How do I get my Applied Epic API credentials?

Register your application in the [Applied Dev Center](https://developer.myappliedproducts.com/) to receive a Client ID and Client Secret. You will also need your Enterprise ID and Epic Database Name.

What is the Database Name?

The Database Name is the internal name of your Applied Epic database. You can find this information in your Epic platform settings or by contacting your agency's system administrator.

Can I see document attachments?

Yes, the `list_attachments` tool allows you to find documents and files linked to clients and policies, though the content itself remains secured in your Epic platform.

Applied Epic MCP Server for OpenAI Agents SDK 9 tools — connect in under 2 minutes

Name: Applied Epic
Availability: InStock
Author: Vinkius

openai.github.io/openai-agents-python/mcp

Built by Vinkius GDPR 9 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Applied Epic through Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails. no manual schema definitions required.

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 agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Applied Epic Assistant",
            instructions=(
                "You help users interact with Applied Epic. "
                "You have access to 9 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Applied Epic"
        )
        print(result.final_output)

asyncio.run(main())

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Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

The OpenAI Agents SDK auto-discovers all 9 tools from Applied Epic through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Applied Epic, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP

Follow these steps to integrate the Applied Epic MCP Server with OpenAI Agents SDK.

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Run the script

Save the code above and run it: python agent.py

Explore tools

The agent will automatically discover 9 tools from Applied Epic

Why Use OpenAI Agents SDK with the Applied Epic MCP Server

OpenAI Agents SDK provides unique advantages when paired with Applied Epic through the Model Context Protocol.

Native MCP integration via `MCPServerSse`, pass the URL and the SDK auto-discovers all tools with full type safety

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Applied Epic + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Applied Epic MCP Server delivers measurable value.

Automated workflows: build agents that query Applied Epic, process the data, and trigger follow-up actions autonomously

Multi-agent orchestration: create specialist agents. one queries Applied Epic, another analyzes results, a third generates reports

Data enrichment pipelines: stream data through Applied Epic tools and transform it with OpenAI models in a single async loop

Customer support bots: agents query Applied Epic to resolve tickets, look up records, and update statuses without human intervention

Applied Epic MCP Tools for OpenAI Agents SDK (9)

These 9 tools become available when you connect Applied Epic to OpenAI Agents SDK 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 OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK

Common issues when connecting Applied Epic to OpenAI Agents SDK through the Vinkius, and how to resolve them.

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Applied Epic + OpenAI Agents SDK FAQ

Common questions about integrating Applied Epic MCP Server with OpenAI Agents SDK.

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.