How to Use the Clientify MCP in AutoGen

Q: How do I register the Clientify MCP Server in AutoGen?

Use the mcpservertools function from the autogen-ext library to fetch the tools from your Vinkius URL. Pass the resulting list directly to your AssistantAgent.

Q: Can AutoGen agents create new deals in Clientify?

Yes, the createdeal tool allows your agents to write new sales opportunities. They can discuss the deal value and pipeline placement before executing the write.

Q: Does AutoGen support real-time Clientify MCP Server updates?

Absolutely, the updatecontact and createactivity tools execute immediately. Your AutoGen agents can query, discuss, and update your CRM database in a single conversation turn.

Let your AutoGen agents debate sales strategies and update Clientify pipelines automatically.

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Connect Clientify MCP to AutoGen

Create your Vinkius account to connect Clientify to AutoGen 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 Clientify with AutoGen

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Perplexity

Coordinate complex sales tasks in AutoGen

The `create_activity` tool lets your AutoGen agents assign tasks based on team consensus. One agent reviews a lead, another suggests the next step, and a third writes the task to Clientify. This collaborative approach ensures that no task is created without proper validation. Your agents debate the priority before committing the write operation.

Validate contact details via group chat

The `get_contact` tool retrieves deep profile details for your AutoGen agents to analyze. A quality-control agent can compare this data against fresh inputs to find discrepancies. If errors are found, the agents negotiate the fix and use `update_contact` to save the clean data. This keeps your CRM database free of duplicate or broken records.

Manage pipelines with this MCP Server

The `list_deals` tool feeds current sales opportunities into your agent conversation. The agents discuss which deals are stalling and which are ready to advance. Once they agree, they use `create_deal` or update existing records to move prospects forward. You get a self-managing sales pipeline driven by team consensus.

Setup guide

Set up Clientify MCP in AutoGen

Prerequisites

Python 3.10+ installed
autogen-ext[mcp] package
Active Vinkius subscription with a valid endpoint token

1

Install AutoGen with MCP
Run pip install "autogen-ext[mcp]" autogen-agentchat. The MCP extension includes mcp_server_tools for stateless tool access.
2

Fetch tools from the MCP
Call mcp_server_tools(SseServerParams(url=...)) with your Vinkius endpoint. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Run your agent
Pass the tools to AssistantAgent and call agent.run(). The agent invokes Clientify tools and returns structured results.

agent.py

from autogen_ext.tools.mcp import SseServerParams, mcp_server_tools
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

tools = await mcp_server_tools(server_params)

agent = AssistantAgent(
    name="Clientify_assistant",
    model_client=OpenAIChatCompletionClient(model="gpt-4o"),
    tools=tools,
)

result = await agent.run("List recent Clientify data")
print(result.messages[-1].content)

Get your connection token →

Prerequisites

Python 3.10+ installed
autogen-ext[mcp] + autogen-agentchat
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Same packages as above. McpWorkbench is ideal when your agent needs stateful sessions across multiple tool calls.
2

Use McpWorkbench as context manager
Wrap your agent in async with McpWorkbench(...) to maintain shared state and resources. The workbench manages the full MCP session lifecycle.
3

Run with workbench
Pass workbench=workbench to your agent. State is preserved across multiple tool calls within the same session.

agent.py

from autogen_ext.tools.mcp import McpWorkbench, SseServerParams
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

async with McpWorkbench(server_params) as workbench:
    agent = AssistantAgent(
        name="Clientify_assistant",
        model_client=OpenAIChatCompletionClient(model="gpt-4o"),
        workbench=workbench,
    )

    result = await agent.run("List recent Clientify data")
    print(result.messages[-1].content)

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 Clientify. 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 Clientify MCP in AutoGen

Use the mcp_server_tools function from the autogen-ext library to fetch the tools from your Vinkius URL. Pass the resulting list directly to your AssistantAgent.

Yes, the `create_deal` tool allows your agents to write new sales opportunities. They can discuss the deal value and pipeline placement before executing the write.

Absolutely, the `update_contact` and `create_activity` tools execute immediately. Your AutoGen agents can query, discuss, and update your CRM database in a single conversation turn.

You can program your AutoGen agents to debate conflicting CRM updates. They check existing records using `get_contact` and reach a consensus before writing any changes.

Vinkius processes all tool calls in isolated, ephemeral sandboxes. Your contact details, pipeline stages, and deal amounts are never cached, written to disk, or exposed to external networks.

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