Clari MCP Server for LlamaIndex 8 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Clari as an MCP tool provider through 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 Clari. "
"You have 8 tools available."
),
)
response = await agent.run(
"What tools are available in Clari?"
)
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 Clari MCP Server
Connect your Clari account to any AI agent and take full control of your revenue operations and forecasting through natural conversation. Streamline how you manage your sales pipeline and historical revenue data.
LlamaIndex agents combine Clari tool responses with indexed documents for comprehensive, grounded answers. Connect 8 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
- Opportunity Oversight — List and retrieve details for all CRM opportunities tracked in Clari natively
- Forecast Intelligence — Access manual forecast submissions and historical data to understand trends flawlessly
- Pipeline Auditing — List and review platform events and audit trail records to track changes securely
- Account Visibility — Access CRM accounts associated with revenue data and monitor their status flawlessly
- User Logistics — List all users and organization hierarchies to understand team performance securely
- Export Intelligence — Monitor the status of asynchronous bulk data export jobs directly within your workspace
The Clari MCP Server exposes 8 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 Clari to LlamaIndex via MCP
Follow these steps to integrate the Clari 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 8 tools from Clari
Why Use LlamaIndex with the Clari MCP Server
LlamaIndex provides unique advantages when paired with Clari through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Clari tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Clari tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Clari, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Clari tools were called, what data was returned, and how it influenced the final answer
Clari + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Clari MCP Server delivers measurable value.
Hybrid search: combine Clari real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Clari 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 Clari for fresh data
Analytical workflows: chain Clari queries with LlamaIndex's data connectors to build multi-source analytical reports
Clari MCP Tools for LlamaIndex (8)
These 8 tools become available when you connect Clari to LlamaIndex via MCP:
get_opportunity_revenue_details
Get detailed information for a specific opportunity
list_clari_audit_logs
List platform events and audit trail records
list_clari_export_jobs
List status of asynchronous bulk data export jobs
list_clari_forecasts
List manual forecast submissions and historical data
list_clari_time_periods
List active fiscal years, quarters, and months used in Clari
list_clari_users
List all users and hierarchy in the account
list_revenue_accounts
List CRM accounts associated with revenue data
list_revenue_opportunities
List CRM opportunities tracked in Clari
Example Prompts for Clari in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with Clari immediately.
"Show me all opportunities worth over $50,000."
"What is our current manual forecast value?"
"Who are the account owners for the 'Top 10' pipeline accounts?"
Troubleshooting Clari MCP Server with LlamaIndex
Common issues when connecting Clari to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpClari + LlamaIndex FAQ
Common questions about integrating Clari 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 Clari 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 Clari to LlamaIndex
Get your token, paste the configuration, and start using 8 tools in under 2 minutes. No API key management needed.