Can I see the value of my sales pipeline through the agent?

Yes! Use the `list_sales_deals` tool. The agent will return all open deals, and you can ask it to calculate the total value based on the amounts listed in Clientify.

How do I check the last interaction with a specific contact?

Use the `get_contact_crm_details` tool. Your agent will fetch the contact's profile, including recent activities and tags, to give you full context on the relationship.

Where do I find my Clientify API Key?

Log in to your Clientify account, go to **Settings**, select **My Account**, and navigate to the **API** section to generate and copy your token.

Clientify MCP Server for AutoGen 8 tools — connect in under 2 minutes

Name: Clientify
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 8 Tools Framework

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.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

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_agent",
            tools=tools,
            system_message=(
                "You help users with Clientify. "
                "8 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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IAMAccess control

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V8 IsolateSandboxed

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 take full control of your sales and marketing automation through natural conversation. Streamline how you manage contacts, deals, and daily activities natively.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Clientify tools. Connect 8 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 Oversight — List and retrieve details for all contacts including tags and status natively
Deal Intelligence — Access and monitor sales opportunities and deal values flawlessly
Activity Auditing — List and review CRM activities such as calls, emails, and meetings securely
Pipeline Logistics — Monitor sales pipelines to understand your revenue flow flawlessly
Company Management — List all companies stored in your account to maintain B2B relationships securely
User Visibility — Access your own profile and CRM metadata directly within your workspace flawlessly

The Clientify MCP Server exposes 8 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.

How to Connect Clientify to AutoGen via MCP

Follow these steps to integrate the Clientify MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 8 tools from Clientify automatically

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

Clientify MCP Tools for AutoGen (8)

These 8 tools become available when you connect Clientify to AutoGen via MCP:

get_contact_crm_details

Get detailed information for a specific contact

get_deal_details

Get detailed information for a specific sales deal

get_my_clientify_profile

Retrieve information about the authenticated CRM user

list_clientify_companies

List all companies stored in Clientify

list_clientify_contacts

List all contacts in Clientify CRM

list_crm_activities

List CRM activities such as calls, emails, and meetings

list_sales_deals

List sales opportunities and deals

list_sales_pipelines

List sales pipelines configured in the account

Example Prompts for Clientify in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Clientify immediately.

"List my last 5 sales deals in Clientify."

"Show me the details for contact ID '12345'."

"List all active CRM pipelines."

Troubleshooting Clientify MCP Server with AutoGen

Common issues when connecting Clientify to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Clientify + AutoGen FAQ

Common questions about integrating Clientify MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Clientify tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.