How to integrate ReferralRock MCP with CrewAI

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Introduction

This guide walks you through connecting ReferralRock to CrewAI using the Composio tool router. By the end, you'll have a working ReferralRock agent that can list all active referral campaigns, add a new member to referral program, show referral stats for this week through natural language commands.

This guide will help you understand how to give your CrewAI agent real control over a ReferralRock account through Composio's ReferralRock 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 ReferralRock connection
  • Set up CrewAI with an MCP enabled agent
  • Create a Tool Router session or standalone MCP server for ReferralRock
  • Build a conversational loop where your agent can execute ReferralRock 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 ReferralRock MCP server, and what's possible with it?

The ReferralRock MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your ReferralRock account. It provides structured and secure access so your agent can perform ReferralRock operations on your behalf.

Supported Tools & Triggers

Tools
Remove Email from Unsubscribe ListTool to remove an email address from the unsubscribe list.
Delete WebhookTool to delete a webhook subscription.
Delete Members from ProgramTool to delete members from a referral program.
Delete ReferralTool to delete one or more referrals from a referral program.
Delete RewardsTool to delete rewards from members or referrals in a referral program.
Get Email Unsubscribed StatusTool to check if an email address is unsubscribed from communications.
Get Webhook History for EventTool to retrieve webhook history for a specific event.
List Program MembersTool to list program members with filtering and pagination.
Get Member StatisticsTool to retrieve comprehensive statistics for a single member from ReferralRock.
Get PayoutTool to retrieve payout list by ID.
Get Payout Details by IDTool to get payout details by ID.
Get Pending PayoutsTool to get pending payouts for a member or recipient.
Get Payout TransactionsTool to get payout transaction history for referral program participants.
Get Single ProgramTool to retrieve a single referral program by name.
List Referral ProgramsList all referral programs in ReferralRock.
Get ReferralsTool to list referrals with filtering and pagination options.
Get Single ReferralTool to retrieve a single referral by email, ID, or external ID.
Get Reward RulesTool to get reward rules for a program.
Get RewardsTool to list rewards with optional filtering and pagination.
Remove Email from Unsubscribe ListTool to remove an email address from the unsubscribe list.
Unsubscribe Email AddressTool to unsubscribe an email address from the ReferralRock mailing list.
Create Webhook SubscriptionTool to create or update a webhook subscription for event notifications.
Create Invite Feed EntryTool to create an invite feed entry for automatic invitations.
Create Invite Feed EntriesTool to create multiple invite feed entries for automatic invites in ReferralRock.
Generate Member Access TokenTool to generate pre-authenticated member access URLs for sharing and portal experiences.
Generate Member Access URLsTool to generate member access URLs for custom share experience or secure portal embedding.
Add new member to programTool to create a new member and add them to a referral program.
Remove Members from ProgramTool to remove members from a referral program.
Create Referral ActionTool to create a referral action for processing recurring rewards.
Remove ReferralTool to remove referrals from a referral program.
Create New ReferralTool to create a new referral in ReferralRock based on a member's referral code.
Update Referral StatusTool to update referral status in ReferralRock.
Update Referral DetailsTool to update referral details in a referral program.
Issue Reward to MemberTool to issue a reward to a member in the Referral Rock system.
Remove RewardsTool to remove rewards from members or referrals of a referral program.

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 ReferralRock 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[mcp] python-dotenv
What's happening:
  • composio connects your agent to ReferralRock via MCP
  • crewai provides Agent, Task, Crew, and LLM primitives
  • crewai-tools[mcp] 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
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")
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 ReferralRock MCP URL

Create a Composio Tool Router session for ReferralRock

python
composio_client = Composio(api_key=COMPOSIO_API_KEY)
session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["referralrock"])

url = session.mcp.url
What's happening:
  • You create a ReferralRock only session through Composio
  • Composio returns an MCP HTTP URL that exposes ReferralRock tools

Initialize the MCP Server

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,
    )
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.

Create a CLI Chatloop and define the Crew

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")
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.

Complete Code

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

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

OpenAI Agents SDK

OpenAI Agents SDK

Use ReferralRock MCP with OpenAI Agents SDK

Claude Agent SDK

Claude Agent SDK

Use ReferralRock MCP with Claude Agent SDK

Google ADK

Google ADK

Use ReferralRock MCP with Google ADK

LangChain

LangChain

Use ReferralRock MCP with LangChain

Vercel AI SDK

Vercel AI SDK

Use ReferralRock MCP with Vercel AI SDK

Mastra AI

Mastra AI

Use ReferralRock MCP with Mastra AI

LlamaIndex

LlamaIndex

Use ReferralRock MCP with LlamaIndex

Claude Code

Claude Code

Use ReferralRock MCP with Claude Code

Codex

Codex

Use ReferralRock MCP with Codex

FAQ

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

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

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

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

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