# How to integrate Cardly MCP with CrewAI ```json { "title": "How to integrate Cardly MCP with CrewAI", "toolkit": "Cardly", "toolkit_slug": "cardly", "framework": "CrewAI", "framework_slug": "crew-ai", "url": "https://composio.dev/toolkits/cardly/framework/crew-ai", "markdown_url": "https://composio.dev/toolkits/cardly/framework/crew-ai.md", "updated_at": "2026-05-12T10:05:45.764Z" } ``` ## Introduction This guide walks you through connecting Cardly to CrewAI using the Composio tool router. By the end, you'll have a working Cardly agent that can create a new contact list named 'vip clients', list all available artwork for our next campaign, generate a preview of a card using latest artwork through natural language commands. This guide will help you understand how to give your CrewAI agent real control over a Cardly account through Composio's Cardly MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved. ## Also integrate Cardly with - [OpenAI Agents SDK](https://composio.dev/toolkits/cardly/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/cardly/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/cardly/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/cardly/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/cardly/framework/codex) - [OpenClaw](https://composio.dev/toolkits/cardly/framework/openclaw) - [Hermes](https://composio.dev/toolkits/cardly/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/cardly/framework/cli) - [Google ADK](https://composio.dev/toolkits/cardly/framework/google-adk) - [LangChain](https://composio.dev/toolkits/cardly/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/cardly/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/cardly/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/cardly/framework/llama-index) ## TL;DR Here's what you'll learn: - Get a Composio API key and configure your Cardly connection - Set up CrewAI with an MCP enabled agent - Create a Tool Router session or standalone MCP server for Cardly - Build a conversational loop where your agent can execute Cardly 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 Cardly MCP server, and what's possible with it? The Cardly MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Cardly account. It provides structured and secure access to your Cardly workspace, so your agent can create contact lists, generate card previews, manage invitations, and access artwork or credit history for seamless customer engagement tasks. - Automated contact list creation and management: Easily instruct your agent to set up new contact lists or manage existing ones, streamlining outreach campaigns and personalized mailings. - Card preview generation and artwork browsing: Let your agent generate watermarked card previews and browse available artwork to help you select the right designs before sending mailers. - Real-time credit and gift history access: Ask your agent to fetch your credit or gift credit history so you always know your account status and can track usage or plan new campaigns. - Invitation and webhook management: Direct your agent to handle invitations—listing, deleting, or auditing user invites—or manage webhooks for seamless integration with other systems. - Font and design asset exploration: Have your agent list available fonts and artwork, making it easier to choose creative assets for your next customer engagement initiative. ## Supported Tools | Tool slug | Name | Description | |---|---|---| | `CARDLY_CREATE_CONTACT_LIST` | Create Contact List | Tool to add a new contact list. Use after defining name and optional custom fields, before populating the list with contacts. | | `CARDLY_CREATE_INVITATION` | Create Invitation | Tool to send an invitation to use your organisation portal. Use when you need to grant access to a new user by their email address. If the email already has access, the API will return an appropriate error. | | `CARDLY_CREATE_WEBHOOK` | Create Webhook | Tool to create a new webhook subscription. Use when you need Cardly to notify your application via HTTP POST for specific events. | | `CARDLY_DELETE_INVITATION` | Delete Invitation | Tool to delete an invitation by unique ID, immediately invalidating it for acceptance. Use when you need to revoke a pending invitation using its ID. | | `CARDLY_DELETE_INVITATION_BY_EMAIL` | Delete Invitation by Email | Deletes a pending invitation by email address, immediately invalidating it and preventing acceptance. This action is idempotent - deleting a non-existent invitation returns success. Use when you need to revoke access before an invitation is accepted, such as when correcting mistakes or revoking access for security reasons. Note: In test mode, the API returns an empty data object instead of the deleted invitation