How to integrate Pipeline crm MCP with OpenAI Agents SDK

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Introduction

This guide walks you through connecting Pipeline crm to the OpenAI Agents SDK using the Composio tool router. By the end, you'll have a working Pipeline crm agent that can list all leads added this week, get details for deal with id 789, delete company with id 123, list calendar tasks scheduled for today through natural language commands.

This guide will help you understand how to give your OpenAI Agents SDK agent real control over a Pipeline crm account through Composio's Pipeline crm 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 and set up your OpenAI and Composio API keys
  • Install the necessary dependencies
  • Initialize Composio and create a Tool Router session for Pipeline crm
  • Configure an AI agent that can use Pipeline crm as a tool
  • Run a live chat session where you can ask the agent to perform Pipeline crm operations

What is open-ai-agents-sdk?

The OpenAI Agents SDK is a lightweight framework for building AI agents that can use tools and maintain conversation state. It provides a simple interface for creating agents with hosted MCP tool support.

Key features include:

  • Hosted MCP Tools: Connect to external services through hosted MCP endpoints
  • SQLite Sessions: Persist conversation history across interactions
  • Simple API: Clean interface with Agent, Runner, and tool configuration
  • Streaming Support: Real-time response streaming for interactive applications

What is the Pipeline crm MCP server, and what's possible with it?

The Pipeline crm MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Pipeline crm account. It provides structured and secure access to your sales pipeline data, so your agent can perform actions like tracking leads, managing deals, updating company information, organizing tasks, and streamlining sales workflows on your behalf.

  • Lead and company management: Effortlessly list, retrieve, or delete companies and leads, making it easy to keep your CRM up to date and focused on the right opportunities.
  • Deal tracking and stage management: Let your agent fetch deal details, monitor deal stages, or remove outdated deals to ensure your pipeline always reflects current sales activity.
  • Calendar task organization: Automatically list and retrieve calendar tasks, or pull specific task details by ID to stay on top of follow-ups and scheduled activities.
  • Comprehensive sales workflow automation: Ask your agent to enumerate deal stages, manage associated tasks, and streamline repetitive CRM operations so your team can focus on closing more deals.

Supported Tools & Triggers

Tools
Delete CompanyTool to delete a company by id in pipeline crm.
Delete DealTool to delete a deal by id.
Get Company by IDTool to retrieve details for a specific company by id.
Get Deal by IDTool to retrieve details for a specific deal by id in pipeline crm.
Get Deal Stage by IDTool to retrieve details for a specific stage by id in pipeline crm.
Get calendar task by IDTool to retrieve details for a specific task by id in pipeline crm.
List CompaniesTool to list companies in pipeline crm.
List LeadsTool to list leads in pipeline crm.
List Deal StagesTool to list deal stages.
List calendar tasksTool to list calendar tasks.
List UsersTool to list users in pipeline crm.
Create Pipeline CRM CompanyTool to create a new company in pipeline crm.
Create DealTool to create a new deal in pipeline crm.
Delete calendar taskTool to delete a calendar task by id.
Update CompanyTool to update an existing company by id in pipeline crm.

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:
  • Composio API Key and OpenAI API Key
  • Primary know-how of OpenAI Agents SDK
  • A live Pipeline crm project
  • Some knowledge of Python or Typescript

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

Install dependencies

pip install composio_openai_agents openai-agents python-dotenv

Install the Composio SDK and the OpenAI Agents SDK.

Set up environment variables

bash
OPENAI_API_KEY=sk-...your-api-key
COMPOSIO_API_KEY=your-api-key
USER_ID=composio_user@gmail.com

Create a .env file and add your OpenAI and Composio API keys.

Import dependencies

import asyncio
import os
from dotenv import load_dotenv

from composio import Composio
from composio_openai_agents import OpenAIAgentsProvider
from agents import Agent, Runner, HostedMCPTool, SQLiteSession
What's happening:
  • You're importing all necessary libraries.
  • The Composio and OpenAIAgentsProvider classes are imported to connect your OpenAI agent to Composio tools like Pipeline crm.

Set up the Composio instance

load_dotenv()

api_key = os.getenv("COMPOSIO_API_KEY")
user_id = os.getenv("USER_ID")

if not api_key:
    raise RuntimeError("COMPOSIO_API_KEY is not set. Create a .env file with COMPOSIO_API_KEY=your_key")

# Initialize Composio
composio = Composio(api_key=api_key, provider=OpenAIAgentsProvider())
What's happening:
  • load_dotenv() loads your .env file so OPENAI_API_KEY and COMPOSIO_API_KEY are available as environment variables.
  • Creating a Composio instance using the API Key and OpenAIAgentsProvider class.

Create a Tool Router session

# Create a Pipeline crm Tool Router session
session = composio.create(
    user_id=user_id,
    toolkits=["pipeline_crm"]
)

mcp_url = session.mcp.url

What is happening:

  • You give the Tool Router the user id and the toolkits you want available. Here, it is only pipeline_crm.
  • The router checks the user's Pipeline crm connection and prepares the MCP endpoint.
  • The returned session.mcp.url is the MCP URL that your agent will use to access Pipeline crm.
  • This approach keeps things lightweight and lets the agent request Pipeline crm tools only when needed during the conversation.

