How to Use the Simplicate MCP in CrewAI

Q: Can I use Simplicate and CrewAI to manage complex invoicing?

Yes. One agent gathers all project data using listprojectservices, while another agent uses listinvoices to match services against billed records, flagging discrepancies for review.

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Specialized Teams for Client Onboarding

Use three specialized agents working together: The CRM Agent calls `list_crm_organizations` to gather all company data. The Project Agent then uses this list to check for active projects via `list_projects`. The resulting dataset is passed to the Compliance Agent, which verifies that the firm has necessary details using `get_my_organization_profile`.

Full Cycle Opportunity Analysis

A collaborative process handles sales analysis. The Research Agent pulls all leads via `list_sales_opportunities`. The Analysis Agent then uses `get_project_details` to model potential scope creep. The final Action Agent compiles the findings, suggesting necessary next steps for account managers.

Comprehensive Time and Resource Audits

You can assign an Audit Agent to check resource allocation. This agent runs `list_time_registrations` against `get_project_details`. If discrepancies exist, a second agent uses `list_employees` to identify the responsible party. The whole team works together to generate a full report on time usage and scope adherence.

Setup guide

Set up Simplicate 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 Simplicate tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

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

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

CrewAI runs specialized agents that collaborate using the MCP Server's tools. This means you don't write one massive script; you build a team of focused workers.

Yes. One agent gathers all project data using `list_project_services`, while another agent uses `list_invoices` to match services against billed records, flagging discrepancies for review.

The agents execute roles sequentially or hierarchically. For example, Agent A fetches contacts; Agent B uses those contacts to check project status via `list_projects`—a true team effort.

The server handles highly granular data: individual contact records (`list_crm_persons`), employee salary structures, and proprietary project details. The agent model keeps these roles separated.

The design makes it ideal for multi-jurisdictional work. You can build specific teams of agents that specialize in handling compliance rules relevant to the Benelux market.

Use it with your favorite AI tools

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