How to Use the Funil de Vendas MCP in OpenAI Agents SDK

Q: How does the OpenAI Agents SDK create a new deal in Funil de Vendas?

Your agent calls the createnewdeallead tool. The SDK's guardrails let you review the deal's details before it's committed to your Funil de Vendas pipeline, which is a good way to prevent errors.

Q: Can I filter opportunities from Funil de Vendas using the OpenAI Agents SDK?

Yes. The listcrmopportunities tool has filters for funnel code, date, and text search. Your agent can use these to find specific deals in Funil de Vendas without pulling the entire database.

Q: What's the best way to list all sales reps in Funil de Vendas with the OpenAI Agents SDK?

Just ask your agent to use the listsalesvendors tool. It returns a clean list of all configured users in your Funil de Vendas account so you can assign tasks correctly.

Q: Is it possible to check the CRM API status before running a command?

Absolutely. The checkcrmapihealth tool is designed for that. It's smart practice to have your agent call it before attempting to write data with createcrmactivity.

Build production-ready CRM agents with the OpenAI Agents SDK that interact directly with your Funil de Vendas pipeline.

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Connect Funil de Vendas MCP to OpenAI Agents SDK

Create your Vinkius account to connect Funil de Vendas 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 Funil de Vendas with OpenAI Agents SDK

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Manage Deals and Activities

Your agent can create and update CRM records. Use `create_new_deal_lead` to log a new opportunity from a conversation, then have it schedule follow-ups with `create_crm_activity`. Because the OpenAI Agents SDK has built-in guardrails, you can require human confirmation before a deal gets created. This prevents duplicate entries and keeps your pipeline clean, letting you trust the automation.

Query Your Sales Pipeline

Get a real-time view of your sales funnel. Your agent can pull active deals using `list_crm_opportunities`, filtering by funnel code or date. It can also fetch associated tasks with `list_crm_activities`. This lets you build agents that generate daily reports or alert you when a key opportunity has gone cold. All the data comes straight from Funil de Vendas, so you're not working with stale spreadsheets.

A Context-Aware OpenAI Agents SDK Server

This MCP server exposes your CRM's configuration so your agent knows the rules. It can check `list_sales_funnels` to understand your sales stages or get valid user IDs from `list_sales_vendors` before assigning a task. Your agent can even pull your company's product list with `list_crm_products` and custom field schemas via `list_crm_custom_fields`. This gives it the context needed to create valid, structured entries every time.

Setup guide

Set up Funil de Vendas 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 Funil de Vendas tools at runtime.
3

Create your Agent

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

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Funil de Vendas 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="Funil de Vendas Agent",
            instructions="You have access to Funil de Vendas 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 Funil de Vendas MCP in OpenAI Agents SDK

Your agent calls the `create_new_deal_lead` tool. The SDK's guardrails let you review the deal's details before it's committed to your Funil de Vendas pipeline, which is a good way to prevent errors.

Yes. The `list_crm_opportunities` tool has filters for funnel code, date, and text search. Your agent can use these to find specific deals in Funil de Vendas without pulling the entire database.

Just ask your agent to use the `list_sales_vendors` tool. It returns a clean list of all configured users in your Funil de Vendas account so you can assign tasks correctly.

Absolutely. The `check_crm_api_health` tool is designed for that. It's smart practice to have your agent call it before attempting to write data with `create_crm_activity`.

Your CRM data—specifically opportunity, activity, and lead details—is processed in an ephemeral, sandboxed environment on Vinkius. We use your token to talk to the Funil de Vendas API, but we don't store your CRM data after the operation is complete.

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