How to Use the Attio MCP in OpenAI Agents SDK

Q: How do I connect the Attio MCP Server to the OpenAI Agents SDK?

Initialize MCPServerStreamableHttp with your Vinkius endpoint URL. Pass it to your Agent constructor using the mcpservers list. Set cacheToolsList=True to speed up tool discovery.

Q: How do I delete old records safely?

The deleterecord tool handles removals, but it is a permanent action. We recommend requiring a human-in-the-loop approval step in your agent logic before allowing the deletion.

Build production-ready CRM agents using the OpenAI Agents SDK to manage Attio records with built-in safety constraints.

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Connect Attio MCP to OpenAI Agents SDK

Create your Vinkius account to connect Attio to OpenAI Agents SDK 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 Attio with OpenAI Agents SDK

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Manage Attio objects with OpenAI Agents SDK

The `list_objects` and `get_object` tools expose your custom CRM schema directly to your agent. Your OpenAI client pulls the exact data structure before attempting any writes. This prevents malformed data entry during autonomous operations. You pass the schema context to the agent, ensuring it formats the payload correctly when calling `create_record` or `update_record`.

Log meeting notes and tasks automatically

The `create_note` tool attaches call summaries directly to customer profiles. Your agent processes the raw transcript and pushes the formatted result straight into the CRM. Following up requires zero manual intervention. The system immediately triggers `create_task` to assign action items to your sales reps based on the meeting outcomes.

Handle complex list entries

The `list_lists` and `get_list_entries` tools let your agent navigate custom pipelines. It reads the current state of a deal and decides if it needs attention. If a record sits idle too long, the agent can pull the full history using `list_notes` and `list_tasks`. It then generates a targeted follow-up email and logs the activity.

Setup guide

Set up Attio MCP in OpenAI Agents SDK

Prerequisites

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

1

Install the SDK

Run pip install openai-agents to install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed.
2

Connect via SSE transport

Use MCPServerSse with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. The SDK auto-discovers all Attio tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives Attio tools as native definitions — JSON schemas resolve automatically.
4

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Attio tools and returns structured results. Copy the full example on the right to get started.

agent.py

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerSse

async def main():
    async with MCPServerSse(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as server:
        agent = Agent(
            name="Attio Agent",
            instructions="You have access to Attio tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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Common questions about Attio MCP in OpenAI Agents SDK

Initialize `MCPServerStreamableHttp` with your Vinkius endpoint URL. Pass it to your Agent constructor using the `mcp_servers` list. Set `cacheToolsList=True` to speed up tool discovery.

Yes. The MCP integration's built-in guardrails intercept the payload before executing `create_record`. You write Python functions to check the data against your business rules.

All tool calls appear in your OpenAI dashboard traces. You see the exact JSON payload sent to `update_record` and the raw response from the CRM.

The `delete_record` tool handles removals, but it is a permanent action. We recommend requiring a human-in-the-loop approval step in your agent logic before allowing the deletion.

We route traffic through an ephemeral V8 Isolate Sandbox. Your contact details, deal values, and meeting notes never persist on our infrastructure. The token you provide grants temporary access and revokes immediately after the session ends.

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