How to Use the ChartHop MCP in CrewAI

Q: Can I use CrewAI to build an agent that only has access to ChartHop job data?

Yes. When configuring your agent, use the toolfilter option in MCPServerHTTP. You can specify that this agent can only use listorganizationjobs and getjobdetails, for example.

Q: Can a CrewAI agent monitor changes in ChartHop over time?

Yes. You can set up a sequential task where an agent runs getorganizationsummary on a schedule. It can store the result and compare it to the previous run to detect changes in total headcount or other key metrics.

Deploy an autonomous HR team. Use a CrewAI crew to monitor, analyze, and report on your ChartHop organization data.

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Connect ChartHop MCP to CrewAI

Create your Vinkius account to connect ChartHop 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 ChartHop with CrewAI

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Create an Org Structure Monitoring Crew

Assign roles to your CrewAI agents. One agent's job is to periodically run `list_organization_departments` and `list_organization_teams`. A second analyst agent takes that data, looks for inconsistencies, and passes findings to a third reporter agent. This is how you build autonomous oversight. The monitor agent uses the ChartHop tools, but the analyst agent might not need any tools at all—it just processes information in the crew's shared memory. It's a system, not just a single script.

Automate Headcount Reporting

Build a crew to generate weekly headcount reports. An "HR Data Agent" can use the ChartHop MCP Server to call `list_organization_people` and `get_organization_summary`. It passes the raw numbers to a "Finance Analyst Agent" that formats it into a summary. The final report can be passed to a "Notifier Agent" that sends it to a Slack channel. Because CrewAI agents collaborate, you can chain these ChartHop actions together to create a complete, automated reporting pipeline without any human intervention.

Specialized Agents for ChartHop Tasks

You don't have to give every agent in your CrewAI setup all the ChartHop tools. Use `tool_filter` to create specialized agents. For example, a "Recruiting Auditor Agent" might only have access to `list_organization_jobs` and `get_job_details`, nothing else. This follows the principle of least privilege and makes your crew more robust. The MCP Server acts as the secure gateway to ChartHop, and CrewAI lets you control exactly which agent can perform which action.

Setup guide

Set up ChartHop 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 ChartHop tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

task = Task(
    description="List recent ChartHop transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

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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="ChartHop Analyst",
        goal="Access and analyze ChartHop data via MCP.",
        backstory="Expert analyst with direct ChartHop access.",
        tools=mcp_tools,
    )

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

This is a core feature of CrewAI. An agent calls a ChartHop tool like `list_organization_people`, and the result is available in the shared context. The next agent in the sequence can then access and work with that data.

Yes. When configuring your agent, use the `tool_filter` option in `MCPServerHTTP`. You can specify that this agent can only use `list_organization_jobs` and `get_job_details`, for example.

The simple setup is just one line. You pass the MCP Server URL from Vinkius directly into the `mcps` list when defining your Agent. CrewAI handles the rest.

Yes. You can set up a sequential task where an agent runs `get_organization_summary` on a schedule. It can store the result and compare it to the previous run to detect changes in total headcount or other key metrics.

Each tool call from your CrewAI agent goes through the Vinkius MCP Server, authenticated with a private token. The server only performs read-only operations on your ChartHop employee and organizational data, and every execution is isolated in its own ephemeral sandbox.

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