Is the integration read-only?

Yes. All tools (list_companies, list_contacts, list_opportunities, etc.) are read-only queries. They cannot modify, create, or delete any CRM records.

What is the TACTILE_SUBDOMAIN?

It's the unique prefix of your Tactile CRM URL (e.g., if your URL is `acme.tactilecrm.com`, the subdomain is `acme`). You can find it in the address bar when logged in.

What data can the agent access?

Companies, contacts, opportunities with pipeline stages, notes, and activities. The scope is determined by the permissions of the API key you provide.

Tactile CRM MCP Server for OpenAI Agents SDK 9 tools — connect in under 2 minutes

Name: Tactile CRM
Availability: InStock
Author: Vinkius

openai.github.io/openai-agents-python/mcp

Built by Vinkius GDPR 9 Tools SDK

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

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

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="Tactile CRM Assistant",
            instructions=(
                "You help users interact with Tactile CRM. "
                "You have access to 9 tools."
            ),
            mcp_servers=[mcp_server],
        )

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

asyncio.run(main())

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Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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 Tactile CRM MCP Server

Extend the reach of your Tactile CRM databases directly into your AI conversational flow utilizing this official Vinkius MCP connector. By granting your LLM localized parsing privileges, you enable it to operate as an intelligent sales assistant that can explore rich business metadata, track sales progression, and summarize unstructured internal notes strictly without relying on graphical CRM interfaces.

The OpenAI Agents SDK auto-discovers all 9 tools from Tactile CRM through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Tactile CRM, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

What you can do

Client & Corporate Lookups — Investigate CRM records retrieving specific macro structures invoking list_companies and pinpoint specific organizational data operating get_company_details.
Contact Identification — Sweep active employee registers querying list_contacts and securely extract direct lead data mapping them dynamically with get_contact_details.
Pipeline Discovery — Analyze sales cycle projections seamlessly using list_opportunities and drill into individual contract values utilizing get_opportunity_details.
Activity & Note Audits — Programmatically capture unstructured comments analyzing metadata tracks applying list_notes and log engagement events executing list_activities.

The Tactile CRM MCP Server exposes 9 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.

How to Connect Tactile CRM to OpenAI Agents SDK via MCP

Follow these steps to integrate the Tactile CRM MCP Server with OpenAI Agents SDK.

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

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

Run the script

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

Explore tools

The agent will automatically discover 9 tools from Tactile CRM

Why Use OpenAI Agents SDK with the Tactile CRM MCP Server

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

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

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

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

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

Tactile CRM + OpenAI Agents SDK Use Cases

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

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

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

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

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

Tactile CRM MCP Tools for OpenAI Agents SDK (9)

These 9 tools become available when you connect Tactile CRM to OpenAI Agents SDK via MCP:

get_company_details

Retrieves details for a specific company

get_contact_details

Retrieves details for a specific individual contact

get_opportunity_details

Retrieves details for a specific sales opportunity

list_activities

Lists recent CRM activities (tasks, calls, emails)

list_companies

Lists all companies (organizations) in the Tactile CRM

list_contacts

Lists all individual contacts (people) in the CRM

list_notes

Lists general CRM notes

list_opportunities

Lists all sales opportunities (deals) in the pipeline

list_pipelines

Lists available sales pipelines

Example Prompts for Tactile CRM in OpenAI Agents SDK

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

"Check the list of sales pipelines and extract the basic contact details for the latest three companies created in the CRM."

"List all open support tickets related to 'login issues'."

"Create a new contact constraint for 'John Doe' assigned to the 'Enterprise' tag."

Troubleshooting Tactile CRM MCP Server with OpenAI Agents SDK

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

MCPServerStreamableHttp not found

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

Agent not calling tools

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

Tactile CRM + OpenAI Agents SDK FAQ

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

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.