Configure the agent

# Configure agent with MCP tool
agent = Agent(
    name="Assistant",
    model="gpt-5",
    instructions=(
        "You are a helpful assistant that can access Pipeline crm. "
        "Help users perform Pipeline crm operations through natural language."
    ),
    tools=[
        HostedMCPTool(
            tool_config={
                "type": "mcp",
                "server_label": "tool_router",
                "server_url": mcp_url,
                "headers": {"x-api-key": api_key},
                "require_approval": "never",
            }
        )
    ],
)
What's happening:
  • We're creating an Agent instance with a name, model (gpt-5), and clear instructions about its purpose.
  • The agent's instructions tell it that it can access Pipeline crm and help with queries, inserts, updates, authentication, and fetching database information.
  • The tools array includes a HostedMCPTool that connects to the MCP server URL we created earlier.
  • The headers dict includes the Composio API key for secure authentication with the MCP server.
  • require_approval: 'never' means the agent can execute Pipeline crm operations without asking for permission each time, making interactions smoother.

Start chat loop and handle conversation

print("\nComposio Tool Router session created.")

chat_session = SQLiteSession("conversation_openai_toolrouter")

print("\nChat started. Type your requests below.")
print("Commands: 'exit', 'quit', or 'q' to end\n")

async def main():
    try:
        result = await Runner.run(
            agent,
            "What can you help me with?",
            session=chat_session
        )
        print(f"Assistant: {result.final_output}\n")
    except Exception as e:
        print(f"Error: {e}\n")

    while True:
        user_input = input("You: ").strip()
        if user_input.lower() in {"exit", "quit", "q"}:
            print("Goodbye!")
            break

        result = await Runner.run(
            agent,
            user_input,
            session=chat_session
        )
        print(f"Assistant: {result.final_output}\n")

asyncio.run(main())
What's happening:
  • The program prints a session URL that you visit to authorize Pipeline crm.
  • After authorization, the chat begins.
  • Each message you type is processed by the agent using Runner.run().
  • The responses are printed to the console, and conversations are saved locally using SQLite.
  • Typing exit, quit, or q cleanly ends the chat.

Complete Code

Here's the complete code to get you started with Pipeline crm and open-ai-agents-sdk:

import asyncio
import os
from dotenv import load_dotenv

from composio import Composio
from composio_openai_agents import OpenAIAgentsProvider
from agents import Agent, Runner, HostedMCPTool, SQLiteSession

load_dotenv()

api_key = os.getenv("COMPOSIO_API_KEY")
user_id = os.getenv("USER_ID")

if not api_key:
    raise RuntimeError("COMPOSIO_API_KEY is not set. Create a .env file with COMPOSIO_API_KEY=your_key")

# Initialize Composio
composio = Composio(api_key=api_key, provider=OpenAIAgentsProvider())

# Create Tool Router session
session = composio.create(
    user_id=user_id,
    toolkits=["pipeline_crm"]
)
mcp_url = session.mcp.url

# Configure agent with MCP tool
agent = Agent(
    name="Assistant",
    model="gpt-5",
    instructions=(
        "You are a helpful assistant that can access Pipeline crm. "
        "Help users perform Pipeline crm operations through natural language."
    ),
    tools=[
        HostedMCPTool(
            tool_config={
                "type": "mcp",
                "server_label": "tool_router",
                "server_url": mcp_url,
                "headers": {"x-api-key": api_key},
                "require_approval": "never",
            }
        )
    ],
)

print("\nComposio Tool Router session created.")

chat_session = SQLiteSession("conversation_openai_toolrouter")

print("\nChat started. Type your requests below.")
print("Commands: 'exit', 'quit', or 'q' to end\n")

async def main():
    try:
        result = await Runner.run(
            agent,
            "What can you help me with?",
            session=chat_session
        )
        print(f"Assistant: {result.final_output}\n")
    except Exception as e:
        print(f"Error: {e}\n")

    while True:
        user_input = input("You: ").strip()
        if user_input.lower() in {"exit", "quit", "q"}:
            print("Goodbye!")
            break

        result = await Runner.run(
            agent,
            user_input,
            session=chat_session
        )
        print(f"Assistant: {result.final_output}\n")

asyncio.run(main())

Conclusion

This was a starter code for integrating Pipeline crm MCP with OpenAI Agents SDK to build a functional AI agent that can interact with Pipeline crm.

Key features:

  • Hosted MCP tool integration through Composio's Tool Router
  • SQLite session persistence for conversation history
  • Simple async chat loop for interactive testing
You can extend this by adding more toolkits, implementing custom business logic, or building a web interface around the agent.

How to build Pipeline crm MCP Agent with another framework

Claude Agent SDK

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Use Pipeline crm MCP with Claude Agent SDK

Google ADK

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Use Pipeline crm MCP with Google ADK

LangChain

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Vercel AI SDK

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Use Pipeline crm MCP with Vercel AI SDK

Mastra AI

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Use Pipeline crm MCP with Mastra AI

LlamaIndex

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Use Pipeline crm MCP with LlamaIndex

CrewAI

CrewAI

Use Pipeline crm MCP with CrewAI

FAQ

What are the differences in Tool Router MCP and Pipeline crm MCP?

With a standalone Pipeline crm MCP server, the agents and LLMs can only access a fixed set of Pipeline crm tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Pipeline crm and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with OpenAI Agents SDK?

Yes, you can. OpenAI Agents SDK 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 Pipeline crm tools.

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

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

Used by agents from

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Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

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