How to integrate Salesflare MCP with CrewAI

Connect CrewAI to Salesflare MCP. List all contacts added this week, update deal stage for acme corp, and more using natural language, with authentication handled for you.

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Salesflare

Api Key

Salesflare is a CRM platform designed for B2B sales teams to manage pipelines and automate data entry. It helps businesses build better customer relationships with smart insights and effortless tracking.

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Introduction

This guide walks you through connecting Salesflare to CrewAI using the Composio tool router. By the end, you'll have a working Salesflare agent that can list all contacts added this week, update deal stage for acme corp, create a new opportunity for globex through natural language commands.

This guide will help you understand how to give your CrewAI agent real control over a Salesflare account through Composio's Salesflare MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Salesflare with

Claude Code ChatGPT Claude Cowork Antigravity OpenAI Agents SDK Claude Agent SDK Codex OpenClaw Hermes Atomic Agent Google ADK LangChain Vercel AI SDK Mastra AI LlamaIndex Pydantic AI AutoGen

TL;DR

Here's what you'll learn:

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

The Salesflare MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Salesflare account. It provides structured and secure access to your accounts, contacts, opportunities, tasks, meetings, and calls, so your agent can manage customer records, track deals, schedule follow-ups, record sales activities, and review pipeline data on your behalf.

Account and contact management: Have your agent create, find, update, or remove contacts, and create, review, or update customer accounts.
Opportunity tracking: Let the agent create opportunities, review individual deals, filter your opportunity list, and update deals as they move through your pipeline.
Task and follow-up planning: Direct your agent to create sales tasks and list existing tasks using relevant filters so your team knows what to do next.
Meeting and call records: Instruct your agent to create meeting records and log one or more sales calls in Salesflare.
Team and CRM visibility: Have your agent review your contacts, accounts, team members, and current user details to gather the context needed for sales work.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK 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 Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step08 STEPS

Prerequisites

Before starting, make sure you have:

Python 3.9 or higher
A Composio account and API key
A Salesflare 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 Salesflare 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 Salesflare MCP URL

Create a Composio Tool Router session for Salesflare

python

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

url = session.mcp.url

What's happening:

You create a Salesflare only session through Composio
Composio returns an MCP HTTP URL that exposes Salesflare 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 Salesflare 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=["salesflare"],
)
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 Salesflare through Composio's Tool Router. The agent can perform Salesflare 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

TOOLS

Supported Tools

Every Salesflare action and event your agent gets out of the box.

Add Account Contacts

Tool to add contacts to a specific account in Salesflare.

Create Account

Tool to create a new account in Salesflare.

Create call

Tool to create one or more call records in Salesflare.

Create Contact

Tool to create new contacts in Salesflare.

Create Custom Field

Creates a new custom field for accounts, contacts, or opportunities in Salesflare.

Create Internal Note

Tool to create an internal note in Salesflare associated with an account.

Create Meeting

Create a new meeting record in Salesflare.

Create Opportunity

Tool to create a new opportunity in Salesflare.

Create Tag

Tool to create a new tag in Salesflare.

Create Task

Tool to create a new task in Salesflare.

Create Workflow

Tool to create a new workflow (email automation sequence) in Salesflare.

Delete Account

Tool to permanently delete an account from Salesflare.

Delete Contact

Tool to delete a contact from Salesflare.

Delete Custom Field

Tool to delete a custom field from Salesflare.

Delete Internal Note

Tool to delete an internal note from Salesflare by its message ID.

Delete Meeting

Tool to delete a meeting from Salesflare.

Delete Opportunity

Tool to permanently delete an opportunity from Salesflare.

Delete Tag

Tool to delete a tag from Salesflare.

Delete Task

Tool to delete a task from Salesflare.

Get Account

Get detailed information about a specific account by ID.

Get AI Settings

Tool to retrieve AI settings for the Salesflare team.

Get Contact by ID

Retrieves detailed information for a specific contact by ID.

Get Current User

Tool to retrieve the details of the currently authenticated user.

Get Custom Field Details

Tool to retrieve details of a specific custom field.

Get Meeting Details

Tool to retrieve detailed information about a specific meeting by its ID.

Get Opportunity

Get detailed information about a specific opportunity by ID.

Get Stage

Get detailed information about a specific pipeline stage by ID.

Get Tag Usage

Get tag usage details including workflows, saved filters, and reports.

Get User

Tool to retrieve details of a specific user by their ID.

Get Workflow

Get detailed information about a specific workflow by ID.

Get Workflow Merge Fields

Tool to retrieve available merge fields for workflows in Salesflare.

List Account Messages

Tool to retrieve a list of messages associated with a specific account in Salesflare.

List accounts

Tool to list accounts with various filtering options including search, name, creation dates, size, domain, tags, address, and hotness level.

