How do I generate an Apperio API token?

Log in to Apperio, go to your user profile section, and look for API settings or tokens. You can generate a new token there which identifies your organization and user permissions.

Can I see line-item details for an invoice?

Yes, the `get_invoice_details` tool provides full details including line items and spend breakdown for a specific invoice.

What legal matters can I access via the API?

The API tokens inherit the permissions of the user who generated them. You will be able to access the same matters and invoices that you can see when logged into the Apperio platform.

Apperio MCP Server for AutoGen 10 tools — connect in under 2 minutes

Name: Apperio
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 10 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Apperio as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.

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 autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="apperio_agent",
            tools=tools,
            system_message=(
                "You help users with Apperio. "
                "10 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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* 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 Apperio MCP Server

The Apperio MCP Server provides a powerful natural language interface to your legal spend management platform. Connect your Apperio account to your AI agent to gain real-time visibility into your legal matters, track e-billing status, and streamline your invoice approval workflows.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Apperio tools. Connect 10 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

Key Capabilities

Matter Tracking — List all legal matters and get detailed header information for any specific case.
E-billing Management — Access your invoices, view detailed line items, and track total spend across firms.
Workflow Automation — Approve or reject invoices directly from your chat interface and view current approval paths.
Matter Categorization — Manage and apply tags to your matters for better organization and reporting.
Real-time Insights — Get instant answers about your legal cases and financial status without navigating complex dashboards.

The Apperio MCP Server exposes 10 tools through the Vinkius. Connect it to AutoGen 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 Apperio to AutoGen via MCP

Follow these steps to integrate the Apperio MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 10 tools from Apperio automatically

Why Use AutoGen with the Apperio MCP Server

AutoGen provides unique advantages when paired with Apperio through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Apperio tools to solve complex tasks

Role-based architecture lets you assign Apperio tool access to specific agents. a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Apperio tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Apperio tool responses in an isolated environment

Apperio + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Apperio MCP Server delivers measurable value.

Collaborative analysis: one agent queries Apperio while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Apperio, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Apperio data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Apperio responses in a sandboxed execution environment

Apperio MCP Tools for AutoGen (10)

These 10 tools become available when you connect Apperio to AutoGen via MCP:

approve_invoice

Approve a legal invoice

get_account_check

Verify Apperio account connection

get_invoice_approval_workflow

Get the approval workflow path for an invoice

get_invoice_details

Get full details for a specific invoice

get_matter_header

Get high-level information about a specific matter

list_invoices

List all e-billing invoices available in Apperio

list_matter_tags

List all available matter tags

list_matters

List all legal matters tracked in Apperio

reject_invoice

Should usually be followed by a reason in the platform. Reject a legal invoice

tag_matter

Apply tags to a specific matter

Example Prompts for Apperio in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Apperio immediately.

"List all active legal matters in Apperio."

"Show me the last 5 invoices pending approval."

"Approve invoice with ID 'inv_12345'."

Troubleshooting Apperio MCP Server with AutoGen

Common issues when connecting Apperio to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Apperio + AutoGen FAQ

Common questions about integrating Apperio MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Apperio tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.