How to Use the LeadSquared MCP in CrewAI

Q: How do CrewAI agents search for LeadSquared records using the MCP Server?

Agents use the searchleads tool to query your database using specific criteria like email or phone. This prevents duplicate profiles from being created by different agents in the crew.

Deploy a cooperative team of CrewAI agents to manage your LeadSquared sales pipeline.

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Connect LeadSquared MCP to CrewAI

Create your Vinkius account to connect LeadSquared 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 LeadSquared with CrewAI

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Perplexity

Coordinate multi-agent lead research and logging

One agent shouldn't have to do everything. With CrewAI, you can set up a researcher agent to scan incoming webhooks and a data-entry agent to run `capture_lead`. They share context to ensure that every field is populated correctly before hitting your CRM. If the researcher finds extra details online, the data-entry agent uses `create_or_update_lead` to enrich the profile. This keeps your sales team supplied with deep context on every prospect.

Audit sales activities with specialized agent crews

Spotting gaps in your sales process requires constant monitoring. A specialized auditor agent can run `list_lead_activities` to see how often sales reps contact a prospect. If a lead hasn't been touched in a week, the agent flags it for immediate follow-up. Using `list_opportunity_activities`, the crew tracks the history of active deals. It compiles these findings into a report for your sales managers without requiring manual audits.

Track opportunities automatically using this MCP Server

Managing a large sales pipeline is too much work for a single person. This MCP Server lets your CrewAI agents run `list_opportunities` to find deals that have stalled in the pipeline. Once a stalled deal is found, a coordinator agent calls `create_prospect_activity` to assign a reminder task to the owner. Failing to follow up is impossible when your crew automatically schedules these tasks.

Setup guide

Set up LeadSquared 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 LeadSquared tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

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

    task = Task(
        description="List recent LeadSquared 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 LeadSquared. 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 LeadSquared MCP in CrewAI

You can pass the HTTP endpoint URL directly into your CrewAI Agent's `mcps` array. For advanced setups, use `MCPServerHTTP` to filter specific tools for different agents.

Yes, one agent can research deal values while another agent uses `create_opportunity` to log the record. They pass the resulting opportunity ID back and forth through shared memory.

Agents use the `search_leads` tool to query your database using specific criteria like email or phone. This prevents duplicate profiles from being created by different agents in the crew.

Yes, you can use a tool filter when setting up your connection. This ensures a researcher agent can only call `get_lead_details` while preventing it from modifying records.

Your lead profiles, sales activities, and opportunities are never cached or exposed to third parties. All traffic travels over TLS-encrypted connections directly to the LeadSquared API endpoints.

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