# Formilla

```json
{
  "name": "Formilla",
  "slug": "formilla",
  "url": "https://composio.dev/toolkits/formilla",
  "markdown_url": "https://composio.dev/toolkits/formilla.md",
  "logo_url": "https://logos.composio.dev/api/formilla",
  "categories": [
    "crm"
  ],
  "is_composio_managed": false,
  "updated_at": "2026-09-09T05:36:29.750Z"
}
```

![Formilla logo](https://logos.composio.dev/api/formilla)

## Description

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Formilla MCP or direct API to create contacts, update contact records, search contacts, and manage live chat sessions through natural language.

## Summary

Formilla is a live chat and marketing automation service for websites.
It helps teams capture leads, manage contacts, and start conversations in real time.

## Categories

- crm

## Toolkit Details

- Tools: 1

## Images

- Logo: https://logos.composio.dev/api/formilla

## Authentication

- **Api Key**
  - Type: `api_key`
  - Description: Api Key authentication for Formilla.
  - Setup:
    - Configure Api Key credentials for Formilla.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- Create a new contact from chat
- Update contact email and subscription status
- List contacts created in last week

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `FORMILLA_UPSERT_CONTACT` | Upsert Contact | Create a Formilla contact or overwrite supplied fields on an existing contact matched by user ID first, then email. Returns no contact data, ID, or create-versus-update result. |

## Supported Triggers

None listed.

## Installation and MCP Setup

### Path 1: SDK Installation

#### Path 1, Step 1: Install Composio

Install the Composio SDK
```python
pip install composio_openai
```

```typescript
npm install @composio/openai
```

#### Path 1, Step 2: Initialize Composio and Create Tool Router Session

Import and initialize Composio client, then create a Tool Router session
```python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
```

```typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
```

#### Path 1, Step 3: Execute Formilla Tools via Tool Router with Your Agent

Get tools from Tool Router session and execute Formilla actions with your Agent
```python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': "Create a new contact for Jane Doe (jane@example.com) with tag 'website-chat' and source 'homepage'"
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
```

```typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: "Create a new contact for Jane Doe (jane@example.com) with tag 'website-chat' and source 'homepage'"
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
```

### Path 2: MCP Server Setup

#### Path 2, Step 1: Install Composio

Install the Composio SDK for Python or TypeScript
```python
pip install composio claude-agent-sdk
```

```typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
```

#### Path 2, Step 2: Initialize Client and Create Tool Router Session

Import and initialize the Composio client, then create a Tool Router session for Formilla
```python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
```

```typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });
const session = await composio.create('your-user-id');
console.log(`Tool Router session created: ${session.mcp.url}`);
```

#### Path 2, Step 3: Connect to AI Agent

Use the MCP server with your AI agent (Anthropic Claude or Mastra)
```python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Formilla tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query("Create a new contact for Jane Doe (jane@example.com) with tag 'website-chat' and source 'homepage'")
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
```

```typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: session.mcp.url,
    headers: {
      'x-api-key': 'your-composio-api-key',
    },
  },
});

const tools = await client.tools();
const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{
    role: 'user',
    content: "Create a new contact for Jane Doe (jane@example.com) with tag 'website-chat' and source 'homepage'"
  }],
  maxSteps: 5,
});

console.log(`Agent: ${text}`);
```

## Why Use Composio?

### 1. AI Native Formilla Integration

- Supports both Formilla MCP and direct API based integrations
- Structured, LLM-friendly schemas for reliable tool execution
- Rich coverage for reading, writing, and querying your Formilla data

### 2. Managed Auth

- Built-in OAuth handling with automatic token refresh and rotation
- Central place to manage, scope, and revoke Formilla access
- Per user and per environment credentials instead of hard-coded keys

### 3. Agent Optimized Design

- Tools are tuned using real error and success rates to improve reliability over time
- Comprehensive execution logs so you always know what ran, when, and on whose behalf

### 4. Enterprise Grade Security

- Fine-grained RBAC so you control which agents and users can access Formilla
- Scoped, least privilege access to Formilla resources
- Full audit trail of agent actions to support review and compliance

## Use Formilla with any AI Agent Framework

Choose a framework you want to connect Formilla with:

- [ChatGPT Work](https://composio.dev/toolkits/formilla/framework/chatgpt)
- [Claude Cowork](https://composio.dev/toolkits/formilla/framework/claude-cowork)
- [Hermes](https://composio.dev/toolkits/formilla/framework/hermes-agent)

## Related Toolkits

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- [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.
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- [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.
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- [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.
- [Clarify MCP](https://composio.dev/toolkits/clarify_mcp) - Clarify MCP is a CRM platform for managing companies, people, deals, meetings, tasks, lists, and campaigns. Use it to centralize CRM data and streamline sales and marketing workflows.
- [Clay MCP](https://composio.dev/toolkits/clay_mcp) - Clay MCP is a prospect enrichment service for researching companies and contacts. It runs enrichment providers and Clay functions to return enriched prospect data.
- [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.
- [Close](https://composio.dev/toolkits/close) - Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools.
- [Close MCP](https://composio.dev/toolkits/close_mcp) - Close MCP is a CRM MCP exposing leads, contacts, opportunities, activities, communications, and workflows. Use it to give agents scoped, auditable access to your CRM data.

## Frequently Asked Questions

### Do I need my own developer credentials to use Formilla with Composio?

Yes, Formilla requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

### Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. [Learn more](https://docs.composio.dev/tool-router/overview).

### Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev).

### What if the API changes?

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

---
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