Bounsel MCP Server for LlamaIndex 9 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Bounsel as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
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Vinkius supports streamable HTTP and SSE.
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token — get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to Bounsel. "
"You have 9 tools available."
),
)
response = await agent.run(
"What tools are available in Bounsel?"
)
print(response)
asyncio.run(main())
* 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 Bounsel MCP Server
Connect your Bounsel CLM account to any AI agent and orchestrate your legal document workflows through natural conversation.
LlamaIndex agents combine Bounsel tool responses with indexed documents for comprehensive, grounded answers. Connect 9 tools through the Vinkius and query live data alongside vector stores and SQL databases in a single turn — ideal for hybrid search, data enrichment, and analytical workflows.
What you can do
- Document Oversight — List and retrieve detailed metadata for all your generated contracts and legal documents.
- Automated Drafting — Create new documents instantly by merging your data with pre-configured smart templates.
- Template Discovery — List available templates and their required fields to ensure accurate data entry.
- Signature Orchestration — Initiate the digital signature process for any completed document.
- Document Lifecycle — Delete drafts or canceled documents to maintain a clean workspace.
- Team Management — Retrieve lists of users and account information to manage access.
The Bounsel MCP Server exposes 9 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Bounsel to LlamaIndex via MCP
Follow these steps to integrate the Bounsel MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 9 tools from Bounsel
Why Use LlamaIndex with the Bounsel MCP Server
LlamaIndex provides unique advantages when paired with Bounsel through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Bounsel tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Bounsel tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Bounsel, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Bounsel tools were called, what data was returned, and how it influenced the final answer
Bounsel + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Bounsel MCP Server delivers measurable value.
Hybrid search: combine Bounsel real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Bounsel to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Bounsel for fresh data
Analytical workflows: chain Bounsel queries with LlamaIndex's data connectors to build multi-source analytical reports
Bounsel MCP Tools for LlamaIndex (9)
These 9 tools become available when you connect Bounsel to LlamaIndex via MCP:
create_document
Create a new document from a template
delete_document
Delete a document
get_account_info
Get company account info
get_document
Get details of a specific document
get_template
Get details of a specific template
list_documents
List all CLM documents
list_templates
List all smart templates
list_users
List all account users
send_document
Send a document for signature
Example Prompts for Bounsel in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with Bounsel immediately.
"List all active documents in Bounsel."
"Send document doc_1 for signature."
"List available smart templates."
Troubleshooting Bounsel MCP Server with LlamaIndex
Common issues when connecting Bounsel to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpBounsel + LlamaIndex FAQ
Common questions about integrating Bounsel MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
Connect Bounsel with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Bounsel to LlamaIndex
Get your token, paste the configuration, and start using 9 tools in under 2 minutes. No API key management needed.