How to Use the sevDesk MCP in CrewAI

Q: Can I use CrewAI to manage contacts within sevDesk?

Yes. You can create agents dedicated to createcontact or getcontact. These specialized roles ensure that the contact data is handled according to defined business rules.

Run autonomous operations: A specialized team of agents managing sevDesk finance tasks with CrewAI.

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Connect sevDesk MCP to CrewAI

Create your Vinkius account to connect sevDesk 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 sevDesk with CrewAI

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Automated invoicing review

Set up a crew where one agent is the 'Auditor' and another is the 'Bookkeeper.' The Auditor uses `list_orders` to gather all sales records. The Bookkeeper then takes those results, calls `get_invoice`, and compares line item totals. The collaboration allows for specialized roles: Agent A researches discrepancies while Agent B acts on them by flagging them for human review, running the entire process without constant oversight.

Coordinated contact management

Assign one agent to handle 'Customer Onboarding' and another to manage 'Supplier Updates.' They share memory. When the Customer Agent uses `create_contact`, it automatically updates the shared knowledge base for the Supplier Agent. This role-based specialization means they don't just run tools; they talk *to* each other, ensuring that all parts of your CRM data are consistent.

Running financial audits

You can deploy a crew to audit vouchers. One agent calls `list_vouchers` to get all records. A second agent uses the context to call `get_credit_note` for each voucher, analyzing if the credit note matches the corresponding transaction. The process is hierarchical: one monitor agent oversees the entire session, escalating issues or confirming successful audits without needing manual intervention.

Setup guide

Set up sevDesk 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 sevDesk tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

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

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

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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="sevDesk Analyst",
        goal="Access and analyze sevDesk data via MCP.",
        backstory="Expert analyst with direct sevDesk access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent sevDesk 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 sevDesk API. 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 sevDesk MCP in CrewAI

You assign roles. One agent specializes in retrieving order data using `list_orders`, and a second, specialized agent handles the comparison logic against invoice records. The result is an autonomous reconciliation process.

Yes. You can create agents dedicated to `create_contact` or `get_contact`. These specialized roles ensure that the contact data is handled according to defined business rules.

Absolutely. Since the MCP Server exposes multiple tools—including accounting and order management—you can build a workflow where agents pass results from one tool (e.g., `list_parts`) to another (`create_part`).

The server touches everything: customers, suppliers, parts, invoices, orders, and vouchers. The agents can interact with all these distinct categories of transactional records.

CrewAI allows you to define specific tool filters. This means the agent only sees and interacts with the exact necessary data, like `list_contacts`, preventing unauthorized access or exposure of sensitive records.

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