How to Use the Close MCP in OpenAI Agents SDK

Q: How do I connect the Close MCP Server to my OpenAI Agents SDK pipeline?

Use pip install openai-agents and initialize MCPServerStreamableHttp with the Vinkius URL. Pass it to the agent constructor using mcpservers=server to auto-discover the CRM tools.

Q: How does OpenAI Agents SDK track calls to the Close MCP Server?

Every time your agent calls listopportunities or getleaddetails, the action is recorded in the OpenAI developer dashboard. You get complete execution traces for every CRM tool call.

Q: Does this MCP integration support caching for tool lists?

Yes. When configuring the connection, set cacheToolsList=True in your Python code. This prevents the agent from re-fetching the tool schemas on every single message turn.

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Connect Close MCP to OpenAI Agents SDK

Create your Vinkius account to connect Close 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 Close with OpenAI Agents SDK

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Lead Management via OpenAI Agents SDK

The `create_lead` tool lets your OpenAI Agents SDK agent build new sales pipelines. The agent runs inside a secure sandbox to instantly add prospects based on incoming email threads. You get full tracing on the OpenAI dashboard to see exactly when the agent calls `get_lead_details`. This ensures you can audit every single prospect update before it hits your production pipeline.

Pipeline Auditing and Task Management

The `list_crm_tasks` tool lets your agent fetch outstanding follow-ups. OpenAI Agents SDK uses built-in guardrails to make sure the agent doesn't write duplicate tasks or mess up existing records. By combining this with `list_opportunities`, your sales agent can check deal values. The SDK handles agent-to-agent handoffs, passing a qualified lead from a triage agent to a closing agent.

Secure Agent-Driven Deal Tracking

The `get_current_user` tool lets the agent verify who is running the sales script. This keeps your Close pipeline clean and ensures the agent only assigns opportunities to active sales reps. To make this work, configure the MCP server using `MCPServerStreamableHttp` in your Python environment. Setting `cacheToolsList=True` keeps your tool discovery fast, which prevents latency when the agent pulls files from `list_leads`.

Setup guide

Set up Close 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 Close tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives Close tools as native definitions — JSON schemas resolve automatically.
4

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Close 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="Close Agent",
            instructions="You have access to Close tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Close. 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 Close MCP in OpenAI Agents SDK

Use `pip install openai-agents` and initialize `MCPServerStreamableHttp` with the Vinkius URL. Pass it to the agent constructor using `mcp_servers=[server]` to auto-discover the CRM tools.

Yes. The SDK provides built-in guardrails that validate agent actions before running `create_lead`. This stops the agent from polluting your CRM with junk data.

Every time your agent calls `list_opportunities` or `get_lead_details`, the action is recorded in the OpenAI developer dashboard. You get complete execution traces for every CRM tool call.

Yes. When configuring the connection, set `cacheToolsList=True` in your Python code. This prevents the agent from re-fetching the tool schemas on every single message turn.

Vinkius runs the integration in a zero-trust, ephemeral V8 isolate sandbox. Your CRM API keys, lead details, and task lists are never stored or exposed to external networks.

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