details. | | `CARDLY_DELETE_USER` | Delete User | Tool to delete a user by unique ID, immediately revoking their access to your organisation portal. Use when removing user access is required. Cannot remove users with administrator privileges - attempting to delete an admin will fail. | | `CARDLY_DELETE_USER_BY_EMAIL` | Delete User by Email | Deletes a user by email address, immediately revoking their access to your organisation portal. This action cannot remove users with administrator privileges. Use when you need to revoke user access, such as when employees leave or access needs to be terminated. The API returns a 404 if no matching user is found. | | `CARDLY_DELETE_WEBHOOK` | Delete Webhook | Tool to delete a webhook. Use after confirming the webhook ID to immediately cease all activity and event subscriptions for that webhook. | | `CARDLY_ECHO_REQUEST` | Echo Request | Tool to echo all request parameters, body, and headers for debugging purposes. Use when validating authentication or testing API connectivity without affecting account data. | | `CARDLY_GENERATE_PREVIEW` | Generate Preview | Tool to generate a low-quality, watermarked preview document for a card. Use after confirming artwork and template details to estimate costs and delivery. | | `CARDLY_GET_ARTWORK` | Get Artwork | Tool to retrieve information on a specific piece of artwork by its unique ID. Use when you need to fetch detailed artwork data including preview images, media specifications, and metadata. The ID can be obtained from the List Artwork action. | | `CARDLY_GET_WEBHOOK` | Get Webhook | Tool to get details on an existing webhook. Use this to retrieve information about a webhook's configuration, including its target URL, subscribed events, status, and metadata. | | `CARDLY_LIST_ARTWORK` | List Artwork | Tool to retrieve the currently available artwork for your organisation. Use when you need to list and paginate artwork items, optionally filtering to only your own artwork. | | `CARDLY_LIST_CONTACT_LISTS` | List Contact Lists | Tool to retrieve all active contact lists for your organization. Use when you need to list and paginate contact lists with their custom fields and automation rules. | | `CARDLY_LIST_CREDIT_HISTORY` | List Credit History | Retrieves the account's credit transaction history showing all credits and debits. Returns a paginated list of balance changes with timestamps, amounts, and descriptions. Use to audit spending, review signup bonuses, track refunds, or investigate balance changes. Filter by date range using effectiveTime parameters. Supports standard pagination with limit and offset. | | `CARDLY_LIST_DOODLES` | List Doodles | Retrieve your currently available doodles from Cardly. Returns doodle metadata including name and restriction status. Use this to discover available doodle designs before creating cards. | | `CARDLY_LIST_FONTS` | List Fonts | List available fonts for handwriting and text personalization in Cardly cards. Returns font metadata including name, category, variants, and whether the font supports humanisation. Use this to discover font options before creating cards or generating previews. | | `CARDLY_LIST_GIFT_CREDIT_HISTORY` | List Gift Credit History | Lists gift credit history records for your organization with pagination and optional time-based filtering. Gift credits are promotional credits that can be applied to orders. This action retrieves a history of gift credit additions, deductions, and balance changes. Returns empty results if no gift credit history exists. | | `CARDLY_LIST_INVITATIONS` | List Invitations | Tool to retrieve active invitations for your organisation with optional filters. Use when you need to audit invited users and their statuses before sending new invitations or revoking access. | | `CARDLY_LIST_MEDIA` | List Media | Tool to retrieve the currently available media sizes for product artwork. Use when you need to explore or validate media options before creating artwork. | | `CARDLY_LIST_ORDERS` | List Orders | Retrieves a paginated list of orders placed by your organization. Returns detailed order information including customer details, costs, items, shipping info, and delivery tracking. Use optional limit and offset parameters to control pagination. | | `CARDLY_LIST_TEMPLATES` | List Templates | Tool to retrieve your currently available templates from Cardly. Use to list and paginate templates for selection in card sends. | | `CARDLY_LIST_USERS` | List Users | Tool to retrieve all users associated with your account. Use when you need to list and paginate user accounts. | | `CARDLY_LIST_WEBHOOKS` | List Webhooks | Retrieves all webhooks configured for your organization, including their status, target URLs, subscribed events, and delivery