How to Use the Upzelo MCP in OpenAI Agents SDK

Q: Can I list all customers using Upzelo with the OpenAI Agents SDK?

Yes. The listcustomers tool is available on the MCP Server. Your agent can pull a complete roster of every customer record in your system to start segmentation or data reviews.

Q: What kind of subscription management does Upzelo offer for the OpenAI Agents SDK?

You can use getsubscription to view specific plan details and updatesubscription to modify attributes. This helps your agent ensure all retention efforts are based on current account status.

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Connect Upzelo MCP to OpenAI Agents SDK

Create your Vinkius account to connect Upzelo 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 Upzelo with OpenAI Agents SDK

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Manage Customer Data via MCP Server

You can check a customer's details for a specific user using the `get_customer` tool. This lets your agent pull key account information whenever a conversation requires it. Want to target groups? Use `list_customers` to grab all records, or run `save_customer` to segment and update fields for better targeting.

Control Retention Flows with Upzelo

The MCP Server lets you manage automated retention efforts. You initiate a flow session using `start_flow`, which kicks off the personalized win-back process. Need to track progress? Check the status of any running sequence with `get_flow_session`. The agent also has access to `list_flows` for viewing all available templates.

Handle Subscriptions and Accounts

Your agents can get full details on a customer's current plan using `get_subscription`. This is essential before running any retention campaign. If the customer needs an update, you can use `update_subscription` to adjust attributes directly. The `list_subscriptions` tool provides a quick overview of all active plans.

Setup guide

Set up Upzelo 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 Upzelo tools at runtime.
3

Create your Agent

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

Run the agent

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

The MCP Server exposes specialized tools for sales automation. Your agent automatically discovers functions like `get_customer` and `start_flow`, allowing it to execute complex, multi-step tasks without needing custom coding.

Yes. The `list_customers` tool is available on the MCP Server. Your agent can pull a complete roster of every customer record in your system to start segmentation or data reviews.

You can use `get_subscription` to view specific plan details and `update_subscription` to modify attributes. This helps your agent ensure all retention efforts are based on current account status.

Absolutely. Since you're building a deployed product, the MCP Server fits right in. It provides structured tools that your agent can call reliably within its existing guardrails.

This server handles customer records and subscription attributes. Specifically, it deals with identifying details from `get_customer` and plan information found in the `list_subscriptions` tool.

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