How to Use the Tactile CRM MCP in OpenAI Agents SDK

Q: How can I query opportunity status with Tactile CRM and OpenAI Agents SDK?

The agent runs listopportunities first, giving you a full view of all deals. Then, it uses getopportunitydetails to pull specific metrics on any single deal you're focusing on.

Q: Does Tactile CRM and OpenAI Agents SDK handle contact lookups?

Absolutely. You can list everyone using listcontacts, or if you know the person, getcontactdetails fetches their specific phone numbers and email addresses.

Q: What kind of data does Tactile CRM and OpenAI Agents SDK manage?

It handles everything: company details (getcompanydetails), deal status (listopportunities), and the full activity log via listactivities.

Q: Can I list all available sales funnels with Tactile CRM and OpenAI Agents SDK?

Yes. You call listpipelines to see every defined path, which is crucial for keeping your agents working in the right context.

Build production agents with OpenAI Agents SDK. Reliable, traceable CRM actions from Tactile CRM.

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Connect Tactile CRM MCP to OpenAI Agents SDK

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

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Setup Tactile CRM with OpenAI Agents SDK

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Check Company Details

The agent uses `get_company_details` to grab all the core info on a specific organization. It's fast and handles deep lookups, so you don't have to jump out of your workflow just to check an account. You can pair this with `list_companies` if you need a quick overview before drilling down into one major client.

Map Out the Sales Pipeline

Need to know where a deal stands? You start by listing all opportunities using `list_opportunities`, then drill down with `get_opportunity_details`. This lets your agent track progress across every stage. It also checks available paths using `list_pipelines`, making sure the agent knows which sales funnel it's working within before giving advice.

Review Full Contact History

The agent retrieves specific person details via `get_contact_details` and can list all relevant history using `list_activities`. This gives a full picture of who talked to whom and when. Furthermore, it pulls general context from `list_notes`, letting your agent see unstructured insights that might be key to moving the deal forward.

Setup guide

Set up Tactile CRM 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 Tactile CRM tools at runtime.
3

Create your Agent

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

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Tactile CRM 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="Tactile CRM Agent",
            instructions="You have access to Tactile CRM 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 Tactile CRM MCP in OpenAI Agents SDK

The agent runs `list_opportunities` first, giving you a full view of all deals. Then, it uses `get_opportunity_details` to pull specific metrics on any single deal you're focusing on.

Absolutely. You can list everyone using `list_contacts`, or if you know the person, `get_contact_details` fetches their specific phone numbers and email addresses.

It handles everything: company details (`get_company_details`), deal status (`list_opportunities`), and the full activity log via `list_activities`.

Yes. You call `list_pipelines` to see every defined path, which is crucial for keeping your agents working in the right context.

It touches company details, contact records, sales opportunities, and general CRM notes via `list_notes`.

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