How to Use the Chatham Financial MCP in AutoGen

Let your AutoGen agents debate financial risks using live Chatham Financial trade valuations.

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Connect Chatham Financial MCP to AutoGen

Create your Vinkius account to connect Chatham Financial to AutoGen 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 Chatham Financial with AutoGen

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ChatGPT

Claude

Perplexity

Debate trade risk in AutoGen

One agent calls `get_trade_valuations` while another critiques the risk profile. They argue until they reach a consensus on the trade's current value. This setup allows for a security agent to check the valuation against internal limits. They work through the numbers together to ensure your assessment is sound.

Coordinate portfolios with AutoGen

Agents use `list_chatham_portfolios` to divide up the workload of monitoring your accounts. They cross-reference the data to find discrepancies in your reporting. Your agents act as a team, splitting the list into segments for faster review. They report back to you once they have cross-validated the portfolio status.

Automated accounting review in AutoGen

Task your agents with auditing `get_trade_accounting` results to flag potential reporting errors. They challenge the data points to verify their accuracy. This removes the need for you to manually scan transaction logs. The agents negotiate the final conclusion, highlighting only what needs your immediate attention.

Setup guide

Set up Chatham Financial MCP in AutoGen

Prerequisites

Python 3.10+ installed
autogen-ext[mcp] package
Active Vinkius subscription with a valid endpoint token

1

Install AutoGen with MCP
Run pip install "autogen-ext[mcp]" autogen-agentchat. The MCP extension includes mcp_server_tools for stateless tool access.
2

Fetch tools from the MCP
Call mcp_server_tools(SseServerParams(url=...)) with your Vinkius endpoint. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Run your agent
Pass the tools to AssistantAgent and call agent.run(). The agent invokes Chatham Financial tools and returns structured results.

agent.py

from autogen_ext.tools.mcp import SseServerParams, mcp_server_tools
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

tools = await mcp_server_tools(server_params)

agent = AssistantAgent(
    name="Chatham Financial_assistant",
    model_client=OpenAIChatCompletionClient(model="gpt-4o"),
    tools=tools,
)

result = await agent.run("List recent Chatham Financial data")
print(result.messages[-1].content)

Get your connection token →

Prerequisites

Python 3.10+ installed
autogen-ext[mcp] + autogen-agentchat
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Same packages as above. McpWorkbench is ideal when your agent needs stateful sessions across multiple tool calls.
2

Use McpWorkbench as context manager
Wrap your agent in async with McpWorkbench(...) to maintain shared state and resources. The workbench manages the full MCP session lifecycle.
3

Run with workbench
Pass workbench=workbench to your agent. State is preserved across multiple tool calls within the same session.

agent.py

from autogen_ext.tools.mcp import McpWorkbench, SseServerParams
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

async with McpWorkbench(server_params) as workbench:
    agent = AssistantAgent(
        name="Chatham Financial_assistant",
        model_client=OpenAIChatCompletionClient(model="gpt-4o"),
        workbench=workbench,
    )

    result = await agent.run("List recent Chatham Financial data")
    print(result.messages[-1].content)

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 Chatham Financial. 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 Chatham Financial MCP in AutoGen

Agents pass the tool results through their conversation history. They can then reference the data to support their arguments or reach a final decision.

Yes, they can pull benchmark rates to debate the impact on your current valuations. They use the data to pressure-test your assumptions.

Data flows through a secure, ephemeral sandbox. The conversation logs only contain the specific snippets the agents use to make their decisions.

It is recommended for complex analysis. Using a team allows you to balance different perspectives on your financial data.

Only the transaction and market data you query. The server does not share your raw credentials or account settings with the agents.

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