How to integrate Centralstationcrm MCP with CrewAI

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Introduction

This guide walks you through connecting Centralstationcrm to CrewAI using the Composio tool router. By the end, you'll have a working Centralstationcrm agent that can add new company to crm contacts, log a sales opportunity for a client, count total people in your crm through natural language commands.

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

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

Also integrate Centralstationcrm with

TL;DR

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

The Centralstationcrm MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Centralstationcrm account. It provides structured and secure access to your customer relationship data, so your agent can perform actions like managing contacts, creating deals, updating company records, and tracking key interactions on your behalf.

  • Automated contact management: Quickly add new people to your CRM, update their details, and ensure your contact database stays current without manual entry.
  • Company and organization creation: Effortlessly create new company records so you can keep your account-based selling and organization tracking up-to-date.
  • Deal tracking and creation: Instantly log new sales opportunities by creating deals linked to your contacts or companies, helping your team stay on top of the pipeline.
  • Detailed relationship enrichment: Add addresses, assistants, avatars, and contact details to people in your CRM, making every customer profile richer and more actionable.
  • Milestone and history recording: Record important life events or milestones (like birthdays or anniversaries) for each person to boost relationship management and personalized outreach.

Supported Tools & Triggers

Tools
Check ConnectionTool to verify the connection status of the CentralStationCRM API key.
Count ActivitiesTool to retrieve activities count for a record, account, or user.
Count AttachmentsTool to retrieve the total count and total file size of attachments.
Count AvatarsTool to retrieve the total count and total file size of avatars in the system.
Count Companies External EmailsTool to retrieve the total amount of external emails for a specific company.
Count Deals External EmailsTool to retrieve the total amount of external emails for a specific deal.
Count External EmailsTool to retrieve the total amount of external emails.
Count People with FiltersTool to retrieve the total count of people with optional filtering capabilities.
Count People External EmailsTool to retrieve the total amount of external emails for a specific person.
Count Projects External EmailsTool to retrieve the total amount of external emails for a specific project.
Count ProtocolsTool to retrieve the total number of protocols in the account.
Create AttachmentsTool to create a new attachment in CentralStationCRM.
Create Calendar EventTool to create a new calendar event in CentralStationCRM.
Create Calendar Event AttendeeTool to create a calendar event attendee.
Create CommentTool to create a new comment on an entity (task, event, protocol, etc.
Create Company with Nested AttributesTool to create a company with nested attributes.
Create Company AvatarTool to create an avatar for a company.
Create Company Protocol AttachmentTool to create an attachment for a company protocol in CentralStationCRM.
Create Company AddressTool to create a new address for a specific company.
Create Company Contact DetailTool to create a new contact detail for a specific company.
Create Custom Field TypeTool to create a new custom field type in CentralStationCRM.
Create Deal Protocol AttachmentTool to create an attachment for a deal protocol.
Create DealTool to create a new deal in CentralStationCRM.
Create Group CalendarTool to create a new group calendar in CentralStationCRM.
Create HookTool to create a webhook hook in CentralStationCRM.
Create PeopleTool to create a person with nested attributes.
Create People Custom FieldTool to create a custom field for a person record.
Create People PositionsTool to create a new position for a specific person.
Create Person Protocol AttachmentTool to create an attachment for a person protocol in CentralStationCRM.
Create People TagsTool to create a new tag for a specific person.
Create Person AddressTool to create a new address for a specific person.
Create Person AssistantTool to create a new assistant (assi) entry for a specific person.
Create Person AvatarTool to create a new avatar for a specific person.
Create Person Contact DetailTool to create a new contact detail for a specific person.
Create Person Historic EventTool to create a new historic event for a specific person.
Create ProjectTool to create a new project record.
Create Project Protocol AttachmentTool to create an attachment for a project protocol in CentralStationCRM.
Create ProtocolTool to create a new protocol entry.
Create Protocol AttachmentTool to create an attachment for a protocol in CentralStationCRM.
Create TagTool to create a new tag for a person, company, or deal.
Create TaskTool to create a new task record.
Delete AttachmentsTool to delete an attachment by ID.
Delete AvatarTool to delete an avatar by its ID.
Delete Calendar EventTool to delete a calendar event by ID.
Delete Calendar Event AttendeeTool to delete a calendar event attendee by ID.
Delete CommentTool to delete a comment by its ID.
Delete Company AvatarTool to delete a company's avatar by its ID.
Delete Company Contact DetailTool to delete a contact detail of a company.
Delete Company Protocol AttachmentTool to delete a specific attachment from a company protocol.
Delete CompanyTool to delete a company record by ID.
Delete Company AddressTool to delete a company's address by its ID.
Delete Custom Field TypeTool to delete a custom field type by ID.
Delete DealTool to delete a deal record by ID.
