How to integrate Helpwise MCP with CrewAI

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Introduction

This guide walks you through connecting Helpwise to CrewAI using the Composio tool router. By the end, you'll have a working Helpwise agent that can add note to open conversation with client, delete outdated contact from contact list, create new team for support agents, upload invoice attachment to active conversation through natural language commands.

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

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

TL;DR

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

The Helpwise MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Helpwise account. It provides structured and secure access to your customer communication tools, so your agent can create conversations, manage notes, upload attachments, delete messages, and organize your Helpwise workspace on your behalf.

  • Attachment management and uploads: Easily upload files as attachments to conversations and retrieve attachment metadata for streamlined file sharing.
  • Conversation note automation: Let your agent add or remove notes to specific conversations, making it easy to document context or follow up actions.
  • Mailbox and conversation cleanup: Direct your agent to delete entire conversations, mailboxes, or individual messages for efficient workspace management.
  • Contact and signature management: Seamlessly delete contacts and email signatures, keeping your Helpwise account up to date and clutter-free.
  • Webhook and team setup: Have your agent create new webhooks for event notifications or set up Helpwise teams to organize your users for better collaboration.

Supported Tools & Triggers

Tools
Create attachmentTool to upload a new attachment.
Add note to conversationTool to add a note to a conversation.
Create Helpwise TeamTool to create a new team.
Create Helpwise WebhookTool to create a new webhook in Helpwise.
Delete ContactTool to delete a contact.
Delete Helpwise ConversationTool to delete a conversation.
Delete MailboxTool to delete a mailbox.
Delete Helpwise MessageTool to delete a message.
Delete Helpwise NoteTool to delete a note from a conversation.
Delete SignatureTool to delete an email signature.
Delete TagTool to delete a tag.
Delete TeamTool to delete a team.
Delete TemplateTool to delete a template.
Delete Helpwise WebhookTool to delete a webhook.
Get AttachmentTool to retrieve a specific attachment.
Get Conversation AttachmentsTool to retrieve attachments.
Get Helpwise ContactTool to retrieve details of a specific contact.
Get ConversationTool to retrieve details of a specific conversation.
Get ConversationsTool to retrieve a list of conversations.
Get Helpwise MailboxTool to retrieve details of a specific mailbox by its ID.
Get Helpwise MailboxesTool to retrieve mailboxes.
Get Helpwise MessagesTool to retrieve messages for a specific conversation.
Get Conversation NoteTool to retrieve details of a specific note.
Get Conversation NotesTool to retrieve notes for a conversation.
Get Helpwise TagTool to retrieve a specific tag.
Get Helpwise TeamTool to retrieve details of a specific team by its ID.
Get Helpwise TeamsTool to retrieve Helpwise teams.
Get Helpwise TemplatesTool to retrieve Helpwise email templates.
Get Helpwise UsersTool to retrieve Helpwise users list.
Get Helpwise WebhookTool to retrieve details of a specific webhook.
Get Helpwise WebhooksTool to retrieve Helpwise webhooks.
Update Helpwise ContactTool to update an existing Helpwise contact.
Update MailboxTool to update an existing mailbox.
Update Helpwise MessageTool to update an existing message.
Update Helpwise TagTool to update an existing tag.
Update Helpwise TemplateTool to update an existing email template.

What is the Composio tool router, and how does it fit here?

What is Tool Router?

Composio's Tool Router 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 Tool Router

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Tool Router works

The Tool Router 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 Helpwise 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 python-dotenv
What's happening:
  • composio connects your agent to Helpwise via MCP
  • crewai provides Agent, Task, Crew, and LLM primitives
  • crewai-tools 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
from crewai import Agent, Task, Crew, LLM
from crewai_tools import MCPServerAdapter  # optional import if you plan to adapt tools
from composio import Composio
from dotenv import load_dotenv
import os
from crewai.mcp import MCPServerHTTP

load_dotenv()
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 Helpwise MCP URL

Create a Composio Tool Router session for Helpwise

python
composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
session = composio.create(
    user_id=os.getenv("USER_ID"),
    toolkits=["helpwise"],
)
url = session.mcp.url
What's happening:
  • You create a Helpwise only session through Composio
  • Composio returns an MCP HTTP URL that exposes Helpwise tools

