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PreciseFP MCP Server for OpenAI Agents SDKGive OpenAI Agents SDK instant access to 13 tools to Create Form Engagement, Create Person, Get Account, and more

Built by Vinkius GDPR 13 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect PreciseFP 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 PreciseFP app connector for OpenAI Agents SDK is a standout in the Industry Titans category — giving your AI agent 13 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="PreciseFP Assistant",
            instructions=(
                "You help users interact with PreciseFP. "
                "You have access to 13 tools."
            ),
            mcp_servers=[mcp_server],
        )

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

asyncio.run(main())
PreciseFP
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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 PreciseFP MCP Server

Connect your PreciseFP account to any AI agent and take full control of your financial planning data orchestration through natural conversation. PreciseFP is the premier platform for data gathering in the wealth management industry, and this integration allows you to retrieve client metadata, monitor engagement progress, and trigger custom 'Fact Finder' forms directly from your chat interface.

The OpenAI Agents SDK auto-discovers all 13 tools from PreciseFP through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries PreciseFP, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

What you can do

  • Account & Client Orchestration — List all managed client and prospect accounts and retrieve detailed profile metadata programmatically to ensure your onboarding is always synchronized.
  • Person & Profile Intelligence — Access and monitor individual person records within accounts and create new profiles directly from the AI interface to maintain a high-fidelity database.
  • Engagement & Form Control — List and trigger form engagements (like tax updates or risk profiles) via natural language to drive better data collection efficiency.
  • Template Discovery — Access your library of form and PDF templates to ensure you always send the correct data requests to your clients.
  • Operational Monitoring — Track account activity history and manage engagement metadata using simple AI commands.

The PreciseFP MCP Server exposes 13 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 13 PreciseFP tools available for OpenAI Agents SDK

When OpenAI Agents SDK connects to PreciseFP through Vinkius, your AI agent gets direct access to every tool listed below — spanning wealth-management, data-intake, financial-planning, 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.

create_form_engagement

Send a form to a client (Engagement)

create_person

g., co-client, child, beneficiary) within an existing account. Add a person to an account

get_account

Get PreciseFP account details

get_account_activity

Get activity history for an account

get_form_engagement

Get details for a form engagement

get_form_template

Get form template details

get_pdf_template

Get PDF template details

get_person

Get details for a person

list_accounts

Supports filtering by name or type. List PreciseFP accounts

list_form_engagements

List recent form engagements

list_form_templates

List available form templates

list_pdf_templates

List available PDF templates

list_persons

List persons in an account

Connect PreciseFP to OpenAI Agents SDK via MCP

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

01

Install the SDK

Run pip install openai-agents in your Python environment
02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com
03

Run the script

Save the code above and run it: python agent.py
04

Explore tools

The agent will automatically discover 13 tools from PreciseFP

Why Use OpenAI Agents SDK with the PreciseFP MCP Server

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

01

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

02

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

03

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

04

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

PreciseFP + OpenAI Agents SDK Use Cases

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

01

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

02

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

03

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

04

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

Example Prompts for PreciseFP in OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK agent to start working with PreciseFP immediately.

01

"List all active client accounts in PreciseFP."

02

"Show me all pending client questionnaires that have not been completed in the last 14 days."

03

"Send the retirement planning questionnaire to the Johnson family with a 7 day deadline."

Troubleshooting PreciseFP MCP Server with OpenAI Agents SDK

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

01

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents
02

Agent not calling tools

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

PreciseFP + OpenAI Agents SDK FAQ

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

01

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.
02

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.
03

Does the SDK support streaming responses?

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