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 OpenAI Agents SDKGive OpenAI Agents SDK 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 SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Evolio through Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails. no manual schema definitions required.

Use with Your AI Agent

Ask AI about this App Connector for OpenAI Agents SDK

Open in ChatGPT Open in Claude Open in Perplexity

The Evolio app connector for OpenAI Agents SDK 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

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

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Evolio Assistant",
            instructions=(
                "You help users interact with Evolio. "
                "You have access to 14 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Evolio"
        )
        print(result.final_output)

asyncio.run(main())

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

The OpenAI Agents SDK auto-discovers all 14 tools from Evolio through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Evolio, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK

When OpenAI Agents SDK 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 OpenAI Agents SDK via MCP

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

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

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

Run the script

Save the code above and run it: python agent.py

Explore tools

The agent will automatically discover 14 tools from Evolio

Why Use OpenAI Agents SDK with the Evolio MCP Server

OpenAI Agents SDK provides unique advantages when paired with Evolio through the Model Context Protocol.

Native MCP integration via `MCPServerSse`, pass the URL and the SDK auto-discovers all tools with full type safety

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Evolio + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Evolio MCP Server delivers measurable value.

Automated workflows: build agents that query Evolio, process the data, and trigger follow-up actions autonomously

Multi-agent orchestration: create specialist agents. one queries Evolio, another analyzes results, a third generates reports

Data enrichment pipelines: stream data through Evolio tools and transform it with OpenAI models in a single async loop

Customer support bots: agents query Evolio to resolve tickets, look up records, and update statuses without human intervention

Example Prompts for Evolio in OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK

Common issues when connecting Evolio to OpenAI Agents SDK through the Vinkius, and how to resolve them.

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Evolio + OpenAI Agents SDK FAQ

Common questions about integrating Evolio MCP Server with OpenAI Agents SDK.

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.

Can I use multiple MCP servers in one agent?

Yes. Pass a list of MCPServerSse instances to the agent constructor. The agent can use tools from all connected servers within a single run.

Does the SDK support streaming responses?

Yes. The SDK supports SSE and Streamable HTTP transports, both of which work natively with Vinkius.