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How to integrate Better proposals MCP with CrewAI

Connect CrewAI to Better proposals MCP. List all proposals sent this month, create a new company profile, and more using natural language, with authentication handled for you.

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Api Key

Better Proposals is a web-based tool for crafting and sending professional proposals. It helps teams impress clients and close deals faster with slick, easy-to-use templates.

23 Tools

Introduction

This guide walks you through connecting Better proposals to CrewAI using the Composio tool router. By the end, you'll have a working Better proposals agent that can list all proposals sent this month, create a new company profile, show available proposal templates for selection through natural language commands.

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

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

Also integrate Better proposals with

Claude CodeClaude CoworkOpenAI Agents SDKClaude Agent SDKCodexOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexPydantic AIAutoGen

TL;DR

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

The Better Proposals MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Better Proposals account. It provides structured and secure access to your proposals, quotes, companies, templates, and settings, so your agent can track proposal progress, review quotes, inspect templates, create companies, and check account settings on your behalf.

  • Proposal tracking: Have your agent list proposals, count them, retrieve specific proposal details, and find proposals that are new, opened, sent, signed, or paid.
  • Quote review: Instruct your agent to list available quotes and retrieve the details of a specific quote.
  • Company management: Let the agent create new companies, list existing companies, and retrieve details about a specific company.
  • Template and document setup: Direct your agent to inspect templates and document types, create new document types, or add proposal cover designs.
  • Workspace configuration lookup: Have your agent retrieve account and brand settings, review supported currencies, and list custom merge tags.

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

Step by step08 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Python 3.9 or higher
  • A Composio account and API key
  • A Better proposals connection authorized in Composio
  • An OpenAI API key for the CrewAI LLM
  • Basic familiarity with Python
2

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.
3

Install dependencies

bash
pip install composio crewai crewai-tools[mcp] python-dotenv
What's happening:
  • composio connects your agent to Better proposals via MCP
  • crewai provides Agent, Task, Crew, and LLM primitives
  • crewai-tools[mcp] includes MCP helpers
  • python-dotenv loads environment variables from .env
4

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
5

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 Better proposals MCP URL
6

Create a Composio Tool Router session for Better proposals

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

url = session.mcp.url
What's happening:
  • You create a Better proposals only session through Composio
  • Composio returns an MCP HTTP URL that exposes Better proposals tools
7

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.
8

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 Better proposals 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=["better_proposals"],
)
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 Better proposals through Composio's Tool Router. The agent can perform Better proposals 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
TOOLS

Supported Tools

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

Create Company

Tool to create a new company.

Create Document Type

Tool to create a new document type.

Create Proposal Cover

Tool to create a new proposal cover design.

Get All Companies

Tool to retrieve a paginated list of all companies.

Get All Currencies

Tool to retrieve a paginated list of all currencies.

Get All Document Types

Tool to retrieve a paginated list of all document types.

Get All Proposals

Tool to retrieve a paginated list of all proposals.

Get All Quotes

Tool to retrieve a paginated list of all quotes.

Get All Templates

Tool to retrieve a paginated list of all templates.

Get Brand Settings

Tool to retrieve settings for the default brand.

Get Company

Tool to retrieve details of a specific company.

Get Currency

Tool to retrieve details of a specific currency.

Get New Proposals

Tool to retrieve all new proposals.

Get Opened Proposals

Tool to retrieve all opened proposals.

Get Paid Proposals

Tool to retrieve all paid proposals.

Get Proposal

Tool to retrieve details of a specific proposal by ID.

Get Proposal Count

Tool to retrieve the total count of proposals.

Get Quote

Tool to retrieve details of a specific quote.

Get Sent Proposals

Tool to retrieve all sent proposals.

Get Settings

Tool to retrieve current account settings.

Get Signed Proposals

Tool to retrieve all signed proposals.

Get Template Details

Tool to retrieve details of a specific template.

List Merge Tags

Tool to retrieve custom merge tags with pagination support.

FRAMEWORKS

How to build Better proposals MCP Agent with another framework

Claude Code logo

Claude Code

Use Better proposals MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Better proposals MCP with Claude Cowork

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Better proposals MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Better proposals MCP with Claude Agent SDK

Codex logo

Codex

Use Better proposals MCP with Codex

OpenClaw logo

OpenClaw

Use Better proposals MCP with OpenClaw

Hermes logo

Hermes

Use Better proposals MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Better proposals MCP with Atomic Agent

Google ADK logo

Google ADK

Use Better proposals MCP with Google ADK

LangChain logo

LangChain

Use Better proposals MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Better proposals MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Better proposals MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Better proposals MCP with LlamaIndex

Pydantic AI logo

Pydantic AI

Use Better proposals MCP with Pydantic AI

AutoGen logo

AutoGen

Use Better proposals MCP with AutoGen

FAQ

Frequently asked questions

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

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 Better proposals tools.

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

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