How to Use the Copilot CRM (Assembly) MCP in AutoGen

Use AutoGen to let agents debate and resolve tasks using Copilot CRM (Assembly) tools.

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Connect Copilot CRM (Assembly) MCP to AutoGen

Create your Vinkius account to connect Copilot CRM (Assembly) 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 Copilot CRM (Assembly) with AutoGen

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Perplexity

Negotiate CRM updates with AutoGen

Set up a security agent and a data entry agent to discuss changes before calling `update_client`. They verify the request against existing account status. This prevents errors by forcing a consensus before the tool executes. Your portal records remain accurate because they survive the debate.

Manage portal interactions as a team

Assign agents to `list_portal_messages` and `list_forms` to handle client intake. They challenge each other on which forms are relevant to a specific client. You get a decision-making system that weighs multiple perspectives. It is better than having one agent act blindly.

Coordinate company records across agents

Let one agent pull `list_companies` and another analyze the results. They reach a conclusion on which company linkages to create. Your AutoGen setup handles the conversation flow while the server provides the data. It is a structured way to handle complex CRM updates.

Setup guide

Set up Copilot CRM (Assembly) 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 Copilot CRM (Assembly) 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="Copilot CRM (Assembly)_assistant",
    model_client=OpenAIChatCompletionClient(model="gpt-4o"),
    tools=tools,
)

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

Get your connection token →

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="Copilot CRM (Assembly)_assistant",
        model_client=OpenAIChatCompletionClient(model="gpt-4o"),
        workbench=workbench,
    )

    result = await agent.run("List recent Copilot CRM (Assembly) 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 Copilot CRM. 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 Copilot CRM (Assembly) MCP in AutoGen

Pass the tool list into the AssistantAgent constructor after connecting via the HTTP transport. The adapter handles the schema mapping for you.

They can. Agents in the same conversation group have access to the same tool outputs, allowing them to build on each other's findings.

The framework manages the conversation history, but the server remains stateless. You handle persistence by saving agent outputs to your own database.

They continue the debate until they reach a threshold of consensus. You can define custom logic to handle cases where they remain deadlocked.

Your message content is handled strictly through the encrypted MCP connection. No data is logged or cached outside of your specific agent runtime.

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