How to Use the Better Proposals MCP in CrewAI

Q: How do I set up Better Proposals for CrewAI agents?

Pass the server URL in the mcps list when initializing your agent. This grants your crew immediate access to all document and contact tools.

Deploy a specialized crew in CrewAI to manage your sales documents.

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Connect Better Proposals MCP to CrewAI

Create your Vinkius account to connect Better Proposals 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 Better Proposals with CrewAI

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Autonomous document management in CrewAI

Assign a researcher agent to `list_proposals` while a writer agent handles `create_proposal`. Your crew handles the document lifecycle from start to finish. This removes the need for you to manage individual tool calls. The agents collaborate to ensure every proposal matches the client's needs.

Monitor proposal status with CrewAI

Let a monitor agent use `get_analytics` to track how often your documents are viewed. If engagement drops, the agent alerts your team. It turns passive data into active insights. You get updates on document performance without checking a dashboard.

Manage your CRM via CrewAI agents

Your agents use `list_contacts` to find the right recipient for each document. They verify the company details with `get_company` before drafting the proposal. This ensures your outreach is always personalized. The crew works in tandem to keep your contact list and document drafts accurate.

Setup guide

Set up Better Proposals 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 Better Proposals tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

task = Task(
    description="List recent Better Proposals 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="Better Proposals Analyst",
        goal="Access and analyze Better Proposals data via MCP.",
        backstory="Expert analyst with direct Better Proposals access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Better Proposals 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 Better Proposals. 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 Better Proposals MCP in CrewAI

Pass the server URL in the `mcps` list when initializing your agent. This grants your crew immediate access to all document and contact tools.

Yes, you can share the tools across your crew. This allows one agent to research contacts while another handles the document generation.

Use the tool filter in your MCP configuration. This lets you restrict specific agents to read-only access while others can create documents.

You just update the endpoint URL in your agent setup. The server handles the connection to your account based on the token you provide.

We enforce strict isolation for your document and contact records. Your data resides only in the ephemeral session memory and never persists beyond the lifetime of the agent crew.

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