Delete Deal Protocol AttachmentTool to delete a specific attachment from a deal protocol.
Delete Group CalendarTool to delete a group calendar by ID.
Delete HookTool to delete a webhook by ID.
Delete People Custom FieldsTool to delete a person's custom field by its ID.
Delete People PositionsTool to delete a position of a person by its ID.
Delete Person Protocol AttachmentTool to delete a specific attachment from a person protocol.
Delete personTool to delete a person record by ID.
Delete Person AddressTool to delete a person's address by its ID.
Delete Person AssiTool to delete an assi entry of a person.
Delete Person AvatarTool to delete a person's avatar by its ID.
Delete Person Contact DetailTool to delete a contact detail of a person.
Delete Person Historic EventTool to delete a historic event of a person by its ID.
Delete Person TagTool to destroy a tag from a person by its ID.
Delete ProjectTool to delete a project record by ID.
Delete Project Protocol AttachmentTool to delete a specific attachment from a project protocol.
Delete ProtocolTool to delete a protocol by ID.
Delete Protocol AttachmentTool to delete an attachment from a protocol.
Delete TaskTool to delete a task by its ID.
Get ActivityTool to retrieve details of a specific activity by its ID.
Get API User MaildropTool to retrieve the current API user's maildrop for people and companies.
Get AttachmentTool to retrieve details of a specific attachment by its ID.
Get AvatarTool to retrieve a specific avatar by its ID from CentralStationCRM.
Get Calendar EventTool to retrieve details of a specific calendar event by ID.
Get Calendar Event AttendeeTool to retrieve details of a specific calendar event attendee by ID.
Get CommentTool to retrieve details of a specific comment by its ID.
Get Company AvatarTool to retrieve a specific avatar of a company by avatar ID.
Get Company Protocol AttachmentTool to retrieve a specific attachment from a company protocol by its ID.
Get CompanyTool to retrieve details of a specific company by ID from CentralStationCRM.
Get Company AddressTool to retrieve a specific address of a company by address ID.
Get Company Contact DetailTool to retrieve a specific contact detail by ID for a company.
Get Custom Fields TypeTool to retrieve a custom field type by its ID.
Get DealTool to retrieve details of a specific deal by its ID.
Get Deal MaildropTool to retrieve the maildrop email address for a specific deal.
Get Deal Protocol AttachmentTool to retrieve a specific attachment from a deal protocol.
Get Group CalendarTool to retrieve details of a specific group calendar by ID.
Get HookTool to retrieve details of a specific webhook/hook by ID.
Get People PositionsTool to retrieve a specific position for a person by ID.
Get Person Protocol AttachmentTool to retrieve a specific attachment from a person protocol.
Get People TagsTool to retrieve a specific tag for a person by tag ID.
Get PersonTool to retrieve details of a specific person by ID.
Get Person AddressTool to retrieve a specific address of a person by address ID.
Get Person AddressesTool to retrieve all addresses for a specific person.
Get Person AssiTool to retrieve a specific assistant (assi) entry for a person by their IDs.
Get Person AvatarTool to retrieve a specific avatar of a person by avatar ID.
Get Person Contact DetailTool to retrieve a specific contact detail by ID for a person.
Get Person Custom FieldTool to retrieve a specific custom field for a person by custom field ID.
Get Person Historic EventTool to retrieve a specific historic event of a person by ID.
Get ProjectTool to retrieve details of a specific project by ID from CentralStationCRM.
Get Project MaildropTool to retrieve the maildrop email address for a specific project.
Get Project Protocol AttachmentTool to retrieve a specific attachment from a project protocol by its ID.
Get Protocol AttachmentTool to retrieve a specific attachment from a protocol by its ID.
Get Stats CompaniesRetrieve statistics about companies in your CRM.
Get Stats DealsRetrieve statistics about deals in your CRM.
Get Stats ProjectsRetrieve statistics about projects in your CRM.
Get TaskTool to retrieve details of a specific task by its ID.
Get UserTool to retrieve the current API user's details.
Get User By IDTool to retrieve details of a specific user by ID.
List ActivitiesTool to retrieve activities for records in CentralStationCRM.
List AttachmentsTool to retrieve a paginated list of all attachments from CentralStationCRM.
List AvatarsTool to retrieve all avatars from CentralStationCRM.
List Calendar EventsTool to retrieve all calendar events from the account.
List Calendar Event AttendeesTool to retrieve all attendees for a specific calendar event.
List CommentsTool to retrieve all comments from the account.
List CompaniesTool to retrieve a paginated list of all companies from CentralStationCRM.
List Company AddressesTool to retrieve all addresses for a specific company.
List Company AvatarsTool to retrieve all avatars for a specific company.
List Company Contact DetailsTool to retrieve all contact details for a specific company.
List Companies External EmailsTool to retrieve all external emails for a specific company from CentralStationCRM.
List Company Protocol AttachmentsTool to retrieve all attachments for a specific protocol within a company.
List Custom Fields TypesTool to retrieve all custom field types of the account.
List DealsTool to retrieve all deals with advanced filtering, sorting, and pagination options.
List Deals External EmailsTool to retrieve all external emails for a specific deal from CentralStationCRM.
List Deal Protocol AttachmentsTool to retrieve all attachments for a specific protocol within a deal.
List External EmailsTool to retrieve all external emails from CentralStationCRM.
List Filter GroupsTool to retrieve all filter groups from CentralStationCRM.
List Group CalendarsTool to retrieve all group calendars from the account.
