How to Use the Applied Epic MCP in OpenAI Agents SDK

Q: How do I verify the Applied Epic connection in my OpenAI agent?

Call the getaccountcheck tool before running any complex workflows. That confirms your Vinkius token is valid and the ERP backend is responding.

Build production insurance agents with OpenAI Agents SDK. Connect the Applied Epic MCP Server securely and manage policies with built-in guardrails.

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Connect Applied Epic MCP to OpenAI Agents SDK

Create your Vinkius account to connect Applied Epic 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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Setup Applied Epic with OpenAI Agents SDK

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Automate Insurance Renewals via MCP

Your OpenAI agent needs to know who is up for renewal. Passing the Applied Epic MCP server to your agent constructor gives it immediate access to `list_policies` and `get_policy`. Guardrails validate the agent's request before it ever touches your production database. Handoffs change the math. One specialized agent pulls the expiring coverage details using `list_lines`. It then passes that structured context to a communication agent that drafts the renewal notice and logs the action with `create_activity`.

Audit Client Records with OpenAI Agents SDK

Compliance checks require accurate baseline data. The `list_clients` tool pulls your entire insured roster directly into the agent's context window. Tracing in the OpenAI dashboard shows exactly which records the model accessed and when. Digging deeper is just as easy. When an auditor flags an account, the agent runs `get_client` to pull the specifics. It then checks `list_attachments` to verify that the required signed documents actually exist in the system.

Track Agency Workflows Automatically via MCP

Nobody likes doing data entry. You can configure an OpenAI agent to monitor emails and automatically log phone calls using `create_activity`. The system validates the inputs so you avoid dumping garbage records into your ERP. Managers get full visibility into the agency's daily output. By running `list_activities`, a reporting agent builds a daily summary of every task completed. You just check the dashboard to see what got done.

Setup guide

Set up Applied Epic 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 Applied Epic tools at runtime.
3

Create your Agent

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

Run the agent

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

asyncio.run(main())

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.

Why Choose Vinkius

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Common questions about Applied Epic MCP in OpenAI Agents SDK

Install openai-agents via pip. Create an MCPServerStreamableHttp instance pointing to your Vinkius endpoint. Pass it to your agent constructor in the mcp_servers list.

Yes. Set cacheToolsList=True in your server parameters. This drops your startup latency significantly when spinning up new agents for policy checks.

You can build specialized teams. A data-gathering agent pulls records with get_policy, then hands the context off to a client-facing agent to draft emails.

Call the get_account_check tool before running any complex workflows. That confirms your Vinkius token is valid and the ERP backend is responding.

Vinkius runs every request in an ephemeral V8 Isolate Sandbox. Your policy details, client names, and activity logs never persist on our infrastructure. The zero-trust architecture keeps your proprietary agency data strictly between your ERP and your OpenAI client.

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