How to Use the Close CRM (Inside Sales CRM & Automation API) MCP in OpenAI Agents SDK

Q: What happens if I try to delete a lead using the OpenAI Agents SDK?

You simply invoke the deletelead tool. The request hits the API and removes the record immediately.

Connect OpenAI Agents SDK to your pipeline for direct control over Close CRM (Inside Sales CRM & Automation API) lead data.

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Connect Close CRM (Inside Sales CRM & Automation API) MCP to OpenAI Agents SDK

Create your Vinkius account to connect Close CRM (Inside Sales CRM & Automation API) 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 CRM (Inside Sales CRM & Automation API) with OpenAI Agents SDK

Ask AI about this MCP

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Perplexity

Automate sales outreach with OpenAI Agents SDK

Your agent triggers `bulk_email` to reach out to filtered lead lists without manual intervention. It pulls real-time data using `list_leads` to ensure your outreach hits the right targets. You avoid the mess of manual entry by using `create_lead` and `create_contact` to push data from your conversations straight into your database.

Manage your sales cycle via MCP Server

Keep your pipeline moving by using `create_opportunity` to track potential deals as they surface in your chat. Your agent stays updated on progress through `list_opportunities` and `update_opportunity` calls. Everything happens inside the OpenAI Agents SDK environment. You get full visibility into your workflow without switching tabs.

Sync activity logs for your OpenAI Agents SDK

Use `list_calls`, `list_sms`, and `list_notes` to feed your agent a history of every interaction with a prospect. This context helps your agent prepare for follow-ups. It handles tasks too. The `create_task` tool ensures nothing slips through the cracks while your agent manages your daily agenda.

Setup guide

Set up Close CRM (Inside Sales CRM & Automation API) 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 CRM (Inside Sales CRM & Automation API) tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives Close CRM (Inside Sales CRM & Automation API) 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 CRM (Inside Sales CRM & Automation API) 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 CRM (Inside Sales CRM & Automation API) Agent",
            instructions="You have access to Close CRM (Inside Sales CRM & Automation API) 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 Close CRM (Inside Sales CRM & Automation API) MCP in OpenAI Agents SDK

You install the client and pass the server details into your agent constructor. It auto-discovers all 26 tools so you can start calling them immediately.

Yes. Once you define the server connection, your agent handles the tool execution logic. It selects the right function based on your specific prompts.

It does. Since the tools integrate directly, every action performed by the agent is captured in your OpenAI dashboard for review.

You simply invoke the `delete_lead` tool. The request hits the API and removes the record immediately.

Your lead and contact information stays within your secure environment. The server acts only as a bridge for the specific operations you authorize.

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OpenAI Agents SDK sdk-python