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Berg System CRM MCP Server for OpenAI Agents SDKGive OpenAI Agents SDK instant access to 12 tools to Check Api Health, Create New Company, Create New Customer, and more

Built by Vinkius GDPR 12 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Berg System CRM through Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails. no manual schema definitions required.

Use with Your AI Agent

Ask AI about this App Connector for OpenAI Agents SDK

Open in ChatGPT Open in Claude Open in Perplexity

The Berg System CRM app connector for OpenAI Agents SDK is a standout in the Sales Automation category — giving your AI agent 12 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

python
import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Berg System CRM Assistant",
            instructions=(
                "You help users interact with Berg System CRM. "
                "You have access to 12 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Berg System CRM"
        )
        print(result.final_output)

asyncio.run(main())
Berg System CRM
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High SecurityEnterprise-grade
IAMAccess control
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DLPData protection
V8 IsolateSandboxed
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Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Berg System CRM MCP Server

Connect your Berg System account to any AI agent and take full control of your insurance agency operations and customer relationship workflows through natural conversation.

The OpenAI Agents SDK auto-discovers all 12 tools from Berg System CRM through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Berg System CRM, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

What you can do

  • Customer Orchestration — List and search through individual and corporate client directories programmatically, retrieving detailed high-fidelity profile metadata and contact history
  • Sales Pipeline Intelligence — Monitor sales opportunities and track deal progress across your entire agency to maintain a perfectly coordinated sales cycle
  • Insurance Policy Monitoring — Retrieve active insurance policies and access high-fidelity document metadata directly through your agent to oversee coverage status
  • Infrastructure Monitoring — Access system employee lists and manage CRM-related tasks programmatically for instant operational reporting
  • Relationship Intelligence — Retrieve complete historical interactions for any record to maintain high-fidelity oversight of your agency's relationship ecosystem

The Berg System CRM MCP Server exposes 12 tools through the Vinkius. Connect it to OpenAI Agents SDK in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 12 Berg System CRM tools available for OpenAI Agents SDK

When OpenAI Agents SDK connects to Berg System CRM through Vinkius, your AI agent gets direct access to every tool listed below — spanning policy-management, client-tracking, sales-pipeline, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.

check_api_health

Verify Berg System API status

create_new_company

Add a new business client

create_new_customer

Supports forceAdd to bypass duplicates. Add a new customer

get_customer_details

Get details for a customer

get_sales_custom_fields

Retrieve custom sales fields

list_crm_companies

List corporate clients

list_crm_customers

List CRM customers

list_crm_tasks

List active tasks and reminders

list_insurance_policies

List active insurance policies

list_sales_opportunities

List sales records

list_stored_documents

List uploaded documents

list_system_employees

List organization employees

Connect Berg System CRM to OpenAI Agents SDK via MCP

Follow these steps to wire Berg System CRM into OpenAI Agents SDK. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

01

Install the SDK

Run pip install openai-agents in your Python environment
02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com
03

Run the script

Save the code above and run it: python agent.py
04

Explore tools

The agent will automatically discover 12 tools from Berg System CRM

Why Use OpenAI Agents SDK with the Berg System CRM MCP Server

OpenAI Agents SDK provides unique advantages when paired with Berg System CRM through the Model Context Protocol.

01

Native MCP integration via `MCPServerSse`, pass the URL and the SDK auto-discovers all tools with full type safety

02

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

03

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

04

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Berg System CRM + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Berg System CRM MCP Server delivers measurable value.

01

Automated workflows: build agents that query Berg System CRM, process the data, and trigger follow-up actions autonomously

02

Multi-agent orchestration: create specialist agents. one queries Berg System CRM, another analyzes results, a third generates reports

03

Data enrichment pipelines: stream data through Berg System CRM tools and transform it with OpenAI models in a single async loop

04

Customer support bots: agents query Berg System CRM to resolve tickets, look up records, and update statuses without human intervention

Example Prompts for Berg System CRM in OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK agent to start working with Berg System CRM immediately.

01

"List all active insurance policies for client 'John Doe'."

02

"Show my recent sales opportunities in Berg System."

03

"Create a new lead for 'Alice Smith' (alice@example.com) interested in 'Life Insurance'."

Troubleshooting Berg System CRM MCP Server with OpenAI Agents SDK

Common issues when connecting Berg System CRM to OpenAI Agents SDK through the Vinkius, and how to resolve them.

01

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents
02

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Berg System CRM + OpenAI Agents SDK FAQ

Common questions about integrating Berg System CRM MCP Server with OpenAI Agents SDK.

01

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.
02

Can I use multiple MCP servers in one agent?

Yes. Pass a list of MCPServerSse instances to the agent constructor. The agent can use tools from all connected servers within a single run.
03

Does the SDK support streaming responses?

Yes. The SDK supports SSE and Streamable HTTP transports, both of which work natively with Vinkius.