How to integrate Retently MCP with Pydantic AI

This guide walks you through connecting Retently to Pydantic AI 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 Pydantic AI 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 Pydantic AI 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 Pydantic AI 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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TL;DR

Here's what you'll learn:
  • How to set up your Composio API key and User ID
  • How to create a Composio Tool Router session for Retently
  • How to attach an MCP Server to a Pydantic AI agent
  • How to stream responses and maintain chat history
  • How to build a simple REPL-style chat interface to test your Retently workflows

What is Pydantic AI?

Pydantic AI is a Python framework for building AI agents with strong typing and validation. It leverages Pydantic's data validation capabilities to create robust, type-safe AI applications.

Key features include:

  • Type Safety: Built on Pydantic for automatic data validation
  • MCP Support: Native support for Model Context Protocol servers
  • Streaming: Built-in support for streaming responses
  • Async First: Designed for async/await patterns

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 step09 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Python 3.9 or higher
  • A Composio account with an active API key
  • Basic familiarity with Python and async programming
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 pydantic-ai python-dotenv

Install the required libraries.

What's happening:

  • composio connects your agent to external SaaS tools like Retently
  • pydantic-ai lets you create structured AI agents with tool support
  • python-dotenv loads your environment variables securely from a .env file
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

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates your agent to Composio's API
  • USER_ID associates your session with your account for secure tool access
  • OPENAI_API_KEY to access OpenAI LLMs
5

Import dependencies

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerStreamableHTTP

load_dotenv()
What's happening:
  • We load environment variables and import required modules
  • Composio manages connections to Retently
  • MCPServerStreamableHTTP connects to the Retently MCP server endpoint
  • Agent from Pydantic AI lets you define and run the AI assistant
6

Create a Tool Router Session

python
async def main():
    api_key = os.getenv("COMPOSIO_API_KEY")
    user_id = os.getenv("USER_ID")
    if not api_key or not user_id:
        raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment")

    # Create a Composio Tool Router session for Retently
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["retently"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an MCP URL")
What's happening:
  • We're creating a Tool Router session that gives your agent access to Retently tools
  • The create method takes the user ID and specifies which toolkits should be available
  • The returned session.mcp.url is the MCP server URL that your agent will use
7

Initialize the Pydantic AI Agent

python
# Attach the MCP server to a Pydantic AI Agent
retently_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
agent = Agent(
    "openai:gpt-5",
    toolsets=[retently_mcp],
    instructions=(
        "You are a Retently assistant. Use Retently tools to help users "
        "with their requests. Ask clarifying questions when needed."
    ),
)
What's happening:
  • The MCP client connects to the Retently endpoint
  • The agent uses GPT-5 to interpret user commands and perform Retently operations
  • The instructions field defines the agent's role and behavior
8

Build the chat interface

python
# Simple REPL with message history
history = []
print("Chat started! Type 'exit' or 'quit' to end.\n")
print("Try asking the agent to help you with Retently.\n")

while True:
    user_input = input("You: ").strip()
    if user_input.lower() in {"exit", "quit", "bye"}:
        print("\nGoodbye!")
        break
    if not user_input:
        continue

    print("\nAgent is thinking...\n", flush=True)

    async with agent.run_stream(user_input, message_history=history) as stream_result:
        collected_text = ""
        async for chunk in stream_result.stream_output():
            text_piece = None
            if isinstance(chunk, str):
                text_piece = chunk
            elif hasattr(chunk, "delta") and isinstance(chunk.delta, str):
                text_piece = chunk.delta
            elif hasattr(chunk, "text"):
                text_piece = chunk.text
            if text_piece:
                collected_text += text_piece
        result = stream_result

    print(f"Agent: {collected_text}\n")
    history = result.all_messages()
What's happening:
  • The agent reads input from the terminal and streams its response
  • Retently API calls happen automatically under the hood
  • The model keeps conversation history to maintain context across turns
9

Run the application

python
if __name__ == "__main__":
    asyncio.run(main())
What's happening:
  • The asyncio loop launches the agent and keeps it running until you exit

Complete Code

Here's the complete code to get you started with Retently and Pydantic AI:

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerStreamableHTTP

load_dotenv()

async def main():
    api_key = os.getenv("COMPOSIO_API_KEY")
    user_id = os.getenv("USER_ID")
    if not api_key or not user_id:
        raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment")

    # Create a Composio Tool Router session for Retently
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["retently"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an MCP URL")

    # Attach the MCP server to a Pydantic AI Agent
    retently_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
    agent = Agent(
        "openai:gpt-5",
        toolsets=[retently_mcp],
        instructions=(
            "You are a Retently assistant. Use Retently tools to help users "
            "with their requests. Ask clarifying questions when needed."
        ),
    )

    # Simple REPL with message history
    history = []
    print("Chat started! Type 'exit' or 'quit' to end.\n")
    print("Try asking the agent to help you with Retently.\n")

    while True:
        user_input = input("You: ").strip()
        if user_input.lower() in {"exit", "quit", "bye"}:
            print("\nGoodbye!")
            break
        if not user_input:
            continue

        print("\nAgent is thinking...\n", flush=True)

        async with agent.run_stream(user_input, message_history=history) as stream_result:
            collected_text = ""
            async for chunk in stream_result.stream_output():
                text_piece = None
                if isinstance(chunk, str):
                    text_piece = chunk
                elif hasattr(chunk, "delta") and isinstance(chunk.delta, str):
                    text_piece = chunk.delta
                elif hasattr(chunk, "text"):
                    text_piece = chunk.text
                if text_piece:
                    collected_text += text_piece
            result = stream_result

        print(f"Agent: {collected_text}\n")
        history = result.all_messages()

if __name__ == "__main__":
    asyncio.run(main())

Conclusion

You've built a Pydantic AI agent that can interact with Retently through Composio's Tool Router. With this setup, your agent can perform real Retently actions through natural language. You can extend this further by:
  • Adding other toolkits like Gmail, HubSpot, or Salesforce
  • Building a web-based chat interface around this agent
  • Using multiple MCP endpoints to enable cross-app workflows (for example, Gmail + Retently for workflow automation)
This architecture makes your AI agent "agent-native", able to securely use APIs in a unified, composable way without custom integrations.
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

CrewAI logo

CrewAI

Use Retently MCP with CrewAI

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. Pydantic AI 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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