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How to Use the Funil de Vendas MCP in AutoGen

Assemble teams of AutoGen agents that talk, debate, and manage your Funil de Vendas CRM data together.

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Connect Funil de Vendas MCP to AutoGen

Create your Vinkius account to connect Funil de Vendas to AutoGen 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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Let agents debate the next move

This is about consensus, not commands. One agent, the 'Analyst', can use `list_crm_opportunities` to flag a deal that's stalled. It passes this to a 'Strategist' agent, which then checks `list_crm_activities` to see the last contact date. The agents converse. The Strategist might suggest a follow-up, and the Analyst can then execute `create_crm_activity`. You're building a system where multiple perspectives lead to a better decision.

Validate new leads through conversation

Set up a simple assembly line for new leads. A 'Scout' agent might propose a new opportunity using `create_new_deal_lead`. But before it executes, a 'Validator' agent checks the data against `list_crm_custom_fields` for completeness and `list_lead_origins` to prevent duplicates. If the Validator finds a problem, it tells the Scout. They go back and forth until the data is clean. This prevents bad data from ever entering your CRM, all through automated agent conversation.

Equip your AutoGen agents for CRM tasks

The `autogen-ext[mcp]` package makes it easy. Use `mcp_server_tools` to get all the Funil de Vendas functions and pass them to your `AssistantAgent`. The `McpToolAdapter` handles the tricky parts, so your agents can just call `update_crm_activity` or `list_sales_vendors` as needed. This MCP Server provides the connection and the tools. You focus on designing the agent conversations and roles. Let them figure out how to work your sales pipeline.

Setup guide

Set up Funil de Vendas MCP in AutoGen

Prerequisites

  • Python 3.10+ installed
  • autogen-ext[mcp] package
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Install AutoGen with MCP

    Run pip install "autogen-ext[mcp]" autogen-agentchat. The MCP extension includes mcp_server_tools for stateless tool access.

  2. 2

    Fetch tools from the MCP

    Call mcp_server_tools(SseServerParams(url=...)) with your Vinkius endpoint. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.

  3. 3

    Run your agent

    Pass the tools to AssistantAgent and call agent.run(). The agent invokes Funil de Vendas tools and returns structured results.

agent.py
from autogen_ext.tools.mcp import SseServerParams, mcp_server_tools
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

tools = await mcp_server_tools(server_params)

agent = AssistantAgent(
    name="Funil de Vendas_assistant",
    model_client=OpenAIChatCompletionClient(model="gpt-4o"),
    tools=tools,
)

result = await agent.run("List recent Funil de Vendas data")
print(result.messages[-1].content)

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Common questions about Funil de Vendas MCP in AutoGen

Install the `autogen-ext[mcp]` extension and use the `mcp_server_tools` function, pointing it at your Vinkius server URL. This returns a list of tools you can assign to any of your agents.
Yes. You can create a specialized agent whose job is to call `create_new_deal_lead`. A great approach is to have another agent review the proposed deal data before the creation agent is allowed to execute the tool.
Any agent equipped with the tools can call `list_crm_opportunities`. You could have one agent periodically fetch the list and share it with other agents in the group chat to decide on priorities.
Designate one agent as a 'System Monitor'. Its first step in any major workflow could be to call `check_crm_api_health` and report the status back to the group before they proceed.
All agent conversations involving your CRM deal and activity data happen within the Vinkius ephemeral sandbox. The data is used for the duration of the tool call and is not persisted by Vinkius, ensuring your CRM information remains private.

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