3,400+ MCP servers ready to use
Vinkius
O

Bring Policy Management
to OpenAI Agents SDK

Learn how to connect Berg System CRM to OpenAI Agents SDK and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.

Check Api HealthCreate New CompanyCreate New CustomerGet Customer DetailsGet Sales Custom FieldsList Crm CompaniesList Crm CustomersList Crm TasksList Insurance PoliciesList Sales OpportunitiesList Stored DocumentsList System Employees
Use with Your AI Agent
Ask AI about this MCP Server
ChatGPT Claude Perplexity

What is the Berg System CRM MCP Server?

Connect your Berg System account to any AI agent and take full control of your insurance agency operations and customer relationship workflows through natural conversation.

What you can do

  • Customer Orchestration — List and search through individual and corporate client directories programmatically, retrieving detailed high-fidelity profile metadata and contact history
  • Sales Pipeline Intelligence — Monitor sales opportunities and track deal progress across your entire agency to maintain a perfectly coordinated sales cycle
  • Insurance Policy Monitoring — Retrieve active insurance policies and access high-fidelity document metadata directly through your agent to oversee coverage status
  • Infrastructure Monitoring — Access system employee lists and manage CRM-related tasks programmatically for instant operational reporting
  • Relationship Intelligence — Retrieve complete historical interactions for any record to maintain high-fidelity oversight of your agency's relationship ecosystem

How it works

1. Subscribe to this server
2. Retrieve your Tenant ID and OAuth Access Token from your Berg System instance
3. Start managing your insurance business from Claude, Cursor, or any MCP client

No more manual toggling between CRM tabs or digging through paper policy files. Your AI acts as your dedicated agency administrator and sales coordinator.

Who is this for?

  • Insurance Agents — instantly retrieve client coverage details and update lead statuses using natural language commands
  • Agency Managers — monitor team productivity and track agency-wide sales trends without leaving your workspace
  • Operations Leads — automate the oversight of corporate client directories and task management through simple AI queries

Built-in capabilities (12)

check_api_health

Verify Berg System API status

create_new_company

Add a new business client

create_new_customer

Supports forceAdd to bypass duplicates. Add a new customer

get_customer_details

Get details for a customer

get_sales_custom_fields

Retrieve custom sales fields

list_crm_companies

List corporate clients

list_crm_customers

List CRM customers

list_crm_tasks

List active tasks and reminders

list_insurance_policies

List active insurance policies

list_sales_opportunities

List sales records

list_stored_documents

List uploaded documents

list_system_employees

List organization employees

Why OpenAI Agents SDK?

The OpenAI Agents SDK auto-discovers all 12 tools from Berg System CRM through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Berg System CRM, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

  • —

    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

O
See it in action

Berg System CRM in OpenAI Agents SDK

AI Agent→Vinkius
High Security·Kill Switch·Plug and Play
Why Vinkius

Berg System CRM and 3,400+ other MCP servers. One platform. One governance layer.

Teams that connect Berg System CRM to OpenAI Agents SDK through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.

3,400+MCP Servers ready
<40msCold start
60%Token savings
Raw MCP
Vinkius
Server catalogFind and host yourself3,400+ managed
InfrastructureSelf-hostedSandboxed V8 isolates
Credential handlingPlaintext in configVault + runtime injection
Data loss preventionNoneConfigurable DLP policies
Kill switchNoneGlobal instant shutdown
Financial circuit breakersNonePer-server limits + alerts
Audit trailNoneEd25519 signed logs
SIEM log streamingNoneSplunk, Datadog, Webhook
HoneytokensNoneCanary alerts on leak
Custom domainsNot applicableDNS challenge verified
GDPR complianceManual effortAutomated purge + export
Use with Your AI Agent View step-by-step setup guide for OpenAI Agents SDK →
Enterprise Security

Why teams choose Vinkius for Berg System CRM in OpenAI Agents SDK

The Berg System CRM 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. All 12 tools execute in hardened sandboxes optimized for native MCP execution.

Your AI agents in OpenAI Agents SDK only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.

Use with Your AI Agent View full Berg System CRM details →
Berg System CRM
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
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

The Vinkius Advantage

How Vinkius secures Berg System CRM for OpenAI Agents SDK

Every tool call from OpenAI Agents SDK to the Berg System CRM MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.

< 40msCold start
Ed25519Signed audit chain
60%Token savings
FAQ

Frequently asked questions

01

How do I find my Berg System Tenant ID?

Your Tenant ID is the unique identifier for your agency instance, found in your Berg System sub-domain (e.g., yourcompany.bergsystem.pl).

02

Can I check for duplicates via AI?

Yes! The system automatically checks for existing records, and you can use the forceAdd parameter in creation tools to decide how to handle them.

03

How do I retrieve insurance policies?

Use the list_insurance_policies tool to retrieve a comprehensive summary of all active policies managed within your CRM programmatically.

04

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.

05

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.

06

Does the SDK support streaming responses?

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

07

MCPServerStreamableHttp not found

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

08

Agent not calling tools

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