How to integrate Documenso MCP with CrewAI

This guide walks you through connecting Documenso to CrewAI using the Composio tool router. By the end, you'll have a working Documenso agent that can send a contract to client for signature, download the latest signed nda document, list all templates for onboarding paperwork through natural language commands. This guide will help you understand how to give your CrewAI agent real control over a Documenso account through Composio's Documenso MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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Documenso

Api Key

Documenso is an open-source platform for digital document signing and management. It streamlines sending, tracking, and signing paperwork online—no more manual signatures or printing.

77 Tools

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Introduction

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

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

Also integrate Documenso 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 Documenso connection
Set up CrewAI with an MCP enabled agent
Create a Tool Router session or standalone MCP server for Documenso
Build a conversational loop where your agent can execute Documenso 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 Documenso MCP server, and what's possible with it?

The Documenso MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Documenso account. It provides structured and secure access to your electronic signature workflows, so your agent can create documents, distribute them for signing, manage templates, and download signed files automatically on your behalf.

Automated document creation and duplication: Prompt your agent to generate new documents or make exact copies of existing ones for rapid workflow setup.
Seamless document distribution for signatures: Let your agent send documents to one or more recipients, kicking off secure e-signature flows without manual intervention.
Template management and retrieval: Ask your agent to list, fetch, or delete document templates, keeping your signing processes organized and up-to-date.
Download and access signed documents: Have your agent retrieve finalized, signed PDFs automatically for seamless archiving or sharing.
Streamlined document organization: Direct your agent to move documents between personal and team spaces, or remove unnecessary fields to keep everything tidy and current.

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 Documenso 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 Documenso 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 Documenso MCP URL

Create a Composio Tool Router session for Documenso

python

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

url = session.mcp.url

What's happening:

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

Create Document Beta

Tool to create a new document using the beta endpoint that returns a presigned URL for file upload.

Create Document Field

Tool to create a single field for a document.

Create Document Fields (Bulk)

Tool to create multiple fields on a document in a single operation.

Create Document Recipient

Tool to create a single recipient for a document.

Create Document Recipients Bulk

Tool to create multiple recipients for a document at once.

Create Embedding Presign Token V2 Beta

Create a presign token for Documenso embedded authoring sessions.

Create Envelope

Tool to create a new envelope in Documenso.

Create Envelope Attachment

Create a new attachment for an envelope in Documenso.

Create Envelope Items Bulk

Tool to create multiple items for an envelope with optional file attachments.

Create Envelope Recipients Bulk

Tool to create multiple recipients for an envelope in bulk.

Create Folder

Create a new folder in Documenso to organize documents or templates.

Create Template Beta

Tool to create a new template using the beta endpoint that returns a presigned URL for file upload.

Create Template Field

Tool to create a single field for a template.

Create Template Fields (Bulk)

Tool to create multiple fields on a template in a single operation.

Create Template Recipient

Tool to create a single recipient for a template.

Create Template Recipients Bulk

Tool to create multiple recipients for a template at once.

Delete Document

Tool to delete a document.

Delete Document Attachment

Tool to delete an attachment from a document.

Delete Document Field

Tool to delete a single document field by ID.

Delete Document Fields

Tool to delete one or more fields from a document.

Delete Document Recipient

Tool to delete a recipient from a document.

Delete Envelope

Tool to permanently delete an envelope.

Delete Envelope Attachment

Tool to delete an attachment from an envelope.

Delete Envelope Field

Tool to delete a field from an envelope.

Delete Envelope Item

Tool to delete an item from an envelope.

Delete Envelope Recipient

Tool to delete a recipient from an envelope.

Delete Folder

Tool to permanently delete a folder.

Delete Template

Permanently delete a template by its ID.

Delete Template Direct Link

Delete a direct link for a template.

Delete Template Recipient

Tool to delete a recipient from a template.

Delete Template V2

Tool to permanently delete a template using the v2 API.

Distribute Document V2

Tool to distribute a document for signing.

Distribute Envelope

Tool to distribute an envelope to recipients for signing.

Download Envelope Item

Download an envelope item as PDF.

Download Signed Document

Download a completed/signed document as PDF.

Duplicate Document V2

Tool to duplicate a document.

Duplicate Envelope V2

Tool to duplicate an envelope with all its settings.

Duplicate Template

Tool to duplicate a template with all its settings.

Find Documents

Find documents based on search criteria with filtering and pagination.

Find Documents V2

Retrieve a paginated list of documents with optional filtering and sorting.

Find Envelopes

Tool to find envelopes based on search criteria, filters, and pagination.

Find Folders

Tool to find folders based on search criteria and filters.

Find Templates

Retrieve a paginated list of templates with optional filtering and search.

Get Document By ID

Retrieve complete information about a document by its ID.