List Contacts

Tool to list contacts with filtering options.

List Supported Currencies

Tool to retrieve a list of supported currencies in Salesflare.

List Custom Field Options

Tool to list available options for a specific custom field in Salesflare.

List Custom Fields

Tool to list custom fields for a specified item class (accounts, contacts, or opportunities).

List Custom Field Types

Tool to retrieve a list of available custom field types in Salesflare.

List Email Data Sources

Tool to list email data sources.

List Filter Fields

Tool to list available filter fields for a specific entity type in Salesflare.

List Groups

Tool to list groups in Salesflare.

List My Contacts

Tool to list contacts belonging to the current user.

List Opportunities

Tool to list opportunities with extensive filtering options.

List Persons

Tool to list persons (non-contact people found in communications) from Salesflare.

List Pipelines

Tool to list pipelines in the Salesflare system with filtering and sorting options.

List Stages

Tool to list pipeline stages in the Salesflare system with filtering and sorting options.

List tags

Tool to list tags in the Salesflare system.

List Tasks

Tool to list tasks with filtering options.

List Users

Tool to list users (team members) in the Salesflare team.

List Workflows

Tool to list workflows (email automation sequences) in Salesflare.

Update Account

Tool to update an existing account in Salesflare.

Update Account Contacts

Tool to update the contacts associated with a specific Salesflare account.

Update Account Users

Tool to update the users associated with a specific Salesflare account.

Update AI Settings

Tool to update AI settings for the Salesflare team.

Update Contact

Tool to update an existing contact in Salesflare.

Update Custom Field

Updates an existing custom field for accounts, contacts, or opportunities in Salesflare.

Update Email Data Source

Tool to update the settings of an email data source in Salesflare.

Update Internal Note

Tool to update an existing internal note in Salesflare.

Update Opportunity

Tool to update an existing opportunity in Salesflare.

Update Tag

Tool to update the name of an existing tag in Salesflare.

Update Task

Tool to update an existing task in Salesflare.

Update Workflow

Tool to update an existing workflow in Salesflare.

Update Workflow Audience

Tool to re-enter or exit an entity from a workflow in Salesflare.

FRAMEWORKS

How to build Salesflare MCP Agent with another framework

Claude Code

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ChatGPT

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Claude Cowork

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Antigravity

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OpenAI Agents SDK

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Claude Agent SDK

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Codex

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OpenClaw

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Hermes

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Atomic Agent

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Google ADK

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LangChain

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Vercel AI SDK

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Mastra AI

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LlamaIndex

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Pydantic AI

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AutoGen

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MORE TOOLKITS

Explore Other Toolkits

Toolkit marketplace

Google Sheets

Oauth2

Google Sheets is a cloud-based spreadsheet tool for real-time collaboration and data analysis. It lets teams work together from anywhere, updating information instantly.

Notion

Oauth2Api Key

Notion is a collaborative workspace for notes, docs, wikis, and tasks. It streamlines team knowledge, project tracking, and workflow customization in one place.

Airtable

Oauth2Api Key

Airtable combines the flexibility of spreadsheets with the power of a database for easy project and data management. Teams use Airtable to organize, track, and collaborate with custom views and automations.

HubSpot

Oauth2Api Key

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.

FAQ

Frequently asked questions

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

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 Salesflare tools.

Yes, absolutely. You can configure which Salesflare 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.

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 Salesflare data and credentials are handled as safely as possible.

Start with Salesflare.It takes 30 seconds.

Managed auth, hosted MCP servers, and every Salesflare tool your agent needs.Free to start.

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How to integrate Salesflare MCP with CrewAI

Connect Salesflare without auth hassles

Introduction

Also integrate Salesflare with

TL;DR

What is CrewAI?

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

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

How the Composio SDK works

Step-by-step Guide

Prerequisites

Getting API Keys for OpenAI and Composio

Install dependencies

Set up environment variables

Import dependencies

Create a Composio Tool Router session for Salesflare

Initialize the MCP Server

Create a CLI Chatloop and define the Crew

Complete Code

Conclusion

Supported Tools

How to build Salesflare MCP Agent with another framework

Claude Code

ChatGPT

Claude Cowork

Antigravity

OpenAI Agents SDK

Claude Agent SDK

Codex

OpenClaw

Hermes

Atomic Agent

Google ADK

LangChain

Vercel AI SDK

Mastra AI

LlamaIndex

Pydantic AI

AutoGen

Explore Other Toolkits

Google Sheets

Notion

Airtable

HubSpot

Frequently asked questions

What are the differences in Tool Router MCP and Salesflare MCP?+

Can I use Tool Router MCP with CrewAI?+

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

How safe is my data with Composio Tool Router?+

Start with Salesflare.It takes 30 seconds.