How to Use the Simplicate MCP in OpenAI Agents SDK

Q: Can I check historical billing data with Simplicate and OpenAI Agents SDK?

Yep. Use listinvoices to get a list of all invoices ever generated. You can also use listtimeregistrations to see the raw time entries that feed into those bills.

Q: Is Simplicate reliable for multi-stage project management with OpenAI Agents SDK?

Absolutely. The combination of listprojects and getprojectdetails lets your agent handle complex, multi-stage processes from start to finish.

Q: Does Simplicate MCP Server support multiple client types with OpenAI Agents SDK?

Yes. You can list organizations using listcrmorganizations, track sales chances via listsalesopportunities, and check out employees through listemployees—all within the same server.

Simplicate MCP Server for OpenAI Agents SDK: Build production financial agents.

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Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers — Included with Plan

Connect Simplicate MCP to OpenAI Agents SDK

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

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Claude

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Gemini

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Track Time & Log Hours with Simplicate MCP Server

The `log_time_registration` tool lets your agent record new hours worked directly against a project. This is critical for billing, so the system records the date, service list, and time duration. It's an active call: once the data hits Simplicate, it logs the entry immediately. Agents use this to keep client billable time current.

Get Full Company Roster via OpenAI Agents SDK

`list_crm_organizations` fetches a full list of all companies connected in your account. This function provides basic organizational identifiers, giving your agent context before running deeper queries. You can't track projects without knowing the involved parties. Running `get_my_organization_profile` confirms exactly which company you're operating under right now.

Manage All Projects and Services

`list_projects` gives your agent a list of every project Simplicate tracks, including status. This lets the agent know if it should even bother checking for details. If the project is active, `get_project_details` pulls in all the necessary info, and you can cross-reference what services are available using `list_project_services`.

Setup guide

Set up Simplicate 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 Simplicate tools at runtime.
3

Create your Agent

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

Run the agent

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

Your agent auto-discovers the MCP Server tools when you pass the endpoint. You don't need to write custom code for every function; it just knows what's available.

Yep. Use `list_invoices` to get a list of all invoices ever generated. You can also use `list_time_registrations` to see the raw time entries that feed into those bills.

The server touches specific personal contact details through tools like `list_crm_persons`. This is generally PII, so your agent needs the correct permissions to access it.

Absolutely. The combination of `list_projects` and `get_project_details` lets your agent handle complex, multi-stage processes from start to finish.

Yes. You can list organizations using `list_crm_organizations`, track sales chances via `list_sales_opportunities`, and check out employees through `list_employees`—all within the same server.

Use it with your favorite AI tools

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