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How to Use the Bidsketch MCP in CrewAI

Run autonomous sales agent teams that draft, track, and manage Bidsketch proposals using CrewAI.

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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.

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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.

Setup guide

Set up Bidsketch MCP in CrewAI

Prerequisites

  • Python 3.10+ installed
  • crewai package (pip install crewai)
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Install CrewAI

    Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.

  2. 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. 3

    Kick off your crew

    Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Bidsketch tools as needed.

crew.py
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)

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Bidsketch MCP in CrewAI

Pass your Vinkius HTTP URL directly into the `mcps` array when defining your CrewAI Agent. The framework handles tool discovery and makes all six proposal tools available to that specific agent.
Yes, you can use `MCPServerHTTP` to selectively expose MCP tools. This lets you expose `list_proposals` to your analyst agent while keeping `create_proposal` restricted to your writer agent.
Yes, you can chain tasks so that Agent A first runs `list_clients`, Agent B selects a layout via `list_templates`, and Agent C finally executes `create_proposal`.
Your agents use their reasoning capabilities to structure raw text into the precise JSON format required by `create_proposal`, ensuring clean document generation every time.
Vinkius manages your API credentials securely on its platform. Your CrewAI Python environment only interacts with the single-token Vinkius gateway, meaning your raw Bidsketch keys are never exposed to your local agent code.

Start using the Bidsketch MCP today

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Built & Managed by Vinkius 30s setup 6 tools

We've already built the connector for Bidsketch. Just plug in your AI agents and start using Vinkius.

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