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 OpenAI Agents SDK 10 tools — connect in under 2 minutes

Name: Endear Retail CRM
Availability: InStock
Author: Vinkius

openai.github.io/openai-agents-python/mcp

Built by Vinkius GDPR 10 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Endear Retail CRM through Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails. no manual schema definitions required.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Endear Retail CRM Assistant",
            instructions=(
                "You help users interact with Endear Retail CRM. "
                "You have access to 10 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Endear Retail CRM"
        )
        print(result.final_output)

asyncio.run(main())

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

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.

The OpenAI Agents SDK auto-discovers all 10 tools from Endear Retail CRM through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Endear Retail CRM, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP

Follow these steps to integrate the Endear Retail CRM MCP Server with OpenAI Agents SDK.

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Run the script

Save the code above and run it: python agent.py

Explore tools

The agent will automatically discover 10 tools from Endear Retail CRM

Why Use OpenAI Agents SDK with the Endear Retail CRM MCP Server

OpenAI Agents SDK provides unique advantages when paired with Endear Retail CRM through the Model Context Protocol.

Native MCP integration via `MCPServerSse`, pass the URL and the SDK auto-discovers all tools with full type safety

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Endear Retail CRM + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Endear Retail CRM MCP Server delivers measurable value.

Automated workflows: build agents that query Endear Retail CRM, process the data, and trigger follow-up actions autonomously

Multi-agent orchestration: create specialist agents. one queries Endear Retail CRM, another analyzes results, a third generates reports

Data enrichment pipelines: stream data through Endear Retail CRM tools and transform it with OpenAI models in a single async loop

Customer support bots: agents query Endear Retail CRM to resolve tickets, look up records, and update statuses without human intervention

Endear Retail CRM MCP Tools for OpenAI Agents SDK (10)

These 10 tools become available when you connect Endear Retail CRM to OpenAI Agents SDK 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 OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK

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

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Endear Retail CRM + OpenAI Agents SDK FAQ

Common questions about integrating Endear Retail CRM MCP Server with OpenAI Agents SDK.

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.