# How to integrate Persistiq MCP with CrewAI

```json
{
  "title": "How to integrate Persistiq MCP with CrewAI",
  "toolkit": "Persistiq",
  "toolkit_slug": "persistiq",
  "framework": "CrewAI",
  "framework_slug": "crew-ai",
  "url": "https://composio.dev/toolkits/persistiq/framework/crew-ai",
  "markdown_url": "https://composio.dev/toolkits/persistiq/framework/crew-ai.md",
  "updated_at": "2026-05-12T10:21:50.640Z"
}
```

## Introduction

This guide walks you through connecting Persistiq to CrewAI using the Composio tool router. By the end, you'll have a working Persistiq agent that can send personalized cold emails to new leads, create a follow-up sequence for prospects, log a completed sales call as a task through natural language commands.
This guide will help you understand how to give your CrewAI agent real control over a Persistiq account through Composio's Persistiq MCP server.
Before we dive in, let's take a quick look at the key ideas and tools involved.

## Also integrate Persistiq with

- [OpenAI Agents SDK](https://composio.dev/toolkits/persistiq/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/persistiq/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/persistiq/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/persistiq/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/persistiq/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/persistiq/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/persistiq/framework/hermes-agent)
- [CLI](https://composio.dev/toolkits/persistiq/framework/cli)
- [Google ADK](https://composio.dev/toolkits/persistiq/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/persistiq/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/persistiq/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/persistiq/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/persistiq/framework/llama-index)

## TL;DR

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

The Persistiq MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your PersistIQ account. It provides structured and secure access to your sales automation workflows, so your agent can perform actions like managing campaigns, sending personalized emails, creating and updating leads, and automating sales tasks on your behalf.
- Personalized email campaign management: Let your agent create, schedule, and manage outbound email sequences to engage prospects at scale.
- Lead and contact automation: Seamlessly add, update, or remove leads and contacts, ensuring your sales pipeline is always fresh and accurate.
- Automated task handling: Enable your agent to create, update, or complete tasks, helping your team stay on top of follow-ups and to-dos.
- Activity tracking and reporting: Retrieve detailed reports and track engagement metrics, like email opens and replies, to measure campaign effectiveness.
- Sequence step optimization: Adjust and optimize sequence steps or schedules based on real-time insights, maximizing outreach performance.

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `PERSISTIQ_ADD_LEAD_TO_CAMPAIGN` | Add Lead To Campaign | Tool to add a lead to a specified campaign. Use when you have lead details and a campaign ID to enroll the lead into the campaign. |
| `PERSISTIQ_CREATE_CAMPAIGN` | Create Campaign | Tool to create a new campaign in PersistIQ. Use when you need to set up a new outreach campaign with a specific owner. |
| `PERSISTIQ_CREATE_DNC_DOMAIN` | Create Do Not Contact Domain | Tool to create a Do Not Contact domain. Use when you need to block emails from being sent to addresses at a specific domain without manual approval. |
| `PERSISTIQ_CREATE_LEADS` | Create Leads | Tool to bulk create up to 10 leads. Use when you have multiple new contacts and need optional duplicate-handling. |
| `PERSISTIQ_LIST_CAMPAIGNS` | List Campaigns | Tool to list campaigns. Use when you need to fetch multiple campaigns with optional filters and pagination after setting up your filter criteria. |
| `PERSISTIQ_LIST_DNC_DOMAINS` | List Do Not Contact Domains | Tool to list Do Not Contact domains. Use when you need to retrieve all domains marked as DNC. |
| `PERSISTIQ_LIST_EVENTS` | List Events | Tool to retrieve a list of PersistIQ events. Use when you need to fetch events filtered by group, campaign, lead, user, or time range. |
| `PERSISTIQ_LIST_LEAD_FIELDS` | List Lead Fields | Tool to list all lead fields for your company. Use when you need to retrieve available custom lead fields. |
| `PERSISTIQ_LIST_LEADS` | List Leads | Tool to list leads from PersistIQ. Use when you need to fetch a paginated list of leads, optionally filtering by status or updated_after. |
| `PERSISTIQ_LIST_LEAD_STATUSES` | List lead statuses | Tool to retrieve all lead statuses for your company. Use when you need to list available lead statuses after confirming authentication with PersistIQ. |
| `PERSISTIQ_LIST_USERS` | List Users | Tool to list all non-archived users in your company. Use when you need to retrieve user information including id, name, email, activated status, default_mailbox_id, and salesforce_id. |
| `PERSISTIQ_REMOVE_LEAD_FROM_CAMPAIGN` | Remove Lead From Campaign | Tool to remove a lead from a specified campaign. Use when you need to detach a lead from an existing campaign after confirming both IDs. |
| `PERSISTIQ_UPDATE_LEAD` | Update Lead | Tool to update a lead's information. Use when you need to modify fields (status, tags, or custom attributes) of an existing lead. Call after confirming the lead_id. |
| `PERSISTIQ_VIEW_LEAD` | View Lead | Tool to retrieve a lead by its ID. Use when you have the lead ID and need its detailed information. |

## Supported Triggers

None listed.

