Can I search for a contact using only their email address?

Yes. Use the `list_contacts` tool and provide the email in the optional parameter. The agent will return the specific contact record associated with that email if it exists in your CRM.

How do I move a deal to a different stage in the pipeline?

You can update deal details using our action tools. Simply specify the Deal ID and the new Pipeline Stage ID to transition the opportunity instantly.

Does this integration support creating new tasks for follow-ups?

Absolutely. The `create_activity` tool allows you to schedule calls, meetings, or tasks, assign them to contacts, and set due dates directly from the AI agent.

INSTANT PLUG AND PLAY

Clientify MCP Server for OpenAI Agents SDKGive OpenAI Agents SDK instant access to 10 tools to Create Activity, Create Contact, Create Deal, and more

Name: Clientify
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR 10 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Clientify through Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails. no manual schema definitions required.

Use with Your AI Agent

Ask AI about this App Connector for OpenAI Agents SDK

Open in ChatGPT Open in Claude Open in Perplexity

The Clientify app connector for OpenAI Agents SDK 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

python

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

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Clientify Assistant",
            instructions=(
                "You help users interact with Clientify. "
                "You have access to 10 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Clientify"
        )
        print(result.final_output)

asyncio.run(main())

Fully ManagedVinkius Servers

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IAMAccess control

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DLPData protection

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Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

The OpenAI Agents SDK auto-discovers all 10 tools from Clientify through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Clientify, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK

When OpenAI Agents SDK 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_activity

Create a new activity or task

create_contact

Create a new contact in Clientify

create_deal

Create a new sales deal

get_contact

Get details for a specific contact

list_activities

List all tasks and activities

list_contacts

Supports filtering by email for precise lookups. List all contacts from Clientify

list_deals

List all deals/opportunities

list_pipelines

List all deal pipelines

list_users

List all account users

update_contact

Update an existing contact

Connect Clientify to OpenAI Agents SDK via MCP

Follow these steps to wire Clientify into OpenAI Agents SDK. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Run the script

Save the code above and run it: python agent.py

Explore tools

The agent will automatically discover 10 tools from Clientify

Why Use OpenAI Agents SDK with the Clientify MCP Server

OpenAI Agents SDK provides unique advantages when paired with Clientify through the Model Context Protocol.

Native MCP integration via `MCPServerSse`, pass the URL and the SDK auto-discovers all tools with full type safety

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Clientify + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Clientify MCP Server delivers measurable value.

Automated workflows: build agents that query Clientify, process the data, and trigger follow-up actions autonomously

Multi-agent orchestration: create specialist agents. one queries Clientify, another analyzes results, a third generates reports

Data enrichment pipelines: stream data through Clientify tools and transform it with OpenAI models in a single async loop

Customer support bots: agents query Clientify to resolve tickets, look up records, and update statuses without human intervention

Example Prompts for Clientify in OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK

Common issues when connecting Clientify to OpenAI Agents SDK through the Vinkius, and how to resolve them.

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Clientify + OpenAI Agents SDK FAQ

Common questions about integrating Clientify MCP Server with OpenAI Agents SDK.

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.

Can I use multiple MCP servers in one agent?

Yes. Pass a list of MCPServerSse instances to the agent constructor. The agent can use tools from all connected servers within a single run.

Does the SDK support streaming responses?

Yes. The SDK supports SSE and Streamable HTTP transports, both of which work natively with Vinkius.