a segment.

FRAMEWORKS

How to build Chatforma MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Chatforma MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Chatforma MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Chatforma MCP with Claude Code

Codex logo

Codex

Use Chatforma MCP with Codex

OpenClaw logo

OpenClaw

Use Chatforma MCP with OpenClaw

Hermes logo

Hermes

Use Chatforma MCP with Hermes

CLI logo

CLI

Use Chatforma MCP with CLI

Google ADK logo

Google ADK

Use Chatforma MCP with Google ADK

LangChain logo

LangChain

Use Chatforma MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Chatforma MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Chatforma MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Chatforma MCP with LlamaIndex

CrewAI logo

CrewAI

Use Chatforma MCP with CrewAI

FAQ

Frequently asked questions

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

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

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