Can I create new cases and tasks directly through the AI agent?

Yes! The `create_case` action accepts a JSON payload with client, case type, and initial status. The `create_task` action creates tasks linked to specific cases with description, due date, and assignee. Use `update_case` to modify case status, notes, or attorney assignments as the case progresses.

Can I filter cases by their current status?

Yes. The `list_cases_by_status` tool accepts a status parameter — 'active', 'pending', 'closed', or 'archived'. This lets you quickly focus on active matters requiring attention, review pending cases awaiting decisions, or audit closed cases for reporting.

Can I access client documents and case files through the AI agent?

Yes. Use `list_client_files` with a Client ID to retrieve all documents uploaded for that client. Use `list_case_files` with a Case ID to see all documents associated with a specific case. Both tools return file names, upload dates, and file types for easy reference.

INSTANT PLUG AND PLAY

Evolio MCP Server for CrewAIGive CrewAI instant access to 14 tools to Check Evolio Status, Create Case, Create Task, and more

Name: Evolio
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR 14 Tools Framework

Connect your CrewAI agents to Evolio through Vinkius, pass the Edge URL in the `mcps` parameter and every Evolio tool is auto-discovered at runtime. No credentials to manage, no infrastructure to maintain.

Use with Your AI Agent

Ask AI about this App Connector for CrewAI

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The Evolio app connector for CrewAI is a standout in the Document Management category — giving your AI agent 14 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

python

from crewai import Agent, Task, Crew

agent = Agent(
    role="Evolio Specialist",
    goal="Help users interact with Evolio effectively",
    backstory=(
        "You are an expert at leveraging Evolio tools "
        "for automation and data analysis."
    ),
    # Your Vinkius token. get it at cloud.vinkius.com
    mcps=["https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"],
)

task = Task(
    description=(
        "Explore all available tools in Evolio "
        "and summarize their capabilities."
    ),
    agent=agent,
    expected_output=(
        "A detailed summary of 14 available tools "
        "and what they can do."
    ),
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

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* 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 Evolio MCP Server

Connect your Evolio account to any AI agent and manage your law firm operations through natural conversation.

When paired with CrewAI, Evolio becomes a first-class tool in your multi-agent workflows. Each agent in the crew can call Evolio tools autonomously, one agent queries data, another analyzes results, a third compiles reports, all orchestrated through Vinkius with zero configuration overhead.

What you can do

Case Management — Create, update, list, and inspect cases with status, assigned attorneys, deadlines, and milestones
Status Filtering — Filter cases by status (active, pending, closed, archived) to focus on what needs attention
Task Tracking — Create tasks linked to cases, list all tasks with due dates and assignees, and inspect individual task details
Client Profiles — Browse all clients with contact information and associated case counts, and inspect full client profiles
Document Access — List all documents uploaded per client or per case for easy reference during consultations

The Evolio MCP Server exposes 14 tools through the Vinkius. Connect it to CrewAI in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 14 Evolio tools available for CrewAI

When CrewAI connects to Evolio through Vinkius, your AI agent gets direct access to every tool listed below — spanning case-tracking, law-firm-operations, task-management, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.

check_evolio_status

Verify connectivity

create_case

Create a case

create_task

Create a task

get_case

Get case details

get_client

Get client details

get_task

Get task details

list_case_files

List case files

list_cases

List cases

list_cases_by_status

List cases by status

list_client_files

List client files

list_clients

List clients

list_tasks

List all tasks

list_tasks_by_case

List tasks by case

update_case

Update a case

Connect Evolio to CrewAI via MCP

Follow these steps to wire Evolio into CrewAI. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

Install CrewAI

Run pip install crewai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Customize the agent

Adjust the role, goal, and backstory to fit your use case

Run the crew

Run python crew.py. CrewAI auto-discovers 14 tools from Evolio

Why Use CrewAI with the Evolio MCP Server

CrewAI Multi-Agent Orchestration Framework provides unique advantages when paired with Evolio through the Model Context Protocol.

Multi-agent collaboration lets you decompose complex workflows into specialized roles, one agent researches, another analyzes, a third generates reports, each with access to MCP tools

CrewAI's native MCP integration requires zero adapter code: pass Vinkius Edge URL directly in the `mcps` parameter and agents auto-discover every available tool at runtime

Built-in task delegation and shared memory mean agents can pass context between steps without manual state management, enabling multi-hop reasoning across tool calls

Sequential and hierarchical crew patterns map naturally to real-world workflows: enumerate subdomains → analyze DNS history → check WHOIS records → compile findings into actionable reports

Evolio + CrewAI Use Cases

Practical scenarios where CrewAI combined with the Evolio MCP Server delivers measurable value.

Automated multi-step research: a reconnaissance agent queries Evolio for raw data, then a second analyst agent cross-references findings and flags anomalies. all without human handoff

Scheduled intelligence reports: set up a crew that periodically queries Evolio, analyzes trends over time, and generates executive briefings in markdown or PDF format

Multi-source enrichment pipelines: chain Evolio tools with other MCP servers in the same crew, letting agents correlate data across multiple providers in a single workflow

Compliance and audit automation: a compliance agent queries Evolio against predefined policy rules, generates deviation reports, and routes findings to the appropriate team

Example Prompts for Evolio in CrewAI

Ready-to-use prompts you can give your CrewAI agent to start working with Evolio immediately.

"Show all active cases and the pending tasks for the one with the nearest deadline."

"List all documents for client Maria Santos and the files attached to her residence permit case."

"Create a new family law case for client Jan Novák and add a task to file the initial petition by next Friday."

Troubleshooting Evolio MCP Server with CrewAI

Common issues when connecting Evolio to CrewAI through the Vinkius, and how to resolve them.

MCP tools not discovered

Ensure the Edge URL is correct. CrewAI connects lazily when the crew starts. check console output.

Agent not using tools

Make the task description specific. Instead of "do something", say "Use the available tools to list contacts".

Timeout errors

CrewAI has a 10s connection timeout by default. Ensure your network can reach the Edge URL.

Rate limiting or 429 errors

Vinkius enforces per-token rate limits. Check your subscription tier and request quota in the dashboard. Upgrade if you need higher throughput.

Evolio + CrewAI FAQ

Common questions about integrating Evolio MCP Server with CrewAI.

How does CrewAI discover and connect to MCP tools?

CrewAI connects to MCP servers lazily. when the crew starts, each agent resolves its MCP URLs and fetches the tool catalog via the standard tools/list method. This means tools are always fresh and reflect the server's current capabilities. No tool schemas need to be hardcoded.

Can different agents in the same crew use different MCP servers?

Yes. Each agent has its own mcps list, so you can assign specific servers to specific roles. For example, a reconnaissance agent might use a domain intelligence server while an analysis agent uses a vulnerability database server.

What happens when an MCP tool call fails during a crew run?

CrewAI wraps tool failures as context for the agent. The LLM receives the error message and can decide to retry with different parameters, fall back to a different tool, or mark the task as partially complete. This resilience is critical for production workflows.

Can CrewAI agents call multiple MCP tools in parallel?

CrewAI agents execute tool calls sequentially within a single reasoning step. However, you can run multiple agents in parallel using process=Process.parallel, each calling different MCP tools concurrently. This is ideal for workflows where separate data sources need to be queried simultaneously.

Can I run CrewAI crews on a schedule (cron)?

Yes. CrewAI crews are standard Python scripts, so you can invoke them via cron, Airflow, Celery, or any task scheduler. The crew.kickoff() method runs synchronously by default, making it straightforward to integrate into existing pipelines.