How to Use the Octoboard MCP in OpenAI Agents SDK

Q: Can I check my Octoboard usage limits inside OpenAI Agents SDK?

Yes, you can trigger checkapiusage as a tool call. This allows your agent to proactively report if you are nearing your account limits before a push fails.

Automate your client reporting directly from the OpenAI Agents SDK. Stop manual entry and push metrics to your dashboards in real time.

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Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers — Included with Plan

Connect Octoboard MCP to OpenAI Agents SDK

Create your Vinkius account to connect Octoboard to OpenAI Agents SDK — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

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Setup Octoboard with OpenAI Agents SDK

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Real-time dashboard updates with OpenAI Agents SDK

Your agent pushes live marketing data straight to your dashboards. Using `push_bar_chart` and `push_numeric_metric`, your agent keeps clients informed without you touching a spreadsheet. This Octoboard MCP Server handles the connection while your agent manages the logic. It's built for production systems where data accuracy and speed matter.

Validate your reporting pipeline

Before an agent sends a report, use `test_octoboard_auth` to verify credentials. This prevents failed runs and keeps your data pipeline moving. Monitoring your connection is just as simple. Use `get_api_status` or `check_api_usage` to verify your limits within your agent's execution flow.

Scale client management via MCP Server

Stop digging through interfaces to find report IDs. Your agent uses `list_agency_clients` and `list_automated_reports` to find exactly where data needs to go. Once the destination is identified, the agent formats the update using `push_data_table` or `push_text_metric`. It moves data from your stack to the client portal with zero manual intervention.

Setup guide

Set up Octoboard 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 Octoboard tools at runtime.
3

Create your Agent

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

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Octoboard 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="Octoboard Agent",
            instructions="You have access to Octoboard tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

Get your connection token →

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Common questions about Octoboard MCP in OpenAI Agents SDK

You instantiate the server using the streamable HTTP parameters. Pass the server instance directly into your agent constructor to enable auto-discovery of all Octoboard tools.

Yes, you can trigger `check_api_usage` as a tool call. This allows your agent to proactively report if you are nearing your account limits before a push fails.

The server returns clear status codes for every operation. If an update fails, your agent receives the error immediately, allowing for built-in retries or alerts.

It decouples your reporting logic from the Octoboard API. Your agent interacts with standardized tools instead of managing raw HTTP requests.

The server relies on your unique endpoint token. All data transferred is limited to the specific metrics you choose to push via the toolset.

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OpenAI Agents SDK sdk-python

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