How to Use the Agency Elephant MCP in CrewAI

Q: Can a CrewAI agent autonomously decide which Agency Elephant campaign to trigger?

Yes. By giving an agent access to listcampaigns and triggerdripcampaign, it can read the lead's history and select the best matching marketing sequence.

Q: How do CrewAI agents share data when using Agency Elephant tools?

CrewAI uses shared memory. When one agent runs getleaddetails, the resulting lead info and commission details are available to all other agents in the crew.

Q: Can I restrict a specific CrewAI agent to only read Agency Elephant data?

Yes. You can use CrewAI's toolfilter to only expose read tools like listleads to your research agent, while keeping write tools restricted.

Deploy autonomous teams of insurance agents that manage leads and trigger drip campaigns using CrewAI and Agency Elephant.

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Connect Agency Elephant MCP to CrewAI

Create your Vinkius account to connect Agency Elephant to CrewAI and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Agency Elephant with CrewAI

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Collaborative Lead Management Teams

Running multi-agent pipelines for insurance renewal tracking is the main job of this Agency Elephant integration. A researcher agent scans your database using `list_leads` to find policies expiring within thirty days. The researcher passes that list to an account manager agent, who calls `get_lead_details` to verify commissions and client history before taking action. No human intervention is needed to find expiring policies.

Autonomous Marketing Campaigns via MCP Server

Building a dedicated marketing crew that selects and executes campaigns is possible with this Agency Elephant marketing tool. One agent lists available sequences using `list_campaigns`, while a coordinator agent matches them to lead profiles. Once matched, a marketer agent executes `trigger_drip_campaign` to start the outreach. This MCP Server setup ensures that because CrewAI agents share memory, they won't double-trigger campaigns on the same lead.

Smart Group Sorting and Team Allocation

Keeping your CRM organized by letting specialized agents handle group classification is the focus of this Agency Elephant management tool. An agent pulls current categories with `list_lead_groups` and organizes new contacts using `add_lead_to_group`. A separate supervisor agent pulls your active team roster via `list_workspace_users` to balance the workload. New leads are distributed evenly among active staff without manual shuffling.

Setup guide

Set up Agency Elephant MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Agency Elephant tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Agency Elephant Analyst",
    goal="Access and analyze Agency Elephant data via MCP.",
    backstory="Expert analyst with direct Agency Elephant access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Agency Elephant transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Agency Elephant Analyst",
        goal="Access and analyze Agency Elephant data via MCP.",
        backstory="Expert analyst with direct Agency Elephant access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Agency Elephant transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Agency Elephant. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Agency Elephant MCP in CrewAI

You pass the MCP Server URL directly in your Agent's mcps list. The agent automatically discovers tools like `create_lead` and adds them to its toolkit.

Yes. By giving an agent access to `list_campaigns` and `trigger_drip_campaign`, it can read the lead's history and select the best matching marketing sequence.

CrewAI uses shared memory. When one agent runs `get_lead_details`, the resulting lead info and commission details are available to all other agents in the crew.

Yes. You can use CrewAI's tool_filter to only expose read tools like `list_leads` to your research agent, while keeping write tools restricted.

Your lead details, agent commissions, and policy renewal records are processed directly through Vinkius's ephemeral MCP sandboxes. No data is stored on our end, maintaining strict privacy for your agency's business intelligence.

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