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How to Use the Apperio MCP in OpenAI Agents SDK

Connect Apperio to OpenAI Agents SDK to automate legal spend approvals and matter tracking in your production agent systems.

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OpenAI Agents SDK

Connect Apperio MCP to OpenAI Agents SDK

Create your Vinkius account to connect Apperio to OpenAI Agents SDK and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Automate legal invoice approvals

Trigger `approve_invoice` or `reject_invoice` directly from your agent logic. This MCP Server handles the state transitions without manual intervention. You avoid bottlenecks by letting your agent review data retrieved via `get_invoice_details`. It keeps your billing cycle moving while maintaining strict internal control.

Monitor matter progress

Query your legal spend data using `list_matters` and `get_matter_header`. Your agent gets a clear picture of active matters without digging through spreadsheets. Apply labels using `tag_matter` to keep your dashboard organized. It ensures your team tracks every billable hour against the right project category.

Verify account connectivity

Run `get_account_check` within your OpenAI Agents SDK setup to confirm your connection is active. It prevents silent failures before your agent attempts to process high-value invoices. Use `get_invoice_approval_workflow` to understand the path each document takes. This gives your system the context it needs to route tasks correctly.

Setup guide

Set up Apperio 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. 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. 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 Apperio tools at runtime.

  3. 3

    Create your Agent

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

  4. 4

    Run the agent

    Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Apperio 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="Apperio Agent",
            instructions="You have access to Apperio tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Apperio. 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 Apperio MCP in OpenAI Agents SDK

Install the openai-agents package and define your server using the MCPServerStreamableHttp class. Pass the server instance into your Agent constructor to let it discover tools automatically.
Yes. You can use the cacheToolsList parameter in your configuration to maintain performance. This ensures your agent remains responsive even when managing hundreds of legal records.
Your financial data is protected by Vinkius's zero-trust infrastructure. The connection only uses the endpoint token you provide, keeping your legal invoice details isolated.
It does. You can call the approval workflow tool to map out your firm's specific hierarchy. Your agent then follows those exact steps for every request.
The system transmits only the specific invoice metadata required for tool execution. No raw legal documents are stored in the agent's memory, ensuring your private financial records stay within your controlled environment.

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