How to integrate Altoviz MCP with CrewAI

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Introduction

This guide walks you through connecting Altoviz to CrewAI using the Composio tool router. By the end, you'll have a working Altoviz agent that can find customer details by email address, update a client's company information, retrieve current vat rates for invoices through natural language commands.

This guide will help you understand how to give your CrewAI agent real control over a Altoviz account through Composio's Altoviz MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Altoviz with

TL;DR

Here's what you'll learn:
  • Get a Composio API key and configure your Altoviz connection
  • Set up CrewAI with an MCP enabled agent
  • Create a Tool Router session or standalone MCP server for Altoviz
  • Build a conversational loop where your agent can execute Altoviz operations

What is CrewAI?

CrewAI is a powerful framework for building multi-agent AI systems. It provides primitives for defining agents with specific roles, creating tasks, and orchestrating workflows through crews.

Key features include:

  • Agent Roles: Define specialized agents with specific goals and backstories
  • Task Management: Create tasks with clear descriptions and expected outputs
  • Crew Orchestration: Combine agents and tasks into collaborative workflows
  • MCP Integration: Connect to external tools through Model Context Protocol

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

The Altoviz MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Altoviz account. It provides structured and secure access to your billing, invoicing, and customer management data, so your agent can manage products, find customers, update records, and retrieve financial information on your behalf.

  • Product management and creation: Instruct your agent to create new products, update details, or delete products from your Altoviz catalog with ease.
  • Customer and contact lookup: Effortlessly find customers or contacts by email, enabling quick access to client details and supporting streamlined communication.
  • Financial classification and VAT management: Let your agent fetch available classifications and VAT rates, ensuring accurate tax handling and financial document setup.
  • Unit retrieval for transactions: Retrieve all available measurement units in your system, supporting precise product and invoice management.
  • Customer information updates: Have your agent modify or update customer records, keeping your business data up-to-date without manual intervention.

