How to Use the Berg System CRM MCP in LlamaIndex

Q: Does LlamaIndex allow filtering Berg System CRM tools?

Yes, you can use the allowedtools filter to limit which parts of the CRM your agent can access. This keeps your index clean and focused.

Q: Can I use Berg System CRM resources in LlamaIndex?

You can enable includeresources to bring in structured data alongside your tool outputs. This gives your agent a complete picture of your CRM environment.

Index your Berg System CRM records into LlamaIndex to build a knowledge base that answers questions grounded in live client data.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Berg System CRM MCP to LlamaIndex

Create your Vinkius account to connect Berg System CRM to LlamaIndex and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

GDPR Free for Subscribers

Setup Berg System CRM with LlamaIndex

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Index CRM data with LlamaIndex

Convert `list_insurance_policies` output into a searchable knowledge base. Your agent queries this index to provide answers based on actual policy documents. This turns static records into a living context window. You stop guessing and start querying your real business data.

Query Berg System CRM records

Use `list_crm_companies` to populate your vector store with your entire client list. Your agent can then perform semantic searches to find relevant accounts instantly. This method keeps your agent grounded in facts. You get reliable answers because the model is looking at your data, not its own training set.

Automate data retrieval for LlamaIndex

The MCP Server provides the tools to pull data from your CRM into your pipeline. You call `get_sales_custom_fields` to bring in specific metadata for your RAG application. It handles the heavy lifting of data fetching so you can focus on building your index. You combine live CRM state with your existing documents.

Setup guide

Set up Berg System CRM MCP in LlamaIndex

Prerequisites

Python 3.10+ installed
llama-index-tools-mcp package
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai. The MCP tools package provides BasicMCPClient and McpToolSpec.
2

Connect with BasicMCPClient
Point BasicMCPClient to your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. Supports SSE and Streamable HTTP transports.
3

Convert to LlamaIndex tools
Call mcp_tool_spec.to_tool_list_async() to convert all Berg System CRM MCP tools into native FunctionTool objects that any LlamaIndex agent can use.
4

Run with any LLM
Create a FunctionAgent with the tools and your preferred LLM. Swap OpenAI for Anthropic, Gemini, or any LlamaIndex-supported provider.

agent.py

from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

# Connect to the MCP
mcp_client = BasicMCPClient(
    "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)
mcp_tool_spec = McpToolSpec(client=mcp_client)

# Convert MCP tools to LlamaIndex tools
tools = await mcp_tool_spec.to_tool_list_async()

# Create and run the agent
agent = FunctionAgent(
    tools=tools,
    llm=OpenAI(model="gpt-4o"),
    system_prompt="You have access to Berg System CRM tools.",
)
response = await agent.run("List recent Berg System CRM data")

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Berg System. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Berg System CRM now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Berg System CRM MCP in LlamaIndex

Use the MCP tool spec to fetch data from the server. Once you have the tool list, you can ingest the output directly into your vector store.

Yes, you can use the allowed_tools filter to limit which parts of the CRM your agent can access. This keeps your index clean and focused.

You can enable include_resources to bring in structured data alongside your tool outputs. This gives your agent a complete picture of your CRM environment.

The server provides live access. Whenever your agent queries the index, it pulls the latest records from your account to ensure accuracy.

The connection uses an ephemeral sandbox for all data transit. Your insurance and customer information remains encrypted and never leaves your secure environment.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript