How to Use the Clientify MCP in OpenAI Agents SDK

Q: Is it hard to set up Clientify with the OpenAI Agents SDK?

No, it's straightforward. You instantiate MCPServerStreamableHttp with your Vinkius MCP server URL and pass it to your Agent constructor. The tools are discovered automatically.

Build production agents with the OpenAI Agents SDK to manage your Clientify CRM, complete with safety guardrails and full tracing.

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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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Get Full CRM Context

Your agent can pull complete customer histories from Clientify. Use `list_clientify_contacts` to find a person, then `get_contact_crm_details` to see everything about them. The agent can also check recent interactions with `list_crm_activities` before deciding the next step. Because the OpenAI Agents SDK automatically discovers these tools, you don't write any boilerplate. Just give the agent a goal, and its guardrails will validate the plan to fetch contact data before it ever runs. You see the whole trace in your OpenAI dashboard.

Track Sales Pipelines with Your MCP Server

This MCP Server gives your agent direct access to your sales pipeline. It can run `list_sales_pipelines` to see your stages, then `list_sales_deals` to get a full picture of every opportunity currently in play. For a deeper look, `get_deal_details` provides all the specifics for any single deal. This is perfect for building an agent that generates daily sales reports or flags stalled deals. The SDK's handoff feature means you can have one agent that specializes in data gathering and another that focuses on analysis, passing the Clientify data between them.

Audit Your Account and Company Data

The `get_my_clientify_profile` tool lets your agent confirm which user account it's operating under. This is a simple but critical check for multi-user systems. From there, it can pull a complete list of all companies in your CRM with `list_clientify_companies`. You can build an agent that syncs your Clientify company list with another system or just runs a daily audit. The OpenAI Agents SDK makes this reliable enough for production since it traces every single action, giving you a clear record of what data was accessed and when.

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

You connect the Clientify MCP Server to your agent during setup. The SDK then automatically discovers all the available tools, like `list_clientify_contacts`, so your agent can start querying your CRM data right away without extra configuration.

The OpenAI Agents SDK is designed for auto-discovery. While it doesn't have a direct filtering mechanism like some other frameworks, you can architect your system with specialized agents that are only prompted to use certain tools, effectively limiting their scope.

The biggest win is safety. The SDK's built-in guardrails validate your agent's plan before it executes actions on your Clientify data. This prevents mistakes and gives you the confidence to deploy agents that interact with live customer information.

No, it's straightforward. You instantiate `MCPServerStreamableHttp` with your Vinkius MCP server URL and pass it to your `Agent` constructor. The tools are discovered automatically.

Your Clientify contact, deal, and activity data is streamed through a sandboxed, ephemeral environment on Vinkius. The connection is secured by your unique endpoint token, and no data is stored at rest on the MCP server itself. It's a direct, temporary pipe between your agent and the Clientify API.

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