statistics. Use this to audit existing webhooks, monitor their health, or get webhook IDs for updates/deletions. | | `CARDLY_LIST_WRITING_STYLES` | List Writing Styles | Tool to list available writing styles. Use when you need to retrieve writing styles available for handwriting personalization. | | `CARDLY_RETRIEVE_ACCOUNT_BALANCE` | Retrieve Account Balance | Tool to retrieve the current account and gift credit balances for your organisation. Use after authenticating to verify available credit before placing orders. | | `CARDLY_RETRIEVE_ORDER` | Retrieve Order | Retrieves detailed information about a specific order by its ID. Returns complete order data including customer details, items, costs, delivery information, and tracking details. Use this after obtaining an order ID from the List Orders action or from a known order reference. | | `CARDLY_RETRIEVE_USER` | Retrieve User | Retrieves detailed information about a specific user account by ID. Returns user profile data including name, email, status, and permissions. Use list_users to get available user IDs first. | | `CARDLY_UPDATE_WEBHOOK` | Update Webhook | Tool to update a webhook’s settings, including target URL and events. Use after retrieving existing webhook to apply configuration changes. | ## Supported Triggers None listed. ## Creating MCP Server - Stand-alone vs Composio SDK The Cardly MCP server is an implementation of the Model Context Protocol that connects your AI agent to Cardly. It provides structured and secure access so your agent can perform Cardly 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 and API key - A Cardly connection authorized in Composio - An OpenAI API key for the CrewAI LLM - Basic familiarity with Python ### 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 **What's happening:** - composio connects your agent to Cardly via MCP - crewai provides Agent, Task, Crew, and LLM primitives - crewai-tools[mcp] includes MCP helpers - python-dotenv loads environment variables from .env ```bash pip install composio crewai crewai-tools[mcp] python-dotenv ``` ### 3. Set up environment variables 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 ```bash COMPOSIO_API_KEY=your_composio_api_key_here USER_ID=your_user_id_here OPENAI_API_KEY=your_openai_api_key_here ``` ### 4. Import dependencies **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 Cardly MCP URL ```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") ``` ### 5. Create a Composio Tool Router session for Cardly **What's happening:** - You create a Cardly only session through Composio - Composio returns an MCP HTTP URL that exposes Cardly tools ```python composio_client = Composio(api_key=COMPOSIO_API_KEY) session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["cardly"]) url = session.mcp.url ``` ### 6. Initialize the MCP Server **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. ```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, ) ``` ### 7. Create a CLI Chatloop and define the Crew **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. ```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") ``` ## Complete Code ```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=["cardly"], ) 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 Cardly through Composio's Tool Router. The agent can perform Cardly 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 ## How to build Cardly MCP Agent with another framework - [OpenAI Agents SDK](https://composio.dev/toolkits/cardly/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/cardly/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/cardly/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/cardly/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/cardly/framework/codex) - [OpenClaw](https://composio.dev/toolkits/cardly/framework/openclaw) - [Hermes](https://composio.dev/toolkits/cardly/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/cardly/framework/cli) - [Google ADK](https://composio.dev/toolkits/cardly/framework/google-adk) - [LangChain](https://composio.dev/toolkits/cardly/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/cardly/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/cardly/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/cardly/framework/llama-index) ## Related Toolkits - [Reddit](https://composio.dev/toolkits/reddit) - Reddit is a social news platform with thriving user-driven communities (subreddits). It's the go-to place for discussion, content sharing, and viral marketing. - [Facebook](https://composio.dev/toolkits/facebook) - Facebook is a social media and advertising platform for businesses and creators. It helps you connect, share, and manage content across your public Facebook Pages. - [Linkedin](https://composio.dev/toolkits/linkedin) - LinkedIn