How to Use the Close MCP in OpenAI Agents SDK
Build production sales agents with the OpenAI Agents SDK and give them direct, guarded access to your Close CRM data.
Works with every AI agent you already use
…and any MCP-compatible client
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.
Safely manage leads and opportunities
Let your agent query your sales pipeline. It can use `list_close_leads` to get a high-level view, then dig into specifics with `get_lead_details`. The agent can't go off the rails—OpenAI's built-in guardrails validate every action before it's executed against your Close account. This isn't just about reading data. You can build specialized agents that hand off work. One agent could monitor for new leads, then pass them to another agent that summarizes the opportunity using `get_opportunity_details` and `list_lead_statuses` to check its stage.
Track sales pipelines with full visibility
Your agent gets a complete picture of your sales funnel. It can call `list_close_pipelines` to understand the stages, then use `list_close_opportunities` to see what's in flight. You get a full trace of every action in your OpenAI dashboard. Because you have a clear audit trail, you can see exactly which tools your agent used and what data it got back from the Close MCP Server. This makes debugging complex agent interactions much simpler when you're trying to figure out why a specific sales decision was made.
Automate your CRM task list
Point your agent at your own to-do list. The `list_close_tasks` tool lets an agent pull the same tasks you see in your Close dashboard. From there, it can start working through them on your behalf. This is how you build an agent that does real work, not just answer questions. It can check its tasks, find the relevant lead with `get_lead_details`, and then use other tools to gather information or draft an email. It's a direct extension of your own workflow.
Set up Close MCP in OpenAI Agents SDK
Prerequisites
- Python 3.10+ installed
-
openai-agentspackage (pip install openai-agents) - Active Vinkius subscription with a valid endpoint token
- 1
Install the SDK
Run
pip install openai-agentsto install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed. - 2
Connect via SSE transport
Use
MCPServerSsewith 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.
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())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.
Why Choose Vinkius
Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.
Real-time monitoring
Live
visibility into every interaction
Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.
Built-in savings
60%
lower AI costs
Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.
Single dashboard
One
place for every integration
Every tool your AI connects to, managed from a single screen. One account, complete control.
Common questions about Close MCP in OpenAI Agents SDK
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