Bring Sales Pipeline
to AutoGen
Create your Vinkius account to connect Sellsy to AutoGen and start using all 12 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Sellsy MCP Server?
Connect the Sellsy CRM API to your AI workflow to unlock conversational oversight over your entire French-designed commercial hub. By providing exactly Read-Only access, your agent can securely map ongoing deals, review invoice payment statuses, and fetch complete dossiers on existing catalog items and contacts.
What you can do
- Client & Prospecting Analysis — Use natural language to search companies, retrieve full metadata via
company_id, and pull associated granular contacts directly into the conversational context - Sales Pipeline Auditing — Ask the agent to list all active 'opportunities' and drill down into a specific Deal ID to review its exact stage and monetary potential
- Billing Integrity — Prompt your LLM to sweep your current draft, sent, and overdue invoices, including exact estimates given out recently to big leads
- CRM Activity Surveillance — Seamlessly extract chronological activity feeds (meetings, calls, tasks) to compile end-of-week reporting automatically
How it works
- Simply subscribe to this Sellsy integration server
- Configure your specific Sellsy V2 API Access token
- Engage your native terminal IDEs (Cursor/Claude) commanding the AI to cross-reference data
Who is this for?
- Sales Managers — have the AI compile a list of all lagging Deals at 5:00 PM without ever clicking into native reports
- B2B Service Account Execs — instantly invoke
get_contactcombined withget_companyto read a client history summary right before entering an urgent Zoom call - Operation & Finance Teams — automatically dump your overdue
list_invoicesmatrix into a text format so it can be pushed for collection workflows
Built-in capabilities (12)
Get detailed information about a specific company
Get detailed information about a specific contact
Get full details of a specific deal (amount, status, pipeline step, company)
Get full details of a specific invoice (amount, status, due date)
List recent CRM activities (calls, emails, meetings, tasks)
List all companies (clients, prospects) in the CRM
List all contacts in the CRM
List all deals (opportunities) in the sales pipeline
List all estimates (quotes) sent to prospects
List all invoices (draft, sent, paid, overdue)
List all products and services in the catalog
Search companies by name or keyword
Why AutoGen?
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Sellsy tools. Connect 12 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.
- —
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Sellsy tools to solve complex tasks
- —
Role-based architecture lets you assign Sellsy 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 Sellsy tool calls
- —
Code execution sandbox: AutoGen agents can write and run code that processes Sellsy tool responses in an isolated environment
Sellsy in AutoGen
Why run Sellsy with Vinkius?
The Sellsy connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 12 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Sellsy using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Sellsy and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Sellsy to AutoGen through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Sellsy for AutoGen
Every request between AutoGen and Sellsy is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
Can the AI alter invoices or update CRM statuses remotely?
No, it cannot. The agent is explicitly configured to possess pure Read-Only access capability via API V2 GET methodology endpoints (Such as list_companies and get_invoices). Your operational data remains completely immutable regardless of what you prompt.
Can I query a specific estimate document generated for a client?
Yes. While the integration allows sweeping over lists using list_estimates, the LLM can interpret the raw data to give you the summary of any pending quotes directly tied to associated internal pipelines effortlessly.
Does it track sales activities like recent calls?
Yes—by prompting your LLM with the underlying list_activities directive, you immediately gain access to the chronological logs outlining calls, meetings, generic events, and tasks created by your native Sales Development Representatives (SDRs).
How does AutoGen connect to MCP servers?
Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Sellsy tools during their conversation turns.
Can different agents have different MCP tool access?
Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.
Does AutoGen support human approval for tool calls?
Yes. Configure human-in-the-loop mode so agents pause and request approval before executing sensitive MCP tool calls.
McpWorkbench not found
Install: pip install "autogen-ext[mcp]"
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