Copilot CRM (Assembly) MCP Server for AutoGen 10 tools — connect in under 2 minutes
Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Copilot CRM (Assembly) as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
async with McpWorkbench(
server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
transport="streamable_http",
) as workbench:
tools = await workbench.list_tools()
agent = AssistantAgent(
name="copilot_crm_assembly_agent",
tools=tools,
system_message=(
"You help users with Copilot CRM (Assembly). "
"10 tools available."
),
)
print(f"Agent ready with {len(tools)} tools")
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Copilot CRM (Assembly) MCP Server
Integrate Copilot (now rebranding to Assembly), the leading client portal and CRM platform for service businesses, directly into your AI workflow.
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Copilot CRM (Assembly) tools. Connect 10 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.
What you can do
- Client Management — List, retrieve, and update client profiles and company associations.
- Billing Automation — Monitor invoices, check statuses, and pull payment details via chat.
- Portal Discovery — Search for files, messages, and custom fields within your client workspace.
The Copilot CRM (Assembly) MCP Server exposes 10 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Copilot CRM (Assembly) to AutoGen via MCP
Follow these steps to integrate the Copilot CRM (Assembly) MCP Server with AutoGen.
Install AutoGen
Run pip install "autogen-ext[mcp]"
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Integrate into workflow
Use the agent in your AutoGen multi-agent orchestration
Explore tools
The workbench discovers 10 tools from Copilot CRM (Assembly) automatically
Why Use AutoGen with the Copilot CRM (Assembly) MCP Server
AutoGen provides unique advantages when paired with Copilot CRM (Assembly) through the Model Context Protocol.
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Copilot CRM (Assembly) tools to solve complex tasks
Role-based architecture lets you assign Copilot CRM (Assembly) tool access to specific agents. a data analyst queries while a reviewer validates
Human-in-the-loop support: agents can pause for human approval before executing sensitive Copilot CRM (Assembly) tool calls
Code execution sandbox: AutoGen agents can write and run code that processes Copilot CRM (Assembly) tool responses in an isolated environment
Copilot CRM (Assembly) + AutoGen Use Cases
Practical scenarios where AutoGen combined with the Copilot CRM (Assembly) MCP Server delivers measurable value.
Collaborative analysis: one agent queries Copilot CRM (Assembly) while another validates results and a third generates the final report
Automated review pipelines: a researcher agent fetches data from Copilot CRM (Assembly), a critic agent evaluates quality, and a writer produces the output
Interactive planning: agents negotiate task allocation using Copilot CRM (Assembly) data to make informed decisions about resource distribution
Code generation with live data: an AutoGen coder agent writes scripts that process Copilot CRM (Assembly) responses in a sandboxed execution environment
Copilot CRM (Assembly) MCP Tools for AutoGen (10)
These 10 tools become available when you connect Copilot CRM (Assembly) to AutoGen via MCP:
create_client
Creates a new client record with identity properties (name, email) and optional company linkages. Create a new client in the portal
get_client_details
Resolves granular profile data, including contact information, associated company linkages, and system-level metadata. Get detailed information about a specific client
list_clients
Resolves client identity properties including unique identifiers, names, emails, and account status across the portal system boundary. List all clients in your Copilot CRM
list_companies
Resolves corporate entity properties such as company IDs, legal names, and primary contact associations. List all companies in your Copilot CRM
list_custom_fields
Resolves custom field definitions, including field keys, data types, and display labels used across various entities. Retrieve definitions for custom fields used in CRM
list_files
Resolves file metadata including filenames, storage paths, upload timestamps, and access permissions. List files uploaded to the Copilot portal
list_forms
Resolves form definitions, including titles, submission endpoints, and configuration metadata. List intake or feedback forms available
list_invoices
Resolves billing data including amounts, due dates, payment status, and client/company bill-to associations. List all invoices and their statuses
list_portal_messages
Resolves portal message threads, including sender/receiver identity, message content summary, and timestamps. List messages sent through the client portal
update_client
Modifies specific attributes like name or account status while preserving other entity properties. Update existing client details
Example Prompts for Copilot CRM (Assembly) in AutoGen
Ready-to-use prompts you can give your AutoGen agent to start working with Copilot CRM (Assembly) immediately.
"List all active clients in my CRM."
"Check the status of my pending invoices."
"Search for any files uploaded by 'Acme Corp'."
Troubleshooting Copilot CRM (Assembly) MCP Server with AutoGen
Common issues when connecting Copilot CRM (Assembly) to AutoGen through the Vinkius, and how to resolve them.
McpWorkbench not found
pip install "autogen-ext[mcp]"Copilot CRM (Assembly) + AutoGen FAQ
Common questions about integrating Copilot CRM (Assembly) MCP Server with AutoGen.
How does AutoGen connect to MCP servers?
Can different agents have different MCP tool access?
Does AutoGen support human approval for tool calls?
Connect Copilot CRM (Assembly) with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Copilot CRM (Assembly) to AutoGen
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.