Get Document Field

Tool to retrieve a document field by its ID.

Get Document Recipient

Tool to retrieve detailed information about a document recipient by their ID.

Get Documents By IDs

Retrieve multiple documents by their IDs in a single request.

Get Envelope Attachment

Tool to find all attachments for a specific envelope.

Get Envelope Audit Log

Tool to retrieve audit logs for an envelope.

Get Envelope By ID

Retrieve complete information about an envelope by its ID.

Get Envelope Field

Tool to fetch an envelope field by ID.

Get Envelope Recipient

Tool to retrieve detailed information about an envelope recipient by their ID.

Get Envelopes By IDs

Tool to retrieve multiple envelopes by their IDs.

Get Template By ID

Retrieve complete information about a template by its ID.

Get Template Field

Tool to fetch a template field by ID.

Get Template Recipient

Tool to retrieve detailed information about a template recipient by their ID.

Get Templates By IDs

Retrieve multiple templates by their IDs in a single request.

List Templates

Tool to list templates.

Move Document V2

Tool to move a document to a team.

Redistribute Document V2

Re-send signing request emails to specified recipients of a document.

Redistribute Envelope

Tool to redistribute an envelope to recipients who have not actioned it.

Remove Team Member V1

Remove a member from a Documenso team.

Update Document Attachment

Tool to update an existing document attachment.

Update Document Field

Tool to update a single document field's properties in Documenso v2 API.

Update Document Fields Bulk

Tool to update multiple document fields in a single operation.

Update Document Recipient V2

Tool to update a document recipient using the v2 API.

Update Document V2

Update document properties like title, visibility, and signing settings.

Update Envelope

Update envelope properties like title, visibility, and signing settings.

Update Envelope Attachment

Tool to update an existing envelope attachment.

Update Envelope Fields Bulk

Tool to update multiple envelope fields in a single request.

Update Envelope Items Bulk

Tool to update multiple envelope items in a single request.

Update Folder

Update properties of an existing folder including name, pinned status, parent folder, and visibility.

Update Template

Update template properties like title, visibility, and signing settings.

Update Template Fields Bulk

Tool to update multiple template fields in a single operation.

Update Template Recipient

Tool to update a template recipient.

Update Template Recipients Bulk

Tool to update multiple template recipients in a single API call.

Use Template (v2-beta)

Tool to create a document from a template.

FRAMEWORKS

How to build Documenso MCP Agent with another framework

OpenAI Agents SDK

Use Documenso MCP with OpenAI Agents SDK

Claude Agent SDK

Use Documenso MCP with Claude Agent SDK

Claude Code

Use Documenso MCP with Claude Code

Claude Cowork

Use Documenso MCP with Claude Cowork

Codex

Use Documenso MCP with Codex

OpenClaw

Use Documenso MCP with OpenClaw

Hermes

Use Documenso MCP with Hermes

CLI

Use Documenso MCP with CLI

Google ADK

Use Documenso MCP with Google ADK

LangChain

Use Documenso MCP with LangChain

Vercel AI SDK

Use Documenso MCP with Vercel AI SDK

Mastra AI

Use Documenso MCP with Mastra AI

LlamaIndex

Use Documenso MCP with LlamaIndex

MORE TOOLKITS

Explore Other Toolkits

Toolkit marketplace

Google Drive

Oauth2

Google Drive is a cloud storage platform for uploading, sharing, and collaborating on files. It's perfect for keeping your documents accessible and organized across devices.

Google Docs

Oauth2

Google Docs is a cloud-based word processor that enables document creation and real-time collaboration. Its seamless sharing and version history make team editing and content management a breeze.

Google Super

Oauth2Api Key

Google Super is an all-in-one suite combining Gmail, Drive, Calendar, Sheets, Analytics, and more. It gives you a unified platform to manage your digital life, boosting productivity and organization.

Affinda

Api Key

Affinda is an AI-powered document processing platform that automates data extraction from resumes, invoices, and more. It streamlines document-heavy workflows by turning files into structured, actionable data.

FAQ

Frequently asked questions

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

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

Start with Documenso.It takes 30 seconds.

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

Start building

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 Documenso MCP with CrewAI

Connect Documenso without auth hassles

Introduction

Also integrate Documenso with

TL;DR

What is CrewAI?

What is the Documenso 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 Documenso

Initialize the MCP Server

Create a CLI Chatloop and define the Crew

Complete Code

Conclusion

Supported Tools

How to build Documenso 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

Google Drive

Google Docs

Google Super

Affinda

Frequently asked questions

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

Can I use Tool Router MCP with CrewAI?+

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

How safe is my data with Composio Tool Router?+

Start with Documenso.It takes 30 seconds.

Teams ship real agents on Composio