How to Use the DealHub CPQ MCP in CrewAI

Q: How would a CrewAI agent create a quote in DealHub CPQ and then monitor its status?

You'd have one agent use the createquote tool. It could then pass the quote ID to another agent in the crew. That second agent's job would be to periodically call getquotestatus and take action based on the result.

Q: Is it possible to limit which DealHub tools certain CrewAI agents can use?

Yes. When setting up your MCPServerHTTP connection in CrewAI, you can use a toolfilter function. This lets you expose only read-only tools like listquotes to an 'Analyst' agent, while giving a 'Sales' agent access to createquote.

Assemble an autonomous sales team for DealHub CPQ. Let your CrewAI agents collaborate to manage opportunities, create quotes, and sync data.

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Connect DealHub CPQ MCP to CrewAI

Create your Vinkius account to connect DealHub CPQ 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 DealHub CPQ with CrewAI

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Autonomous Opportunity Qualification

Assign roles to your CrewAI agents. A 'Researcher' agent can use `list_opportunities` to find new deals. It passes them to an 'Analyst' agent that uses `get_opportunity` to check for completeness. If data is missing, it tasks a 'Data Entry' agent to call `update_opportunity`. This creates a fully autonomous pipeline qualification process. The agents work together, using the shared MCP server tools to move deals through the early stages without any human input.

Collaborative Quoting and Approval

You can design a crew where a 'Sales' agent initiates a quote with `create_quote`. Once created, it hands off to a 'Compliance' agent that uses `open_quote` to review its properties. Finally, a 'Notifier' agent monitors `get_quote_status` and alerts a human manager when it's ready for approval. This isn't just automation; it's a collaborative workflow performed by specialized agents. Each agent in your CrewAI team uses the specific DealHub CPQ tools it needs to do its job.

Your Autonomous DealHub CPQ MCP Server Team

Combine the tools to build a complete sales operations crew. One agent can be in charge of `list_users` to monitor seat licenses. Another can run `sync_crm` on a schedule. A third can watch for high-value deals from `list_opportunities` and escalate them. By providing the DealHub CPQ tools through this MCP server, you give your crew the senses and hands it needs to manage your sales process. They can see what's happening and take direct action inside DealHub.

Setup guide

Set up DealHub CPQ 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 DealHub CPQ tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

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

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

It's straightforward. Just pass your Vinkius MCP URL into the `mcps` parameter when defining your Agent in CrewAI. The framework will automatically discover and integrate the DealHub tools.

Absolutely. That's a primary use case for CrewAI. The first agent would use the `list_opportunities` tool, and the second agent would use `get_opportunity` and `update_opportunity` on the deals found by the first.

You'd have one agent use the `create_quote` tool. It could then pass the quote ID to another agent in the crew. That second agent's job would be to periodically call `get_quote_status` and take action based on the result.

Yes. When setting up your `MCPServerHTTP` connection in CrewAI, you can use a `tool_filter` function. This lets you expose only read-only tools like `list_quotes` to an 'Analyst' agent, while giving a 'Sales' agent access to `create_quote`.

Each tool execution happens in a sandboxed, single-use environment that is destroyed after the call. Your opportunity and CRM sync data is never persisted on the Vinkius platform. Access is controlled by the unique URL token you provide to your CrewAI agents.

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