How to Use the Documo MCP in CrewAI

Q: How do I add Documo to my CrewAI crew?

Pass the Vinkius URL into the mcps list of your Agent definition. CrewAI will automatically import the available tools.

Q: Does CrewAI limit the number of Documo tools I can use?

No. Use the toolfilter in your CrewAI config to select only the Documo tools you need for a specific agent's task.

Q: Is there a way to monitor Documo fax numbers with CrewAI?

Use listassignedfaxnumbers to let your agents verify which numbers are active. It keeps your agent informed about your account configuration.

Coordinate autonomous fax operations with CrewAI and this Documo MCP Server.

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Connect Documo MCP to CrewAI

Create your Vinkius account to connect Documo 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 Documo with CrewAI

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Claude

Perplexity

Specialized CrewAI Fax Agents

Assign a monitor agent to watch `list_received_digital_faxes` constantly. When new documents arrive, it alerts the rest of your crew. This specialization lets one agent handle the intake while others process the content. It’s perfect for high-volume document pipelines.

Sequential Fax Processing in CrewAI

Use `get_fax_details` to pull data for your research agent. Once it has the metadata, the next agent in your CrewAI sequence can archive or route the file. This keeps your workflow linear and predictable. Each agent knows exactly what to do with the fax data provided.

Auditing Documo with CrewAI

Deploy an audit agent to run `quick_fax_volume_audit` periodically. It keeps a record of your transmission health and flags issues to your main supervisor agent. This gives your crew a memory of how the system is performing. It prevents small issues from becoming big problems.

Setup guide

Set up Documo 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 Documo tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

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

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

Pass the Vinkius URL into the `mcps` list of your Agent definition. CrewAI will automatically import the available tools.

They can. Assign the Documo tools to specific agents within your crew to maintain clear role boundaries.

No. Use the `tool_filter` in your CrewAI config to select only the Documo tools you need for a specific agent's task.

Use `list_assigned_fax_numbers` to let your agents verify which numbers are active. It keeps your agent informed about your account configuration.

The server runs in a V8 Isolate sandbox. Your fax metadata and account details are never stored or logged by the infrastructure.

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