How to Use the Clustdoc MCP in OpenAI Agents SDK

Q: Can my OpenAI Agents SDK agent see my Clustdoc team members?

Yes, it uses listclustdocteams to pull the roster. Your agent can then assign tasks or check ownership of specific dossiers based on the returned data.

Manage your client onboarding directly within your OpenAI Agents SDK production system.

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Connect Clustdoc MCP to OpenAI Agents SDK

Create your Vinkius account to connect Clustdoc to OpenAI Agents SDK 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 Clustdoc with OpenAI Agents SDK

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Monitor dossier progress in OpenAI Agents SDK

Your agent tracks active client applications without leaving the Python runtime. It calls `get_application_status_details` to pull real-time progress updates for any specific file. This keeps your agent informed on client status. It uses `list_client_dossiers` to surface pending work, ensuring your automated system stays updated on every active onboarding project.

Automate invitations through this MCP Server

Trigger onboarding flows immediately when your logic dictates. The agent executes `launch_new_onboarding` to start a record and `send_onboarding_invitation` to notify the client instantly. Everything happens inside the agent event loop. You avoid manual portal management by letting the code handle the outreach based on your predefined criteria.

Configure workflows within your agent

Access your template library to verify requirements before starting a process. The agent uses `list_onboarding_templates` to find the right structure for the task at hand. It checks the specifics with `get_workflow_configuration` to ensure the agent knows exactly which data fields are required. This prevents errors during the creation of a new dossier.

Setup guide

Set up Clustdoc MCP in OpenAI Agents SDK

Prerequisites

Python 3.10+ installed
openai-agents package (pip install openai-agents)
Active Vinkius subscription with a valid endpoint token

1

Install the SDK

Run pip install openai-agents to install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed.
2

Connect via SSE transport

Use MCPServerSse with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. The SDK auto-discovers all Clustdoc tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives Clustdoc tools as native definitions — JSON schemas resolve automatically.
4

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Clustdoc tools and returns structured results. Copy the full example on the right to get started.

agent.py

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerSse

async def main():
    async with MCPServerSse(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as server:
        agent = Agent(
            name="Clustdoc Agent",
            instructions="You have access to Clustdoc tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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Common questions about Clustdoc MCP in OpenAI Agents SDK

You initialize the connection using MCPServerStreamableHttp within your agent constructor. Pass the server instance into your agent's tool list, and the SDK handles the rest.

Yes, it uses `list_clustdoc_teams` to pull the roster. Your agent can then assign tasks or check ownership of specific dossiers based on the returned data.

Absolutely. Since you are using the OpenAI Agents SDK, you can wrap these tool calls in your validation logic to ensure the agent only triggers invitations when specific conditions are met.

The server returns an error code that your agent catches immediately. You should include standard try-except blocks in your Python code to handle these exceptions gracefully.

Vinkius manages the connection through a secure, ephemeral sandbox. This server only accesses the specific dossier and template records you query, ensuring your sensitive client PII remains isolated.

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