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Richards CRM MCP Server for OpenAI Agents SDKGive OpenAI Agents SDK instant access to 11 tools to Create Lead, Get Company Profile, Get Lead, and more

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The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Richards CRM through Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails. no manual schema definitions required.

Use with Your AI Agent

Ask AI about this App Connector for OpenAI Agents SDK

Open in ChatGPT Open in Claude Open in Perplexity

The Richards CRM app connector for OpenAI Agents SDK is a standout in the Industry Titans category — giving your AI agent 11 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

python
import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Richards CRM Assistant",
            instructions=(
                "You help users interact with Richards CRM. "
                "You have access to 11 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Richards CRM"
        )
        print(result.final_output)

asyncio.run(main())
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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Richards CRM MCP Server

Connect your Richards Building Supply CRM account to any AI agent and take full control of your exterior contracting orchestration through natural conversation. Powered by the Construct CRM engine, this integration allows you to retrieve lead metadata, manage project lifecycles, and orchestrate material orders directly from your chat interface.

The OpenAI Agents SDK auto-discovers all 11 tools from Richards CRM through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Richards CRM, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

What you can do

  • Lead & Prospect Orchestration — List all managed leads and retrieve detailed profile metadata, including creating new contacts programmatically to ensure your pipeline is always synchronized.
  • Project & Job Lifecycle Management — Access and monitor active projects and retrieve detailed technical metadata directly from the AI interface to keep your exterior jobs on track.
  • Estimating & Proposals Intelligence — Access project estimates and monitor proposal statuses to ensure your bidding process is always optimized via natural language.
  • Material Ordering & Invoice Control — List and retrieve order metadata and invoices to maintain a clear overview of your supply chain and business expenses.
  • Operational Monitoring — Track employee assignments and manage company profile metadata using simple AI commands.

The Richards CRM MCP Server exposes 11 tools through the Vinkius. Connect it to OpenAI Agents SDK in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 11 Richards CRM tools available for OpenAI Agents SDK

When OpenAI Agents SDK connects to Richards CRM through Vinkius, your AI agent gets direct access to every tool listed below — spanning lead-management, contractor-tools, material-ordering, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.

create_lead

Create a new lead

get_company_profile

Get company profile details

get_lead

Get details for a specific lead

get_project

Get details of a specific project

list_employees

List all employees

list_estimates

List all estimates

list_invoices

List all invoices

list_leads

List all leads

list_orders

List all purchase orders

list_projects

List all projects

list_proposals

List all proposals

Connect Richards CRM to OpenAI Agents SDK via MCP

Follow these steps to wire Richards CRM into OpenAI Agents SDK. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

01

Install the SDK

Run pip install openai-agents in your Python environment
02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com
03

Run the script

Save the code above and run it: python agent.py
04

Explore tools

The agent will automatically discover 11 tools from Richards CRM

Why Use OpenAI Agents SDK with the Richards CRM MCP Server

OpenAI Agents SDK provides unique advantages when paired with Richards CRM through the Model Context Protocol.

01

Native MCP integration via `MCPServerSse`, pass the URL and the SDK auto-discovers all tools with full type safety

02

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

03

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

04

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Richards CRM + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Richards CRM MCP Server delivers measurable value.

01

Automated workflows: build agents that query Richards CRM, process the data, and trigger follow-up actions autonomously

02

Multi-agent orchestration: create specialist agents. one queries Richards CRM, another analyzes results, a third generates reports

03

Data enrichment pipelines: stream data through Richards CRM tools and transform it with OpenAI models in a single async loop

04

Customer support bots: agents query Richards CRM to resolve tickets, look up records, and update statuses without human intervention

Example Prompts for Richards CRM in OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK agent to start working with Richards CRM immediately.

01

"List all active leads in my Richards CRM."

02

"Show me all leads in the pipeline with their estimated values and conversion probabilities."

03

"Create a new lead for TechVentures Inc with a $75,000 estimated project value."

Troubleshooting Richards CRM MCP Server with OpenAI Agents SDK

Common issues when connecting Richards CRM to OpenAI Agents SDK through the Vinkius, and how to resolve them.

01

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents
02

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Richards CRM + OpenAI Agents SDK FAQ

Common questions about integrating Richards CRM MCP Server with OpenAI Agents SDK.

01

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.
02

Can I use multiple MCP servers in one agent?

Yes. Pass a list of MCPServerSse instances to the agent constructor. The agent can use tools from all connected servers within a single run.
03

Does the SDK support streaming responses?

Yes. The SDK supports SSE and Streamable HTTP transports, both of which work natively with Vinkius.