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CB Insights MCP Server for LlamaIndexGive LlamaIndex instant access to 13 tools to Chat Cbi, Check Cbi Status, Get Deal, and more

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LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add CB Insights as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Ask AI about this App Connector for LlamaIndex

The CB Insights app connector for LlamaIndex is a standout in the Industry Titans category — giving your AI agent 13 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

python
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 CB Insights. "
            "You have 13 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in CB Insights?"
    )
    print(response)

asyncio.run(main())
CB Insights
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About CB Insights MCP Server

Connect your CB Insights enterprise account to any AI agent and take full control of your market intelligence workflows through natural conversation.

LlamaIndex agents combine CB Insights tool responses with indexed documents for comprehensive, grounded answers. Connect 13 tools through 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

  • Organization Research — Search companies by name and retrieve full profiles including industry classification, employee count, and headquarters
  • Funding Intelligence — Track the complete funding history of any organization, from Seed rounds to IPO, with amounts and lead investors
  • Competitive Mapping — Identify direct competitors for any company based on market positioning and funding patterns
  • Deal Tracking — Browse recent investment deals across the market or filter by specific organizations
  • Investor Profiling — Explore investor profiles, fund strategies, and their full portfolio of backed companies
  • AI-Powered Q&A — Ask natural language questions about markets, trends, and technologies and get data-backed answers

The CB Insights MCP Server exposes 13 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.

All 13 CB Insights tools available for LlamaIndex

When LlamaIndex connects to CB Insights through Vinkius, your AI agent gets direct access to every tool listed below — spanning market-intelligence, venture-capital, company-research, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.

chat_cbi

CB Insights AI chat

check_cbi_status

Verify connectivity

get_deal

Get deal details

get_investor

Get investor details

get_investor_portfolio

Get investor portfolio

get_org_competitors

Get competitors

get_org_funding

Get organization funding

get_organization

Get organization details

list_deals

List recent deals

list_deals_by_org

List deals by organization

list_industries

List industries

list_investors

List investors

list_organizations

Search organizations

Connect CB Insights to LlamaIndex via MCP

Follow these steps to wire CB Insights into LlamaIndex. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

01

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai
02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token
03

Run the agent

Save to agent.py and run: python agent.py
04

Explore tools

The agent discovers 13 tools from CB Insights

Why Use LlamaIndex with the CB Insights MCP Server

LlamaIndex provides unique advantages when paired with CB Insights through the Model Context Protocol.

01

Data-first architecture: LlamaIndex agents combine CB Insights tool responses with indexed documents for comprehensive, grounded answers

02

Query pipeline framework lets you chain CB Insights tool calls with transformations, filters, and re-rankers in a typed pipeline

03

Multi-source reasoning: agents can query CB Insights, a vector store, and a SQL database in a single turn and synthesize results

04

Observability integrations show exactly what CB Insights tools were called, what data was returned, and how it influenced the final answer

CB Insights + LlamaIndex Use Cases

Practical scenarios where LlamaIndex combined with the CB Insights MCP Server delivers measurable value.

01

Hybrid search: combine CB Insights real-time data with embedded document indexes for answers that are both current and comprehensive

02

Data enrichment: query CB Insights to augment indexed data with live information before generating user-facing responses

03

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying CB Insights for fresh data

04

Analytical workflows: chain CB Insights queries with LlamaIndex's data connectors to build multi-source analytical reports

Example Prompts for CB Insights in LlamaIndex

Ready-to-use prompts you can give your LlamaIndex agent to start working with CB Insights immediately.

01

"Search for the company OpenAI and show me its full funding history."

02

"Who are the top competitors of Anthropic in the AI space?"

03

"Show me the full portfolio of Sequoia Capital and highlight their AI investments."

Troubleshooting CB Insights MCP Server with LlamaIndex

Common issues when connecting CB Insights to LlamaIndex through the Vinkius, and how to resolve them.

01

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

CB Insights + LlamaIndex FAQ

Common questions about integrating CB Insights MCP Server with LlamaIndex.

01

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
02

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query CB Insights tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
03

Does LlamaIndex support async MCP calls?

Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.