# How to integrate Close MCP with Pydantic AI ```json { "title": "How to integrate Close MCP with Pydantic AI", "toolkit": "Close", "toolkit_slug": "close", "framework": "Pydantic AI", "framework_slug": "pydantic-ai", "url": "https://composio.dev/toolkits/close/framework/pydantic-ai", "markdown_url": "https://composio.dev/toolkits/close/framework/pydantic-ai.md", "updated_at": "2026-05-06T08:06:11.564Z" } ``` ## Introduction This guide walks you through connecting Close to Pydantic AI using the Composio tool router. By the end, you'll have a working Close agent that can create a new sales lead for acme corp, log an outbound call with follow-up notes, send an sms to a lead about a meeting through natural language commands. This guide will help you understand how to give your Pydantic AI agent real control over a Close account through Composio's Close MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved. ## Also integrate Close with - [ChatGPT](https://composio.dev/toolkits/close/framework/chatgpt) - [OpenAI Agents SDK](https://composio.dev/toolkits/close/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/close/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/close/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/close/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/close/framework/codex) - [OpenClaw](https://composio.dev/toolkits/close/framework/openclaw) - [Hermes](https://composio.dev/toolkits/close/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/close/framework/cli) - [Google ADK](https://composio.dev/toolkits/close/framework/google-adk) - [LangChain](https://composio.dev/toolkits/close/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/close/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/close/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/close/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/close/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 Close - 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 Close 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 Close MCP server, and what's possible with it? The Close MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Close account. It provides structured and secure access to your sales pipeline, so your agent can perform actions like creating leads, logging calls, sending SMS, managing tasks, and retrieving notes on your behalf. - Lead creation and management: Instantly create new leads with company details and contact information, keeping your CRM fresh and organized without manual entry. - Automated call logging: Have your agent log both inbound and outbound calls to specific leads, capturing call notes, durations, and recordings for seamless tracking. - SMS communication: Direct your agent to send or log SMS messages with leads, enabling timely follow-ups and improved client engagement. - Task management: Let your agent create tasks, set due dates, and track completion, making sure nothing slips through the cracks in your sales workflow. - Note retrieval and analysis: Fetch notes by lead or date, so your agent can summarize past interactions, surface important insights, or prepare for upcoming calls. ## Supported Tools | Tool slug | Name | Description | |---|---|---| | `CLOSE_CLOSE_CREATE_SMS` | Create SMS Message | This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source. | | `CLOSE_CREATE_CALL` | Create Call | Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id. | | `CLOSE_CREATE_LEAD` | Create Lead | This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform. | | `CLOSE_CREATE_TASK` | Create Task | This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags. | | `CLOSE_DELETE_CALL` | Delete Call | This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone. | | `CLOSE_GET_NOTE` | Get Notes | This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments. | ## Supported Triggers None listed. ## Creating MCP Server - Stand-alone vs Composio SDK The Close MCP server is an implementation of the Model Context Protocol that connects your AI agent to Close. It provides structured and secure access so your agent can perform Close 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 Close - 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 Close - MCPServerStreamableHTTP connects to the Close 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 Close 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 Close composio = Composio(api_key=api_key) session = composio.create( user_id=user_id, toolkits=["close"], ) 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 Close endpoint - The agent uses GPT-5 to interpret user commands and perform Close operations - The instructions field defines the agent's role and behavior ```python # Attach the MCP server to a Pydantic AI Agent close_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY}) agent = Agent( "openai:gpt-5", toolsets=[close_mcp], instructions=( "You are a Close assistant. Use Close 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 - Close 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 Close.\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 Close composio = Composio(api_key=api_key) session = composio.create( user_id=user_id, toolkits=["close"], ) 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 close_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY}) agent = Agent( "openai:gpt-5", toolsets=[close_mcp], instructions=( "You are a Close assistant. Use Close 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 Close.\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 Close through Composio's Tool Router. With this setup, your agent can perform real Close 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 + Close 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 Close MCP Agent with another framework - [ChatGPT](https://composio.dev/toolkits/close/framework/chatgpt) - [OpenAI Agents SDK](https://composio.dev/toolkits/close/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/close/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/close/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/close/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/close/framework/codex) - [OpenClaw](https://composio.dev/toolkits/close/framework/openclaw) - [Hermes](https://composio.dev/toolkits/close/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/close/framework/cli) - [Google ADK](https://composio.dev/toolkits/close/framework/google-adk) - [LangChain](https://composio.dev/toolkits/close/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/close/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/close/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/close/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/close/framework/crew-ai) ## Related Toolkits - [Hubspot](https://composio.dev/toolkits/hubspot) - HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place. - [Pipedrive](https://composio.dev/toolkits/pipedrive) - Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up. - [Salesforce](https://composio.dev/toolkits/salesforce) - Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships. - [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place. - [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently. - [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing. - [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time. - [Affinity](https://composio.dev/toolkits/affinity) - Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities. - [Agencyzoom](https://composio.dev/toolkits/agencyzoom) - AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place. - [Bettercontact](https://composio.dev/toolkits/bettercontact) - Bettercontact is a smart contact enrichment tool for finding emails and phone numbers. It helps boost lead generation with automated, waterfall search across multiple sources. - [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations. - [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface. - [Capsule crm](https://composio.dev/toolkits/capsule_crm) - Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently. - [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place. - [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. - [Dropcontact](https://composio.dev/toolkits/dropcontact) - Dropcontact is a B2B email finder and data enrichment service for professionals. It delivers verified email addresses and enriches contact info with up-to-date data. - [Dynamics365](https://composio.dev/toolkits/dynamics365) - Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place. - [Espocrm](https://composio.dev/toolkits/espocrm) - EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process. - [Fireberry](https://composio.dev/toolkits/fireberry) - Fireberry is a CRM platform that streamlines customer and sales management. It helps businesses organize contacts, automate sales, and integrate with other business tools. - [Firmao](https://composio.dev/toolkits/firmao) - Firmao is a business information platform offering company, industry, and market data. Use it to quickly research firms and gain competitive market insights. ## Frequently Asked Questions ### What are the differences in Tool Router MCP and Close MCP? With a standalone Close MCP server, the agents and LLMs can only access a fixed set of Close tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Close 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 Close tools. ### Can I manage the permissions and scopes for Close while using Tool Router? Yes, absolutely. You can configure which Close 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 Close data and credentials are handled as safely as possible. --- [See all toolkits](https://composio.dev/toolkits) ยท [Composio docs](https://docs.composio.dev/llms.txt)