# How to integrate Pipeline crm MCP with Pydantic AI ```json { "title": "How to integrate Pipeline crm MCP with Pydantic AI", "toolkit": "Pipeline crm", "toolkit_slug": "pipeline_crm", "framework": "Pydantic AI", "framework_slug": "pydantic-ai", "url": "https://composio.dev/toolkits/pipeline_crm/framework/pydantic-ai", "markdown_url": "https://composio.dev/toolkits/pipeline_crm/framework/pydantic-ai.md", "updated_at": "2026-05-12T10:22:07.384Z" } ``` ## Introduction This guide walks you through connecting Pipeline crm to Pydantic AI 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 through natural language commands. This guide will help you understand how to give your Pydantic AI 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. ## Also integrate Pipeline crm with - [OpenAI Agents SDK](https://composio.dev/toolkits/pipeline_crm/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/pipeline_crm/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/pipeline_crm/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/pipeline_crm/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/pipeline_crm/framework/codex) - [OpenClaw](https://composio.dev/toolkits/pipeline_crm/framework/openclaw) - [Hermes](https://composio.dev/toolkits/pipeline_crm/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/pipeline_crm/framework/cli) - [Google ADK](https://composio.dev/toolkits/pipeline_crm/framework/google-adk) - [LangChain](https://composio.dev/toolkits/pipeline_crm/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/pipeline_crm/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/pipeline_crm/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/pipeline_crm/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/pipeline_crm/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 Pipeline crm - 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 Pipeline crm 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 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 | Tool slug | Name | Description | |---|---|---| | `PIPELINE_CRM_CREATE_COMPANY` | Create Pipeline CRM Company | Creates a new company record in Pipeline CRM with contact details, address, and social media information. Use this tool when you need to add a new company to the CRM system. The only required field is the company name. You can optionally include contact information (email, phone, fax), address details, social media links, and assign owners or tags. Set check_for_duplicates=true to prevent creating companies with duplicate names. | | `PIPELINE_CRM_CREATE_DEAL` | Create Deal | Tool to create a new deal in Pipeline CRM. Use after gathering all details. Example: Create a deal named 'Big Partnership' worth 50000 USD in stage 2. | | `PIPELINE_CRM_DELETE_COMPANY` | Delete Company | Tool to delete a company by ID in Pipeline CRM. Use after confirming the company ID is correct. Example: "Delete company with ID 123". | | `PIPELINE_CRM_DELETE_DEAL` | Delete Deal | Tool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM. | | `PIPELINE_CRM_DELETE_TASK` | Delete calendar task | Tool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM. | | `PIPELINE_CRM_GET_COMPANY` | Get Company by ID | Retrieves comprehensive details for a specific company by ID from Pipeline CRM. Returns complete company information including contact details (multiple phones, email, social media), full address breakdown, owner details, financial metrics (pipeline/won deals totals), custom fields, tags, and next scheduled tasks. Use this when you need detailed information about a company after obtaining its ID from LIST_COMPANIES or CREATE_COMPANY actions. | | `PIPELINE_CRM_GET_DEAL` | Get Deal by ID | Tool to retrieve details for a specific deal by ID in Pipeline CRM. Use after confirming the deal ID. | | `PIPELINE_CRM_GET_STAGE` | Get Deal Stage by ID | Tool to retrieve details for a specific stage by ID in Pipeline CRM. Use after confirming the stage ID. | | `PIPELINE_CRM_GET_TASK` | Get calendar task by ID | Tool to retrieve details for a specific task by ID in Pipeline CRM. Use after confirming the task ID. | | `PIPELINE_CRM_LIST_COMPANIES` | List Companies | List companies in Pipeline CRM with optional filtering, sorting, and pagination. Returns a paginated list of companies with comprehensive details including contact information, address, owner, custom fields, and tags. Supports search filtering and sorting by any field. Use this to retrieve multiple companies or search for specific companies by name or other attributes. | | `PIPELINE_CRM_LIST_LEADS` | List Leads | Tool to list leads in Pipeline CRM. Use when you need to fetch multiple leads with optional filtering and pagination. For large datasets, iterate through pages using `page` and `per_page` together; a single `per_page` value does not return all leads. | | `PIPELINE_CRM_LIST_STAGES` | List Deal Stages | Tool to list deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM. | | `PIPELINE_CRM_LIST_TASKS` | List calendar tasks | Tool to list calendar tasks. Use when retrieving tasks for a deal, company, or person with optional date filters and pagination. | | `PIPELINE_CRM_LIST_USERS` | List Users | List users in Pipeline CRM account with optional pagination. Returns a paginated list of users with their details including email, name, role, status, and admin privileges. Use this to retrieve user information for assignment, reporting, or user management purposes. For large accounts, iterate through pages using `page` and `per_page` parameters. Requires admin access to the API. | | `PIPELINE_CRM_UPDATE_COMPANY` | Update Company | Tool to update an existing company by ID in Pipeline CRM. Use after confirming the company ID and fields to change. | ## Supported Triggers None listed. ## Creating MCP Server - Stand-alone vs Composio SDK The Pipeline crm MCP server is an implementation of the Model Context Protocol that connects your AI agent to Pipeline crm. It provides structured and secure access so your agent can perform Pipeline crm 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 Pipeline crm - 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 Pipeline crm - MCPServerStreamableHTTP connects to the Pipeline crm 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 Pipeline crm 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 Pipeline crm composio = Composio(api_key=api_key) session = composio.create( user_id=user_id, toolkits=["pipeline_crm"], ) 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 Pipeline crm endpoint - The agent uses GPT-5 to interpret user commands and perform Pipeline crm operations - The instructions field defines the agent's role and behavior ```python # Attach the MCP server to a Pydantic AI Agent pipeline_crm_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY}) agent = Agent( "openai:gpt-5", toolsets=[pipeline_crm_mcp], instructions=( "You are a Pipeline crm assistant. Use Pipeline crm 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 - Pipeline crm 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 Pipeline crm.\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 Pipeline crm composio = Composio(api_key=api_key) session = composio.create( user_id=user_id, toolkits=["pipeline_crm"], ) 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 pipeline_crm_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY}) agent = Agent( "openai:gpt-5", toolsets=[pipeline_crm_mcp], instructions=( "You are a Pipeline crm assistant. Use Pipeline crm 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 Pipeline crm.\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 Pipeline crm through Composio's Tool Router. With this setup, your agent can perform real Pipeline crm 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 + Pipeline crm 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 Pipeline crm MCP Agent with another framework - [OpenAI Agents SDK](https://composio.dev/toolkits/pipeline_crm/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/pipeline_crm/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/pipeline_crm/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/pipeline_crm/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/pipeline_crm/framework/codex) - [OpenClaw](https://composio.dev/toolkits/pipeline_crm/framework/openclaw) - [Hermes](https://composio.dev/toolkits/pipeline_crm/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/pipeline_crm/framework/cli) - [Google ADK](https://composio.dev/toolkits/pipeline_crm/framework/google-adk) - [LangChain](https://composio.dev/toolkits/pipeline_crm/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/pipeline_crm/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/pipeline_crm/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/pipeline_crm/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/pipeline_crm/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. - [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. - [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. ## Frequently Asked Questions ### 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 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 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. --- [See all toolkits](https://composio.dev/toolkits) ยท [Composio docs](https://docs.composio.dev/llms.txt)