Bring Lead Capture
to OpenAI Agents SDK
Learn how to connect Clientify to OpenAI Agents SDK and start using 10 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Clientify MCP Server?
Connect your Clientify CRM account to any AI agent and streamline your entire sales process through natural conversation.
What you can do
- Contact Management — List, create, and update contacts with deep inspection of custom fields and social metadata.
- Sales Pipelines — Track deals across different stages, update amounts, and assign opportunities to specific pipelines.
- Task Scheduling — Create and manage activities like calls, meetings, and follow-ups to never miss a lead.
- Team Visibility — List account users and collaborators to understand your organizational structure.
- Automated Insights — Fetch real-time summaries of your sales activities and deal progress.
How it works
1. Subscribe to this server
2. Enter your Clientify API Token (found in your account settings under API)
3. Start managing your sales machine from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Sales Reps — quickly update deal statuses and log call notes without manual CRM data entry.
- Marketing Managers — query contact segments and verify campaign leads directly from your workspace.
- Business Owners — get instant bird's-eye views of your sales pipelines and team activity levels.
Built-in capabilities (10)
Create a new activity or task
Create a new contact in Clientify
Create a new sales deal
Get details for a specific contact
List all tasks and activities
Supports filtering by email for precise lookups. List all contacts from Clientify
List all deals/opportunities
List all deal pipelines
List all account users
Update an existing contact
Why OpenAI Agents SDK?
The OpenAI Agents SDK auto-discovers all 10 tools from Clientify through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Clientify, 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
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Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate
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First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output
Clientify in OpenAI Agents SDK
Clientify and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Clientify 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.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Clientify in OpenAI Agents SDK
The Clientify 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 10 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.
* 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
How Vinkius secures
Clientify for OpenAI Agents SDK
Every tool call from OpenAI Agents SDK to the Clientify MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I search for a contact using only their email address?
Yes. Use the list_contacts tool and provide the email in the optional parameter. The agent will return the specific contact record associated with that email if it exists in your CRM.
How do I move a deal to a different stage in the pipeline?
You can update deal details using our action tools. Simply specify the Deal ID and the new Pipeline Stage ID to transition the opportunity instantly.
Does this integration support creating new tasks for follow-ups?
Absolutely. The create_activity tool allows you to schedule calls, meetings, or tasks, assign them to contacts, and set due dates directly from the AI agent.
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.
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.
Does the SDK support streaming responses?
Yes. The SDK supports SSE and Streamable HTTP transports, both of which work natively with Vinkius.
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.