How to integrate Ascora MCP with CrewAI

This guide walks you through connecting Ascora to CrewAI using the Composio tool router. By the end, you'll have a working Ascora agent that can list all open jobs for today, create a new quotation for customer, delete a customer record by id through natural language commands. This guide will help you understand how to give your CrewAI agent real control over a Ascora account through Composio's Ascora MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

Ascora logoAscora
Api Key

Ascora is a cloud-based field service management platform for service businesses. It streamlines scheduling, invoicing, and customer operations in one place.

23 Tools

Introduction

This guide walks you through connecting Ascora to CrewAI using the Composio tool router. By the end, you'll have a working Ascora agent that can list all open jobs for today, create a new quotation for customer, delete a customer record by id through natural language commands.

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

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

Also integrate Ascora with

TL;DR

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

The Ascora MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Ascora account. It provides structured and secure access to your field service operations, so your agent can perform actions like managing customer data, retrieving jobs, and automating quotations on your behalf.

  • Customer management and retrieval: Let your agent fetch a list of customers or access customer details to support scheduling and communications.
  • Automated quotation creation: Have your agent quickly generate new quotations for customers, streamlining your sales and service workflow.
  • Job list retrieval and filtering: Ask your agent to pull and filter job listings, making it easy to keep track of ongoing and upcoming work orders.
  • Customer record cleanup: Direct your agent to delete customer records safely after confirming their existence, helping you maintain an up-to-date database.

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 Ascora 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 Ascora 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 Ascora MCP URL
6

Create a Composio Tool Router session for Ascora

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

url = session.mcp.url
What's happening:
  • You create a Ascora only session through Composio
  • Composio returns an MCP HTTP URL that exposes Ascora 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 Ascora 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=["ascora"],
)
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 Ascora through Composio's Tool Router. The agent can perform Ascora 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 Ascora action and event your agent gets out of the box.

Create Note

Creates a note on an entity (customer, job, quote, etc.

Create or Update Contact

Tool to create a new contact or update an existing contact for a customer.

Create or Update Customer

Tool to create a new customer or update an existing customer in Ascora.

Create or Update Supplier

Tool to create a new supplier or update an existing supplier in Ascora.

Create Quotation

Creates a new quotation/enquiry in Ascora for a customer.

Delete Customer

Tool to delete a specific customer by ID.

Get Contact

Tool to retrieve details of a specific contact by their unique identifier.

Get Customer

Tool to retrieve details of a specific customer by their unique identifier.

Get Customers

Retrieves all customers from the Ascora system.

Get Inventory Categories

Retrieves all inventory categories used to organize supplies and kits in Ascora.

Get Inventory Kits

Retrieves all inventory kits from Ascora.

Get Inventory Supplies

Retrieves all inventory supplies with pricing and stock information from Ascora.

Get Job

Retrieves details of a specific job by its unique identifier.

Get Jobs

Retrieves a paginated list of jobs from Ascora with optional filtering by job type, status, secondary status, and date range.

Get Quote Labour Roles

Retrieves labour roles available for use in quotes from Ascora.

Get Quotes

Retrieves a paginated list of quotes from Ascora with optional filtering by status, date range, or customer.

Get Quote Standard Sections

Retrieves standard sections that can be used in quotes.

Get Quote Standard Stages

Retrieves standard stages that can be used in quotes for progress tracking.

Get Supplier

Tool to retrieve details of a specific supplier by ID.

Get Supplier Invoices

Retrieves supplier invoices from Ascora with optional pagination.

Get Suppliers

Retrieves a list of suppliers from the Ascora system.

Search Jobs

Search for jobs by various criteria including job number, customer, or address.

Upload Attachment

Tool to upload an attachment to an entity (quote, job, customer, etc.

FAQ

Frequently asked questions

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

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

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