Upzelo MCP Server for AutoGenGive AutoGen instant access to 10 tools to Get Customer, Get Flow, Get Flow Session, and more
Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Upzelo as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.
Ask AI about this App Connector for AutoGen
The Upzelo app connector for AutoGen is a standout in the Sales Automation category — giving your AI agent 10 tools to work with, ready to go from day one.
Vinkius delivers Streamable HTTP and SSE to any MCP client
import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
async with McpWorkbench(
server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
transport="streamable_http",
) as workbench:
tools = await workbench.list_tools()
agent = AssistantAgent(
name="upzelo_agent",
tools=tools,
system_message=(
"You help users with Upzelo. "
"10 tools available."
),
)
print(f"Agent ready with {len(tools)} tools")
asyncio.run(main())
* 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 Upzelo MCP Server
Connect your Upzelo churn management account to any AI agent and simplify how you retain customers and manage subscription lifecycles through natural conversation.
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Upzelo tools. Connect 10 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.
What you can do
- Customer Management — List and search customer records, and update profile data for better segmentation and targeting.
- Retention Flows — List available flows and manually trigger retention sequences for customers at risk of cancelling.
- Subscription Tracking — Query all tracked subscriptions and update statuses or trial details programmatically.
- Flow Monitoring — Check the real-time status and outcomes of active flow sessions to verify retention success.
- External ID Sync — Link your internal system identifiers to Upzelo customer records for seamless integration.
The Upzelo MCP Server exposes 10 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
All 10 Upzelo tools available for AutoGen
When AutoGen connects to Upzelo through Vinkius, your AI agent gets direct access to every tool listed below — spanning churn-reduction, subscription-management, customer-retention, 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.
Get details for a specific customer
Get details for a specific flow
Check the status of a flow session
Get details for a specific subscription
List all customers in Upzelo
List all retention flows
List all subscriptions
Used for segmentation and targeting. Create or update a customer record
Initialize a flow for a customer
Update subscription attributes
Connect Upzelo to AutoGen via MCP
Follow these steps to wire Upzelo into AutoGen. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.
Install AutoGen
pip install "autogen-ext[mcp]"Replace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenIntegrate into workflow
Explore tools
Why Use AutoGen with the Upzelo MCP Server
AutoGen provides unique advantages when paired with Upzelo through the Model Context Protocol.
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Upzelo tools to solve complex tasks
Role-based architecture lets you assign Upzelo tool access to specific agents. a data analyst queries while a reviewer validates
Human-in-the-loop support: agents can pause for human approval before executing sensitive Upzelo tool calls
Code execution sandbox: AutoGen agents can write and run code that processes Upzelo tool responses in an isolated environment
Upzelo + AutoGen Use Cases
Practical scenarios where AutoGen combined with the Upzelo MCP Server delivers measurable value.
Collaborative analysis: one agent queries Upzelo while another validates results and a third generates the final report
Automated review pipelines: a researcher agent fetches data from Upzelo, a critic agent evaluates quality, and a writer produces the output
Interactive planning: agents negotiate task allocation using Upzelo data to make informed decisions about resource distribution
Code generation with live data: an AutoGen coder agent writes scripts that process Upzelo responses in a sandboxed execution environment
Example Prompts for Upzelo in AutoGen
Ready-to-use prompts you can give your AutoGen agent to start working with Upzelo immediately.
"List all customers currently tracked in Upzelo."
"Trigger the 'Basic Retention' flow (ID: fl_8823) for customer 'cust_1029'."
"Show me the details for subscription 'sub_12903'."
Troubleshooting Upzelo MCP Server with AutoGen
Common issues when connecting Upzelo to AutoGen through the Vinkius, and how to resolve them.
McpWorkbench not found
pip install "autogen-ext[mcp]"Upzelo + AutoGen FAQ
Common questions about integrating Upzelo MCP Server with AutoGen.