How to Use the ConnectAndSell MCP in CrewAI

Q: How can my CrewAI agents use ConnectAndSell to sync data?

Give the tool synctocrm to your admin agent. It will execute the sync whenever a call session completes.

Q: How do I retrieve user lists for my CrewAI agents via ConnectAndSell?

Use listassignedlists to pull the active queues. Your agents use this data to prioritize their daily calling tasks.

Deploy a specialized sales crew with the ConnectAndSell MCP server for CrewAI.

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Connect ConnectAndSell MCP to CrewAI

Create your Vinkius account to connect ConnectAndSell to CrewAI 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 ConnectAndSell with CrewAI

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Role-based sales analysis in CrewAI

Assign an analyst agent to monitor `get_performance_summary` for trends. Your crew identifies which reps are hitting quotas while others are lagging. Agents collaborate by sharing memory of these metrics. You get a clear picture of team health.

Autonomous calling list assignment

Let your moderator agent fetch lists using `list_assigned_lists`. The crew decides which reps get which prospects based on the current load. This keeps your dialer busy without human oversight. You watch the agents handle the distribution.

Automatic CRM cleanup

Task your administrative agent with running `sync_to_crm` after every session. It keeps your database clean and current. Your crew handles the grunt work of data entry. You focus on strategy while they manage the records.

Setup guide

Set up ConnectAndSell MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke ConnectAndSell tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="ConnectAndSell Analyst",
    goal="Access and analyze ConnectAndSell data via MCP.",
    backstory="Expert analyst with direct ConnectAndSell access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent ConnectAndSell transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

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

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="ConnectAndSell Analyst",
        goal="Access and analyze ConnectAndSell data via MCP.",
        backstory="Expert analyst with direct ConnectAndSell access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent ConnectAndSell transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

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 ConnectAndSell. 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 ConnectAndSell MCP in CrewAI

Give the tool `sync_to_crm` to your admin agent. It will execute the sync whenever a call session completes.

Yes, specify a date range in the tool arguments. Your agents will only process the relevant call attempts.

You can use the tool filter in your MCP configuration. This hides specific tools from agents that don't need them.

Use `list_assigned_lists` to pull the active queues. Your agents use this data to prioritize their daily calling tasks.

We keep your call logs behind your endpoint authentication. Only your authorized crew agents have permission to touch the data.

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