How do I find my Addepar API credentials?

Log in to Addepar, go to **Firm Administration** > **API Access Key**. You can generate your API Key and Secret there. Also, note your **Addepar-Firm-Id** from your account settings.

Can I see detailed performance for a specific client group?

Yes! Use the `get_portfolio_data` tool and provide the Group ID. Your agent will retrieve aggregated performance metrics and analytics for that specific entity.

Does this server support transaction history?

Yes, you can use the `list_transactions` tool to retrieve and audit financial logs across your portfolios and accounts.

Addepar MCP Server for OpenAI Agents SDK 5 tools — connect in under 2 minutes

Name: Addepar
Availability: InStock
Author: Vinkius

openai.github.io/openai-agents-python/mcp

Built by Vinkius GDPR 5 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Addepar through Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails. no manual schema definitions required.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

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

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Addepar Assistant",
            instructions=(
                "You help users interact with Addepar. "
                "You have access to 5 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Addepar"
        )
        print(result.final_output)

asyncio.run(main())

Fully ManagedVinkius Servers

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High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Addepar MCP Server

Connect your Addepar account to your AI agent to unlock enterprise-grade investment intelligence and reporting. From auditing portfolio performance to tracking granular transactions and managing complex ownership structures, your agent handles wealth management data through natural conversation.

The OpenAI Agents SDK auto-discovers all 5 tools from Addepar through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Addepar, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

What you can do

Portfolio Intelligence — Retrieve detailed performance and analytics for your clients and entity groups
Entity Management — List and audit clients, accounts, and investment groups to maintain organizational clarity
Position Tracking — View real-time holdings and ownership details across your entire investment landscape
Transaction Auditing — Retrieve and analyze financial transaction logs to ensure accuracy and transparency
Metadata Insights — Access deep technical metadata for any entity or account directly from your chat interface

The Addepar MCP Server exposes 5 tools through the Vinkius. Connect it to OpenAI Agents SDK in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Addepar to OpenAI Agents SDK via MCP

Follow these steps to integrate the Addepar MCP Server with OpenAI Agents SDK.

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Run the script

Save the code above and run it: python agent.py

Explore tools

The agent will automatically discover 5 tools from Addepar

Why Use OpenAI Agents SDK with the Addepar MCP Server

OpenAI Agents SDK provides unique advantages when paired with Addepar through the Model Context Protocol.

Native MCP integration via `MCPServerSse`, pass the URL and the SDK auto-discovers all tools with full type safety

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Addepar + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Addepar MCP Server delivers measurable value.

Automated workflows: build agents that query Addepar, process the data, and trigger follow-up actions autonomously

Multi-agent orchestration: create specialist agents. one queries Addepar, another analyzes results, a third generates reports

Data enrichment pipelines: stream data through Addepar tools and transform it with OpenAI models in a single async loop

Customer support bots: agents query Addepar to resolve tickets, look up records, and update statuses without human intervention

Addepar MCP Tools for OpenAI Agents SDK (5)

These 5 tools become available when you connect Addepar to OpenAI Agents SDK via MCP:

get_entity_details

Get details for an entity

get_portfolio_analytics

Get portfolio performance data

get_position_details

View portfolio holdings

list_entities

List clients and accounts

list_transactions

List financial transactions

Example Prompts for Addepar in OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK agent to start working with Addepar immediately.

"List all active client entities in my Addepar account."

"Show me the performance for 'The Miller Family Office' for the last quarter."

"List the latest 10 transactions for account ID ACCT-123."

Troubleshooting Addepar MCP Server with OpenAI Agents SDK

Common issues when connecting Addepar to OpenAI Agents SDK through the Vinkius, and how to resolve them.

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Addepar + OpenAI Agents SDK FAQ

Common questions about integrating Addepar MCP Server with OpenAI Agents SDK.

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.