How to integrate Documentero MCP with Pydantic AI

This guide walks you through connecting Documentero to Pydantic AI using the Composio tool router. By the end, you'll have a working Documentero agent that can list your templates, inspect template fields, view template details, and generate documents through natural language commands. This guide will help you understand how to give your Pydantic AI agent real control over a Documentero account through Composio's Documentero MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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Documentero is a document generation service for Word, PDF, and Excel files. It turns reusable templates and structured data into finished documents fast.

4 Tools

Introduction

This guide walks you through connecting Documentero to Pydantic AI using the Composio tool router. By the end, you'll have a working Documentero agent that can list your templates, inspect template fields, view template details, and generate documents through natural language commands.

This guide will help you understand how to give your Pydantic AI agent real control over a Documentero account through Composio's Documentero 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 Documentero
  • 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 Documentero 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 Documentero MCP server, and what's possible with it?

The Documentero MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Documentero account. It provides structured and secure access to your templates and document generation features, so your agent can list templates, inspect template requirements, review supported formats, and generate Word, PDF, or Excel documents on your behalf.

  • Template discovery: Have your agent list the templates available in your Documentero account and identify the right one for a task.
  • Template field review: Let the agent inspect a template's field definitions and nested field options before preparing document data.
  • Data requirement checks: Direct your agent to retrieve the required data structure for a template so it can supply correctly formatted content.
  • Output format selection: Instruct your agent to review a template's supported and default output formats before creating a document.
  • Document generation: Have your agent fill a reusable template with structured data and generate a Word, PDF, or Excel document.

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 Documentero
  • 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 Documentero
  • MCPServerStreamableHTTP connects to the Documentero 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 Documentero
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["documentero"],
    )
    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 Documentero 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
documentero_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
agent = Agent(
    "openai:gpt-5",
    toolsets=[documentero_mcp],
    instructions=(
        "You are a Documentero assistant. Use Documentero tools to help users "
        "with their requests. Ask clarifying questions when needed."
    ),
)
What's happening:
  • The MCP client connects to the Documentero endpoint
  • The agent uses GPT-5 to interpret user commands and perform Documentero 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 Documentero.\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
  • Documentero 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 Documentero 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 Documentero
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["documentero"],
    )
    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
    documentero_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
    agent = Agent(
        "openai:gpt-5",
        toolsets=[documentero_mcp],
        instructions=(
            "You are a Documentero assistant. Use Documentero 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 Documentero.\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 Documentero through Composio's Tool Router. With this setup, your agent can perform real Documentero 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 + Documentero 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 Documentero action and event your agent gets out of the box.

Generate Document

Generate a DOCX, PDF, or XLSX document from a Documentero template and data.

Get Template JSON Schema

Return the JSON Schema for the data object accepted when generating a document from a template.

Get Template Metadata

Return a template's Documentero field definitions, nested field options, supported output formats, and default output format.

List Templates

Return all templates available to the connected Documentero account, including each template identifier and type-bearing label.

FRAMEWORKS

How to build Documentero MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Documentero MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Documentero MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Documentero MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Documentero MCP with Claude Cowork

Codex logo

Codex

Use Documentero MCP with Codex

OpenClaw logo

OpenClaw

Use Documentero MCP with OpenClaw

Hermes logo

Hermes

Use Documentero MCP with Hermes

CLI logo

CLI

Use Documentero MCP with CLI

Google ADK logo

Google ADK

Use Documentero MCP with Google ADK

LangChain logo

LangChain

Use Documentero MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Documentero MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Documentero MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Documentero MCP with LlamaIndex

CrewAI logo

CrewAI

Use Documentero MCP with CrewAI

FAQ

Frequently asked questions

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

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

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