How to Use the Convertlab MCP in CrewAI

Q: Does Convertlab support filtering tools for specific CrewAI agents?

Yes, you can use the toolfilter option to limit which agents see which functions. This keeps your specialized agents focused only on the data they need to perform their roles.

Q: What happens if my CrewAI script needs to process Convertlab events?

The server exposes listevents so your agents can ingest raw marketing activity. Your code then triggers logic based on those specific event triggers.

Convertlab gives your CrewAI agents direct access to DM Hub data for automated customer lifecycle management.

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Connect Convertlab MCP to CrewAI

Create your Vinkius account to connect Convertlab 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 Convertlab with CrewAI

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Automate customer record management in CrewAI

Your agents can pull specific profiles or generate new ones without leaving the framework. Use `get_customer` to feed profile data to your research agents or `create_customer` when your automation needs to register a new lead. Stop copying data between tabs. Your agents handle the heavy lifting by talking directly to your marketing database.

Sync campaign data across your CrewAI swarm

Feed live marketing stats into your agents using `get_campaign` and `list_campaigns`. This lets your analysis agents spot underperforming assets before you even see the report. Your agents track every move through `list_touchpoints` and `list_events`. It creates a feedback loop where your crew adjusts strategy based on real-time engagement data.

Manage customer segments within your MCP Server

Use `list_member_groups` to define specific audiences for your agents to target. It allows your crew to pull precise segments for personalized outreach workflows. This MCP Server keeps your data segments clean. Your agents act on the right groups every time, ensuring your automated communication hits the intended target.

Setup guide

Set up Convertlab 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 Convertlab tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

task = Task(
    description="List recent Convertlab 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="Convertlab Analyst",
        goal="Access and analyze Convertlab data via MCP.",
        backstory="Expert analyst with direct Convertlab access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Convertlab 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 Convertlab. 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 Convertlab MCP in CrewAI

You pass the server URL directly into your agent configuration. Add the endpoint to your mcps list, and your agents gain immediate access to all eight marketing tools.

Absolutely. By assigning a specific role to an agent, you can have it monitor campaigns via `list_campaigns` and flag issues for the rest of your crew to resolve.

Yes, you can use the tool_filter option to limit which agents see which functions. This keeps your specialized agents focused only on the data they need to perform their roles.

The server exposes `list_events` so your agents can ingest raw marketing activity. Your code then triggers logic based on those specific event triggers.

Your data stays behind our zero-trust sandbox. We only touch your PII and campaign logs through encrypted connections, ensuring your credentials never leak into your agent logic.

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