How to Use the Copilot CRM (Assembly) MCP in OpenAI Agents SDK

Q: Can OpenAI Agents SDK handle custom fields in Copilot CRM (Assembly)?

Yes, use the listcustomfields tool to resolve field keys and data types. Your agent can then map these definitions to your internal logic for precise data handling.

Manage Copilot CRM (Assembly) records from your OpenAI Agents SDK production pipeline.

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Connect Copilot CRM (Assembly) MCP to OpenAI Agents SDK

Create your Vinkius account to connect Copilot CRM (Assembly) 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.

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Setup Copilot CRM (Assembly) with OpenAI Agents SDK

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Full record control for OpenAI Agents SDK

Your agent gains direct access to client data via `create_client`, `update_client`, and `get_client_details`. It modifies profiles and links companies without leaving your Python script. This MCP Server handles the handshake, letting your production agent verify state changes before they hit the portal.

Surface billing and file metadata

Query your financial logs using `list_invoices` to check payment status in real time. Combine this with `list_files` to track document uploads and access permissions. Your agent parses these lists to trigger automated follow-ups for unpaid invoices or missing files.

System-wide portal visibility

Map out your entire database by calling `list_clients` and `list_companies`. These tools provide the raw identifiers needed to coordinate complex cross-entity updates. Use `list_forms` and `list_portal_messages` to fetch recent interactions, keeping your agent updated on client feedback loops.

Setup guide

Set up Copilot CRM (Assembly) MCP in OpenAI Agents SDK

Prerequisites

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

1

Install the SDK

Run pip install openai-agents to install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed.
2

Connect via SSE transport

Use MCPServerSse with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. The SDK auto-discovers all Copilot CRM (Assembly) tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives Copilot CRM (Assembly) tools as native definitions — JSON schemas resolve automatically.
4

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Copilot CRM (Assembly) tools and returns structured results. Copy the full example on the right to get started.

agent.py

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="Copilot CRM (Assembly) Agent",
            instructions="You have access to Copilot CRM (Assembly) tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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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 OpenAI Agents SDK

Install the necessary packages and instantiate an MCPServerStreamableHttp object. Pass this instance into your agent constructor to enable auto-discovery of all ten available tools.

Yes, use the `list_custom_fields` tool to resolve field keys and data types. Your agent can then map these definitions to your internal logic for precise data handling.

No. The server only returns active records present in your portal environment. It queries the live system state during each tool execution.

Vinkius manages all auth through a single endpoint token. Your agent never handles raw credentials, keeping your connection isolated and encrypted.

This server processes identity properties like names and emails strictly in memory. The data is never stored on disk or logged by the infrastructure.

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OpenAI Agents SDK sdk-python