How to Use the Applied Epic MCP in CrewAI

Q: How do I assign Applied Epic tools to a CrewAI agent?

Pass the Vinkius MCP URL directly in your Agent's mcps array parameter. CrewAI automatically discovers and configures tools like getpolicy for that agent.

Q: Can I limit which tools my CrewAI agents can use?

Yes, you can use MCPServerHTTP with a toolfilter to expose only specific tools. For example, you can restrict a researcher agent to read-only tools like getpolicy.

Deploy autonomous agent crews to manage Applied Epic policies and client files.

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Connect Applied Epic MCP to CrewAI

Create your Vinkius account to connect Applied Epic to CrewAI 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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Setup Applied Epic with CrewAI

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Multi-agent policy audits in CrewAI

The `list_policies` tool allows your research agent to scan your active book of business for compliance gaps. The agent passes these policy records to an audit agent to flag accounts missing key coverage lines. Your audit agent then calls `list_lines` to verify specific coverages like Workers Comp or GL. This collaborative process runs entirely in the background, presenting your brokers with a clean list of gaps.

Autonomous activity logging via MCP Server

This MCP Server exposes the `create_activity` tool to let your writing agent log client interactions and compliance updates. When a research agent flags a policy issue, the moderator agent instantly writes a task log to the ERP. By integrating `list_activities`, your monitoring agent can track previous logs to avoid creating duplicate tasks. The crew shares this history in its common memory, keeping your ERP records clean and organized.

Automated client and document verification

The `get_client` tool enables your account agent to pull full profile details when a client requests a policy change. The crew coordinates to check if the current contact info matches your database records. Your agent crew then runs `list_attachments` to verify all signed agreements are on file. If any document is missing, the crew flags the account and drafts a request email for the broker to review.

Setup guide

Set up Applied Epic 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 Applied Epic tools as needed.

crew.py

from crewai import Agent, Task, Crew

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

task = Task(
    description="List recent Applied Epic 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 →

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="Applied Epic Analyst",
        goal="Access and analyze Applied Epic data via MCP.",
        backstory="Expert analyst with direct Applied Epic access.",
        tools=mcp_tools,
    )

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

Pass the Vinkius MCP URL directly in your Agent's `mcps` array parameter. CrewAI automatically discovers and configures tools like `get_policy` for that agent.

Yes, CrewAI agents share memory. One agent can fetch client details with `get_client`, and another agent can use that data to check policies.

The Vinkius hosted sandbox handles concurrent requests from your crew. Multiple agents can call `list_policies` and `list_activities` simultaneously without rate limiting issues.

Yes, you can use `MCPServerHTTP` with a `tool_filter` to expose only specific tools. For example, you can restrict a researcher agent to read-only tools like `get_policy`.

All policy and client details fetched by your crew are processed in memory during the execution run. Vinkius's zero-trust pipeline ensures no raw insurance data is cached or stored externally.

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