Copilot CRM (Assembly) MCP Server for OpenAI Agents SDK 10 tools — connect in under 2 minutes
The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Copilot CRM (Assembly) through Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails. no manual schema definitions required.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
async with MCPServerStreamableHttp(
url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
) as mcp_server:
agent = Agent(
name="Copilot CRM (Assembly) Assistant",
instructions=(
"You help users interact with Copilot CRM (Assembly). "
"You have access to 10 tools."
),
mcp_servers=[mcp_server],
)
result = await Runner.run(
agent, "List all available tools from Copilot CRM (Assembly)"
)
print(result.final_output)
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.
The OpenAI Agents SDK auto-discovers all 10 tools from Copilot CRM (Assembly) through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Copilot CRM (Assembly), another analyzes results, and a third generates reports, all orchestrated through Vinkius.
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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP
Follow these steps to integrate the Copilot CRM (Assembly) MCP Server with OpenAI Agents SDK.
Install the SDK
Run pip install openai-agents in your Python environment
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com
Run the script
Save the code above and run it: python agent.py
Explore tools
The agent will automatically discover 10 tools from Copilot CRM (Assembly)
Why Use OpenAI Agents SDK with the Copilot CRM (Assembly) MCP Server
OpenAI Agents SDK provides unique advantages when paired with Copilot CRM (Assembly) through the Model Context Protocol.
Native MCP integration via `MCPServerSse`, pass the URL and the SDK auto-discovers all tools with full type safety
Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure
Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate
First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output
Copilot CRM (Assembly) + OpenAI Agents SDK Use Cases
Practical scenarios where OpenAI Agents SDK combined with the Copilot CRM (Assembly) MCP Server delivers measurable value.
Automated workflows: build agents that query Copilot CRM (Assembly), process the data, and trigger follow-up actions autonomously
Multi-agent orchestration: create specialist agents. one queries Copilot CRM (Assembly), another analyzes results, a third generates reports
Data enrichment pipelines: stream data through Copilot CRM (Assembly) tools and transform it with OpenAI models in a single async loop
Customer support bots: agents query Copilot CRM (Assembly) to resolve tickets, look up records, and update statuses without human intervention
Copilot CRM (Assembly) MCP Tools for OpenAI Agents SDK (10)
These 10 tools become available when you connect Copilot CRM (Assembly) to OpenAI Agents SDK 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 OpenAI Agents SDK
Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK
Common issues when connecting Copilot CRM (Assembly) to OpenAI Agents SDK through the Vinkius, and how to resolve them.
MCPServerStreamableHttp not found
pip install --upgrade openai-agentsAgent not calling tools
Copilot CRM (Assembly) + OpenAI Agents SDK FAQ
Common questions about integrating Copilot CRM (Assembly) MCP Server with OpenAI Agents SDK.
How does the OpenAI Agents SDK connect to MCP?
MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.Can I use multiple MCP servers in one agent?
MCPServerSse instances to the agent constructor. The agent can use tools from all connected servers within a single run.Does the SDK support streaming responses?
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 OpenAI Agents SDK
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.