How to Use the Clientify MCP in AutoGen

Q: How do I configure Clientify for AutoGen agents?

Use the mcpservertools function to pull the tool definitions from your Vinkius endpoint. You then pass these into your AssistantAgent constructor.

Let your AutoGen agents debate CRM strategy by sharing tools from the Clientify MCP server.

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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

Debate with Clientify tools in AutoGen

Assign the Clientify toolset to multiple agents. One agent pulls `list_sales_pipelines` while another challenges the data to ensure accuracy. They reach a consensus based on the actual figures. You see the deliberation process unfold as they cross-reference CRM data.

Automated CRM negotiation

Configure your agents to discuss the results of `get_deal_details`. A security-focused agent can flag risks while a sales agent pushes to close the deal. This multi-agent approach ensures you aren't relying on a single point of failure. The agents use the server to verify facts before finalizing a decision.

Manage CRM tasks with MCP

The McpToolAdapter handles the heavy lifting of schema conversion for your AutoGen agents. You just focus on the conversation logic. Agents execute `list_clientify_companies` and share their findings within the group chat. It turns your CRM data into a shared resource for your team of agents.

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)

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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.

Why Choose Vinkius

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Common questions about Clientify MCP in AutoGen

Use the mcp_server_tools function to pull the tool definitions from your Vinkius endpoint. You then pass these into your AssistantAgent constructor.

Yes, you can register the same set of tools across your entire agent group. This allows for collaborative data analysis.

The McpToolAdapter automatically converts the server schema into a format your agents understand. No manual configuration is required.

You can monitor the conversation history to see which agent called which tool. This shows exactly how the debate evolved based on CRM data.

Your activity logs and CRM data are isolated within the Vinkius sandbox. The agents only access the specific records they need for their current discussion.

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