How to Use the Dashly MCP in CrewAI

Deploy a specialized agent team in CrewAI to manage your Dashly support operations.

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Connect Dashly MCP to CrewAI

Create your Vinkius account to connect Dashly 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 Dashly with CrewAI

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Perplexity

CrewAI agents managing Dashly

Assign one agent to `list_conversations` and another to `get_user_details` to split the workload. The monitor agent identifies the issue while the responder agent handles the solution. They share the memory of the task, so the second agent knows exactly what the first one found. This keeps your support operation moving faster than a single agent could manage.

Automated Dashly replies in CrewAI

Use `send_reply` as the final action in your agent chain. Once the analysis is complete, the agent drafts and sends the response based on the conversation history. You can set up a moderator agent to approve these replies before they go live. It puts a human-in-the-loop buffer on your autonomous support team.

User property management for CrewAI

Update user segments with `set_user_props` based on what the agents learn during the session. It keeps your Dashly user profiles current without manual entry. Your agents can tag users who need follow-ups, and the system automatically updates the properties. It creates a self-organizing database of your customer interactions.

Setup guide

Set up Dashly 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 Dashly tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

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

    task = Task(
        description="List recent Dashly 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 Dashly. 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 Dashly MCP in CrewAI

Pass the server URL to your agent's MCP configuration list. CrewAI will expose the tools to the agents, allowing them to select the right one for the current task.

They absolutely can. By sharing the toolset across the crew, one agent can research the user while another performs the action, creating a coordinated workflow.

Yes, it supports standard HTTP and SSE transports. You can drop the URL into your agent definition and start testing immediately.

Use your endpoint token in the environment config. We keep your credentials locked down, and the server only processes requests authorized by that token.

The server retrieves specific user profile and message data to perform its tasks. This data is processed in memory by your agents and never written to our logs.

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