# How to integrate Better proposals MCP with Pydantic AI ```json { "title": "How to integrate Better proposals MCP with Pydantic AI", "toolkit": "Better proposals", "toolkit_slug": "better_proposals", "framework": "Pydantic AI", "framework_slug": "pydantic-ai", "url": "https://composio.dev/toolkits/better_proposals/framework/pydantic-ai", "markdown_url": "https://composio.dev/toolkits/better_proposals/framework/pydantic-ai.md", "updated_at": "2026-05-12T10:02:53.728Z" } ``` ## Introduction This guide walks you through connecting Better proposals to Pydantic AI 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 Pydantic AI 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 - [OpenAI Agents SDK](https://composio.dev/toolkits/better_proposals/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/better_proposals/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/better_proposals/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/better_proposals/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/better_proposals/framework/codex) - [OpenClaw](https://composio.dev/toolkits/better_proposals/framework/openclaw) - [Hermes](https://composio.dev/toolkits/better_proposals/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/better_proposals/framework/cli) - [Google ADK](https://composio.dev/toolkits/better_proposals/framework/google-adk) - [LangChain](https://composio.dev/toolkits/better_proposals/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/better_proposals/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/better_proposals/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/better_proposals/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/better_proposals/framework/crew-ai) ## TL;DR Here's what you'll learn: - How to set up your Composio API key and User ID - How to create a Composio Tool Router session for Better proposals - How to attach an MCP Server to a Pydantic AI agent - How to stream responses and maintain chat history - How to build a simple REPL-style chat interface to test your Better proposals workflows ## What is Pydantic AI? Pydantic AI is a Python framework for building AI agents with strong typing and validation. It leverages Pydantic's data validation capabilities to create robust, type-safe AI applications. Key features include: - Type Safety: Built on Pydantic for automatic data validation - MCP Support: Native support for Model Context Protocol servers - Streaming: Built-in support for streaming responses - Async First: Designed for async/await patterns ## 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 workspace, so your agent can perform actions like creating companies, generating proposals, listing templates, and managing document types on your behalf. - Automated proposal creation: Instruct your agent to generate new proposal covers or assemble entire proposals using customizable templates and dynamic content. - Company and client management: Let your agent create new companies, retrieve lists of existing clients, and keep your contacts organized for faster proposal delivery. - Template and document type selection: Ask your agent to fetch available templates and document types, helping you choose the right style and format every time. - Quote and currency handling: Have your agent list all available quotes and supported currencies, streamlining the pricing and invoicing process for your proposals. - Bulk data retrieval and reporting: Direct the agent to gather lists of all proposals, document types, or companies for easy review, reporting, or dashboarding. ## Supported Tools | Tool slug | Name | Description | |---|---|---| | `BETTER_PROPOSALS_CREATE_COMPANY` | Create Company | Tool to create a new company. Use after confirming the company does not already exist. | | `BETTER_PROPOSALS_CREATE_DOCUMENT_TYPE` | Create Document Type | Tool to create a new document type. Use after confirming the desired type name does not already exist. | | `BETTER_PROPOSALS_CREATE_PROPOSAL_COVER` | Create Proposal Cover | Tool to create a new proposal cover design. Use when you need a custom cover design before sending out a proposal. Use after finalizing cover settings. | | `BETTER_PROPOSALS_GET_ALL_COMPANIES` | Get All Companies | Tool to retrieve a paginated list of all companies. Use when listing available companies for display or selection. | | `BETTER_PROPOSALS_GET_ALL_CURRENCIES` | Get All Currencies | Tool to retrieve a paginated list of all currencies. Use when listing available currency options before selection. | | `BETTER_PROPOSALS_BETTER_PROPOSALS_GET_ALL_DOCUMENT_TYPES` | Get All Document Types | Tool to retrieve a paginated list of all document types. Use when you need to display or select a document type ID. | | `BETTER_PROPOSALS_GET_ALL_PROPOSALS` | Get All Proposals | Tool to retrieve a paginated list of all proposals. Use when you need to fetch proposals list after validating credentials. | | `BETTER_PROPOSALS_GET_ALL_QUOTES` | Get All Quotes | Tool to retrieve a paginated list of all quotes. Use after setting pagination parameters. | | `BETTER_PROPOSALS_GET_ALL_TEMPLATES` | Get All Templates | Tool to retrieve a paginated list of all templates. Use when you need to list available templates for selection. | | `BETTER_PROPOSALS_GET_BRAND_SETTINGS` | Get Brand Settings | Tool to retrieve settings for the default