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 OpenAI Agents SDK 8 tools — connect in under 2 minutes

Name: Clientify
Availability: InStock
Author: Vinkius

openai.github.io/openai-agents-python/mcp

Built by Vinkius GDPR 8 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.

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 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 8 tools."
            ),
            mcp_servers=[mcp_server],
        )

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

asyncio.run(main())

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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.

The OpenAI Agents SDK auto-discovers all 8 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 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 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.

How to Connect Clientify to OpenAI Agents SDK via MCP

Follow these steps to integrate the Clientify MCP Server with OpenAI Agents SDK.

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 8 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

Clientify MCP Tools for OpenAI Agents SDK (8)

These 8 tools become available when you connect Clientify to OpenAI Agents SDK 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 OpenAI Agents SDK

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