How do I get an Endear API Key?

Log in to your Endear dashboard, navigate to **Settings > API**, and you can generate or retrieve your unique API Key from there. API access is typically available on professional and enterprise plans.

Can the agent send messages to customers?

This integration currently focuses on listing and auditing customers, notes, and orders. Sending outbound SMS or emails via Endear should be managed through the Endear mobile app or dashboard clienteling interface.

Does the integration show real-time stock levels?

You can retrieve product metadata using the list_retail_products tool. While it shows current product availability, detailed granular inventory across all locations should be confirmed within the Endear inventory module.

Endear Retail CRM MCP Server for AutoGen 10 tools — connect in under 2 minutes

Name: Endear Retail CRM
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 10 Tools Framework

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

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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="endear_retail_crm_agent",
            tools=tools,
            system_message=(
                "You help users with Endear Retail CRM. "
                "10 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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About Endear Retail CRM MCP Server

Integrate Endear, the leading retail CRM and clienteling platform, directly into your AI workflow. Manage your customer profiles and purchase history, track clienteling notes and interactions, monitor product catalogs and team tasks, and oversee your retail operations using natural language.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Endear Retail CRM 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, email addresses, and total spend for all your retail customers.
Purchase Intelligence — Monitor customer order history, resolving order numbers, amounts, and fulfillment statuses.
Clienteling Management — Access and monitor customer notes and interactions, tracking tasks and follow-ups for your sales team.
Retail Auditing — Retrieve high-level summaries of customer volume, order activity, and organizational retail health instantly.

The Endear Retail CRM 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 Endear Retail CRM to AutoGen via MCP

Follow these steps to integrate the Endear Retail CRM MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 10 tools from Endear Retail CRM automatically

Why Use AutoGen with the Endear Retail CRM MCP Server

AutoGen provides unique advantages when paired with Endear Retail CRM through the Model Context Protocol.

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

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

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

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

Endear Retail CRM + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Endear Retail CRM MCP Server delivers measurable value.

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

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

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

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

Endear Retail CRM MCP Tools for AutoGen (10)

These 10 tools become available when you connect Endear Retail CRM to AutoGen via MCP:

get_customer_profile

Get detailed profile and history for a specific customer

get_endear_account_metadata

Retrieve metadata and settings for your Endear account

list_clienteling_tasks

List all clienteling and follow-up tasks

list_customer_clienteling_notes

List all clienteling notes and interactions for a specific customer

list_customer_purchase_history

List all orders and purchase history for a specific customer

list_retail_customers

List all customers in your Endear CRM

list_retail_products

List all products available in your retail catalog

list_retail_team_members

List all team members and sales associates in the organization

quick_retail_performance_audit

Retrieve a high-level summary of customers, orders, and products

search_customers_by_name_or_email

Search for customers using a name or email keyword

Example Prompts for Endear Retail CRM in AutoGen

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

"List all customers with high total spend."

"Show me the last 5 orders for customer ID 'CUST-12345'."

"Search for customers matching 'Sarah'."

Troubleshooting Endear Retail CRM MCP Server with AutoGen

Common issues when connecting Endear Retail CRM to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

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

Endear Retail CRM + AutoGen FAQ

Common questions about integrating Endear Retail CRM MCP Server with AutoGen.

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 Endear Retail CRM tools during their conversation turns.

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.