How to integrate Iterate MCP with Autogen

This guide walks you through connecting Iterate to AutoGen using the Composio tool router. By the end, you'll have a working Iterate agent that can list your surveys, add survey recipients, review responses, search company users, and delete user data through natural language commands. This guide will help you understand how to give your AutoGen agent real control over a Iterate account through Composio's Iterate MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

Iterate logoIterate
Api Key

Iterate is a customer feedback platform for distributing surveys, analyzing responses, and managing user privacy data. It helps teams collect customer feedback, spot trends, and keep privacy workflows organized.

13 Tools

Introduction

This guide walks you through connecting Iterate to AutoGen using the Composio tool router. By the end, you'll have a working Iterate agent that can list your surveys, add survey recipients, review responses, search company users, and delete user data through natural language commands.

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

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

Also integrate Iterate with

TL;DR

Here's what you'll learn:
  • Get and set up your OpenAI and Composio API keys
  • Install the required dependencies for Autogen and Composio
  • Initialize Composio and create a Tool Router session for Iterate
  • Wire that MCP URL into Autogen using McpWorkbench and StreamableHttpServerParams
  • Configure an Autogen AssistantAgent that can call Iterate tools
  • Run a live chat loop where you ask the agent to perform Iterate operations

What is AutoGen?

Autogen is a framework for building multi-agent conversational AI systems from Microsoft. It enables you to create agents that can collaborate, use tools, and maintain complex workflows.

Key features include:

  • Multi-Agent Systems: Build collaborative agent workflows
  • MCP Workbench: Native support for Model Context Protocol tools
  • Streaming HTTP: Connect to external services through streamable HTTP
  • AssistantAgent: Pre-built agent class for tool-using assistants

What is the Iterate MCP server, and what's possible with it?

The Iterate MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Iterate account. It provides structured and secure access to your surveys, recipients, responses, statistics, and company user data, so your agent can distribute surveys, review feedback, analyze performance, find users, and manage privacy requests on your behalf.

  • Survey distribution: Have your agent add one recipient or import a batch, then send the survey now or schedule it for later.
  • Survey review: Let the agent list your surveys and retrieve a survey's configuration and questions.
  • Feedback analysis: Instruct your agent to review completed submissions, inspect individual answers within a date range, and check delivery, response count, and response rate statistics.
  • Company user search: Direct your agent to find a company user by email, external reference, or profile property and review their survey participation totals.
  • Privacy data management: Have your agent anonymize identifying details while retaining responses, or permanently delete selected users and their survey responses.

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

You will need:

  • A Composio API key
  • An OpenAI API key (used by Autogen's OpenAIChatCompletionClient)
  • A Iterate account you can connect to Composio
  • Some basic familiarity with Autogen and Python async
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 python-dotenv
pip install autogen-agentchat autogen-ext-openai autogen-ext-tools

Install Composio, Autogen extensions, and dotenv.

What's happening:

  • composio connects your agent to Iterate via MCP
  • autogen-agentchat provides the AssistantAgent class
  • autogen-ext-openai provides the OpenAI model client
  • autogen-ext-tools provides MCP workbench support

4

Set up environment variables

bash
COMPOSIO_API_KEY=your-composio-api-key
OPENAI_API_KEY=your-openai-api-key
USER_ID=your-user-identifier@example.com

Create a .env file in your project folder.

What's happening:

  • COMPOSIO_API_KEY is required to talk to Composio
  • OPENAI_API_KEY is used by Autogen's OpenAI client
  • USER_ID is how Composio identifies which user's Iterate connections to use
5

Import dependencies and create Tool Router session

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio

from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient
from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams

load_dotenv()

async def main():
    # Initialize Composio and create a Iterate session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["iterate"]
    )
    url = session.mcp.url
What's happening:
  • load_dotenv() reads your .env file
  • Composio(api_key=...) initializes the SDK
  • create(...) creates a Tool Router session that exposes Iterate tools
  • session.mcp.url is the MCP endpoint that Autogen will connect to
6

Configure MCP parameters for Autogen

python
# Configure MCP server parameters for Streamable HTTP
server_params = StreamableHttpServerParams(
    url=url,
    timeout=30.0,
    sse_read_timeout=300.0,
    terminate_on_close=True,
    headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")}
)

Autogen expects parameters describing how to talk to the MCP server. That is what StreamableHttpServerParams is for.

