How to Use the Clari MCP in OpenAI Agents SDK

Q: How does the OpenAI Agents SDK connect to Clari?

You instantiate an MCPServerStreamableHttp object with your Vinkius URL and pass it to your Agent's constructor. The SDK handles tool discovery automatically, so all the Clari tools are immediately available to your agent.

Connect your OpenAI Agent to Clari and get real-time revenue data. Build safe, production-grade sales bots that actually work.

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Connect Clari MCP to OpenAI Agents SDK

Create your Vinkius account to connect Clari to OpenAI Agents SDK 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 Clari with OpenAI Agents SDK

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Monitor Your Pipeline in Real Time

Your agent can watch opportunities as they move through the pipeline. Use `list_revenue_opportunities` to get a snapshot of your deals, then drill down into specific revenue details with `get_opportunity_revenue_details`. It's a direct line into your sales data, right from your code. The OpenAI Agents SDK adds a layer of safety here. Before your agent acts on Clari data, you can define guardrails to validate its plan. This prevents bad calls and gives you a full trace in the OpenAI dashboard, so you always know what your agent did with the revenue info.

Automate Forecasting and Audits

Stop digging through the Clari UI for forecast numbers or audit logs. Give your agent access to `list_clari_forecasts` to pull historical submissions. You can also have it monitor platform changes by calling `list_clari_audit_logs`, which is great for building compliance or security bots. This is where specialized agents come in handy. You can build one agent that only handles forecasting and another that focuses on security audits. The OpenAI SDK lets them hand off tasks, so your 'forecast bot' can ask the 'audit bot' to check who changed a specific deal before it reports the numbers.

Manage Account Data with an MCP Server

This MCP Server isn't just about numbers; it's also about the people and accounts driving them. Your agent can pull user lists and hierarchy with `list_clari_users` or get a list of all CRM accounts with `list_revenue_accounts`. This is perfect for building internal tools that map sales reps to their deals. Because the tools are auto-discovered, setup is minimal. You point the `MCPServerStreamableHttp` client at the Vinkius endpoint and your agent just knows what to do. Set `cacheToolsList=True` and you're ready for production traffic without hammering the server for its schema every time.

Setup guide

Set up Clari MCP in OpenAI Agents SDK

Prerequisites

Python 3.10+ installed
openai-agents package (pip install openai-agents)
Active Vinkius subscription with a valid endpoint token

1

Install the SDK

Run pip install openai-agents to install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed.
2

Connect via SSE transport

Use MCPServerSse with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. The SDK auto-discovers all Clari tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives Clari tools as native definitions — JSON schemas resolve automatically.
4

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Clari tools and returns structured results. Copy the full example on the right to get started.

agent.py

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerSse

async def main():
    async with MCPServerSse(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as server:
        agent = Agent(
            name="Clari Agent",
            instructions="You have access to Clari tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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Common questions about Clari MCP in OpenAI Agents SDK

You instantiate an `MCPServerStreamableHttp` object with your Vinkius URL and pass it to your Agent's constructor. The SDK handles tool discovery automatically, so all the Clari tools are immediately available to your agent.

Yes. While the MCP Server exposes all tools, your agent's logic and the guardrails you define ultimately control which actions are permitted. You can build logic to only allow calls to specific tools, like `list_revenue_opportunities`.

Absolutely. Your connection is secured by a single Vinkius endpoint token. The server runs in a sandboxed, ephemeral environment, and all authentication is handled for you.

Yes, that's one of its main strengths. You could create one agent to monitor new opportunities in Clari and another to analyze forecast data. The SDK is designed for these kinds of handoffs between specialized agents.

Your agent will access Clari data related to revenue, opportunities, forecasts, users, and audit logs. All data is fetched on-demand through the sandboxed Vinkius MCP Server and is never stored long-term. Your Vinkius token is the only key required.

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