How to integrate Altoviz MCP with CrewAI

This guide walks you through connecting Altoviz to CrewAI using the Composio tool router. By the end, you'll have a working Altoviz agent that can find customer details by email address, update a client's company information, retrieve current vat rates for invoices through natural language commands. This guide will help you understand how to give your CrewAI agent real control over a Altoviz account through Composio's Altoviz MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

Get started for freeGet a demo
Altoviz logoAltoviz
Api Key

Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management.

67 Tools

Introduction

This guide walks you through connecting Altoviz to CrewAI using the Composio tool router. By the end, you'll have a working Altoviz agent that can find customer details by email address, update a client's company information, retrieve current vat rates for invoices through natural language commands.

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

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

Also integrate Altoviz with

OpenAI Agents SDKClaude Agent SDKClaude CodeClaude CoworkCodexOpenClawHermesCLIGoogle ADKLangChainVercel AI SDKMastra AILlamaIndex

TL;DR

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

The Altoviz MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Altoviz account. It provides structured and secure access to your billing, invoicing, and customer management data, so your agent can manage products, find customers, update records, and retrieve financial information on your behalf.

  • Product management and creation: Instruct your agent to create new products, update details, or delete products from your Altoviz catalog with ease.
  • Customer and contact lookup: Effortlessly find customers or contacts by email, enabling quick access to client details and supporting streamlined communication.
  • Financial classification and VAT management: Let your agent fetch available classifications and VAT rates, ensuring accurate tax handling and financial document setup.
  • Unit retrieval for transactions: Retrieve all available measurement units in your system, supporting precise product and invoice management.
  • Customer information updates: Have your agent modify or update customer records, keeping your business data up-to-date without manual intervention.

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:

  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

Step by step08 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Python 3.9 or higher
  • A Composio account and API key
  • A Altoviz connection authorized in Composio
  • An OpenAI API key for the CrewAI LLM
  • Basic familiarity with Python
2

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.
3

Install dependencies

bash
pip install composio crewai crewai-tools[mcp] python-dotenv
What's happening:
  • composio connects your agent to Altoviz via MCP
  • crewai provides Agent, Task, Crew, and LLM primitives
  • crewai-tools[mcp] includes MCP helpers
  • python-dotenv loads environment variables from .env
4

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
5

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 Altoviz MCP URL
6

Create a Composio Tool Router session for Altoviz

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

url = session.mcp.url
What's happening:
  • You create a Altoviz only session through Composio
  • Composio returns an MCP HTTP URL that exposes Altoviz tools
7

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.
8

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 Altoviz 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=["altoviz"],
)
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 Altoviz through Composio's Tool Router. The agent can perform Altoviz 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 Altoviz action and event your agent gets out of the box.

Create Contact

Creates a new contact in the Altoviz system.

Create Customer

Creates a new customer in Altoviz.

Create Customer Family

Creates a new customer family in Altoviz for categorizing and organizing customers into groups.

Create Product

Creates a new product in the Altoviz system.

Create Product Family

Tool to create a new product family in Altoviz.

Create Receipt

Creates a new receipt in the Altoviz system to record customer payments.

Create Sale Credit

Creates a new draft credit note (avoir) in Altoviz.

Create Sale Invoice

Creates a new draft sale invoice in Altoviz.

Delete Colleague

Tool to delete a colleague from Altoviz.

Delete Customer

Tool to delete a customer from Altoviz.

Delete Customer Family

Tool to delete a customer family from Altoviz.

Delete Product

This tool allows you to delete an existing product from Altoviz.

Delete Product Family

Tool to delete a product family from Altoviz.

Delete Receipt

Tool to delete a receipt from Altoviz.

Delete Draft Sale Credit

Tool to delete a draft credit from Altoviz.

Delete Sale Invoice

Tool to delete a draft sale invoice from Altoviz.

Delete Sale Quote

Tool to delete a sale quote from Altoviz.

Delete Supplier

Tool to delete a supplier from Altoviz.

Download Purchase Invoice

Tool to download a purchase invoice as a PDF file from Altoviz.

Download Sale Credit PDF

Tool to download a sale credit as a PDF file from Altoviz.

Download Sale Invoice PDF

Tool to download a sale invoice as a PDF file from Altoviz.

Find Contact by Email

This tool allows searching for contacts in Altoviz using an email address.

Find Customer by Email

This tool allows you to find a customer in Altoviz by their email address.

Find Product by Number

Search for a product in Altoviz by its product number/SKU.

Find Product by Number or Internal ID

Tool to find a product in Altoviz by exact product number or internal ID.

Find Receipt by Internal ID

Tool to find receipts in Altoviz by customer internal ID.

Find Sale Credits

Tool to find sale credits in Altoviz.

Find Sale Invoices

Tool to find sale invoices in Altoviz.

Find Sale Quotes

Tool to find sale quotes in Altoviz.

Get Classifications List

This tool retrieves a list of classifications from the Altoviz platform.