What's happening:

  • url points to the Tool Router MCP endpoint from Composio
  • timeout is the HTTP timeout for requests
  • sse_read_timeout controls how long to wait when streaming responses
  • terminate_on_close=True cleans up the MCP server process when the workbench is closed
7

Create the model client and agent

python
# Create model client
model_client = OpenAIChatCompletionClient(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY")
)

# Use McpWorkbench as context manager
async with McpWorkbench(server_params) as workbench:
    # Create Iterate assistant agent with MCP tools
    agent = AssistantAgent(
        name="iterate_assistant",
        description="An AI assistant that helps with Iterate operations.",
        model_client=model_client,
        workbench=workbench,
        model_client_stream=True,
        max_tool_iterations=10
    )

What's happening:

  • OpenAIChatCompletionClient wraps the OpenAI model for Autogen
  • McpWorkbench connects the agent to the MCP tools
  • AssistantAgent is configured with the Iterate tools from the workbench
8

Run the interactive chat loop

python
print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
print("Ask any Iterate related question or task to the agent.\n")

# Conversation loop
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")

    # Run the agent with streaming
    try:
        response_text = ""
        async for message in agent.run_stream(task=user_input):
            if hasattr(message, "content") and message.content:
                response_text = message.content

        # Print the final response
        if response_text:
            print(f"Agent: {response_text}\n")
        else:
            print("Agent: I encountered an issue processing your request.\n")

    except Exception as e:
        print(f"Agent: Sorry, I encountered an error: {str(e)}\n")
What's happening:
  • The script prompts you in a loop with You:
  • Autogen passes your input to the model, which decides which Iterate tools to call via MCP
  • agent.run_stream(...) yields streaming messages as the agent thinks and calls tools
  • Typing exit, quit, or bye ends the loop

Complete Code

Here's the complete code to get you started with Iterate and AutoGen:

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio

from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient
from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams

load_dotenv()

async def main():
    # Initialize Composio and create a Iterate session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["iterate"]
    )
    url = session.mcp.url

    # Configure MCP server parameters for Streamable HTTP
    server_params = StreamableHttpServerParams(
        url=url,
        timeout=30.0,
        sse_read_timeout=300.0,
        terminate_on_close=True,
        headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")}
    )

    # Create model client
    model_client = OpenAIChatCompletionClient(
        model="gpt-5",
        api_key=os.getenv("OPENAI_API_KEY")
    )

    # Use McpWorkbench as context manager
    async with McpWorkbench(server_params) as workbench:
        # Create Iterate assistant agent with MCP tools
        agent = AssistantAgent(
            name="iterate_assistant",
            description="An AI assistant that helps with Iterate operations.",
            model_client=model_client,
            workbench=workbench,
            model_client_stream=True,
            max_tool_iterations=10
        )

        print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
        print("Ask any Iterate related question or task to the agent.\n")

        # Conversation loop
        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")

            # Run the agent with streaming
            try:
                response_text = ""
                async for message in agent.run_stream(task=user_input):
                    if hasattr(message, 'content') and message.content:
                        response_text = message.content

                # Print the final response
                if response_text:
                    print(f"Agent: {response_text}\n")
                else:
                    print("Agent: I encountered an issue processing your request.\n")

            except Exception as e:
                print(f"Agent: Sorry, I encountered an error: {str(e)}\n")

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

Conclusion

You now have an Autogen assistant wired into Iterate through Composio's Tool Router and MCP. From here you can:
  • Add more toolkits to the toolkits list, for example notion or hubspot
  • Refine the agent description to point it at specific workflows
  • Wrap this script behind a UI, Slack bot, or internal tool
Once the pattern is clear for Iterate, you can reuse the same structure for other MCP-enabled apps with minimal code changes.
TOOLS

Supported Tools

Every Iterate action and event your agent gets out of the box.

Add Survey Recipient

Add one email recipient to a survey for a later send without sending the survey now.

Anonymize Company User

Irreversibly remove one Iterate user's email and attributes while retaining survey responses.

Bulk Anonymize Company Users

Irreversibly remove identifying data from every Iterate company user matching at least one explicit email, external-ID, or typed user-property selector while retaining survey responses.

Bulk Delete Company User Data

Permanently delete every matching Iterate company user and all matching users' survey responses using explicit non-empty selectors.

Delete Company User Data

Permanently delete one Iterate user object and all of that user's survey responses.

Get Survey

Return one survey's configuration and questions by survey ID.

Get Survey Stats

Return delivery, display, response-count, and response-rate statistics for one survey.

Import Survey Recipients

Add a non-empty batch of email recipients to a survey without sending it, and return duplicate, failure, and success counts.

List Survey Response Groups

Return one reverse-chronological page of completed survey submissions grouped by user, plus a continuation cursor.

List Survey Responses

Return one reverse-chronological page of individual answers for a survey, with an optional date range and continuation cursor.

List Surveys

Return all surveys available to the connected Iterate API key, including the survey and company IDs needed by other tools.

Search Company Users

Find one user in the connected Iterate company by email, external ID, or one typed user property and return survey participation totals.

Send Survey

Irreversibly send or schedule an email survey to one specified recipient or every previously added recipient.

FAQ

Frequently asked questions

With a standalone Iterate MCP server, the agents and LLMs can only access a fixed set of Iterate tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Iterate and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Autogen 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 Iterate tools.

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

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