How to Use the Customerly MCP in CrewAI

Deploy autonomous support crews using CrewAI and Customerly tools.

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Connect Customerly MCP to CrewAI

Create your Vinkius account to connect Customerly 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 Customerly with CrewAI

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Claude

Perplexity

CrewAI specialized support agents

Assign a 'Support Agent' to `list_conversations` while a 'Data Agent' runs `create_update_user`. They share memory to ensure the right person gets the right tags. This division of labor turns your support desk into an autonomous operation that works while you sleep.

Scaling operations with CrewAI

Use `add_tag` and `remove_tag` to manage lead segments dynamically. Your agents coordinate these tasks without needing you to approve every single modification. You define the hierarchy, and the agents handle the execution of support tasks across your entire user base.

Automated record management

Set up a monitor agent to watch for new leads via `create_update_lead`. It identifies the intent and triggers the next step in your sequence automatically. This MCP server provides the necessary interface for your agents to manipulate your CRM data with total precision.

Setup guide

Set up Customerly 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 Customerly tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

task = Task(
    description="List recent Customerly 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="Customerly Analyst",
        goal="Access and analyze Customerly data via MCP.",
        backstory="Expert analyst with direct Customerly access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Customerly 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 Customerly. 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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Customerly MCP in CrewAI

Yes. Give your crew access to the server, and they will coordinate tasks like tagging and record updates based on your instructions.

Agents utilize shared memory to hand off information. If one agent retrieves conversation details, the others can act on that data immediately.

We enforce strict transport security. Your data is processed in a secure sandbox, ensuring no unauthorized agents or processes access your contact records.

Use the tool filter in your MCP configuration. You can restrict agents to read-only access if you want to prevent them from deleting records.

It does. You can assign specific tools to specific roles, ensuring only your lead manager agent can perform sensitive write operations.

Use it with your favorite AI tools

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