How to Use the Platform.ly MCP in OpenAI Agents SDK

Q: Can OpenAI Agents SDK handle complex Platform.ly data structures?

Yes. The agent parses the output from getcontactdetails and maps the fields to your internal objects. It handles the data flow from the CRM into your agent's reasoning loop.

Connect Platform.ly to your OpenAI Agents SDK production pipeline to manage contacts and sales deals with built-in action guardrails.

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Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers — Included with Plan

Connect Platform.ly MCP to OpenAI Agents SDK

Create your Vinkius account to connect Platform.ly to OpenAI Agents SDK — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

GDPR Included with Plan

Setup Platform.ly with OpenAI Agents SDK

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Direct CRM control with OpenAI Agents SDK

Your agent can now pull records directly from your CRM. Use `search_contact_by_email` to find specific leads or `list_crm_contacts` to pull entire segments without leaving your code. Every action passes through your defined guardrails before execution. This ensures that `create_new_contact` or `update_existing_contact` calls stay within your production safety limits.

Automate sales pipelines for OpenAI Agents SDK

Stop manual data entry for your sales team. Your agent monitors incoming leads and triggers `create_new_sales_deal` the moment a contact meets your qualification criteria. Use `list_sales_pipelines` to identify where a deal belongs. The agent handles the heavy lifting while you watch the full execution trace in your dashboard.

Tag and organize contacts via MCP Server

Keep your database clean by automating your segmentation logic. Your agent evaluates contact behavior and uses `apply_tag_to_contact` to update statuses in real-time. When a lead becomes stale, the agent calls `remove_tag_from_contact` to keep your marketing lists accurate. This MCP Server ensures your contact data stays current without human intervention.

Setup guide

Set up Platform.ly MCP in OpenAI Agents SDK

Prerequisites

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

1

Install the SDK

Run pip install openai-agents to install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed.
2

Connect via SSE transport

Use MCPServerSse with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. The SDK auto-discovers all Platform.ly tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives Platform.ly tools as native definitions — JSON schemas resolve automatically.
4

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Platform.ly tools and returns structured results. Copy the full example on the right to get started.

agent.py

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerSse

async def main():
    async with MCPServerSse(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as server:
        agent = Agent(
            name="Platform.ly Agent",
            instructions="You have access to Platform.ly tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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Common questions about Platform.ly MCP in OpenAI Agents SDK

Install the required dependencies and define your server using the MCPServerStreamableHttp class. Pass your instance into the agent constructor to enable automatic tool discovery.

Yes. The agent parses the output from `get_contact_details` and maps the fields to your internal objects. It handles the data flow from the CRM into your agent's reasoning loop.

Absolutely. You can wrap any tool call in your agent's safety logic. The system validates the output of every tool before it modifies your production CRM.

Set the cacheToolsList parameter to true during setup. This improves latency when your agent makes repeated requests to the CRM tools.

Your contact data remains in your CRM instance. The agent only interacts with the specific endpoints you authorize via your endpoint token.

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