Connect Your Agent to Wrike as a Workmate

TL;DR

In Wrike, go to Account settings → Workmates → + Workmate, select Claude, add your API key, and choose your agent. Assign a space, sharing settings, and permissions, then click Create. You’ll need View Workmates in account settings and Manage Workmates permissions. Start with one space and use Restricted sharing for confidential work. Wrike creates a license-free user account and adds Wrike skills; the Workmate can only access information its permissions allow.

• Overview
• How to Connect Your Workmate
• What Wrike Creates
• What's Next?

Overview

Set up your agent as a Workmate. You’ll need the View Workmates in account settings and Manage Workmates permissions, plus the API key you created in the previous article.

How to Connect Your Workmate

1. Open your Account management 1, select Workmates 2, and click Connect an agent 3 to open a three-step setup guide.

   

2. Select your agent. Complete these three fields:

   • Provider - choose Claude (Anthropic) 4.
   • API key - Open the Saved API keys dialog 5. Add the key you copied from the Claude console and give it a label you’ll recognize, or select a saved key. Wrike saves added keys so you can use them again.

   • Agent 6 - Select the agent you built. Wrike lists the agents in the account associated with your API key.

     

     Your saved keys, with the option to add another. Wrike stores the label you give a key, never showing the key itself again.

     

     Step one complete: provider, saved key, and the agent chosen.

3. Select a space. Choose these two settings:

   • Belongs to 7 - Select the space your Workmate belongs to. You can add it to other spaces later from each space’s settings or the Workmate’s details page.

   • Sharing 8 - Choose who can add your Workmate to other spaces. This also determines how much of your account it can access:

     • Open 9 Any space admin with the required permission can add it to a space they manage.
     • Restricted 10 Only admins of the space your Workmate belongs to can add it to other spaces.Choosing the space a Workmate belongs to, and who may share it onward.

     Note

     Sharing arrives set to Open, and Open is what lets a Workmate become useful across a whole account. Each of those spaces brings its own admins, who can share it onward in turn, so its reach grows without you doing anything. Choose Restricted when you want its reach to stay where you put it - a Workmate handling one team's confidential work, for instance.

4. Select permissions. Two settings, a list, and the skills Wrike will add:

   • Permissions 11 - the user type whose permissions your Workmate will have in Wrike. Choose the one you would give a colleague doing this job. Regular User suits most Workmates. If the standard user types are too broad or too narrow for what you want this one to do, build a custom user type and choose that.
   • Scope 12 - where your Workmate can read information and act. Choose Specific spaces.
   • The list below shows the space it belongs to, with an Access role beside it. Add more with + Space.
   • Wrike skills 13 lists the skills Wrike adds so your Workmate can do Wrike work. Open it to read what each one does.

5. Click Create 14.

   

             User type, scope, the spaces your Workmate may work in, and the skills Wrike adds.

It worked when your Workmate appears on the Workmates page with its status switched on, its provider, and the space it was added to.

What Wrike Creates

• A real user account. Your Workmate carries the name you gave the agent on your own platform, a standard Workmate picture, and a profile, and it appears anywhere a person would: in the member list, in the mention menu, as the author of a comment, as the assignee of a task.
• A set of permissions that governs everything it does. Your Workmate sees exactly what its assigned agent user identity is allowed to see, across every space that account belongs to. To check what that is, open the Workmate on the Workmates page: its Scope lists every space it can work in, with the Access role it holds in each. Add it to a second space and the work in both is available to it. You widen or narrow that the same way you would for a colleague.

• Skills on your agent. Wrike adds instructions for the Wrike jobs - turning a request into work, turning a meeting into work, assessing project risk, assessing a portfolio, and a morning summary. The wizard lists them by name and shows what each one does, before you click Create.

  

  Each skill carries its own instructions, which the wizard shows in full.

What's Next?

• Work With Your Workmate