How to integrate ActiveMerge MCP with CrewAI

This guide walks you through connecting ActiveMerge to CrewAI using the Composio tool router. By the end, you'll have a working ActiveMerge agent that can generate invoices from saved templates, merge contract files for client signature, store signed ndas in project folders through natural language commands. This guide will help you understand how to give your CrewAI agent real control over a ActiveMerge account through Composio's ActiveMerge MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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ActiveMerge is a document automation platform for generating documents, images, merged files, and e-signature workflows. It helps teams turn templates and stored files into finished, shareable documents faster.

13 Tools

Introduction

This guide walks you through connecting ActiveMerge to CrewAI using the Composio tool router. By the end, you'll have a working ActiveMerge agent that can generate invoices from saved templates, merge contract files for client signature, store signed ndas in project folders through natural language commands.

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

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

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

The ActiveMerge MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your ActiveMerge account. It provides structured and secure access to your templates, workflows, generation jobs, credits, and stored files, so your agent can generate documents, create images, run template workflows, track generation progress, and manage generated files on your behalf.

  • Template-based document generation: Have your agent review available document templates and their required placeholders, then generate documents using your case-sensitive data.
  • Automated image creation: Let the agent inspect image templates, create images from your records, and check each generation job for progress, errors, and completed output.
  • Multi-document workflows: Direct your agent to find available workflows, collect their required placeholders, and generate documents for every template in a chosen workflow.
  • Generation tracking and credit checks: Instruct your agent to check remaining credits before starting work, then review document generation history and job status.
  • Generated file management: Have your agent browse stored files, save completed document outputs to permanent storage, and prepare stored files for download.

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 ActiveMerge 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 ActiveMerge 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 ActiveMerge MCP URL
6

Create a Composio Tool Router session for ActiveMerge

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

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

Generate Document

Start asynchronous document generation from a template and case-sensitive placeholder data.

Generate Images

Start an asynchronous image-generation job from inline JSON records.

Generate Workflow Documents

Generate documents for every template in an ActiveMerge workflow using case-sensitive placeholder data.

Get Credits

Get total, used, remaining, plan, and prepaid ActiveMerge credits before running credit-consuming generation tools.

Get Document Generations

Get one document-generation job by ID, or list and filter generation history when no job ID is supplied.

Get Document Template Placeholders

Return the case-sensitive placeholder names required by one document template.

Get File Download URL

Create a temporary download URL for a file in ActiveMerge cloud storage.

Get Image Generation

Get an image-generation job's progress, credit usage, errors, and temporary ZIP download URL when complete.

Get Image Templates

List image templates and basic placeholders, or get complete dimensions, positions, defaults, and styles for one template when template_id is supplied.

Get Workflows

List available ActiveMerge workflows, or return the case-sensitive placeholders for one workflow when workflow_id is supplied.

List Document Templates

List document templates available to the connected ActiveMerge account, including the unique template IDs needed for placeholder lookup and generation.

List Stored Files

List the immediate files and folders at the ActiveMerge cloud-storage root, or directly inside parent_folder_id when supplied.

Save Generated Files

Save non-expired output from a completed document-generation job to permanent ActiveMerge cloud storage.

FRAMEWORKS

How to build ActiveMerge MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use ActiveMerge MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use ActiveMerge MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use ActiveMerge MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use ActiveMerge MCP with Claude Cowork

Codex logo

Codex

Use ActiveMerge MCP with Codex

OpenClaw logo

OpenClaw

Use ActiveMerge MCP with OpenClaw

Hermes logo

Hermes

Use ActiveMerge MCP with Hermes

CLI logo

CLI

Use ActiveMerge MCP with CLI

Google ADK logo

Google ADK

Use ActiveMerge MCP with Google ADK

LangChain logo

LangChain

Use ActiveMerge MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use ActiveMerge MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use ActiveMerge MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use ActiveMerge MCP with LlamaIndex

FAQ

Frequently asked questions

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

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

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