Supported Tools & Triggers

Tools
Create ContactCreates a new contact in the Altoviz system.
Create CustomerCreates a new customer in Altoviz.
Create Customer FamilyCreates a new customer family in Altoviz for categorizing and organizing customers into groups.
Create ProductCreates a new product in the Altoviz system.
Create Product FamilyTool to create a new product family in Altoviz.
Create ReceiptCreates a new receipt in the Altoviz system to record customer payments.
Create Sale CreditCreates a new draft credit note (avoir) in Altoviz.
Create Sale InvoiceCreates a new draft sale invoice in Altoviz.
Delete ColleagueTool to delete a colleague from Altoviz.
Delete CustomerTool to delete a customer from Altoviz.
Delete Customer FamilyTool to delete a customer family from Altoviz.
Delete ProductThis tool allows you to delete an existing product from Altoviz.
Delete Product FamilyTool to delete a product family from Altoviz.
Delete ReceiptTool to delete a receipt from Altoviz.
Delete Draft Sale CreditTool to delete a draft credit from Altoviz.
Delete Sale InvoiceTool to delete a draft sale invoice from Altoviz.
Delete Sale QuoteTool to delete a sale quote from Altoviz.
Delete SupplierTool to delete a supplier from Altoviz.
Download Purchase InvoiceTool to download a purchase invoice as a PDF file from Altoviz.
Download Sale Credit PDFTool to download a sale credit as a PDF file from Altoviz.
Download Sale Invoice PDFTool to download a sale invoice as a PDF file from Altoviz.
Find Contact by EmailThis tool allows searching for contacts in Altoviz using an email address.
Find Customer by EmailThis tool allows you to find a customer in Altoviz by their email address.
Find Product by NumberSearch for a product in Altoviz by its product number/SKU.
Find Product by Number or Internal IDTool to find a product in Altoviz by exact product number or internal ID.
Find Receipt by Internal IDTool to find receipts in Altoviz by customer internal ID.
Find Sale CreditsTool to find sale credits in Altoviz.
Find Sale InvoicesTool to find sale invoices in Altoviz.
Find Sale QuotesTool to find sale quotes in Altoviz.
Get Classifications ListThis tool retrieves a list of classifications from the Altoviz platform.
Get Colleague by IDTool to retrieve a colleague's details from Altoviz by their ID.
Get Contact by IDTool to retrieve a contact by its unique ID from Altoviz.
Get Current UserTool to retrieve the current authenticated user's information from Altoviz.
Get Customer by IDTool to retrieve a customer by their ID from Altoviz.
Get Customer by Internal IDTool to retrieve a single customer from Altoviz by their internal ID.
Get Customer ContactsTool to retrieve all contacts associated with a specific customer in Altoviz.
Get Customer FamilyTool to retrieve a customer family by ID from Altoviz.
Get Product by IDTool to retrieve a product by its unique ID in Altoviz.
Get Product Family by IDTool to retrieve a specific product family by its ID from Altoviz.
Get Receipt by IDTool to retrieve a receipt by its ID from Altoviz.
Get Sale Credit by IDTool to retrieve a sale credit by its ID from Altoviz.
Get Sale Invoice by IDTool to retrieve a sale invoice by its ID from Altoviz.
Get SettingsTool to retrieve application settings from Altoviz.
Get Supplier by IDTool to retrieve a supplier by their ID from Altoviz.
Get Supplier ContactsTool to retrieve all contacts associated with a specific supplier in Altoviz.
Get Units ListThis tool retrieves a list of all available units in the Altoviz system.
Get VAT RatesThis tool retrieves a list of all available VAT rates from Altoviz.
List ColleaguesRetrieves a list of colleagues from Altoviz.
List ContactsTool to retrieve a list of contacts from Altoviz with optional filtering and pagination.
List Customer FamiliesTool to list customer families from Altoviz.
List CustomersTool to retrieve a paginated list of customers from Altoviz.
List Product FamiliesTool to retrieve a list of product families from Altoviz.
List ReceiptsTool to retrieve a list of receipts from Altoviz.
List Sale CreditsTool to retrieve a list of sale credits from Altoviz.
List Sale InvoicesTool to retrieve a list of sale invoices from Altoviz.
List Sale QuotesTool to retrieve a list of sale quotes from Altoviz.
List SuppliersTool to retrieve a paginated list of suppliers from Altoviz.
List WebhooksTool to retrieve all configured webhooks from Altoviz.
Register WebhookTool to register a new webhook in Altoviz.
Test API KeyTool to test API key validity and retrieve basic account information.
Unregister WebhookTool to unregister a webhook from Altoviz.
Update Colleague InformationUpdates an existing colleague's information in Altoviz.
Update Customer InformationUpdates an existing customer's information in Altoviz.
Update ReceiptUpdates an existing receipt in Altoviz.
Update Sale CreditTool to update a draft credit note in Altoviz.
Update Supplier InformationUpdates an existing supplier's information in Altoviz.
Upload Purchase InvoiceTool to upload and create a new purchase invoice from a file (PDF or image format).

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Prerequisites

Before starting, make sure you have:
  • Python 3.9 or higher
  • A Composio account and API key
  • A Altoviz connection authorized in Composio
  • An OpenAI API key for the CrewAI LLM
  • Basic familiarity with Python

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
  • Keep the API key safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Navigate to your API settings and generate a new API key.
  • Store this key securely as you'll need it for authentication.

Install dependencies

bash
pip install composio crewai crewai-tools[mcp] python-dotenv
What's happening:
  • composio connects your agent to Altoviz via MCP
  • crewai provides Agent, Task, Crew, and LLM primitives
  • crewai-tools[mcp] includes MCP helpers
  • python-dotenv loads environment variables from .env

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates with Composio
  • USER_ID scopes the session to your account
  • OPENAI_API_KEY lets CrewAI use your chosen OpenAI model

Import dependencies

python
import os
from composio import Composio
from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
import dotenv

dotenv.load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set")
What's happening:
  • CrewAI classes define agents and tasks, and run the workflow
  • MCPServerHTTP connects the agent to an MCP endpoint
  • Composio will give you a short lived Altoviz MCP URL

Create a Composio Tool Router session for Altoviz

python
composio_client = Composio(api_key=COMPOSIO_API_KEY)
session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["altoviz"])

url = session.mcp.url
What's happening:
  • You create a Altoviz only session through Composio
  • Composio returns an MCP HTTP URL that exposes Altoviz tools

Initialize the MCP Server

python
server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users search the internet effectively",
        backstory="You are a helpful assistant with access to search tools.",
        tools=tools,
        verbose=False,
        max_iter=10,
    )
What's Happening:
  • Server Configuration: The code sets up connection parameters including the MCP server URL, streamable HTTP transport, and Composio API key authentication.
  • MCP Adapter Bridge: MCPServerAdapter acts as a context manager that converts Composio MCP tools into a CrewAI-compatible format.
  • Agent Setup: Creates a CrewAI Agent with a defined role (Search Assistant), goal (help with internet searches), and access to the MCP tools.
  • Configuration Options: The agent includes settings like verbose=False for clean output and max_iter=10 to prevent infinite loops.
  • Dynamic Tool Usage: Once created, the agent automatically accesses all Composio Search tools and decides when to use them based on user queries.

