How to Use the NeonCRM MCP in CrewAI

Q: How do I give a CrewAI agent access to NeonCRM?

Install crewaitools. Add your Vinkius endpoint URL to the mcps parameter when defining your agent. The framework automatically discovers the available tools.

Q: Can I restrict which NeonCRM MCP Server tools a CrewAI agent can use?

Use MCPServerHTTP from crewai.mcp and apply a toolfilter. This lets you expose getdonation to a finance agent while hiding it from a marketing agent.

Deploy specialized autonomous agents to manage your non-profit operations in NeonCRM with CrewAI.

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Connect NeonCRM MCP to CrewAI

Create your Vinkius account to connect NeonCRM 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 NeonCRM with CrewAI

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Assign roles for CRM tasks

This integration equips your CrewAI agents with non-profit management tools like `list_crm_events` and `get_crm_event`. You build specialized workers. A research agent scans the database. An outreach agent drafts the emails. They share memory as they work. The researcher pulls a profile using `get_account` and drops the context into the crew's shared state. The analyst agent reads that history and cross-references it with `list_donations` to identify giving patterns. No human intervention required.

Connect the MCP Server via HTTP

Python developers can wire this up in seconds. Just pass your Vinkius endpoint directly into the `mcps` array of your agent definition. CrewAI handles the transport layer natively. For tighter control, import `MCPServerHTTP` and use a `tool_filter`. If you only want your event agent to see `list_contacts` and `list_custom_fields`, you restrict its access. Agents only see the exact tools they need to do their specific jobs.

Automate grant tracking

Hierarchical execution changes how non-profits operate. You assign a manager agent to oversee the daily sync. It tasks a subordinate to run `list_grants` and another to check `list_memberships`. The manager reviews their work. If the data looks incomplete, it sends the subordinate back to run a deeper search. You get a fully autonomous back-office team running on top of your MCP Server.

Setup guide

Set up NeonCRM 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 NeonCRM tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

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

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

Install crewai[tools]. Add your Vinkius endpoint URL to the mcps parameter when defining your agent. The framework automatically discovers the available tools.

Use MCPServerHTTP from crewai.mcp and apply a tool_filter. This lets you expose get_donation to a finance agent while hiding it from a marketing agent.

CrewAI agents maintain shared memory during execution. When one agent pulls a record using get_account, the resulting JSON is accessible to the rest of the crew for subsequent tasks.

The Vinkius endpoint supports stdio, SSE, and Streamable HTTP. CrewAI can connect using whichever method fits your deployment architecture.

We enforce strict ephemeral boundaries. When your agent crew pulls sensitive addresses using list_contacts, the query executes in a temporary V8 isolate. The sandbox dies the moment the task completes, leaving zero trace of your data.

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