How to integrate Better proposals MCP with CrewAI

This guide walks you through connecting Better proposals to CrewAI using the Composio tool router. By the end, you'll have a working Better proposals agent that can list all proposals sent this month, create a new company profile, show available proposal templates for selection through natural language commands. This guide will help you understand how to give your CrewAI agent real control over a Better proposals account through Composio's Better proposals MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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Better proposals

Api Key

Better Proposals is a web-based tool for crafting and sending professional proposals. It helps teams impress clients and close deals faster with slick, easy-to-use templates.

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Introduction

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

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

Also integrate Better proposals with

OpenAI Agents SDK Claude Agent SDK Claude Code Claude Cowork Codex OpenClaw Hermes CLI Google ADK LangChain Vercel AI SDK Mastra AI LlamaIndex

TL;DR

Here's what you'll learn:

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

The Better Proposals MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Better Proposals account. It provides structured and secure access to your proposals workspace, so your agent can perform actions like creating companies, generating proposals, listing templates, and managing document types on your behalf.

Automated proposal creation: Instruct your agent to generate new proposal covers or assemble entire proposals using customizable templates and dynamic content.
Company and client management: Let your agent create new companies, retrieve lists of existing clients, and keep your contacts organized for faster proposal delivery.
Template and document type selection: Ask your agent to fetch available templates and document types, helping you choose the right style and format every time.
Quote and currency handling: Have your agent list all available quotes and supported currencies, streamlining the pricing and invoicing process for your proposals.
Bulk data retrieval and reporting: Direct the agent to gather lists of all proposals, document types, or companies for easy review, reporting, or dashboarding.

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 Better proposals 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 Better proposals 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 Better proposals MCP URL

Create a Composio Tool Router session for Better proposals

python

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

url = session.mcp.url

What's happening:

You create a Better proposals only session through Composio
Composio returns an MCP HTTP URL that exposes Better proposals 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 Better proposals 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=["better_proposals"],
)
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 Better proposals through Composio's Tool Router. The agent can perform Better proposals 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 Better proposals action and event your agent gets out of the box.

Create Company

Tool to create a new company.

Create Document Type

Tool to create a new document type.

Create Proposal Cover

Tool to create a new proposal cover design.

Get All Companies

Tool to retrieve a paginated list of all companies.

Get All Currencies

Tool to retrieve a paginated list of all currencies.

Get All Document Types

Tool to retrieve a paginated list of all document types.

Get All Proposals

Tool to retrieve a paginated list of all proposals.

Get All Quotes

Tool to retrieve a paginated list of all quotes.

Get All Templates

Tool to retrieve a paginated list of all templates.

Get Brand Settings

Tool to retrieve settings for the default brand.

Get Company

Tool to retrieve details of a specific company.

Get Currency

Tool to retrieve details of a specific currency.

Get New Proposals

Tool to retrieve all new proposals.

Get Opened Proposals

Tool to retrieve all opened proposals.

Get Paid Proposals

Tool to retrieve all paid proposals.

Get Proposal

Tool to retrieve details of a specific proposal by ID.

Get Proposal Count

Tool to retrieve the total count of proposals.

Get Quote

Tool to retrieve details of a specific quote.

Get Sent Proposals

Tool to retrieve all sent proposals.

Get Settings

Tool to retrieve current account settings.

Get Signed Proposals

Tool to retrieve all signed proposals.

Get Template Details

Tool to retrieve details of a specific template.

List Merge Tags

Tool to retrieve custom merge tags with pagination support.

FRAMEWORKS

How to build Better proposals MCP Agent with another framework

OpenAI Agents SDK

Use Better proposals MCP with OpenAI Agents SDK

Claude Agent SDK

Use Better proposals MCP with Claude Agent SDK

Claude Code

Use Better proposals MCP with Claude Code

Claude Cowork

Use Better proposals MCP with Claude Cowork

Codex

Use Better proposals MCP with Codex

OpenClaw

Use Better proposals MCP with OpenClaw

Hermes

Use Better proposals MCP with Hermes

CLI

Use Better proposals MCP with CLI

Google ADK

Use Better proposals MCP with Google ADK

LangChain

Use Better proposals MCP with LangChain

Vercel AI SDK

Use Better proposals MCP with Vercel AI SDK

Mastra AI

Use Better proposals MCP with Mastra AI

LlamaIndex

Use Better proposals MCP with LlamaIndex

MORE TOOLKITS

Explore Other Toolkits

Toolkit marketplace

Aeroleads

Api Key

Aeroleads is a B2B lead generation platform for finding business emails and phone numbers. Grow your sales pipeline faster with powerful prospecting tools.

Autobound

Api Key

Autobound is an AI-powered sales engagement platform that crafts hyper-personalized outreach and insights. It helps sales teams boost response rates and close more deals through tailored content and recommendations.

Bidsketch

Api Key

Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently. It streamlines the proposal process, saving time while boosting client win rates.

Bolna

Api Key

Bolna is an AI platform for building conversational voice agents. It helps businesses automate support and streamline interactions through natural, voice-powered conversations.

FAQ

Frequently asked questions

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

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

Start with Better proposals.It takes 30 seconds.

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

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Customer stories

Teams ship real agents on Composio

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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

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

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

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

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

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

Co-Founder, Ingram Technologies

How to integrate Better proposals MCP with CrewAI

Connect Better proposals without auth hassles

Introduction

Also integrate Better proposals with

TL;DR

What is CrewAI?

What is the Better proposals 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 Better proposals

Initialize the MCP Server

Create a CLI Chatloop and define the Crew

Complete Code

Conclusion

Supported Tools

How to build Better proposals MCP Agent with another framework

OpenAI Agents SDK

Claude Agent SDK

Claude Code

Claude Cowork

Codex

OpenClaw

Hermes

CLI

Google ADK

LangChain

Vercel AI SDK

Mastra AI

LlamaIndex

Explore Other Toolkits

Aeroleads

Autobound

Bidsketch

Bolna

Frequently asked questions

What are the differences in Tool Router MCP and Better proposals MCP?+

Can I use Tool Router MCP with CrewAI?+

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

How safe is my data with Composio Tool Router?+

Start with Better proposals.It takes 30 seconds.

Teams ship real agents on Composio