How to Use the Fieldfolio MCP in CrewAI

Deploy autonomous wholesale crews using Fieldfolio and CrewAI.

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Connect Fieldfolio MCP to CrewAI

Create your Vinkius account to connect Fieldfolio 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 Fieldfolio with CrewAI

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Claude

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Specialized CrewAI catalog agents

Assign an agent to manage your inventory by giving it access to `list_inventory` and `get_product`. The agent monitors stock levels and reports back to your lead agent when levels drop below a threshold. This role-based setup lets your crew handle catalog tasks independently. One agent tracks, another updates, and your human team gets the final report.

Fieldfolio order processing in CrewAI

Set up a crew where one agent uses `list_orders` to identify pending wholesale shipments. It passes this data to a second agent that uses `get_customer` to verify shipping details before finalizing the process. This creates a clear hierarchy for order fulfillment. You define the sequence, and the agents execute the work across your wholesale account.

Autonomous inventory management for CrewAI

Let your crew handle stock adjustments by giving them the `update_inventory` tool. When the monitoring agent flags a mismatch, the action agent initiates the correction automatically. This removes manual data entry from your wholesale tasks. Your crew works in the background to keep the inventory numbers accurate.

Setup guide

Set up Fieldfolio 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 Fieldfolio tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

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

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

You pass the server URL directly into your agent configuration. The framework handles the connection and makes the tools available to your crew.

They can. Using shared memory, an agent that fetches data with `list_products` can pass that information to another agent for processing.

Each agent session is isolated. You authorize access via a unique token that limits the server to the scope you define.

Yes. You can monitor the agent outputs in your terminal to track every `get_order` or `update_inventory` call made by the crew.

Yes. The server operates in a zero-trust sandbox. Only the specific agent assigned to a task can access customer records via the tools.

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