List Historic EventsTool to retrieve all historic events from the CentralStationCRM account.
List HooksTool to retrieve all hooks of the account from CentralStationCRM.
List PeopleTool to retrieve a paginated list of all people from CentralStationCRM.
List People AssisTool to retrieve all assis of a person.
List People AvatarsTool to retrieve all avatars for a specific person.
List People Contact DetailsTool to retrieve all contact details for a specific person.
List People Custom FieldsTool to retrieve all custom fields for a specific person from the dedicated custom fields endpoint.
List People External EmailsTool to retrieve all external emails for a specific person from CentralStationCRM.
List People Historic EventsTool to retrieve all historic events of a person.
List People PositionsTool to retrieve all positions for a specific person.
List People Protocol AttachmentsTool to retrieve all attachments for a specific protocol within a person.
List People TagsTool to retrieve all tags for a specific person.
List ProjectsTool to retrieve a paginated list of all projects from CentralStationCRM.
List Projects External EmailsTool to retrieve all external emails for a specific project from CentralStationCRM.
List Project Protocol AttachmentsTool to retrieve all attachments for a specific protocol within a project.
List ProtocolsTool to retrieve all protocols from CentralStationCRM.
List Protocol AttachmentsTool to retrieve all attachments for a specific protocol.
List TagsTool to retrieve all tags from CentralStationCRM.
List Tags 2Tool to retrieve all tag names from CentralStationCRM.
List TasksTool to retrieve a paginated list of all tasks from CentralStationCRM.
List UsersTool to retrieve all users of the account from CentralStationCRM.
Merge CompaniesTool to merge multiple companies into an existing company by ID.
Merge PersonTool to merge another person into an existing person by ID.
Search AttachmentsSearch for attachments in CentralStationCRM by filename.
Search CompaniesTool to search for companies in CentralStationCRM by name.
Search Company Protocol AttachmentsTool to search for attachments within a specific protocol of a company.
Search Contact DetailsTool to search for contact details in CentralStationCRM by name, email, phone, or other criteria.
Search DealsTool to search for deals by name and retrieve matching results with pagination.
Search Deal Protocol AttachmentsTool to search for attachments within a specific deal protocol in CentralStationCRM.
Search PeopleSearch for people in CentralStationCRM by name, email, phone, or other text criteria.
Search Person Protocol AttachmentsTool to search for attachments within a specific person protocol in CentralStationCRM.
Search People V2Tool to search for people in CentralStationCRM using specific criteria like name, email, or phone.
Search ProjectsTool to search for projects in CentralStationCRM by name.
Search Project Protocol AttachmentsTool to search for attachments within a specific protocol of a project.
Search RecordsTool to retrieve search results from CentralStationCRM.
Search UsersTool to search for users in CentralStationCRM by first name or last name.
Stats PeopleRetrieve statistics about people (contacts) in your CRM.
Update Calendar EventTool to update an existing calendar event by ID.
Update Calendar Event AttendeeTool to update a calendar event attendee.
Update CommentTool to update an existing comment by ID.
Update CompanyTool to update an existing company by ID.
Update Company AddressTool to update a specific address of a company.
Update Company Contact DetailTool to update a contact detail for a company by ID.
Update Custom Field TypeTool to update a custom field type by ID.
Update DealTool to update an existing deal record.
Update Group CalendarTool to update an existing group calendar by ID.
Update People Custom FieldsTool to update a person's custom field by its ID.
Update People PositionTool to update a position for a specific person.
Update PersonTool to update an existing person by ID.
Update Person AddressTool to update a specific address of a person.
Update Person AssiTool to update an assi entry of a person.
Update Person Contact DetailTool to update a specific contact detail of a person by ID.
Update Person Historic EventTool to update a historic event of a person by ID.
Update Person TagTool to update a tag on a person.
Update ProjectTool to update an existing project record.
Update ProtocolTool to update an existing protocol by ID.
Update TaskTool to update an existing task by ID.

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 Centralstationcrm 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 Centralstationcrm 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 Centralstationcrm MCP URL

Create a Composio Tool Router session for Centralstationcrm

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

url = session.mcp.url
What's happening:
  • You create a Centralstationcrm only session through Composio
  • Composio returns an MCP HTTP URL that exposes Centralstationcrm 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 Centralstationcrm 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=["centralstationcrm"],
)
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 Centralstationcrm through Composio's Tool Router. The agent can perform Centralstationcrm 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 Centralstationcrm MCP Agent with another framework

FAQ

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

With a standalone Centralstationcrm MCP server, the agents and LLMs can only access a fixed set of Centralstationcrm tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Centralstationcrm 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 Centralstationcrm tools.

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

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

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