brand. Use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents. | | `BETTER_PROPOSALS_GET_COMPANY` | Get Company | Tool to retrieve details of a specific company. Use when you need company metadata by ID. | | `BETTER_PROPOSALS_GET_CURRENCY` | Get Currency | Tool to retrieve details of a specific currency. Use when you need currency metadata by ID. | | `BETTER_PROPOSALS_GET_NEW_PROPOSALS` | Get New Proposals | Tool to retrieve all new proposals. Use after validating credentials when you need only newly created proposals. | | `BETTER_PROPOSALS_GET_OPENED_PROPOSALS` | Get Opened Proposals | Tool to retrieve all opened proposals. Use when you need proposals that recipients have opened. | | `BETTER_PROPOSALS_GET_PAID_PROPOSALS` | Get Paid Proposals | Tool to retrieve all paid proposals. Use when you need to list proposals that have been paid. | | `BETTER_PROPOSALS_GET_PROPOSAL` | Get Proposal | Tool to retrieve details of a specific proposal by ID. Use when you need complete proposal metadata and content. | | `BETTER_PROPOSALS_GET_PROPOSAL_COUNT` | Get Proposal Count | Tool to retrieve the total count of proposals. Use when you need to know how many proposals exist. | | `BETTER_PROPOSALS_GET_QUOTE` | Get Quote | Tool to retrieve details of a specific quote. Use when you need full quote data by ID. | | `BETTER_PROPOSALS_GET_SENT_PROPOSALS` | Get Sent Proposals | Tool to retrieve all sent proposals. Use after dispatching proposals to clients to list them. | | `BETTER_PROPOSALS_GET_SETTINGS` | Get Settings | Tool to retrieve current account settings. Use when you need default currency, tax, and timezone configuration before creating proposals. | | `BETTER_PROPOSALS_GET_SIGNED_PROPOSALS` | Get Signed Proposals | Tool to retrieve all signed proposals. Use when you need to list proposals clients have signed after confirming credentials. | | `BETTER_PROPOSALS_GET_TEMPLATE` | Get Template Details | Tool to retrieve details of a specific template. Use after selecting the template ID to fetch metadata. | | `BETTER_PROPOSALS_LIST_MERGE_TAGS` | List Merge Tags | Tool to retrieve custom merge tags with pagination support. Use when you need to list available merge tags for templates. | ## Supported Triggers None listed. ## Creating MCP Server - Stand-alone vs Composio SDK The Better proposals MCP server is an implementation of the Model Context Protocol that connects your AI agent to Better proposals. It provides structured and secure access so your agent can perform Better proposals operations on your behalf through a secure, permission-based interface. With Composio's managed implementation, you don't have to create your own developer app. For production, if you're building an end product, we recommend using your own credentials. The managed server helps you prototype fast and go from 0-1 faster. ## Step-by-step Guide ### 1. Prerequisites Before starting, make sure you have: - Python 3.9 or higher - A Composio account with an active API key - Basic familiarity with Python and async programming ### 1. Getting API Keys for OpenAI and Composio OpenAI API Key - Go to the [OpenAI dashboard](https://platform.openai.com/settings/organization/api-keys) 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](https://dashboard.composio.dev?utm_source=toolkits&utm_medium=framework_docs). - Navigate to your API settings and generate a new API key. - Store this key securely as you'll need it for authentication. ### 2. Install dependencies Install the required libraries. What's happening: - composio connects your agent to external SaaS tools like Better proposals - pydantic-ai lets you create structured AI agents with tool support - python-dotenv loads your environment variables securely from a .env file ```bash pip install composio pydantic-ai python-dotenv ``` ### 3. Set up environment variables Create a .env file in your project root. What's happening: - COMPOSIO_API_KEY authenticates your agent to Composio's API - USER_ID associates your session with your account for secure tool access - OPENAI_API_KEY to access OpenAI LLMs ```bash COMPOSIO_API_KEY=your_composio_api_key_here USER_ID=your_user_id_here OPENAI_API_KEY=your_openai_api_key ``` ### 4. Import dependencies What's happening: - We load environment variables and import required modules - Composio manages connections to Better proposals - MCPServerStreamableHTTP connects to the Better proposals MCP server endpoint - Agent from Pydantic AI lets you define and run the AI assistant ```python import asyncio import os from dotenv import load_dotenv from composio import Composio from pydantic_ai import Agent from pydantic_ai.mcp import MCPServerStreamableHTTP load_dotenv() ``` ### 5. Create a Tool Router Session What's happening: - We're creating a Tool Router session that gives your agent access to Better proposals tools - The create method takes the user ID and specifies which toolkits should be available - The returned session.mcp.url is the MCP server URL that your agent will use ```python async def main(): api_key = os.getenv("COMPOSIO_API_KEY") user_id = os.getenv("USER_ID") if not api_key or not user_id: raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment") # Create a Composio Tool Router session for Better proposals composio = Composio(api_key=api_key) session = composio.create( user_id=user_id, toolkits=["better_proposals"], ) url = session.mcp.url if not url: raise ValueError("Composio