## Creating MCP Server - Stand-alone vs Composio SDK

The Persistiq MCP server is an implementation of the Model Context Protocol that connects your AI agent to Persistiq. It provides structured and secure access so your agent can perform Persistiq 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 Persistiq 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 Persistiq 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 Persistiq 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 Persistiq

**What's happening:**
- You create a Persistiq only session through Composio
- Composio returns an MCP HTTP URL that exposes Persistiq tools
```python
composio_client = Composio(api_key=COMPOSIO_API_KEY)
session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["persistiq"])

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=["persistiq"],
)
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 Persistiq through Composio's Tool Router. The agent can perform Persistiq 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 Persistiq MCP Agent with another framework

- [OpenAI Agents SDK](https://composio.dev/toolkits/persistiq/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/persistiq/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/persistiq/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/persistiq/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/persistiq/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/persistiq/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/persistiq/framework/hermes-agent)
- [CLI](https://composio.dev/toolkits/persistiq/framework/cli)
- [Google ADK](https://composio.dev/toolkits/persistiq/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/persistiq/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/persistiq/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/persistiq/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/persistiq/framework/llama-index)

## Related Toolkits

- [Aeroleads](https://composio.dev/toolkits/aeroleads) - Aeroleads is a B2B lead generation platform for finding business emails and phone numbers. Grow your sales pipeline faster with powerful prospecting tools.
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- [Better proposals](https://composio.dev/toolkits/better_proposals) - Better Proposals is a web-based tool for crafting and sending professional proposals. It helps teams impress clients and close deals faster with slick, easy-to-use templates.
- [Bidsketch](https://composio.dev/toolkits/bidsketch) - Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently. It streamlines the proposal process, saving time while boosting client win rates.
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- [Callerapi](https://composio.dev/toolkits/callerapi) - CallerAPI is a white-label caller identification platform for branded caller ID and fraud prevention. It helps businesses boost customer trust while stopping spam, fraud, and robocalls.
- [Callingly](https://composio.dev/toolkits/callingly) - Callingly is a lead response management platform that automates immediate call and text follow-ups with new leads. It helps sales teams boost response speed and close more deals by connecting seamlessly with CRMs and lead sources.
- [Callpage](https://composio.dev/toolkits/callpage) - Callpage is a lead capture platform that lets businesses instantly connect with website visitors via callback. It boosts lead generation and increases your sales conversion rates.
- [Clearout](https://composio.dev/toolkits/clearout) - Clearout is an AI-powered service for verifying, finding, and enriching email addresses. It boosts deliverability and helps you discover high-quality leads effortlessly.
- [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.
- [Convolo ai](https://composio.dev/toolkits/convolo_ai) - Convolo ai is an AI-powered communications platform for sales teams. It accelerates lead response and improves conversion rates by automating calls and integrating workflows.
- [Delighted](https://composio.dev/toolkits/delighted) - Delighted is a customer feedback platform based on the Net Promoter System®. It helps you quickly gather, track, and act on customer sentiment.
- [Docsbot ai](https://composio.dev/toolkits/docsbot_ai) - Docsbot ai is a platform that lets you build custom AI chatbots trained on your documentation. It automates customer support and content generation, saving time and improving response quality.
- [Emelia](https://composio.dev/toolkits/emelia) - Emelia is an all-in-one B2B prospecting platform for cold-email, LinkedIn outreach, and prospect research. It streamlines outbound campaigns so you can find, engage, and warm up leads faster.
- [Findymail](https://composio.dev/toolkits/findymail) - Findymail is a B2B data provider offering verified email and phone contacts for sales prospecting. Enhance outreach with automated exports, email verification, and CRM enrichment.
- [Freshdesk](https://composio.dev/toolkits/freshdesk) - Freshdesk is customer support software with ticketing and automation tools. It helps teams streamline helpdesk operations for faster, better customer support.
- [Fullenrich](https://composio.dev/toolkits/fullenrich) - FullEnrich is a B2B contact enrichment platform that aggregates emails and phone numbers from 15+ data vendors. Instantly find and verify lead contact data to boost your outreach.
- [Gatherup](https://composio.dev/toolkits/gatherup) - GatherUp is a customer feedback and online review management platform. It helps businesses boost their reputation by streamlining how they collect and manage customer feedback.

## Frequently Asked Questions

### What are the differences in Tool Router MCP and Persistiq MCP?

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

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

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

---
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