Chatham Financial MCP Server for AutoGen 8 tools — connect in under 2 minutes
Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Chatham Financial 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="chatham_financial_agent",
tools=tools,
system_message=(
"You help users with Chatham Financial. "
"8 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 Chatham Financial MCP Server
Connect your Chatham Financial (ChathamDirect) account to any AI agent and take full control of your financial risk management and valuations through natural conversation. Streamline how you manage debt and derivatives.
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Chatham Financial tools. Connect 8 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.
What you can do
- Transaction Oversight — List and retrieve details for derivative and debt transactions natively
- Valuation Intelligence — Access current and historical mark-to-market valuations flawlessly
- Payment Tracking — Monitor payment schedules and history for all financial instruments securely
- Market Data Access — Retrieve benchmark rates (SOFR, EURIBOR) and forward curves flawlessly
- Hedge Accounting — Access hedge accounting details and effectiveness test results flawlessly
- Entity Management — List all legal entities and portfolios configured in your account directly within your workspace
The Chatham Financial MCP Server exposes 8 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 Chatham Financial to AutoGen via MCP
Follow these steps to integrate the Chatham Financial 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 8 tools from Chatham Financial automatically
Why Use AutoGen with the Chatham Financial MCP Server
AutoGen provides unique advantages when paired with Chatham Financial through the Model Context Protocol.
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Chatham Financial tools to solve complex tasks
Role-based architecture lets you assign Chatham Financial 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 Chatham Financial tool calls
Code execution sandbox: AutoGen agents can write and run code that processes Chatham Financial tool responses in an isolated environment
Chatham Financial + AutoGen Use Cases
Practical scenarios where AutoGen combined with the Chatham Financial MCP Server delivers measurable value.
Collaborative analysis: one agent queries Chatham Financial while another validates results and a third generates the final report
Automated review pipelines: a researcher agent fetches data from Chatham Financial, a critic agent evaluates quality, and a writer produces the output
Interactive planning: agents negotiate task allocation using Chatham Financial data to make informed decisions about resource distribution
Code generation with live data: an AutoGen coder agent writes scripts that process Chatham Financial responses in a sandboxed execution environment
Chatham Financial MCP Tools for AutoGen (8)
These 8 tools become available when you connect Chatham Financial to AutoGen via MCP:
get_chatham_market_data
Retrieve benchmark rates and forward curves
get_hedge_effectiveness
Retrieve hedge effectiveness test results
get_trade_accounting
Get hedge accounting details for a transaction
get_trade_valuations
Get current and historical valuations for a trade
list_chatham_entities
List legal entities configured in the account
list_chatham_portfolios
List all managed portfolios
list_chatham_transactions
List financial transactions and trades
list_trade_payments
List payment schedules and history for a transaction
Example Prompts for Chatham Financial in AutoGen
Ready-to-use prompts you can give your AutoGen agent to start working with Chatham Financial immediately.
"Show me all active trades in my Chatham account."
"What is the latest valuation for trade ID 'T-98765'?"
"Show me the forward curve for 3-month SOFR."
Troubleshooting Chatham Financial MCP Server with AutoGen
Common issues when connecting Chatham Financial to AutoGen through the Vinkius, and how to resolve them.
McpWorkbench not found
pip install "autogen-ext[mcp]"Chatham Financial + AutoGen FAQ
Common questions about integrating Chatham Financial 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 Chatham Financial to AutoGen
Get your token, paste the configuration, and start using 8 tools in under 2 minutes. No API key management needed.