How to Use the Octoboard MCP in CrewAI

Q: How do I add the Octoboard MCP Server to a CrewAI agent?

Pass your Vinkius endpoint URL directly into the agent's mcps array parameter. The framework automatically parses tools like pushnumericmetric and makes them available to the agent.

Q: Can a CrewAI analyst agent update Octoboard bar charts autonomously?

Yes, the analyst agent can invoke pushbarchart directly when it detects new marketing data. This updates the visual widgets on your active dashboards without manual intervention.

Q: How do CrewAI agents coordinate to check Octoboard API usage?

A supervisor agent can run checkapiusage to monitor data limits, sharing that status with the rest of the crew to pace their reporting tasks.

Q: What tool should my crew use to check if the reporting API is down?

Your agents can call getapistatus to verify connection health before attempting to run high-volume dashboard updates.

Deploy a team of autonomous marketing agents to manage your dashboard tasks using CrewAI and this MCP Server.

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Connect Octoboard MCP to CrewAI

Create your Vinkius account to connect Octoboard to CrewAI — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

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Setup Octoboard with CrewAI

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Multi-Agent Marketing Crews with CrewAI

Your crew uses `list_agency_clients` to map out active client accounts before assigning specialized analysis tasks. An analyst agent then runs `push_data_table` to update their performance metrics autonomously. Because CrewAI agents share memory, they collaborate to keep client dashboards fresh without any manual handoffs. This turns raw data collection into a completely hands-off operation.

Autonomous Budget Monitoring

A specialized CrewAI monitor agent uses `push_variation_metric` to track performance changes and flag sudden drops in conversion rates. This runs in the background, constantly watching your ad spend metrics. If a metric crosses a threshold, the monitor agent alerts a manager agent, which communicates directly with the MCP Server using `push_status_update` to change the dashboard indicator to red.

Scheduled Report Auditing

Your coordinator agent uses `list_automated_reports` to audit all active reporting schedules across your agency. This allows the crew to build a master list of all scheduled PDF deliveries. The crew cross-references this list against active client dashboards using `list_active_dashboards`, ensuring every single paying client has an active, working report scheduled.

Setup guide

Set up Octoboard MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Octoboard tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Octoboard Analyst",
    goal="Access and analyze Octoboard data via MCP.",
    backstory="Expert analyst with direct Octoboard access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Octoboard transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Octoboard Analyst",
        goal="Access and analyze Octoboard data via MCP.",
        backstory="Expert analyst with direct Octoboard access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Octoboard transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Octoboard. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Octoboard MCP in CrewAI

Pass your Vinkius endpoint URL directly into the agent's `mcps` array parameter. The framework automatically parses tools like `push_numeric_metric` and makes them available to the agent.

Yes, the analyst agent can invoke `push_bar_chart` directly when it detects new marketing data. This updates the visual widgets on your active dashboards without manual intervention.

A supervisor agent can run `check_api_usage` to monitor data limits, sharing that status with the rest of the crew to pace their reporting tasks.

Your agents can call `get_api_status` to verify connection health before attempting to run high-volume dashboard updates.

All raw advertising spend and account performance metrics are processed in real-time within a zero-trust execution environment, meaning your data is never stored, indexed, or shared with third parties.

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