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 Pydantic AI 9 tools — connect in under 2 minutes

Name: Applied Epic
Availability: InStock
Author: Vinkius

ai.pydantic.dev/mcp

Built by Vinkius GDPR 9 Tools SDK

Pydantic AI brings type-safe agent development to Python with first-class MCP support. Connect Applied Epic through Vinkius and every tool is automatically validated against Pydantic schemas. catch errors at build time, not in production.

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 pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerHTTP

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

    agent = Agent(
        model="openai:gpt-4o",
        mcp_servers=[server],
        system_prompt=(
            "You are an assistant with access to Applied Epic "
            "(9 tools)."
        ),
    )

    result = await agent.run(
        "What tools are available in Applied Epic?"
    )
    print(result.data)

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.

Pydantic AI validates every Applied Epic tool response against typed schemas, catching data inconsistencies at build time. Connect 9 tools through Vinkius and switch between OpenAI, Anthropic, or Gemini without changing your integration code. full type safety, structured output guarantees, and dependency injection for testable agents.

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 Pydantic AI 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 Pydantic AI via MCP

Follow these steps to integrate the Applied Epic MCP Server with Pydantic AI.

Install Pydantic AI

Run pip install pydantic-ai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 9 tools from Applied Epic with type-safe schemas

Why Use Pydantic AI with the Applied Epic MCP Server

Pydantic AI provides unique advantages when paired with Applied Epic through the Model Context Protocol.

Full type safety: every MCP tool response is validated against Pydantic models, catching data inconsistencies before they reach your application

Model-agnostic architecture. switch between OpenAI, Anthropic, or Gemini without changing your Applied Epic integration code

Structured output guarantee: Pydantic AI ensures tool results conform to defined schemas, eliminating runtime type errors

Dependency injection system cleanly separates your Applied Epic connection logic from agent behavior for testable, maintainable code

Applied Epic + Pydantic AI Use Cases

Practical scenarios where Pydantic AI combined with the Applied Epic MCP Server delivers measurable value.

Type-safe data pipelines: query Applied Epic with guaranteed response schemas, feeding validated data into downstream processing

API orchestration: chain multiple Applied Epic tool calls with Pydantic validation at each step to ensure data integrity end-to-end

Production monitoring: build validated alert agents that query Applied Epic and output structured, schema-compliant notifications

Testing and QA: use Pydantic AI's dependency injection to mock Applied Epic responses and write comprehensive agent tests

Applied Epic MCP Tools for Pydantic AI (9)

These 9 tools become available when you connect Applied Epic to Pydantic AI 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 Pydantic AI

Ready-to-use prompts you can give your Pydantic AI 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 Pydantic AI

Common issues when connecting Applied Epic to Pydantic AI through the Vinkius, and how to resolve them.

MCPServerHTTP not found

Update: pip install --upgrade pydantic-ai

Applied Epic + Pydantic AI FAQ

Common questions about integrating Applied Epic MCP Server with Pydantic AI.

How does Pydantic AI discover MCP tools?

Create an MCPServerHTTP instance with the server URL. Pydantic AI connects, discovers all tools, and generates typed Python interfaces automatically.

Does Pydantic AI validate MCP tool responses?

Yes. When you define result types as Pydantic models, every tool response is validated against the schema. Invalid data raises a clear error instead of silently corrupting your pipeline.

Can I switch LLM providers without changing MCP code?

Absolutely. Pydantic AI abstracts the model layer. your Applied Epic MCP integration works identically with OpenAI, Anthropic, Google, or any supported provider.