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Vinkius

Custify MCP Server for AutoGen 10 tools — connect in under 2 minutes

Built by Vinkius GDPR 10 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Custify as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.

Vinkius supports streamable HTTP and SSE.

python
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="custify_agent",
            tools=tools,
            system_message=(
                "You help users with Custify. "
                "10 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())
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About Custify MCP Server

Integrate Custify, the comprehensive customer success platform, directly into your AI workflow. Monitor customer health, track churn risks, and manage your success tasks and notes using natural language.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Custify 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

  • Customer Oversight — List and retrieve detailed profiles, health scores, and churn probabilities for all customers.
  • Company Monitoring — Access company-level metrics and success data to manage B2B relationships effectively.
  • Success Task Management — List and track open tasks and internal CRM notes for your accounts.
  • KPI Discovery — Explore key performance indicators and metrics defined in your Custify account.

The Custify 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 Custify to AutoGen via MCP

Follow these steps to integrate the Custify MCP Server with AutoGen.

01

Install AutoGen

Run pip install "autogen-ext[mcp]"

02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

03

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

04

Explore tools

The workbench discovers 10 tools from Custify automatically

Why Use AutoGen with the Custify MCP Server

AutoGen provides unique advantages when paired with Custify through the Model Context Protocol.

01

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Custify tools to solve complex tasks

02

Role-based architecture lets you assign Custify tool access to specific agents. a data analyst queries while a reviewer validates

03

Human-in-the-loop support: agents can pause for human approval before executing sensitive Custify tool calls

04

Code execution sandbox: AutoGen agents can write and run code that processes Custify tool responses in an isolated environment

Custify + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Custify MCP Server delivers measurable value.

01

Collaborative analysis: one agent queries Custify while another validates results and a third generates the final report

02

Automated review pipelines: a researcher agent fetches data from Custify, a critic agent evaluates quality, and a writer produces the output

03

Interactive planning: agents negotiate task allocation using Custify data to make informed decisions about resource distribution

04

Code generation with live data: an AutoGen coder agent writes scripts that process Custify responses in a sandboxed execution environment

Custify MCP Tools for AutoGen (10)

These 10 tools become available when you connect Custify to AutoGen via MCP:

01

create_customer_profile

Resolves the newly generated customer ID and validation status. Mutates the customer database state. Create a new customer profile in Custify

02

get_company_details

Resolves organizational attributes and health metrics. Touches the core company repository. Get detailed settings and metrics for a specific company

03

get_customer_details

Resolves health scores, recent activity, and segment membership. Interacts with the behavioral analytics boundary. Get full profile and health metrics for a specific customer

04

list_companies

Resolves company IDs, domain information, and association metrics. Touches the account-level organization boundary. List all companies in Custify

05

list_customer_kpis

Resolves metric definitions and threshold values. Interacts with the performance monitoring boundary. List key performance indicators defined in the account

06

list_customer_notes

Resolves note content and authorship metadata. Touches the internal communications boundary. List internal CRM notes for a specific customer

07

list_customer_success_tasks

Resolves task priority, status, and assigned owners. Interacts with the workflow automation boundary. List open and completed customer success tasks

08

list_customers

Resolves properties such as customer ID, name, email, and lifecycle stage. Interacts with the customer success management boundary. List all customers in Custify

09

list_people

Resolves contact details and account associations. Touches the relationship management boundary. List all people associated with accounts

10

search_customers_by_keyword

Resolves matching customer profiles based on name or email. Touches the search and indexing boundary. Search for customers by name or email

Example Prompts for Custify in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Custify immediately.

01

"List all customers with a health score below 50."

02

"Show me the success tasks for company 'Alpha Corp'."

03

"Search for customer 'john.doe@example.com'."

Troubleshooting Custify MCP Server with AutoGen

Common issues when connecting Custify to AutoGen through the Vinkius, and how to resolve them.

01

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Custify + AutoGen FAQ

Common questions about integrating Custify MCP Server with AutoGen.

01

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Custify tools during their conversation turns.
02

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.
03

Does AutoGen support human approval for tool calls?

Yes. Configure human-in-the-loop mode so agents pause and request approval before executing sensitive MCP tool calls.

Connect Custify to AutoGen

Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.