How to Use the Formilla MCP in OpenAI Agents SDK

Q: How do I link Formilla to my OpenAI Agents SDK project?

You connect by initializing the server through the MCPServerStreamableHttp class. Pass your endpoint URL to the constructor and include the server instance in your agent's tool list.

Q: Does this MCP Server handle Formilla contact deletions safely?

Yes, the deletecontact tool removes records from your dashboard. Be careful, as this action is permanent and cannot be undone through the interface.

Q: Can my OpenAI Agents SDK agent search for contacts?

Absolutely. Use the searchcontacts tool to query your database by name or other attributes. It returns a list of matching records for your agent to process.

Manage your customer data directly inside your OpenAI Agents SDK production environment with this Formilla MCP Server.

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Connect Formilla MCP to OpenAI Agents SDK

Create your Vinkius account to connect Formilla to OpenAI Agents SDK 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 Formilla with OpenAI Agents SDK

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Real-time contact data management

Your agent uses `upsert_contact` and `update_contact` to keep your CRM records fresh. It handles incoming lead data from your site without manual intervention. You can also use `get_contact_by_email` to pull specific records immediately. This keeps your agent's context window focused on relevant customer history.

Conversation oversight for your OpenAI Agents SDK

Use `list_conversations` to monitor active chats as they happen. Your agent can then pull the full history of a specific interaction using `get_conversation` to provide better context. This setup allows for precise tracking of support tickets. Your agent will know exactly what the customer asked before it even starts drafting a response.

Visitor and segment intelligence

Call `list_visitors` to see who is currently browsing your site. This gives your agent the data needed to trigger proactive engagement based on actual user activity. Grouping your audience is simple with `list_segments`. Your agent uses these segments to tailor its persona or priority level for specific groups of visitors.

Setup guide

Set up Formilla MCP in OpenAI Agents SDK

Prerequisites

Python 3.10+ installed
openai-agents package (pip install openai-agents)
Active Vinkius subscription with a valid endpoint token

1

Install the SDK

Run pip install openai-agents to install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed.
2

Connect via SSE transport

Use MCPServerSse with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. The SDK auto-discovers all Formilla tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives Formilla tools as native definitions — JSON schemas resolve automatically.
4

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Formilla tools and returns structured results. Copy the full example on the right to get started.

agent.py

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

async def main():
    async with MCPServerSse(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as server:
        agent = Agent(
            name="Formilla Agent",
            instructions="You have access to Formilla tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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Common questions about Formilla MCP in OpenAI Agents SDK

You connect by initializing the server through the `MCPServerStreamableHttp` class. Pass your endpoint URL to the constructor and include the server instance in your agent's tool list.

Yes, the `delete_contact` tool removes records from your dashboard. Be careful, as this action is permanent and cannot be undone through the interface.

Absolutely. Use the `search_contacts` tool to query your database by name or other attributes. It returns a list of matching records for your agent to process.

Your Formilla data stays within your controlled environment. The server only transmits PII—like email addresses and chat logs—between your agent and the Formilla API over encrypted channels.

It is the standard method for retrieving active session lists. For deeper insight into a single interaction, pair it with `get_conversation` to fetch the message payload.

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