Create a CLI Chatloop and define the Crew

python
print("Chat started! Type 'exit' or 'quit' to end.\n")

conversation_context = ""

while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    conversation_context += f"\nUser: {user_input}\n"
    print("\nAgent is thinking...\n")

    task = Task(
        description=(
            f"Conversation history:\n{conversation_context}\n\n"
            f"Current request: {user_input}"
        ),
        expected_output="A helpful response addressing the user's request",
        agent=agent,
    )

    crew = Crew(agents=[agent], tasks=[task], verbose=False)
    result = crew.kickoff()
    response = str(result)

    conversation_context += f"Agent: {response}\n"
    print(f"Agent: {response}\n")
What's Happening:
  • Interactive CLI Setup: The code creates an infinite loop that continuously prompts for user input and maintains the entire conversation history in a string variable.
  • Input Validation: Empty inputs are ignored to prevent processing blank messages and keep the conversation clean.
  • Context Building: Each user message is appended to the conversation context, which preserves the full dialogue history for better agent responses.
  • Dynamic Task Creation: For every user input, a new Task is created that includes both the full conversation history and the current request as context.
  • Crew Execution: A Crew is instantiated with the agent and task, then kicked off to process the request and generate a response.
  • Response Management: The agent's response is converted to a string, added to the conversation context, and displayed to the user, maintaining conversational continuity.

Complete Code

Here's the complete code to get you started with Altoviz and CrewAI:

python
from crewai import Agent, Task, Crew, LLM
from crewai_tools import MCPServerAdapter
from composio import Composio
from dotenv import load_dotenv
import os

load_dotenv()

GOOGLE_API_KEY = os.getenv("GOOGLE_API_KEY")
COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not GOOGLE_API_KEY:
    raise ValueError("GOOGLE_API_KEY is not set in the environment.")
if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set in the environment.")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set in the environment.")

# Initialize Composio and create a session
composio = Composio(api_key=COMPOSIO_API_KEY)
session = composio.create(
    user_id=COMPOSIO_USER_ID,
    toolkits=["altoviz"],
)
url = session.mcp.url

# Configure LLM
llm = LLM(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY"),
)

server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users with internet searches",
        backstory="You are an expert assistant with access to Composio Search tools.",
        tools=tools,
        llm=llm,
        verbose=False,
        max_iter=10,
    )

    print("Chat started! Type 'exit' or 'quit' to end.\n")

    conversation_context = ""

    while True:
        user_input = input("You: ").strip()

        if user_input.lower() in ["exit", "quit", "bye"]:
            print("\nGoodbye!")
            break

        if not user_input:
            continue

        conversation_context += f"\nUser: {user_input}\n"
        print("\nAgent is thinking...\n")

        task = Task(
            description=(
                f"Conversation history:\n{conversation_context}\n\n"
                f"Current request: {user_input}"
            ),
            expected_output="A helpful response addressing the user's request",
            agent=agent,
        )

        crew = Crew(agents=[agent], tasks=[task], verbose=False)
        result = crew.kickoff()
        response = str(result)

        conversation_context += f"Agent: {response}\n"
        print(f"Agent: {response}\n")

Conclusion

You now have a CrewAI agent connected to Altoviz through Composio's Tool Router. The agent can perform Altoviz operations through natural language commands.

Next steps:

  • Add role-specific instructions to customize agent behavior
  • Plug in more toolkits for multi-app workflows
  • Chain tasks for complex multi-step operations

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FAQ

What are the differences in Tool Router MCP and Altoviz MCP?

With a standalone Altoviz MCP server, the agents and LLMs can only access a fixed set of Altoviz tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Altoviz and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with CrewAI?

Yes, you can. CrewAI 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 Altoviz tools.

Can I manage the permissions and scopes for Altoviz while using Tool Router?

Yes, absolutely. You can configure which Altoviz 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.

How safe is my data with Composio Tool Router?

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 Altoviz data and credentials are handled as safely as possible.

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