How to Use the Forecast MCP in CrewAI

Q: How do I filter Forecast tools for specific CrewAI agents?

Use the toolfilter option in your agent setup. This lets you limit which agents can access sensitive tools like project lists.

Deploy a specialized crew of agents in CrewAI to manage your Forecast projects and resources.

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…and any MCP-compatible client

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Connect Forecast MCP to CrewAI

Create your Vinkius account to connect Forecast 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 Forecast with CrewAI

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Perplexity

Collaborative Forecast Crews

Assign agents to `list_projects` and `get_project` to keep your team informed. One agent manages the list while another drills into specific details. They work together to ensure your project data is always current. This division of labor makes managing large portfolios much easier.

Task Management for CrewAI

Use `list_tasks` to distribute work among your crew members. They can prioritize and track progress autonomously across your projects. This keeps your delivery pipeline moving. Your agents handle the heavy lifting of sorting and assigning tasks while you focus on high-level strategy.

People and Client Oversight

Monitor your team using `list_people` and `list_clients`. Your crew keeps a pulse on who is available and which clients have active projects. This real-time awareness helps you allocate resources effectively. Your agents update you whenever there is a conflict or a gap in coverage.

Setup guide

Set up Forecast 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 Forecast tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

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

    task = Task(
        description="List recent Forecast 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 Forecast. 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.

Why Choose Vinkius

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Common questions about Forecast MCP in CrewAI

Yes. Simply pass the server URL to your agent configuration. Each agent in your crew can then use the provided tools.

Use the tool_filter option in your agent setup. This lets you limit which agents can access sensitive tools like project lists.

Yes. Agents share the context of the tools they use. This allows them to hand off tasks related to projects or milestones seamlessly.

Vinkius manages the connection as a secure, isolated sandbox. Only your crew has access to the data requested through tool calls.

The server accesses your project schedule, task status, and milestone dates. It has no visibility into your private personal credentials.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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