How to Use the Custify MCP in CrewAI

Q: How do I connect Custify to CrewAI?

Pass the Vinkius URL directly into the mcps array on your Agent definition to initialize the MCP connection. For more control, import MCPServerHTTP from the framework and configure it with your endpoint token.

Q: How do I restrict Custify tools in CrewAI?

Use the toolfilter parameter when defining your server connection. That parameter prevents your analysis agent from accidentally triggering a database mutation.

Deploy autonomous AI teams in CrewAI to monitor Custify health scores, analyze churn risk, and manage success tasks.

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Connect Custify MCP to CrewAI

Create your Vinkius account to connect Custify to CrewAI 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 CrewAI

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Perplexity

Assemble a Custify Success Team in CrewAI

Complex success operations require assigning `list_customers` from this MCP Server to a dedicated Research Agent. This worker continuously scans lifecycle stages and behavioral analytics boundaries for anomalies. It operates entirely on its own schedule. Once the researcher finds a dropping health score, it hands the context to an Action Agent. This second worker uses `list_customer_success_tasks` to check for open interventions. If nothing exists, it alerts your human team via a separate communication tool.

Filter MCP Server Tools by Role

Restricting `create_customer_profile` to specific agents prevents accidental database mutations. You control these permissions using `MCPServerHTTP` with a `tool_filter` in your python code. The Data Entry Agent gets write access while the Analyst Agent only receives read-only metrics from this MCP Server. Hierarchical execution keeps your operations organized. A Manager Agent oversees the session, deciding when to trigger `list_companies` to pull organizational attributes. The manager delegates the actual data processing to specialized subordinates.

Analyze KPIs and Internal Notes

Predicting churn requires pulling `list_customer_notes` to review internal communications. Your designated Analyst Agent reads between the lines of these support logs. It combines that text with hard data from `list_customer_kpis` to build a complete picture of account health. Mapping out relationships helps identify key stakeholders before renewal calls. The agent runs `list_people` to resolve contact details and account associations. Vinkius hosts the MCP Server so your crew always has a reliable connection to the API.

Setup guide

Set up Custify MCP in CrewAI

Prerequisites

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

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Custify tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Custify Analyst",
    goal="Access and analyze Custify data via MCP.",
    backstory="Expert analyst with direct Custify access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Custify transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Custify Analyst",
        goal="Access and analyze Custify data via MCP.",
        backstory="Expert analyst with direct Custify access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Custify transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

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 CrewAI

Pass the Vinkius URL directly into the `mcps` array on your Agent definition to initialize the MCP connection. For more control, import `MCPServerHTTP` from the framework and configure it with your endpoint token.

Yes. When your researcher agent fetches a profile, it writes the health metrics into shared memory. The rest of your crew reads that context without needing to call the API again.

Use the `tool_filter` parameter when defining your server connection. That parameter prevents your analysis agent from accidentally triggering a database mutation.

The python integration natively supports stdio, SSE, and Streamable HTTP. Just provide the HTTP endpoint from your Vinkius dashboard and the client handles the rest.

We process your customer names and email addresses in isolated, single-use environments. The server infrastructure instantly wipes all memory the moment your multi-agent session concludes.

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