How to Use the Bidsketch MCP in CrewAI
Run autonomous sales agent teams that draft, track, and manage Bidsketch proposals using CrewAI.
Works with every AI agent you already use
…and any MCP-compatible client
Connect Bidsketch MCP to CrewAI
Create your Vinkius account to connect Bidsketch 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.
Multi-agent proposal drafting via MCP Server
The `create_proposal` tool allows your specialized writer agent to generate draft estimates autonomously. In a CrewAI setup, one agent researches client requirements while another uses this tool to build the actual proposal. Because CrewAI uses shared memory, the writer agent pulls the correct template ID directly from a previous step where a researcher agent called `list_templates`. This eliminates manual copy-pasting between systems.
Autonomous client database management
The `create_client` tool gives your onboarding agent the ability to register new accounts without human help. When a new lead is detected, the agent uses `list_clients` to search your database for matching email addresses. If the prospect is new, the agent executes the creation tool and passes the clean record to the proposal agent. This collaborative chain keeps your CRM and sales documents perfectly aligned.
Intelligent pipeline monitoring and analysis
The `list_proposals` tool provides your analyst agent with a complete view of your active sales pipeline. The agent parses this list to identify stalled deals or high-value contracts nearing their expiration dates. For critical deals, the agent calls `get_proposal_details` to extract the full terms and hands the case to an escalation agent. This automated oversight keeps your sales team focused on the highest-priority opportunities.
Set up Bidsketch MCP in CrewAI
Prerequisites
- Python 3.10+ installed
-
crewaipackage (pip install crewai) - Active Vinkius subscription with a valid endpoint token
- 1
Install CrewAI
Run
pip install crewaito install the framework. MCP support is built-in via themcpsparameter. - 2
Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the
mcpslist. 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
Crewwith your agent and tasks. Callcrew.kickoff()— the agent will automatically invoke Bidsketch tools as needed.
from crewai import Agent, Task, Crew
agent = Agent(
role="Bidsketch Analyst",
goal="Access and analyze Bidsketch data via MCP.",
backstory="Expert analyst with direct Bidsketch access.",
mcps=[
"https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
],
)
task = Task(
description="List recent Bidsketch transactions",
agent=agent,
expected_output="A summary of recent activity",
)
crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result) Prerequisites
- Python 3.10+ installed
-
crewai+crewai-toolspackages - Active Vinkius subscription with a valid endpoint token
- 1
Install dependencies
Run
pip install crewai crewai-tools. TheMCPServerAdapterhandles lifecycle management and tool conversion. - 2
Connect with MCPServerAdapter
Use
MCPServerAdapteras a context manager withSseServerParameterspointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle. - 3
Assign tools and run
Pass the returned
mcp_toolsto your agent'stoolsparameter. The adapter converts MCP tools to nativeBaseToolobjects compatible with all CrewAI agents.
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="Bidsketch Analyst",
goal="Access and analyze Bidsketch data via MCP.",
backstory="Expert analyst with direct Bidsketch access.",
tools=mcp_tools,
)
task = Task(
description="List recent Bidsketch transactions",
agent=agent,
expected_output="A summary of recent activity",
)
crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result) Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Bidsketch. 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.
Why Choose Vinkius
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Real-time monitoring
Live
visibility into every interaction
Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.
Built-in savings
60%
lower AI costs
Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.
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One
place for every integration
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Common questions about Bidsketch MCP in CrewAI
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