How to Use the Custify MCP in AutoGen

Debate customer strategy by letting AutoGen agents negotiate using real Custify data.

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Connect Custify MCP to AutoGen

Create your Vinkius account to connect Custify 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 Custify with AutoGen

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Debate Custify data in AutoGen groups

Let your research agent call `list_companies` while your analyst agent critiques the findings. They negotiate the best way to handle high-risk accounts. This MCP Server provides the raw data for these debates. The agents argue based on facts pulled directly from your CRM records.

Automate Custify records via AutoGen

Use `create_person` when your agents reach a consensus on a new lead. One agent proposes the record creation, and the other confirms the details. This approach removes the need for manual data entry. Your agents handle the updates while you review the final output.

Compare health scores with AutoGen

Have your performance agent pull `list_health_scores` and challenge your strategy agent to explain the dips. The agents work through the data until they find a solution. They use `get_company_details` to dig deeper into the accounts that trigger alerts. Your team gets a decision that multiple perspectives have vetted.

Setup guide

Set up Custify 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 Custify 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="Custify_assistant",
    model_client=OpenAIChatCompletionClient(model="gpt-4o"),
    tools=tools,
)

result = await agent.run("List recent Custify 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="Custify_assistant",
        model_client=OpenAIChatCompletionClient(model="gpt-4o"),
        workbench=workbench,
    )

    result = await agent.run("List recent Custify 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 Custify. 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 Custify MCP in AutoGen

Yes, agents in the same group can access the tool results. They use the data to inform their arguments and reach a consensus.

Pass the server tools into the AssistantAgent constructor. The adapter handles the schema so your agents can start calling methods immediately.

Absolutely. By pulling real-time health data, agents can resolve disagreements about account priority based on actual performance metrics.

You can expose all eight tools to your agents. They decide which one to use during their discussion to move the task forward.

We use a sandbox environment to manage all tool requests. Your customer records stay within your controlled session and aren't shared outside the agent group.

Use it with your favorite AI tools

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