How to Use the Berg System CRM MCP in OpenAI Agents SDK

Q: How do I connect the OpenAI Agents SDK to Berg System CRM?

You instantiate the MCPServerStreamableHttp class with your Vinkius endpoint URL and pass it to your Agent's constructor. The SDK handles tool discovery automatically, so the Berg System CRM actions are ready to be called.

Q: Can my agent create new customers in Berg System CRM with the OpenAI Agents SDK?

Yes, it uses the createnewcustomer and createnewcompany tools. The OpenAI SDK's guardrails are useful here, as they can help prevent your agent from creating duplicate records unless you explicitly approve it.

Build production agents that manage Berg System CRM data. Designed for the OpenAI Agents SDK to run with real-world guardrails.

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Connect Berg System CRM MCP to OpenAI Agents SDK

Create your Vinkius account to connect Berg System CRM 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 Berg System CRM with OpenAI Agents SDK

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Claude

Perplexity

Automate Client Onboarding

Your agent can add new clients directly to your CRM. It uses `create_new_company` for business accounts and `create_new_customer` for individuals. The tools are straightforward and map directly to how your team already works. Here’s the key part for production use: the OpenAI Agents SDK provides guardrails. Your agent won't accidentally create duplicate clients because the `forceAdd` parameter on `create_new_customer` is off by default. It requires explicit intent, which prevents common automation mistakes before they happen.

Get a Complete Client Picture

Give your agent the tools to pull a client's entire history in seconds. It can grab contact info and notes with `get_customer_details`, see all active policies with `list_insurance_policies`, and check for any uploaded files with `list_stored_documents`. This works perfectly with the OpenAI SDK's ability to create specialized agents that hand off work. One agent can use these tools to gather all the raw data from the Berg System CRM. Then, it can pass that structured information to another agent tasked with summarizing it for a pre-meeting brief.

Prep for Your Next Sales Call with this MCP Server

An agent can get you ready for any client conversation. Let it run `list_sales_opportunities` to see open deals and `list_crm_tasks` to check for any pending follow-ups or reminders. You'll walk into every meeting knowing exactly what's going on. Because this is an MCP Server, setup is minimal. Your agent auto-discovers these tools from the Vinkius endpoint. You don't write boilerplate code to define each function. Just point your agent at the URL, and it knows how to check for new sales opportunities in your CRM.

Setup guide

Set up Berg System CRM 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 Berg System CRM tools at runtime.
3

Create your Agent

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

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Berg System CRM 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="Berg System CRM Agent",
            instructions="You have access to Berg System CRM tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Berg System. 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 Berg System CRM MCP in OpenAI Agents SDK

You instantiate the `MCPServerStreamableHttp` class with your Vinkius endpoint URL and pass it to your Agent's constructor. The SDK handles tool discovery automatically, so the Berg System CRM actions are ready to be called.

Your agent can list current sales opportunities, check on CRM tasks, and pull any custom sales fields you've configured. It can also create new customer and company records when you're adding a new lead to the system.

Yes, it uses the `create_new_customer` and `create_new_company` tools. The OpenAI SDK's guardrails are useful here, as they can help prevent your agent from creating duplicate records unless you explicitly approve it.

It's a simple status check. Before your agent runs a complex chain of actions, it can ping `check_api_health` to make sure the Berg System CRM API is online and responsive. It's a quick way to fail fast if the underlying service is down.

This MCP server handles your Berg System CRM data, which includes customer names, company details, and insurance policy information. Vinkius runs every tool call in an isolated V8 sandbox that is destroyed after execution. The OpenAI SDK's tracing also gives you a full audit log of every piece of data your agent touches.

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