How to Use the Close MCP in AutoGen

Q: How do I register Close tools with my AutoGen agents?

You pass the tools list from mcpservertools directly into your AutoGen AssistantAgent constructor. The adapter handles the MCP schema translation so your agents can call the CRM tools immediately.

Let your AutoGen agents debate sales strategies and update Close pipelines through collaborative negotiation.

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Connect Close MCP to AutoGen

Create your Vinkius account to connect Close to AutoGen 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 AutoGen

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Coordinate Close lead updates across AutoGen agents

The `list_close_leads` tool gives your AutoGen agents a shared view of your CRM prospects so they don't step on each other's toes. A researcher agent can fetch the leads, while a writer agent drafts hyper-personalized outreach based on the findings. By using `get_lead_details`, the agents debate the best angle for each prospect. They negotiate the next step in the conversation before committing any updates to your CRM.

Validate Close opportunities using this MCP Server

The `list_close_opportunities` tool allows your AutoGen finance and sales agents to cross-examine pipeline data. The finance agent can flag unrealistic deal sizes, while the sales agent defends the projection using historical data. They resolve conflicts by calling `get_opportunity_details` to inspect specific deal parameters. This consensus-driven approach ensures your pipeline metrics remain highly accurate.

Manage Close task queues with AutoGen teams

The `list_close_tasks` tool provides your AutoGen agent team with their daily operational checklist. A coordinator agent assigns tasks to specific sales reps based on current workload and availability. The team uses `get_my_close_profile` to identify who is currently online and available. This collaborative task delegation prevents reps from getting overloaded with duplicate CRM reminders.

Setup guide

Set up Close MCP in AutoGen

Prerequisites

Python 3.10+ installed
autogen-ext[mcp] package
Active Vinkius subscription with a valid endpoint token

1

Install AutoGen with MCP
Run pip install "autogen-ext[mcp]" autogen-agentchat. The MCP extension includes mcp_server_tools for stateless tool access.
2

Fetch tools from the MCP
Call mcp_server_tools(SseServerParams(url=...)) with your Vinkius endpoint. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Run your agent
Pass the tools to AssistantAgent and call agent.run(). The agent invokes Close tools and returns structured results.

agent.py

from autogen_ext.tools.mcp import SseServerParams, mcp_server_tools
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

tools = await mcp_server_tools(server_params)

agent = AssistantAgent(
    name="Close_assistant",
    model_client=OpenAIChatCompletionClient(model="gpt-4o"),
    tools=tools,
)

result = await agent.run("List recent Close data")
print(result.messages[-1].content)

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Prerequisites

Python 3.10+ installed
autogen-ext[mcp] + autogen-agentchat
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Same packages as above. McpWorkbench is ideal when your agent needs stateful sessions across multiple tool calls.
2

Use McpWorkbench as context manager
Wrap your agent in async with McpWorkbench(...) to maintain shared state and resources. The workbench manages the full MCP session lifecycle.
3

Run with workbench
Pass workbench=workbench to your agent. State is preserved across multiple tool calls within the same session.

agent.py

from autogen_ext.tools.mcp import McpWorkbench, SseServerParams
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

async with McpWorkbench(server_params) as workbench:
    agent = AssistantAgent(
        name="Close_assistant",
        model_client=OpenAIChatCompletionClient(model="gpt-4o"),
        workbench=workbench,
    )

    result = await agent.run("List recent Close data")
    print(result.messages[-1].content)

Get your connection token →

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 AutoGen

You pass the tools list from mcp_server_tools directly into your AutoGen AssistantAgent constructor. The adapter handles the MCP schema translation so your agents can call the CRM tools immediately.

Yes, your entire agent group share access to tools like list_close_leads. They can discuss the tool outputs in their conversational loop to make collective decisions.

The agents negotiate within their group chat. For example, one agent might pull pipeline stages using list_close_pipelines while another checks statuses, and they debate how to reconcile the differences.

AutoGen connects to the Vinkius hosting environment using the Streamable HTTP transport. This ensures reliable tool execution during long-running multi-agent debates.

Your lead profiles, tasks, and opportunity records are processed in memory within your local AutoGen execution loop. The Vinkius MCP host operates an isolated, ephemeral sandbox that never caches your CRM payloads.

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