How to Use the Clientify MCP in CrewAI

Q: Can I limit which Clientify tools an agent can use in CrewAI?

Yes. For more control, use the MCPServerHTTP class from crewai.mcp and provide a toolfilter. This lets you create specialized agents that only have access to specific tools, like one agent that can only use listsalesdeals.

Q: Can my CrewAI agents see who they are authenticated as in Clientify?

Yes, any agent can call the getmyclientifyprofile tool. This is useful for logging or for agents to confirm their identity before performing a series of actions.

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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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Create a Specialized Sales Crew

Assign roles to your agents. One agent, the 'Researcher,' can use `list_clientify_companies` and `list_clientify_contacts` to gather raw data. A second 'Analyst' agent then takes that data to find patterns using `list_crm_activities`. CrewAI lets these agents share their findings. The Analyst can pass a list of high-priority deals to a 'Reporter' agent, which then uses `get_deal_details` to assemble a summary. Each agent does one job well.

Monitor Your Sales Pipeline Autonomously

Set up a crew to watch your pipeline 24/7. An agent can run `list_sales_deals` on a schedule. If it finds a deal that's been stuck in one stage of a pipeline from `list_sales_pipelines` for too long, it can pass it to another agent. That second agent can then escalate the issue. It might use `get_contact_crm_details` to find the owner and then trigger an external notification. You're not just fetching data; you're building a system that acts on it with this MCP Server.

Run Deep Audits and Data Cleanup

Data hygiene is a classic CrewAI task. Assign an agent to periodically run `list_clientify_contacts` and look for incomplete records. It passes these records to a 'Fixer' agent. The Fixer agent can then try to find the missing information from other sources or simply flag the contact for human review. It's a simple, powerful way to keep your Clientify data clean without manual effort.

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)

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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

It's straightforward. Just pass your Vinkius MCP server URL into the `mcps` parameter when defining your Agent in CrewAI. The tools will be available immediately.

Yes. For more control, use the `MCPServerHTTP` class from `crewai.mcp` and provide a `tool_filter`. This lets you create specialized agents that only have access to specific tools, like one agent that can only use `list_sales_deals`.

A great starter project is a daily digest crew. One agent uses `list_crm_activities` to get yesterday's calls and emails, and a second agent summarizes them and sends you a report. It's simple and immediately useful.

Yes, any agent can call the `get_my_clientify_profile` tool. This is useful for logging or for agents to confirm their identity before performing a series of actions.

Your crew will access your CRM's contact, company, deal, and activity data. Each tool call is routed through Vinkius's secure gateway, using a dedicated, ephemeral environment that's destroyed after the request. Authentication is handled entirely by your single Vinkius token.

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