How to connect Suitedash 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 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.

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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

OpenAI Agents SDKClaude Agent SDKClaude CodeCodexOpenClawHermesCLIGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAI

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 to your CRM contacts and companies, so your agent can create contacts, add companies, find specific records, and review existing customer data on your behalf.

  • Contact creation: Have your agent add new contacts to Suitedash as prospects, clients, or partners enter your business workflow.
  • Company creation: Let the agent create company records so your CRM stays current as you begin working with new organizations.
  • Contact lookup: Direct your agent to find a specific contact by their email address or internal reference and return their details.
  • Company lookup: Instruct your agent to locate a company by name or internal reference and retrieve its CRM information.
  • CRM record review: Have your agent list existing contacts or companies so you can review your customer and business records.
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

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Suitedash MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Suitedash MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Suitedash MCP with Claude Code

Codex logo

Codex

Use Suitedash MCP with Codex

OpenClaw logo

OpenClaw

Use Suitedash MCP with OpenClaw

Hermes logo

Hermes

Use Suitedash MCP with Hermes

CLI logo

CLI

Use Suitedash MCP with CLI

Google ADK logo

Google ADK

Use Suitedash MCP with Google ADK

LangChain logo

LangChain

Use Suitedash MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Suitedash MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Suitedash MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Suitedash MCP with LlamaIndex

CrewAI logo

CrewAI

Use Suitedash MCP with CrewAI

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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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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