Get Colleague by ID

Tool to retrieve a colleague's details from Altoviz by their ID.

Get Contact by ID

Tool to retrieve a contact by its unique ID from Altoviz.

Get Current User

Tool to retrieve the current authenticated user's information from Altoviz.

Get Customer by ID

Tool to retrieve a customer by their ID from Altoviz.

Get Customer by Internal ID

Tool to retrieve a single customer from Altoviz by their internal ID.

Get Customer Contacts

Tool to retrieve all contacts associated with a specific customer in Altoviz.

Get Customer Family

Tool to retrieve a customer family by ID from Altoviz.

Get Product by ID

Tool to retrieve a product by its unique ID in Altoviz.

Get Product Family by ID

Tool to retrieve a specific product family by its ID from Altoviz.

Get Receipt by ID

Tool to retrieve a receipt by its ID from Altoviz.

Get Sale Credit by ID

Tool to retrieve a sale credit by its ID from Altoviz.

Get Sale Invoice by ID

Tool to retrieve a sale invoice by its ID from Altoviz.

Get Settings

Tool to retrieve application settings from Altoviz.

Get Supplier by ID

Tool to retrieve a supplier by their ID from Altoviz.

Get Supplier Contacts

Tool to retrieve all contacts associated with a specific supplier in Altoviz.

Get Units List

This tool retrieves a list of all available units in the Altoviz system.

Get VAT Rates

This tool retrieves a list of all available VAT rates from Altoviz.

List Colleagues

Retrieves a list of colleagues from Altoviz.

List Contacts

Tool to retrieve a list of contacts from Altoviz with optional filtering and pagination.

List Customer Families

Tool to list customer families from Altoviz.

List Customers

Tool to retrieve a paginated list of customers from Altoviz.

List Product Families

Tool to retrieve a list of product families from Altoviz.

List Receipts

Tool to retrieve a list of receipts from Altoviz.

List Sale Credits

Tool to retrieve a list of sale credits from Altoviz.

List Sale Invoices

Tool to retrieve a list of sale invoices from Altoviz.

List Sale Quotes

Tool to retrieve a list of sale quotes from Altoviz.

List Suppliers

Tool to retrieve a paginated list of suppliers from Altoviz.

List Webhooks

Tool to retrieve all configured webhooks from Altoviz.

Register Webhook

Tool to register a new webhook in Altoviz.

Test API Key

Tool to test API key validity and retrieve basic account information.

Unregister Webhook

Tool to unregister a webhook from Altoviz.

Update Colleague Information

Updates an existing colleague's information in Altoviz.

Update Customer Information

Updates an existing customer's information in Altoviz.

Update Receipt

Updates an existing receipt in Altoviz.

Update Sale Credit

Tool to update a draft credit note in Altoviz.

Update Supplier Information

Updates an existing supplier's information in Altoviz.

Upload Purchase Invoice

Tool to upload and create a new purchase invoice from a file (PDF or image format).

FRAMEWORKS

How to build Altoviz MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Altoviz MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Altoviz MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Altoviz MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Altoviz MCP with Claude Cowork

Codex logo

Codex

Use Altoviz MCP with Codex

OpenClaw logo

OpenClaw

Use Altoviz MCP with OpenClaw

Hermes logo

Hermes

Use Altoviz MCP with Hermes

CLI logo

CLI

Use Altoviz MCP with CLI

Google ADK logo

Google ADK

Use Altoviz MCP with Google ADK

LangChain logo

LangChain

Use Altoviz MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Altoviz MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Altoviz MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Altoviz MCP with LlamaIndex

FAQ

Frequently asked questions

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

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

Start with Altoviz.It takes 30 seconds.

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

Start building
Customer stories

Teams ship real agents on Composio

GET STARTED FOR FREEBOOK A DEMO
agent.aiZoomLettaGleanHubSpotAWSWabi

Karan skipped his own birthday party to fix our critical issue. It was 10pm and he diverted his Waymo to help us instead. This really sets the bar — it shows the commitment you need when users rely on your software.

Harsha Gaddipati
Harsha Gaddipati
Co-founder, Slashy

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it's immensely helped keep new users on the platform.

Abhi Arya
Abhi Arya
Co-founder, Opennote

We chose Composio over Pipedream because it delivered depth where it mattered — niche tools and tricky edge cases other platforms simply ignored. That gave us confidence to scale without compromising.

Nirman Dave
Nirman Dave
CEO, Zams

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down managing agent auth would have been a death sentence.

Ryan Yu
Ryan Yu
Founder, Extra Thursday

Before Composio, adding tool integrations was slow and resource-intensive. Each one could take weeks of engineering time, and maintaining them meant constantly keeping up with API changes.

Tomisin Jenrola
Tomisin Jenrola
Founder & CEO, SwarmZero

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Jerome Leclanche
Jerome Leclanche
Co-Founder, Ingram Technologies