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How to Use the Namely MCP in CrewAI

Equip your CrewAI agents with tools to access Namely HR data, letting them autonomously manage org charts, reports, and company updates.

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CrewAI

Connect Namely MCP to CrewAI

Create your Vinkius account to connect Namely 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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Build an HR Specialist Agent

Dedicate one agent in your crew to be the "HR Specialist." Give it exclusive access to `get_profile` and `list_profiles`. When another agent in the crew needs to know someone's team or job title, it delegates the task to the specialist. This keeps your other agents focused on their own jobs. The HR agent becomes the single source of truth for all employee data from Namely, which prevents conflicting information across your crew's operations.

Monitor Company Changes with a Crew

Set up a "Monitor" agent that periodically calls `list_announcements` and `list_events`. When it detects a new company-wide announcement, it passes that information to a "Communicator" agent. The Communicator agent can then use `list_teams` and `list_profiles` to find the right people and notify them. Your crew handles the whole workflow, from detection to action, with no human input.

Delegate HR Tasks Between CrewAI Agents

This MCP server works well with CrewAI's role-based structure. A "Recruiting" agent could have access to `list_jobs`, while an "Internal Comms" agent gets `list_announcements` and `list_events`. It's like a real HR department. By connecting to Namely, your autonomous crew can divide and conquer tasks. One agent can pull a report with `list_reports` while another analyzes team structure with `get_team`.

Setup guide

Set up Namely MCP in CrewAI

Prerequisites

  • Python 3.10+ installed
  • crewai package (pip install crewai)
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Install CrewAI

    Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.

  2. 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. 3

    Kick off your crew

    Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Namely tools as needed.

crew.py
from crewai import Agent, Task, Crew

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

task = Task(
    description="List recent Namely transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Why Choose Vinkius

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Built-in savings

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Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Namely MCP in CrewAI

It's straightforward. You pass the Vinkius URL for the Namely server directly into the `mcps` list when you define your Agent in CrewAI. The agent will automatically discover and index the available tools.
Yes. When you configure the MCP server connection in CrewAI, you can use the `tool_filter` option. This lets you provide a list of tool names that the agent is allowed to use, like only giving it `list_jobs`.
A good starting point is a three-agent crew. An 'Analyst' agent with access to `list_reports` and `list_profiles`, a 'Coordinator' with access to `get_team`, and a 'Reporter' agent to summarize the findings for a human.
CrewAI passes the authentication token through the `MCPServerHTTP` configuration. You get one endpoint token from Vinkius for your Namely server, and you provide it once during setup. CrewAI handles the rest.
You have two layers of control. First, the entire connection is gated by a single Vinkius auth token. Second, you can use CrewAI's `tool_filter` to ensure only specific, trusted agents in your crew can even see sensitive tools like `get_profile` or `list_reports`.

Start using the Namely MCP today

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