How to Use the Funil de Vendas MCP in CrewAI

Q: How do I give different CrewAI agents different tools for Funil de Vendas?

When defining your MCPServerHTTP connection in CrewAI, use the toolfilter argument. This lets you create separate toolsets for each agent, so your 'analyst' agent only gets listopportunities while your 'SDR' agent gets createperson.

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Connect Funil de Vendas MCP to CrewAI

Create your Vinkius account to connect Funil de Vendas 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 Funil de Vendas with CrewAI

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Assemble an Autonomous CrewAI Sales Team

Don't just run one agent. Deploy a specialized crew. Assign a 'Prospector' agent the `create_person` and `create_company` tools to add new leads into Funil de Vendas from a source list. It works methodically, adding one contact at a time. Once a prospect is created, it hands off to an 'Account Executive' agent. This agent's only job is to use `create_opportunity` to open a new deal, linking it to the person and company the Prospector just made. Each agent has a clear role, just like a real team.

Automate Pipeline Progression

Your Account Executive agent can do more than just open deals. Give it the `update_opportunity` tool and a set of rules. Based on incoming emails or calendar events, this agent can find the right deal with `list_opportunities` and move it to the next stage. To keep it from going off the rails, the agent can first consult the `list_funnels` tool to know exactly which stages are valid. This prevents errors and ensures the agent operates within your established sales process. It's disciplined, autonomous execution.

Delegate Reporting to a Manager Agent

You need oversight. Create a 'Sales Manager' agent that runs once a day. Its job is to use `get_people_stats` and `list_opportunities` to get a snapshot of the entire pipeline's health and the team's activity. This manager agent doesn't change any data. It's a read-only role, designed for analysis and reporting. It can summarize its findings and send a daily brief, giving you a constant, automated overview of your Funil de Vendas account without any manual work.

Setup guide

Set up Funil de Vendas 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 Funil de Vendas tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

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

    task = Task(
        description="List recent Funil de Vendas 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 Funil de Vendas. 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 Funil de Vendas MCP in CrewAI

When defining your `MCPServerHTTP` connection in CrewAI, use the `tool_filter` argument. This lets you create separate toolsets for each agent, so your 'analyst' agent only gets `list_opportunities` while your 'SDR' agent gets `create_person`.

Yes, this is a perfect task for a sequential crew. The first agent uses `create_company` and passes the new company's ID to the second agent. The second agent then uses that ID to execute `create_opportunity`, ensuring the two are linked correctly in Funil de Vendas.

Before attempting to update a deal, have your agent call the `list_funnels` tool. This tool returns the defined sales pipelines and their stages, so your agent can make valid calls to `update_opportunity` every time.

No, it's simple for basic use. Just pass your Vinkius MCP URL directly into the `mcps` list when you instantiate your Agent. CrewAI handles the connection and tool discovery automatically.

Vinkius isolates every single tool execution. When one agent calls `create_person` and another calls `get_opportunity`, those operations run in separate, stateless sandboxes. There's no cross-contamination; data like names, emails, and financial details from one task can't leak into another.

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