How to integrate Rocketlane MCP with Pydantic AI

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Introduction

This guide walks you through connecting Rocketlane to Pydantic AI using the Composio tool router. By the end, you'll have a working Rocketlane agent that can create a new onboarding project for acme corp, log two hours to client implementation task, archive completed projects from last quarter, get detailed info for company with id 12345 through natural language commands.

This guide will help you understand how to give your Pydantic AI agent real control over a Rocketlane account through Composio's Rocketlane 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:
  • How to set up your Composio API key and User ID
  • How to create a Composio Tool Router session for Rocketlane
  • 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 Rocketlane 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 Rocketlane MCP server, and what's possible with it?

The Rocketlane MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Rocketlane account. It provides structured and secure access to your onboarding projects, tasks, and customer data, so your agent can perform actions like creating tasks, managing companies, tracking time entries, and handling project organization on your behalf.

  • Project and company management: Easily direct your agent to create new projects or companies, retrieve detailed company info, and keep your workspace organized.
  • Task creation and deletion: Have your agent add new tasks to any project or swiftly delete outdated tasks using their unique identifiers.
  • Time entry tracking: Log time spent on tasks or projects, review details, or delete time entries for accurate billing and reporting.
  • Custom field insights: Retrieve all available custom fields or fetch specific field details to tailor onboarding workflows to your needs.
  • Project archiving and cleanup: Archive completed projects for future reference or permanently delete projects when they're no longer needed, keeping your workspace tidy.

Supported Tools & Triggers

Tools
Archive Project by IDArchives a specific project based on its unique identifier.
Create CompanyCreates a new company (account) in rocketlane.
Create TaskCreates a new task.
Create Time EntryTool to create a new time entry in rocketlane.
Delete ProjectThis tool allows users to permanently delete a project in rocketlane.
Delete Task By IDDelete a specific task using its unique identifier (taskid).
Delete Time Entry by IDDelete a specific time entry using its unique identifier (timeentryid).
Get All FieldsRetrieve all custom fields available in the system.
Get CompanyThis tool retrieves detailed information about a specific company/account in rocketlane by its id.
Get Field By IDRetrieve detailed information about a specific custom field using its unique identifier (fieldid).
Get Project by IDRetrieves detailed information about a specific project using its unique identifier.
Get Task By IdRetrieve extensive information about a specific task using the task's unique identifier (taskid).
Get Template By IDRetrieve detailed information about a specific template using its unique identifier (templateid).
Get Time EntriesTool to retrieve all time entries from rocketlane.
Get Time Entry By IDRetrieve detailed information about a specific time entry using its unique identifier (timeentryid).
Get User By IDRetrieve detailed information about a specific user using their unique identifier (userid).
List CompaniesThis tool retrieves a list of all companies/accounts in rocketlane.
List Company FieldsThis tool retrieves a list of all available company/account fields in rocketlane.
List Company Note FieldsThis tool retrieves a list of all available note fields for companies in rocketlane.
List CurrenciesReturns a predefined list of commonly used currencies since rocketlane api doesn't provide a dedicated currencies endpoint.
List Customer UsersList customer users.
List Project FieldsThis tool retrieves a list of all project fields in rocketlane, including both default and custom fields.
List Project PhasesThis tool retrieves a list of project phases from rocketlane.
List ProjectsThis tool retrieves a list of all projects in the rocketlane instance.
List Task FieldsThis tool retrieves a list of all task fields in rocketlane.
List TemplatesThis tool retrieves a list of all available templates in rocketlane.
List UsersThis tool retrieves all users in the rocketlane instance.
List Vendor UsersList vendor users by filtering users with type 'partner'.
Retrieve Subscription DetailsRetrieves detailed information about the current subscription.
Search User By EmailSearch user by email id.
Update CompanyThis tool updates an existing company/account in rocketlane.
Update Project By IdUpdates an existing project's details using its unique identifier.
Update Time Entry by IDUpdate existing time entry details using its unique identifier (timeentryid).

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 with an active API key
  • Basic familiarity with Python and async programming

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 pydantic-ai python-dotenv

Install the required libraries.

What's happening:

  • composio connects your agent to external SaaS tools like Rocketlane
  • pydantic-ai lets you create structured AI agents with tool support
  • python-dotenv loads your environment variables securely from a .env file

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

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

Import dependencies

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()
What's happening:
  • We load environment variables and import required modules
  • Composio manages connections to Rocketlane
  • MCPServerStreamableHTTP connects to the Rocketlane MCP server endpoint
  • Agent from Pydantic AI lets you define and run the AI assistant

Create a Tool Router Session

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 Rocketlane
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["rocketlane"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an MCP URL")
What's happening:
  • We're creating a Tool Router session that gives your agent access to Rocketlane 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

Initialize the Pydantic AI Agent

python
# Attach the MCP server to a Pydantic AI Agent
rocketlane_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
agent = Agent(
    "openai:gpt-5",
    toolsets=[rocketlane_mcp],
    instructions=(
        "You are a Rocketlane assistant. Use Rocketlane tools to help users "
        "with their requests. Ask clarifying questions when needed."
    ),
)
What's happening:
  • The MCP client connects to the Rocketlane endpoint
  • The agent uses GPT-5 to interpret user commands and perform Rocketlane operations
  • The instructions field defines the agent's role and behavior

Build the chat interface

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 Rocketlane.\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()
What's happening:
  • The agent reads input from the terminal and streams its response
  • Rocketlane API calls happen automatically under the hood
  • The model keeps conversation history to maintain context across turns

Run the application

python
if __name__ == "__main__":
    asyncio.run(main())
What's happening:
  • The asyncio loop launches the agent and keeps it running until you exit

Complete Code

Here's the complete code to get you started with Rocketlane and Pydantic AI:

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 Rocketlane
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["rocketlane"],
    )
    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
    rocketlane_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
    agent = Agent(
        "openai:gpt-5",
        toolsets=[rocketlane_mcp],
        instructions=(
            "You are a Rocketlane assistant. Use Rocketlane 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 Rocketlane.\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 Rocketlane through Composio's Tool Router. With this setup, your agent can perform real Rocketlane 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 + Rocketlane 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 Rocketlane MCP Agent with another framework

FAQ

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

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

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

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

Used by agents from

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