session did not return an MCP URL") ``` ### 6. Initialize the Pydantic AI Agent What's happening: - The MCP client connects to the Better proposals endpoint - The agent uses GPT-5 to interpret user commands and perform Better proposals operations - The instructions field defines the agent's role and behavior ```python # Attach the MCP server to a Pydantic AI Agent better_proposals_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY}) agent = Agent( "openai:gpt-5", toolsets=[better_proposals_mcp], instructions=( "You are a Better proposals assistant. Use Better proposals tools to help users " "with their requests. Ask clarifying questions when needed." ), ) ``` ### 7. Build the chat interface What's happening: - The agent reads input from the terminal and streams its response - Better proposals API calls happen automatically under the hood - The model keeps conversation history to maintain context across turns ```python # Simple REPL with message history history = [] print("Chat started! Type 'exit' or 'quit' to end.\n") print("Try asking the agent to help you with Better proposals.\n") while True: user_input = input("You: ").strip() if user_input.lower() in {"exit", "quit", "bye"}: print("\nGoodbye!") break if not user_input: continue print("\nAgent is thinking...\n", flush=True) async with agent.run_stream(user_input, message_history=history) as stream_result: collected_text = "" async for chunk in stream_result.stream_output(): text_piece = None if isinstance(chunk, str): text_piece = chunk elif hasattr(chunk, "delta") and isinstance(chunk.delta, str): text_piece = chunk.delta elif hasattr(chunk, "text"): text_piece = chunk.text if text_piece: collected_text += text_piece result = stream_result print(f"Agent: {collected_text}\n") history = result.all_messages() ``` ### 8. Run the application What's happening: - The asyncio loop launches the agent and keeps it running until you exit ```python if __name__ == "__main__": asyncio.run(main()) ``` ## Complete Code ```python import asyncio import os from dotenv import load_dotenv from composio import Composio from pydantic_ai import Agent from pydantic_ai.mcp import MCPServerStreamableHTTP load_dotenv() async def main(): api_key = os.getenv("COMPOSIO_API_KEY") user_id = os.getenv("USER_ID") if not api_key or not user_id: raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment") # Create a Composio Tool Router session for Better proposals composio = Composio(api_key=api_key) session = composio.create( user_id=user_id, toolkits=["better_proposals"], ) url = session.mcp.url if not url: raise ValueError("Composio session did not return an MCP URL") # Attach the MCP server to a Pydantic AI Agent better_proposals_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY}) agent = Agent( "openai:gpt-5", toolsets=[better_proposals_mcp], instructions=( "You are a Better proposals assistant. Use Better proposals tools to help users " "with their requests. Ask clarifying questions when needed." ), ) # Simple REPL with message history history = [] print("Chat started! Type 'exit' or 'quit' to end.\n") print("Try asking the agent to help you with Better proposals.\n") while True: user_input = input("You: ").strip() if user_input.lower() in {"exit", "quit", "bye"}: print("\nGoodbye!") break if not user_input: continue print("\nAgent is thinking...\n", flush=True) async with agent.run_stream(user_input, message_history=history) as stream_result: collected_text = "" async for chunk in stream_result.stream_output(): text_piece = None if isinstance(chunk, str): text_piece = chunk elif hasattr(chunk, "delta") and isinstance(chunk.delta, str): text_piece = chunk.delta elif hasattr(chunk, "text"): text_piece = chunk.text if text_piece: collected_text += text_piece result = stream_result print(f"Agent: {collected_text}\n") history = result.all_messages() if __name__ == "__main__": asyncio.run(main()) ``` ## Conclusion You've built a Pydantic AI agent that can interact with Better proposals through Composio's Tool Router. With this setup, your agent can perform real Better proposals actions through natural language. You can extend this further by: - Adding other toolkits like Gmail, HubSpot, or Salesforce - Building a web-based chat interface around this agent - Using multiple MCP endpoints to enable cross-app workflows (for example, Gmail + Better proposals for workflow automation) This architecture makes your AI agent "agent-native", able to securely use APIs in a unified, composable way without custom integrations. ## How to build Better proposals MCP Agent with another framework - [OpenAI Agents SDK](https://composio.dev/toolkits/better_proposals/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/better_proposals/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/better_proposals/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/better_proposals/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/better_proposals/framework/codex) - [OpenClaw](https://composio.dev/toolkits/better_proposals/framework/openclaw) - [Hermes](https://composio.dev/toolkits/better_proposals/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/better_proposals/framework/cli) - [Google