How to Use the Copilot CRM (Assembly) MCP in Pydantic AI

Strictly typed Copilot CRM (Assembly) operations for Pydantic AI agents.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Copilot CRM (Assembly) MCP to Pydantic AI

Create your Vinkius account to connect Copilot CRM (Assembly) to Pydantic AI and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

GDPR Free for Subscribers

Setup Copilot CRM (Assembly) with Pydantic AI

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Type-safe Pydantic AI tool execution

Every response from `get_client_details` is validated against your Pydantic models at runtime. If the portal returns a malformed record, the agent rejects it immediately. This prevents silent failures by ensuring that only perfectly structured data reaches your application logic.

Data-driven CRM management

List custom fields using `list_custom_fields` to dynamically adjust your agent's schema. This keeps your agent aligned with changes in your portal configuration. Your agent uses these definitions to ensure that `create_client` calls always include the correct keys and data formats.

Audit-ready billing and status checks

Use `list_invoices` to retrieve payment records with total clarity. The Pydantic AI framework guarantees that amounts and dates conform to your expected types. Your agent flags discrepancies by comparing validated invoice data against your internal business rules.

Setup guide

Set up Copilot CRM (Assembly) MCP in Pydantic AI

Prerequisites

Python 3.10+ installed
pydantic-ai-slim[fastmcp] package
Active Vinkius subscription with a valid endpoint token

1

Install Pydantic AI with FastMCP
Run pip install "pydantic-ai-slim[fastmcp]". The FastMCP toolset replaces the deprecated MCPServerHTTP class with full protocol support.
2

Configure the FastMCPToolset
Pass a JSON-style config dict to FastMCPToolset with your Vinkius URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. Supports Streamable HTTP, SSE, and Stdio transports.
3

Create and run your agent
Pass the toolset to Agent(toolsets=[toolset]) and call agent.run(). Swap openai:gpt-4o for any supported model — Anthropic, Google, Mistral, or Groq.

agent.py

from pydantic_ai import Agent
from pydantic_ai.toolsets.fastmcp import FastMCPToolset

toolset = FastMCPToolset({
    "mcpServers": {
        "copilot-crm-assembly-mcp": {
            "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
        }
    }
})

agent = Agent(
    "openai:gpt-4o",
    toolsets=[toolset],
    system_prompt="You have access to Copilot CRM (Assembly) tools.",
)

result = await agent.run("List recent Copilot CRM (Assembly) transactions")
print(result.output)

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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Copilot CRM (Assembly) now

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 Copilot CRM (Assembly) MCP in Pydantic AI

Define your Pydantic models for the tool outputs. The MCPToolset will automatically validate incoming data against these models before the agent processes them.

The server supports both Streamable HTTP and SSE. You can choose the transport that fits your deployment strategy.

The agent receives a clear error message. Because the framework is type-safe, it won't hallucinate fields or proceed with corrupt data.

No. Authentication is handled by a token, keeping your sensitive portal access keys completely out of the agent's reach.

Access is restricted to authorized requests only. Your billing records are never persisted on the server, ensuring your financial data remains isolated.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript