Applied Epic MCP Server for AutoGen 9 tools — connect in under 2 minutes
Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Applied Epic as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
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="applied_epic_agent",
tools=tools,
system_message=(
"You help users with Applied Epic. "
"9 tools available."
),
)
print(f"Agent ready with {len(tools)} tools")
asyncio.run(main())
* 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 Applied Epic MCP Server
The Applied Epic MCP Server provides a powerful natural language interface to your Applied Systems insurance management platform. Connect your Applied Epic account to your AI agent to gain real-time visibility into your client relationships, policy lifecycles, and agency workflows.
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Applied Epic tools. Connect 9 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
- Client Management — List and search for clients, and access full demographic and compliance data.
- Policy Lifecycle — Track active and historical policies, including effective and expiration dates and current statuses.
- Workflow Automation — Create and manage activities (tasks/logs) directly from your chat interface to ensure consistent follow-ups.
- Lines of Business — Drill down into specific lines of business for any policy, such as Workers Comp or General Liability.
- Attachment Oversight — Find and manage documents, photos, and proof of insurance linked to your clients and policies.
- Secure Integration — Uses industry-standard OAuth 2.0 authentication to safely access your agency's data.
The Applied Epic MCP Server exposes 9 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 Applied Epic to AutoGen via MCP
Follow these steps to integrate the Applied Epic 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 9 tools from Applied Epic automatically
Why Use AutoGen with the Applied Epic MCP Server
AutoGen provides unique advantages when paired with Applied Epic through the Model Context Protocol.
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Applied Epic tools to solve complex tasks
Role-based architecture lets you assign Applied Epic 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 Applied Epic tool calls
Code execution sandbox: AutoGen agents can write and run code that processes Applied Epic tool responses in an isolated environment
Applied Epic + AutoGen Use Cases
Practical scenarios where AutoGen combined with the Applied Epic MCP Server delivers measurable value.
Collaborative analysis: one agent queries Applied Epic while another validates results and a third generates the final report
Automated review pipelines: a researcher agent fetches data from Applied Epic, a critic agent evaluates quality, and a writer produces the output
Interactive planning: agents negotiate task allocation using Applied Epic data to make informed decisions about resource distribution
Code generation with live data: an AutoGen coder agent writes scripts that process Applied Epic responses in a sandboxed execution environment
Applied Epic MCP Tools for AutoGen (9)
These 9 tools become available when you connect Applied Epic to AutoGen via MCP:
create_activity
Create a new activity record
get_account_check
Verify Applied Epic account connection
get_client
Get details for a specific client
get_policy
Get details for a specific policy
list_activities
List all activities (tasks/logs)
list_attachments
List all file attachments
list_clients
List all insurance clients in Applied Epic
list_lines
g., Workers Comp, GL) for a specific policyId. List lines of business for a policy
list_policies
List all insurance policies
Example Prompts for Applied Epic in AutoGen
Ready-to-use prompts you can give your AutoGen agent to start working with Applied Epic immediately.
"List all active insurance clients."
"Show me upcoming policy expirations for next month."
"Create an activity 'Renewal Follow-up' for client ID 'C998877'."
Troubleshooting Applied Epic MCP Server with AutoGen
Common issues when connecting Applied Epic to AutoGen through the Vinkius, and how to resolve them.
McpWorkbench not found
pip install "autogen-ext[mcp]"Applied Epic + AutoGen FAQ
Common questions about integrating Applied Epic MCP Server with AutoGen.
How does AutoGen connect to MCP servers?
Can different agents have different MCP tool access?
Does AutoGen support human approval for tool calls?
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Connect Applied Epic to AutoGen
Get your token, paste the configuration, and start using 9 tools in under 2 minutes. No API key management needed.