is a professional networking platform for connecting, sharing content, and engaging with business opportunities. It's the go-to place for building your professional brand and unlocking new career connections. - [Active campaign](https://composio.dev/toolkits/active_campaign) - ActiveCampaign is a marketing automation and CRM platform for managing email campaigns, sales pipelines, and customer segmentation. It helps businesses engage customers and drive growth through smart automation and targeted outreach. - [ActiveTrail](https://composio.dev/toolkits/active_trail) - ActiveTrail is a user-friendly email marketing and automation platform. It helps you reach subscribers and automate campaigns with ease. - [Ahrefs](https://composio.dev/toolkits/ahrefs) - Ahrefs is an SEO and marketing platform for site audits, keyword research, and competitor insights. It helps you improve search rankings and drive organic traffic. - [Amcards](https://composio.dev/toolkits/amcards) - AMCards lets you create and mail personalized greeting cards online. Build stronger customer relationships with easy, automated card campaigns. - [Beamer](https://composio.dev/toolkits/beamer) - Beamer is a news and changelog platform for in-app announcements and feature updates. It helps companies boost user engagement by sharing news where users are most active. - [Benchmark email](https://composio.dev/toolkits/benchmark_email) - Benchmark Email is a platform for creating, sending, and tracking email campaigns. It's built to help you engage audiences and analyze results—all in one place. - [Bigmailer](https://composio.dev/toolkits/bigmailer) - BigMailer is an email marketing platform for managing multiple brands with white-labeling and automation. It helps teams streamline campaigns and simplify integration with Amazon SES. - [Brandfetch](https://composio.dev/toolkits/brandfetch) - Brandfetch is an API that delivers company logos, colors, and visual branding assets. It helps marketers and developers keep brand visuals consistent everywhere. - [Brevo](https://composio.dev/toolkits/brevo) - Brevo is an all-in-one email and SMS marketing platform for transactional messaging, automation, and CRM. It helps businesses engage customers and streamline communications through powerful campaign tools. - [Campayn](https://composio.dev/toolkits/campayn) - Campayn is an email marketing platform for creating, sending, and managing campaigns. It helps businesses engage contacts and grow audiences with easy-to-use tools. - [ClickSend](https://composio.dev/toolkits/clicksend) - ClickSend is a cloud-based SMS and email marketing platform for businesses. It streamlines communication by enabling quick message delivery and contact management. - [Crustdata](https://composio.dev/toolkits/crustdata) - CrustData is an AI-powered data intelligence platform for real-time company and people data. It helps B2B sales teams, AI SDRs, and investors react to live business signals. - [Curated](https://composio.dev/toolkits/curated) - Curated is a platform for collecting, curating, and publishing newsletters. It streamlines content aggregation and distribution for creators and teams. - [Customerio](https://composio.dev/toolkits/customerio) - Customer.io is a customer engagement platform for targeted messaging across email, SMS, and push. Easily automate, segment, and track communications with your audience. - [Cutt ly](https://composio.dev/toolkits/cutt_ly) - Cutt.ly is a URL shortening service for managing and analyzing links. Streamline your workflows with quick, trackable, and branded short URLs. - [Demio](https://composio.dev/toolkits/demio) - Demio is webinar software built for marketers, offering both live and automated sessions with interactive features. It helps teams engage audiences and optimize lead generation through detailed analytics. - [Doppler marketing automation](https://composio.dev/toolkits/doppler_marketing_automation) - Doppler marketing automation is a platform for creating, sending, and tracking email campaigns. It helps you automate marketing workflows and manage subscriber lists for better engagement. ## Frequently Asked Questions ### What are the differences in Tool Router MCP and Cardly MCP? With a standalone Cardly MCP server, the agents and LLMs can only access a fixed set of Cardly tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Cardly 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 Cardly tools. ### Can I manage the permissions and scopes for Cardly while using Tool Router? Yes, absolutely. You can configure which Cardly 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 Cardly data and credentials are handled as safely as possible. --- [See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)