How to Use the PreciseFP MCP in OpenAI Agents SDK

Q: How does the OpenAI Agents SDK handle creating a new person in PreciseFP?

Your agent directly calls the createperson tool. The SDK's built-in validation checks the arguments before the call is made, ensuring you're passing correctly formatted data to PreciseFP.

Q: What's the best way to list all PreciseFP accounts with the OpenAI Agents SDK?

The agent uses the listaccounts tool. You can instruct your agent to filter by name or account type, and the SDK manages the API request and response parsing for you.

Q: Can I use the OpenAI Agents SDK to send a specific PreciseFP intake form?

Yes, that's a primary use case. Your agent will first use listformtemplates to find the template ID, then pass that ID along with a person's ID to the createformengagement tool.

Q: Does this work with the async/await syntax in Python?

It's designed for it. You'll use an async with context manager to instantiate the server connection, which fits naturally into modern Python agent frameworks.

Build production-ready wealth management agents that onboard clients and manage data with the OpenAI Agents SDK's built-in guardrails.

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Connect PreciseFP MCP to OpenAI Agents SDK

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

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Automate Client Onboarding

Your agent can build a complete client intake workflow. It starts by finding the right form with `list_form_templates`, then automatically sends it to a new prospect using `create_form_engagement`. The OpenAI SDK's guardrails mean you can review the agent's proposed action *before* it sends anything. This prevents sending the wrong form to a high-net-worth client.

Manage Account Data Safely

Give your agent the tools to manage client data directly in PreciseFP. It can add a beneficiary with `create_person` or pull an entire account history with `get_account_activity`. Because the SDK supports handoffs, you could have one specialized agent for data retrieval and another for client communication. The built-in tracing lets you see every API call in your OpenAI dashboard.

Build Compliant Workflows with your MCP Server

This isn't just about sending forms. Your agent can check the status of an intake process with `get_form_engagement` or pull a specific PDF for compliance records using `get_pdf_template`. The setup is simple. Just pass the PreciseFP server to the Agent constructor. The tools are auto-discovered, so you can focus on the agent's logic, not the plumbing.

Setup guide

Set up PreciseFP 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 PreciseFP tools at runtime.
3

Create your Agent

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

Run the agent

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

Your agent directly calls the `create_person` tool. The SDK's built-in validation checks the arguments before the call is made, ensuring you're passing correctly formatted data to PreciseFP.

The agent uses the `list_accounts` tool. You can instruct your agent to filter by name or account type, and the SDK manages the API request and response parsing for you.

Yes, that's a primary use case. Your agent will first use `list_form_templates` to find the template ID, then pass that ID along with a person's ID to the `create_form_engagement` tool.

It's designed for it. You'll use an `async with` context manager to instantiate the server connection, which fits naturally into modern Python agent frameworks.

Your agent only accesses the PreciseFP data you permit, like `person` or `account_activity` records. Vinkius secures the connection with a single token, and all tool execution happens in an ephemeral sandbox, so your data isn't stored after the operation finishes.

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