How to Use the Clientify MCP in OpenAI Agents SDK

Connect Clientify to your OpenAI Agents SDK pipeline. Automate sales tasks and manage deals through your production agent system.

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Connect Clientify MCP to OpenAI Agents SDK

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

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Sync Clientify contacts with OpenAI Agents SDK

Your agent pulls contact details directly from your CRM using `list_contacts`. You can filter by email address to find specific leads without manual database queries. Updating records happens instantly via `update_contact`. Your agent ensures the CRM stays current based on the latest interaction logs.

Manage sales pipelines via OpenAI Agents SDK

Feed your sales data into the agent using `list_deals` and `list_pipelines`. The agent parses your current funnel state to identify which opportunities need immediate follow-up. Create new revenue streams by triggering `create_deal`. Your agent inputs the required fields, ensuring every new opportunity is tracked in the system immediately.

Automate task management in OpenAI Agents SDK

Keep your team aligned by using `create_activity` to log follow-ups. The agent writes these tasks directly into the CRM based on conversation context. Use `list_activities` to give your agent visibility into pending work. It checks what's finished and what's falling behind, keeping your schedule tight.

Setup guide

Set up Clientify 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 Clientify tools at runtime.
3

Create your Agent

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

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Clientify 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="Clientify Agent",
            instructions="You have access to Clientify 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 Clientify MCP in OpenAI Agents SDK

Install the necessary packages and point your agent to the Vinkius endpoint. You initialize the server as an object within your agent configuration to allow tool auto-discovery.

Yes, it uses built-in guardrails to validate every action. Your agent checks parameters before executing any tool, preventing bad data from hitting your CRM.

Enable cacheToolsList in your setup to speed up execution. This prevents the agent from re-fetching the tool schema every time it needs to perform a CRM operation.

The agent logs the error through the standard tracing pipeline. You can review the trace in the OpenAI dashboard to see exactly where the connection stalled.

Your contact names and email addresses stay within your defined execution flow. Data is handled ephemerally in the Vinkius sandbox and is never stored on persistent disks.

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