Clientify MCP Server for AutoGenGive AutoGen instant access to 10 tools to Create Activity, Create Contact, Create Deal, and more
Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Clientify as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.
Ask AI about this App Connector for AutoGen
The Clientify app connector for AutoGen is a standout in the Marketing Automation category — giving your AI agent 10 tools to work with, ready to go from day one.
Vinkius delivers Streamable HTTP and SSE to any MCP client
import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
async with McpWorkbench(
server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
transport="streamable_http",
) as workbench:
tools = await workbench.list_tools()
agent = AssistantAgent(
name="clientify_alternative_agent",
tools=tools,
system_message=(
"You help users with Clientify. "
"10 tools available."
),
)
print(f"Agent ready with {len(tools)} tools")
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Clientify MCP Server
Connect your Clientify CRM account to any AI agent and streamline your entire sales process through natural conversation.
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Clientify tools. Connect 10 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.
What you can do
- Contact Management — List, create, and update contacts with deep inspection of custom fields and social metadata.
- Sales Pipelines — Track deals across different stages, update amounts, and assign opportunities to specific pipelines.
- Task Scheduling — Create and manage activities like calls, meetings, and follow-ups to never miss a lead.
- Team Visibility — List account users and collaborators to understand your organizational structure.
- Automated Insights — Fetch real-time summaries of your sales activities and deal progress.
The Clientify MCP Server exposes 10 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
All 10 Clientify tools available for AutoGen
When AutoGen connects to Clientify through Vinkius, your AI agent gets direct access to every tool listed below — spanning lead-capture, pipeline-management, email-marketing, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.
Create a new activity or task
Create a new contact in Clientify
Create a new sales deal
Get details for a specific contact
List all tasks and activities
Supports filtering by email for precise lookups. List all contacts from Clientify
List all deals/opportunities
List all deal pipelines
List all account users
Update an existing contact
Connect Clientify to AutoGen via MCP
Follow these steps to wire Clientify into AutoGen. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.
Install AutoGen
pip install "autogen-ext[mcp]"Replace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenIntegrate into workflow
Explore tools
Why Use AutoGen with the Clientify MCP Server
AutoGen provides unique advantages when paired with Clientify through the Model Context Protocol.
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Clientify tools to solve complex tasks
Role-based architecture lets you assign Clientify tool access to specific agents. a data analyst queries while a reviewer validates
Human-in-the-loop support: agents can pause for human approval before executing sensitive Clientify tool calls
Code execution sandbox: AutoGen agents can write and run code that processes Clientify tool responses in an isolated environment
Clientify + AutoGen Use Cases
Practical scenarios where AutoGen combined with the Clientify MCP Server delivers measurable value.
Collaborative analysis: one agent queries Clientify while another validates results and a third generates the final report
Automated review pipelines: a researcher agent fetches data from Clientify, a critic agent evaluates quality, and a writer produces the output
Interactive planning: agents negotiate task allocation using Clientify data to make informed decisions about resource distribution
Code generation with live data: an AutoGen coder agent writes scripts that process Clientify responses in a sandboxed execution environment
Example Prompts for Clientify in AutoGen
Ready-to-use prompts you can give your AutoGen agent to start working with Clientify immediately.
"Show me all active deals in the main pipeline."
"Create a new contact for John Doe (john@example.com)."
"List all team members who have access to this account."
Troubleshooting Clientify MCP Server with AutoGen
Common issues when connecting Clientify to AutoGen through the Vinkius, and how to resolve them.
McpWorkbench not found
pip install "autogen-ext[mcp]"Clientify + AutoGen FAQ
Common questions about integrating Clientify MCP Server with AutoGen.