Configure the LLM

python
llm = LLM(
    model="gpt-5-mini",
    api_key=os.getenv("OPENAI_API_KEY"),
)
What's happening:
  • CrewAI will call this LLM for planning and responses
  • You can swap in a different model if needed

Attach the MCP server and create the agent

python
toolkit_agent = Agent(
    role="Helpwise Assistant",
    goal="Help users interact with Helpwise through natural language commands",
    backstory=(
        "You are an expert assistant with access to Helpwise tools. "
        "You can perform various Helpwise operations on behalf of the user."
    ),
    mcps=[
        MCPServerHTTP(
            url=url,
            streamable=True,
            cache_tools_list=True,
            headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")},
        ),
    ],
    llm=llm,
    verbose=True,
    max_iter=10,
)
What's happening:
  • MCPServerHTTP connects the agent to the Helpwise MCP endpoint
  • cache_tools_list saves a tools catalog for faster subsequent runs
  • verbose helps you see what the agent is doing

Add a REPL loop with Task and Crew

python
print("Chat started! Type 'exit' or 'quit' to end.\n")
print("Try asking the agent to perform Helpwise operations.\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"Based on the conversation history:\n{conversation_context}\n\n"
            f"Current user request: {user_input}\n\n"
            f"Please help the user with their Helpwise related request."
        ),
        expected_output="A helpful response addressing the user's request",
        agent=toolkit_agent,
    )

    crew = Crew(
        agents=[toolkit_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:
  • You build a simple chat loop and keep a running context
  • Each user turn becomes a Task handled by the same agent
  • Crew executes the task and returns a response

Run the application

python
if __name__ == "__main__":
    main()
What's happening:
  • Standard Python entry point so you can run python crewai_helpwise_agent.py

Complete Code

Here's the complete code to get you started with Helpwise and CrewAI:

python
# file: crewai_helpwise_agent.py
from crewai import Agent, Task, Crew, LLM
from crewai_tools import MCPServerAdapter  # optional
from composio import Composio
from dotenv import load_dotenv
import os
from crewai.mcp import MCPServerHTTP

load_dotenv()

def main():
    # Initialize Composio and create a Helpwise session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["helpwise"],
    )
    url = session.mcp.url

    # Configure LLM
    llm = LLM(
        model="gpt-5-mini",
        api_key=os.getenv("OPENAI_API_KEY"),
    )

    # Create Helpwise assistant agent
    toolkit_agent = Agent(
        role="Helpwise Assistant",
        goal="Help users interact with Helpwise through natural language commands",
        backstory=(
            "You are an expert assistant with access to Helpwise tools. "
            "You can perform various Helpwise operations on behalf of the user."
        ),
        mcps=[
            MCPServerHTTP(
                url=url,
                streamable=True,
                cache_tools_list=True,
                headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")},
            ),
        ],
        llm=llm,
        verbose=True,
        max_iter=10,
    )

    print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
    print("Try asking the agent to perform Helpwise operations.\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"Based on the conversation history:\n{conversation_context}\n\n"
                f"Current user request: {user_input}\n\n"
                f"Please help the user with their Helpwise related request."
            ),
            expected_output="A helpful response addressing the user's request",
            agent=toolkit_agent,
        )

        crew = Crew(
            agents=[toolkit_agent],
            tasks=[task],
            verbose=False,
        )

        result = crew.kickoff()
        response = str(result)

        conversation_context += f"Agent: {response}\n"
        print(f"Agent: {response}\n")

if __name__ == "__main__":
    main()

Conclusion

You now have a CrewAI agent connected to Helpwise through Composio's Tool Router. The agent can perform Helpwise 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 Helpwise MCP Agent with another framework

OpenAI Agents SDK

OpenAI Agents SDK

Use Helpwise MCP with OpenAI Agents SDK

Claude Agent SDK

Claude Agent SDK

Use Helpwise MCP with Claude Agent SDK

Google ADK

Google ADK

Use Helpwise MCP with Google ADK

LangChain

LangChain

Use Helpwise MCP with LangChain

Vercel AI SDK

Vercel AI SDK

Use Helpwise MCP with Vercel AI SDK

Mastra AI

Mastra AI

Use Helpwise MCP with Mastra AI

LlamaIndex

LlamaIndex

Use Helpwise MCP with LlamaIndex

FAQ

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

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

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

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

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