How to integrate Retently MCP with CrewAI

This guide walks you through connecting Retently to CrewAI using the Composio tool router. By the end, you'll have a working Retently agent that can list all customer feedback from last week, add 'urgent' tag to negative feedback, get latest nps score for your account through natural language commands. This guide will help you understand how to give your CrewAI agent real control over a Retently account through Composio's Retently MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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Retently is a customer experience management platform for gathering and analyzing customer feedback via surveys. It helps businesses improve retention by acting on real-time insights from their customers.

15 Tools

Introduction

This guide walks you through connecting Retently to CrewAI using the Composio tool router. By the end, you'll have a working Retently agent that can list all customer feedback from last week, add 'urgent' tag to negative feedback, get latest nps score for your account through natural language commands.

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

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

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

The Retently MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Retently account. It provides structured and secure access to your customer feedback and survey data, so your agent can perform actions like analyzing feedback, managing customers, organizing survey results, and tagging feedback—completely on your behalf.

  • Automated customer management: Effortlessly create, update, or delete customers in your Retently workspace, ensuring your CRM data stays up to date.
  • Feedback analysis and retrieval: Retrieve recent feedback, pull detailed feedback entries, or get a list of all customer responses for easy sentiment tracking and reporting.
  • Survey and campaign insights: Instantly fetch all your Retently campaigns or get the latest NPS score to stay on top of your customer satisfaction metrics.
  • Feedback organization with tags and topics: Let your agent categorize and organize feedback by adding tags or topics, so you can quickly identify trends and areas for improvement.
  • Advanced customer lookup: Quickly get detailed information about any customer by their unique ID, perfect for personalizing follow-ups or resolving support issues.

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 Retently 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 Retently 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 Retently MCP URL
6

Create a Composio Tool Router session for Retently

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

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

Add Feedback Tags

Add tags to feedback items by providing feedback IDs and corresponding tags.

Add Feedback Topics

Add topics to feedback items by providing feedback IDs and corresponding topics.

Create or Update Customers

Tool to create new customers or update existing ones by providing their details, including email, name, company, tags, and properties.

Delete Customers

Delete customers from the workspace by providing their unique IDs.

Get Campaigns

Tool to retrieve a list of campaigns associated with the account.

Get Customer By ID

Tool to retrieve detailed information about a specific customer by their unique ID.

Get Customers

Retrieve a list of customers with optional parameters for pagination, sorting, and filtering by email or date range.

Get Feedback

Tool to retrieve feedback received from customers.

Get Feedback by ID

Tool to retrieve detailed information about specific feedback by its unique ID.

Get Latest Score

Tool to retrieve the latest NPS score for the account.

Get Outbox

Retrieve the outbox of surveys that are scheduled to be sent.

Get Reports

Tool to retrieve reports related to NPS surveys, including scores and trends.

Get Templates

Tool to retrieve a list of survey templates available in the account.

Send Transactional Survey

Tool to send a transactional survey to customers.

Unsubscribe Customers

Unsubscribe customers from receiving surveys by providing their email addresses.

FRAMEWORKS

How to build Retently MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Retently MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Retently MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Retently MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Retently MCP with Claude Cowork

Codex logo

Codex

Use Retently MCP with Codex

OpenClaw logo

OpenClaw

Use Retently MCP with OpenClaw

Hermes logo

Hermes

Use Retently MCP with Hermes

CLI logo

CLI

Use Retently MCP with CLI

Google ADK logo

Google ADK

Use Retently MCP with Google ADK

LangChain logo

LangChain

Use Retently MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Retently MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Retently MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Retently MCP with LlamaIndex

FAQ

Frequently asked questions

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

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

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