How to connect Flatfile 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 Flatfile account to Cowork via Composio Connect, enabling it to validate customer CSV imports in Flatfile, list failed records from latest workbook, create Flatfile space for vendor onboarding, and more such actions on your behalf without compromising your account security.

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Flatfile is a data exchange platform for collecting, validating, and transforming structured data. Use it to run cleaner imports and collaborative data onboarding workflows.

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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 Flatfile account to Cowork via Composio Connect, enabling it to validate customer CSV imports in Flatfile, list failed records from latest workbook, create Flatfile space for vendor onboarding, and more such actions on your behalf without compromising your account security.

Also integrate Flatfile with

Connecting Flatfile 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 Flatfile account

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

For example, ask Cowork to:

  • "Validate customer CSV imports in Flatfile"
  • "List failed records from latest workbook"
  • "Create Flatfile space for vendor onboarding"

It will prompt you to authenticate and authorize access.

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

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

The Flatfile MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Flatfile account. It provides structured and secure access to your environments, spaces, workbooks, sheets, records, files, and jobs, so your agent can discover data workspaces, inspect sheets, read and edit records, track files, and monitor jobs on your behalf.

  • Workspace and workbook discovery: Have your agent find environments, search spaces, and list workbooks with their sheets before starting a data task.
  • Sheet inspection and record retrieval: Let the agent inspect sheet fields and record counts, then read records based on validity, field values, or search terms.
  • Record creation and updates: Direct your agent to add rows to a sheet or update existing records with corrected and transformed values.
  • Record cleanup: Instruct your agent to permanently delete selected records from a Flatfile sheet when they are no longer needed.
  • File and job monitoring: Have your agent list import or export files, check their processing status, and review job progress, results, and diagnostic details.
TOOLS

Supported Tools

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

Delete Records

Permanently delete one to 100 explicitly identified records from one Flatfile sheet.

Get Job

Get detailed status, outcome, result, and diagnostic information for one Flatfile asynchronous job.

Get Sheet

Get one sheet's field configuration and record counts before reading or writing records.

Get Space

Get safe metadata for one Flatfile space without exposing transient access credentials or token-bearing guest links.

Insert Records

Insert one or more rows into a Flatfile sheet using simple field-key to value objects.

List Environments

List Flatfile environments visible to the connected environment secret key and return the IDs needed to find spaces.

List Files

Discover import or export files and their processing status, optionally within a Flatfile space.

List Jobs

Find asynchronous Flatfile jobs by environment, space, workbook, file, or parent job and inspect progress at a glance.

List Records

Read one page of records from a Flatfile sheet, optionally filtering by validity, field, record ID, search value, or FFQL expression.

List Spaces

Find Flatfile spaces by environment, text, namespace, archive state, or template status.

List Workbooks

List workbooks, optionally within a space, with their nested sheets so an agent can continue to sheet and record tasks.

Update Records

Update one or more existing Flatfile records by ID using simple field-key to value objects.

FAQ

Frequently asked questions

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

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

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