How to Use the Platform.ly MCP in CrewAI

Q: Can different CrewAI agents use different Platform.ly tools?

Yes. Use MCPServerHTTP from crewai.mcp and apply a toolfilter. You give the researcher access to searchcontactbyemail while restricting createnewcontact to the action agent.

Q: Will CrewAI automatically map Platform.ly tags?

Your agent runs listprojecttags first to build a working memory of available options. It then selects the correct string to pass into applytagtocontact.

Q: How does the CrewAI monitor agent watch Platform.ly pipelines?

The monitor polls listsalespipelines on a set schedule. It compares the current state against its previous memory block to detect movement.

Deploy a CrewAI agent team to autonomously research, update, and route Platform.ly sales deals.

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Connect Platform.ly MCP to CrewAI

Create your Vinkius account to connect Platform.ly 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 Platform.ly with CrewAI

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Autonomous Platform.ly MCP Server Teams

The `search_contact_by_email` and `get_contact_details` tools equip your CrewAI research agent with direct access to your CRM database. The researcher scans the prospect's history and passes the raw profile data to an analyst agent. The analyst evaluates the prospect's value and hands the decision to an action agent. This final worker executes `create_new_sales_deal` in the correct pipeline, completely automating the qualification process.

Automated List Hygiene

You assign a moderator agent to run `list_crm_contacts` and cross-reference the output against `list_project_segments`. The agent identifies contacts sitting in the wrong marketing funnels. Using shared memory, the moderator instructs a cleanup agent to fire `remove_tag_from_contact` or `apply_tag_to_contact`. Your database stays clean while your human marketing team sleeps.

Contextual Note Generation

The `add_note_to_contact` and `update_existing_contact` tools let your CrewAI agents document their own work. After an autonomous outreach campaign finishes, the agent logs the exact interaction history into the customer's Platform.ly record. Because the agents share context, a secondary monitor agent checks `list_sales_pipelines` to verify the deal moved forward. If it stalled, the monitor triggers an escalation protocol.

Setup guide

Set up Platform.ly 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 Platform.ly tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

task = Task(
    description="List recent Platform.ly 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="Platform.ly Analyst",
        goal="Access and analyze Platform.ly data via MCP.",
        backstory="Expert analyst with direct Platform.ly access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Platform.ly 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 Platform.ly. 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 Platform.ly MCP in CrewAI

Pass the endpoint URL directly into the mcps array in your Agent definition. The framework handles the transport negotiation automatically.

Yes. Use MCPServerHTTP from crewai.mcp and apply a tool_filter. You give the researcher access to `search_contact_by_email` while restricting `create_new_contact` to the action agent.

Your agent runs `list_project_tags` first to build a working memory of available options. It then selects the correct string to pass into `apply_tag_to_contact`.

The monitor polls `list_sales_pipelines` on a set schedule. It compares the current state against its previous memory block to detect movement.

The system authenticates via a single endpoint token and isolates your contact emails, project IDs, and segment names within a transient execution boundary. No data persists on the disk after your agent crew finishes their task.

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