How to Use the Evolio MCP in OpenAI Agents SDK

Build production coaching agents with OpenAI Agents SDK to manage client cases, tasks, and files with built-in safety.

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Connect Evolio MCP to OpenAI Agents SDK

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

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Manage the Full Client Lifecycle

Your agent can onboard a new person with `get_client`, open a project for them using `create_case`, and assign initial action items with `create_task`. It's a structured way to handle the entire client journey, from the first call to the final review. The OpenAI SDK makes this safe for production. Its guardrails mean your agent can't call `update_case` with the wrong data type or invent parameters. You get full tracing in the OpenAI dashboard, so you can see exactly how the agent is interacting with Evolio's case management tools.

Automate Session Prep and Follow-Up

Before a coaching session, your agent can pull all relevant data. It runs `list_cases_by_status` to find open cases, then `list_tasks_by_case` to check on progress. It can even grab recent documents using `list_client_files`. Your agent then summarizes all this for the coach. After the session, the agent handles the admin work. It creates new follow-up items with `create_task` and updates the case status using `update_case`. This frees up the coach to focus on the client, not the CRM.

Build Specialized Agent Teams with this MCP Server

The OpenAI Agents SDK lets you build teams of agents. You could have one agent that only handles client onboarding (`create_case`, `get_client`). Another could be a 'progress tracker' that only has permission to use `get_task` and `list_tasks`. This server's 14 tools are granular enough for this. You can hand off a client ID from the onboarding agent to the tracking agent. The SDK manages the state, ensuring the right agent uses the right Evolio tool at the right time.

Setup guide

Set up Evolio 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 Evolio tools at runtime.
3

Create your Agent

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

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Evolio 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="Evolio Agent",
            instructions="You have access to Evolio 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 Evolio MCP in OpenAI Agents SDK

Your agent connects to the Evolio MCP Server and gets access to 14 tools for coaching operations. You can build logic for your agent to automatically `create_case` for new clients or `list_tasks` before a meeting. The SDK handles the tool discovery and execution.

The OpenAI Agents SDK has guardrails that prevent this. The agent can only call the specific tools exposed by the Evolio MCP server, like `get_case` or `create_task`, with the correct parameters. It can't execute arbitrary or malformed commands.

Yes. While the agent discovers all tools by default, you can programmatically filter the tool list you provide to your agent. This lets you create specialized agents, like one that can only read data using `get_client` and `get_task`.

The connection is a standard HTTP call managed by Vinkius. For production performance, set `cacheToolsList=True` in your agent's configuration. This avoids re-fetching the tool list on every run.

This server only interacts with your Evolio instance's case, client, and task data. All authentication is handled by your single Vinkius endpoint token, and the connection is sandboxed. It doesn't see or store anything outside of what the `get_client` or `list_case_files` tools are designed to access.

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