How to integrate Iterate MCP with Pydantic AI

This guide walks you through connecting Iterate to Pydantic AI 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 Pydantic AI 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.

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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 Pydantic AI 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 Pydantic AI 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:
  • How to set up your Composio API key and User ID
  • How to create a Composio Tool Router session for Iterate
  • 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 Iterate 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 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 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 Iterate
  • 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 Iterate
  • MCPServerStreamableHTTP connects to the Iterate 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 Iterate
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["iterate"],
    )
    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 Iterate 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
iterate_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
agent = Agent(
    "openai:gpt-5",
    toolsets=[iterate_mcp],
    instructions=(
        "You are a Iterate assistant. Use Iterate tools to help users "
        "with their requests. Ask clarifying questions when needed."
    ),
)
What's happening:
  • The MCP client connects to the Iterate endpoint
  • The agent uses GPT-5 to interpret user commands and perform Iterate 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 Iterate.\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
  • Iterate 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 Iterate 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 Iterate
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["iterate"],
    )
    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
    iterate_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
    agent = Agent(
        "openai:gpt-5",
        toolsets=[iterate_mcp],
        instructions=(
            "You are a Iterate assistant. Use Iterate 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 Iterate.\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 Iterate through Composio's Tool Router. With this setup, your agent can perform real Iterate 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 + Iterate 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 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. 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 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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