How to Use the CB Insights MCP in LlamaIndex

Q: Can LlamaIndex restrict which CB Insights MCP Server tools the agent uses?

Use the allowedtools filter during setup. You might restrict an agent to only use checkcbistatus and listinvestors to prevent it from pulling deep deal metrics.

Q: Does LlamaIndex save the CB Insights responses?

The framework indexes the output from tools like getorganization into your configured vector store. You control where that indexed data lives and how long it persists.

Index private market data and venture capital deals directly into your LlamaIndex RAG applications.

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Connect CB Insights MCP to LlamaIndex

Create your Vinkius account to connect CB Insights 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.

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Setup CB Insights with LlamaIndex

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Ground RAG queries in CB Insights data

The CB Insights MCP Server turns raw venture capital transactions into searchable knowledge bases. Your LlamaIndex application calls `list_organizations` to gather data on emerging tech startups. The framework immediately indexes those results into your vector store for semantic search. Hallucinations disappear when your agent queries actual market intelligence. A user asks about fintech funding, and the FunctionAgent pulls specific transaction records using `get_deal`. The response relies entirely on the indexed API data rather than outdated training weights.

Index entire investor portfolios

Mapping venture capital networks requires deep data retrieval and storage. You configure McpToolSpec to run `get_investor_portfolio` across top tier venture firms. LlamaIndex ingests every historical investment and creates a unified graph of startup backers. You can query this indexed data months later to find historical patterns. When you need updated figures, the agent runs `get_org_funding` to refresh the specific nodes in your index. The knowledge base stays current without requiring manual database updates.

Build market maps with the MCP Server

Tracking industry rivals involves analyzing unstructured text and hard financial metrics. Your LlamaIndex setup combines local PDF reports with live API calls to `get_org_competitors`. The agent synthesizes the internal documents with the external market data. The resulting index provides a complete picture of an industry category. You pull the broader sector taxonomy using `list_industries` and map the competitors against it. Users get answers that blend your proprietary research with verified private market intelligence.

Setup guide

Set up CB Insights 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 CB Insights 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 CB Insights tools.",
)
response = await agent.run("List recent CB Insights data")

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by CB Insights. 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.

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Common questions about CB Insights MCP in LlamaIndex

Initialize a BasicMCPClient and wrap it in McpToolSpec. Call to_tool_list_async() and pass the result to your FunctionAgent.

Use the allowed_tools filter during setup. You might restrict an agent to only use `check_cbi_status` and `list_investors` to prevent it from pulling deep deal metrics.

The framework indexes the output from tools like `get_organization` into your configured vector store. You control where that indexed data lives and how long it persists.

Send a natural language prompt to your FunctionAgent. It decides whether to search your existing vector index or call a tool like `list_deals` to fetch fresh data.

Vinkius routes your API token through an ephemeral, zero-trust proxy. The competitor lists and investor portfolio data you request never touch persistent storage on our end. We drop the connection the moment your RAG pipeline receives the payload.

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