How to Use the Clientify MCP in CrewAI

Q: Can I restrict which CrewAI agents can access the Clientify MCP Server?

Yes, you can use MCPServerHTTP with a custom toolfilter to expose specific tools to specific agents. For example, you can allow only your manager agent to run updatecontact.

Run multi-agent crews that update Clientify contacts and manage deals autonomously in CrewAI.

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Connect Clientify MCP to CrewAI

Create your Vinkius account to connect Clientify 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 Clientify with CrewAI

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Perplexity

Multi-agent sales coordination

The `list_deals` tool feeds current sales opportunities to your lead analyst agent for deep performance reviews. While that agent spots bottlenecks, a moderator agent uses `create_activity` to assign quick fixes to your team. This collaborative loop ensures your sales pipeline is constantly monitored without human intervention. Your crew works in parallel to keep your deals moving forward.

Autonomous contact enrichment via MCP Server

The `get_contact` tool pulls individual profiles so your research agent can analyze past interactions. This MCP Server makes it easy for your crew to divide and conquer large databases. Once the agent finds missing details, it passes the data to an editor agent that calls `update_contact` to save the changes. One agent reads, another writes, and your contact records stay clean.

Smart lead assignment

The `list_users` tool fetches your active team members so your coordinator agent can balance the workload. When new leads arrive, the agent assigns them to the least busy sales rep by calling `create_contact`. By sharing memory, your CrewAI agents avoid double-assigning contacts or creating duplicate activities. Your sales operations run smoothly and autonomously over the MCP connection.

Setup guide

Set up Clientify 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 Clientify tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

task = Task(
    description="List recent Clientify 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 →

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

    task = Task(
        description="List recent Clientify 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 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 CrewAI

Your agents share context through CrewAI's built-in memory system. When one agent runs `get_contact`, the retrieved details are immediately available to the next agent in the crew.

Yes, you can use `MCPServerHTTP` with a custom `tool_filter` to expose specific tools to specific agents. For example, you can allow only your manager agent to run `update_contact`.

You pass the Vinkius HTTP endpoint directly into your Agent's `mcps` array parameter. CrewAI handles the connection and exposes the CRM tools to the agent's toolbox.

CrewAI's sequential or hierarchical execution models prevent race conditions. Agents run their tasks in order, ensuring that updates to your sales deals happen predictably.

Your CRM contacts and task lists are protected by Vinkius's zero-trust gateway. CrewAI connects via a secure, single-token endpoint, ensuring your marketing lists and sales activities are never exposed to public networks.

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