How to Use the Custify MCP in OpenAI Agents SDK

Q: Can the OpenAI Agents SDK read Custify notes?

Yes. Your agent can call the listcustomernotes tool to pull internal communications for any specific customer. This helps specialized agents build context before drafting emails.

Connect Custify to the OpenAI Agents SDK for production-grade MCP workflows with built-in guardrails.

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Connect Custify MCP to OpenAI Agents SDK

Create your Vinkius account to connect Custify to OpenAI Agents SDK 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 OpenAI Agents SDK

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Track Custify health scores via OpenAI Agents SDK

Production agents need real-time data to prevent churn before it happens. By connecting this MCP Server, your OpenAI agent can pull full health metrics using `get_customer_details` and instantly check organizational health with `get_company_details`. Handoffs between specialized agents mean one agent can monitor risk while another drafts the intervention strategy. You get full visibility into every action through the OpenAI dashboard. When the agent checks `list_customer_kpis` to evaluate account thresholds, you see exactly what data was requested and how the model interpreted the response. Built-in guardrails ensure the agent only reads metrics rather than hallucinating account statuses.

Automate customer success task execution

Stop manually assigning renewal tasks when an account drops below a certain health threshold. Your agent can run `list_customer_success_tasks` to find open items and cross-reference them with `list_customers` to see who needs immediate attention. The system auto-discovers these tools the moment you pass the server to your Agent constructor. If a high-priority account needs an update, the agent can pull internal context via `list_customer_notes` and prepare a briefing for your team before the next sync.

Sync account data across your tech stack

Managing new signups usually requires manual data entry or brittle webhooks. Now your agent can just call `create_customer_profile` to register new users in the Custify database as soon as they clear your onboarding flow. Finding existing records is just as fast. The agent uses `search_customers_by_keyword` to grab profiles based on email addresses, then runs `list_people` to map out the entire buying committee. Set cacheToolsList=True in your configuration, and tool discovery happens instantly on every run.

Setup guide

Set up Custify MCP in OpenAI Agents SDK

Prerequisites

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

1

Install the SDK

Run pip install openai-agents to install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed.
2

Connect via SSE transport

Use MCPServerSse with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. The SDK auto-discovers all Custify tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives Custify tools as native definitions — JSON schemas resolve automatically.
4

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Custify tools and returns structured results. Copy the full example on the right to get started.

agent.py

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerSse

async def main():
    async with MCPServerSse(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as server:
        agent = Agent(
            name="Custify Agent",
            instructions="You have access to Custify tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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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 OpenAI Agents SDK

Install the openai-agents package via pip. Create an MCPServerStreamableHttp instance with your Vinkius endpoint and pass it to the mcp_servers array in your Agent constructor. The SDK handles MCP tool discovery automatically.

Yes. Your agent can call the `list_customer_notes` tool to pull internal communications for any specific customer. This helps specialized agents build context before drafting emails.

It works perfectly. You can build a routing agent that checks `get_customer_details` and hands off at-risk accounts to a specialized retention agent. The MCP tools are available to whichever agent needs them.

Set cacheToolsList=True in your server configuration. This prevents the SDK from requesting the tool schema from the Custify server on every single execution loop.

The server exposes sensitive CRM data including health scores, contact names, and internal notes. Vinkius runs the connection inside a V8 Isolate Sandbox that destroys itself after the session ends. No customer profiles or KPI metrics are ever stored on our infrastructure.

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