How to Use the Insightly MCP in OpenAI Agents SDK

Q: How do I connect Insightly to my OpenAI Agents SDK project?

You initialize the server by passing the endpoint to the MCPServerStreamableHttp class. Once configured, pass the server instance to your agent constructor, and the tools are auto-discovered for use.

Plug your OpenAI Agents SDK directly into your Insightly CRM data to track leads and opportunities without leaving your Python code.

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Connect Insightly MCP to OpenAI Agents SDK

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

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Real-time CRM data access

Stop jumping between tabs to find project status. This MCP Server lets your agents pull live data using `list_projects` and `list_tasks` directly into your execution flow. Your agent handles the heavy lifting. It queries the CRM state, parses the output, and feeds it into your defined logic without manual intervention.

Automated contact intelligence

Feed your agent specific records with `get_contact`. It pulls the details you need to personalize outreach or update internal documentation automatically. Use `list_contacts` to batch process records. Your agent processes these lists while respecting your defined safety guardrails in the OpenAI Agents SDK.

Pipeline tracking for agents

Keep your sales pipeline visible to your agents. `list_opportunities` and `list_leads` provide the raw data your models need to track progress and flag stale items. This keeps your agent loop informed on current CRM state. It relies on the MCP Server to fetch precise, up-to-date information every time the agent triggers a tool call.

Setup guide

Set up Insightly 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 Insightly tools at runtime.
3

Create your Agent

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

Run the agent

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

You initialize the server by passing the endpoint to the `MCPServerStreamableHttp` class. Once configured, pass the server instance to your agent constructor, and the tools are auto-discovered for use.

Vinkius handles the underlying auth. You just provide the token, and the connection stays secure between your environment and the CRM.

Yes. You can manage which tools the agent sees by limiting the imports or filtering the toolset in your agent definition. This keeps your agent focused on specific CRM tasks.

It uses standard HTTP requests. You should monitor your CRM usage, but caching the tool list helps reduce unnecessary overhead during agent execution.

Your data stays between your agent and the CRM. This MCP Server only facilitates the transfer of contact and project records, ensuring no third-party storage occurs.

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