ADK](https://composio.dev/toolkits/better_proposals/framework/google-adk) - [LangChain](https://composio.dev/toolkits/better_proposals/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/better_proposals/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/better_proposals/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/better_proposals/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/better_proposals/framework/crew-ai) ## Related Toolkits - [Aeroleads](https://composio.dev/toolkits/aeroleads) - Aeroleads is a B2B lead generation platform for finding business emails and phone numbers. Grow your sales pipeline faster with powerful prospecting tools. - [Autobound](https://composio.dev/toolkits/autobound) - Autobound is an AI-powered sales engagement platform that crafts hyper-personalized outreach and insights. It helps sales teams boost response rates and close more deals through tailored content and recommendations. - [Bidsketch](https://composio.dev/toolkits/bidsketch) - Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently. It streamlines the proposal process, saving time while boosting client win rates. - [Bolna](https://composio.dev/toolkits/bolna) - Bolna is an AI platform for building conversational voice agents. It helps businesses automate support and streamline interactions through natural, voice-powered conversations. - [Botsonic](https://composio.dev/toolkits/botsonic) - Botsonic is a no-code AI chatbot builder for easily creating and deploying chatbots to your website. It empowers businesses to offer conversational experiences without writing code. - [Botstar](https://composio.dev/toolkits/botstar) - BotStar is a comprehensive chatbot platform for designing, developing, and training chatbots visually on Messenger and websites. It helps businesses automate conversations and customer interactions without coding. - [Callerapi](https://composio.dev/toolkits/callerapi) - CallerAPI is a white-label caller identification platform for branded caller ID and fraud prevention. It helps businesses boost customer trust while stopping spam, fraud, and robocalls. - [Callingly](https://composio.dev/toolkits/callingly) - Callingly is a lead response management platform that automates immediate call and text follow-ups with new leads. It helps sales teams boost response speed and close more deals by connecting seamlessly with CRMs and lead sources. - [Callpage](https://composio.dev/toolkits/callpage) - Callpage is a lead capture platform that lets businesses instantly connect with website visitors via callback. It boosts lead generation and increases your sales conversion rates. - [Clearout](https://composio.dev/toolkits/clearout) - Clearout is an AI-powered service for verifying, finding, and enriching email addresses. It boosts deliverability and helps you discover high-quality leads effortlessly. - [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time. - [Convolo ai](https://composio.dev/toolkits/convolo_ai) - Convolo ai is an AI-powered communications platform for sales teams. It accelerates lead response and improves conversion rates by automating calls and integrating workflows. - [Delighted](https://composio.dev/toolkits/delighted) - Delighted is a customer feedback platform based on the Net Promoter System®. It helps you quickly gather, track, and act on customer sentiment. - [Docsbot ai](https://composio.dev/toolkits/docsbot_ai) - Docsbot ai is a platform that lets you build custom AI chatbots trained on your documentation. It automates customer support and content generation, saving time and improving response quality. - [Emelia](https://composio.dev/toolkits/emelia) - Emelia is an all-in-one B2B prospecting platform for cold-email, LinkedIn outreach, and prospect research. It streamlines outbound campaigns so you can find, engage, and warm up leads faster. - [Findymail](https://composio.dev/toolkits/findymail) - Findymail is a B2B data provider offering verified email and phone contacts for sales prospecting. Enhance outreach with automated exports, email verification, and CRM enrichment. - [Freshdesk](https://composio.dev/toolkits/freshdesk) - Freshdesk is customer support software with ticketing and automation tools. It helps teams streamline helpdesk operations for faster, better customer support. - [Fullenrich](https://composio.dev/toolkits/fullenrich) - FullEnrich is a B2B contact enrichment platform that aggregates emails and phone numbers from 15+ data vendors. Instantly find and verify lead contact data to boost your outreach. - [Gatherup](https://composio.dev/toolkits/gatherup) - GatherUp is a customer feedback and online review management platform. It helps businesses boost their reputation by streamlining how they collect and manage customer feedback. - [Getprospect](https://composio.dev/toolkits/getprospect) - Getprospect is a business email discovery tool with LinkedIn integration. Use it to quickly find and verify professional email addresses. ## Frequently Asked Questions ### What are the differences in Tool Router MCP and Better proposals MCP? 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. ### Can I use Tool Router MCP with Pydantic AI? Yes, you can. Pydantic AI 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. ### Can I manage the permissions and scopes for Better proposals while using Tool Router? 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. ### 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 Better proposals data and credentials are handled as safely as possible. --- [See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)