How to Use the Nutshell CRM MCP in OpenAI Agents SDK

Q: Can my OpenAI Agents SDK setup search for custom fields in Nutshell CRM?

Yes, the agent runs listcustomfields to inspect your specific setup. This lets it map custom data points to the correct parameters when searching or updating records.

Q: Does the OpenAI Agents SDK support handoffs between agents for Nutshell CRM tasks?

Yes, you can set up a triage agent that uses universalsearch to find a contact, then hands the conversation to a specialized sales agent that calls getleaddetails to close the deal.

Run production-ready OpenAI Agents SDK workflows that directly query, update, and manage your sales pipeline in Nutshell CRM.

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Connect Nutshell CRM MCP to OpenAI Agents SDK

Create your Vinkius account to connect Nutshell CRM 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 Nutshell CRM with OpenAI Agents SDK

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Query Nutshell CRM via OpenAI Agents SDK

The `universal_search` tool lets your agent query your entire CRM database using a single search term. This MCP Server scans people, companies, and active deals to find exact matches without requiring multiple API endpoints. When your python script runs, the agent can immediately cross-reference incoming email addresses against existing records. It pulls up matching details instantly, letting you route leads to the right salesperson without manual lookup.

Audit sales activities and custom fields

The `list_activities` tool retrieves log history, calendar events, and scheduled phone calls for any account. It works alongside `list_activity_types` to let your agent categorize interactions based on how your team actually works. Your agent uses these endpoints to identify stalled deals. By checking custom setup parameters with `list_custom_fields`, it flags accounts that lack critical onboarding data so your reps can follow up.

Extract deep account and lead details

The `get_lead_details` tool extracts the full history, value, and current status of any sales opportunity. Connecting via MCP lets your agent combine this with `get_account_details` and `get_contact_details` to build a complete profile of a customer before drafting an email. This deep inspection keeps your outreach accurate. The agent reads the exact stage of the pipeline, preventing it from sending introductory pitches to accounts that are already closing.

Setup guide

Set up Nutshell CRM 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 Nutshell CRM tools at runtime.
3

Create your Agent

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

Run the agent

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

You install the library, then instantiate the server streamable HTTP class with your Vinkius endpoint. Pass this server instance directly to your agent constructor to let it auto-discover all ten tools.

Yes, the agent runs `list_custom_fields` to inspect your specific setup. This lets it map custom data points to the correct parameters when searching or updating records.

The server handles standard HTTP communication efficiently, but you should structure your agent logic to avoid infinite loops. Use built-in OpenAI guardrails to limit how many times the agent can call `list_leads` in a single run.

Yes, you can set up a triage agent that uses `universal_search` to find a contact, then hands the conversation to a specialized sales agent that calls `get_lead_details` to close the deal.

Your contact records and lead logs never touch third-party databases. Vinkius hosts the MCP Server inside an isolated, ephemeral sandbox, passing authentication tokens directly to the API without storing them.

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