Can I see the steps inside a specific funnel?

Yes! Use the `list_funnel_steps` tool with the funnel ID. The agent will return all pages and actions configured within that funnel.

How do I find a contact by their email address?

Use the `list_funnel_contacts` tool. While it lists contacts in a workspace, you can ask the agent to find a specific person by email within that list.

Where do I find my ClickFunnels 2.0 Access Token?

Log in to your ClickFunnels 2.0 dashboard, go to **Settings**, and select **API**. You can create and copy your access token from that section.

ClickFunnels MCP Server for LlamaIndex 8 tools — connect in under 2 minutes

Name: ClickFunnels
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 8 Tools Framework

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

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

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 ClickFunnels. "
            "You have 8 tools available."
        ),
    )

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

asyncio.run(main())

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About ClickFunnels MCP Server

Connect your ClickFunnels 2.0 account to any AI agent and take full control of your sales funnels and marketing automation through natural conversation. Streamline how you monitor your business growth natively.

LlamaIndex agents combine ClickFunnels tool responses with indexed documents for comprehensive, grounded answers. Connect 8 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

Funnel Oversight — List and retrieve details for all sales funnels and their constituent steps natively
Contact Intelligence — Access and monitor all identified contacts and leads within your workspaces flawlessly
Team & Workspace Management — List all teams and workspaces associated with your account securely
Order Tracking — Access and review customer orders and transactional history flawlessly
Product Logistics — List products and offers available in your funnels flawlessly
Growth Visibility — Retrieve detailed funnel metadata and performance metrics directly within your workspace

The ClickFunnels 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 ClickFunnels to LlamaIndex via MCP

Follow these steps to integrate the ClickFunnels 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 ClickFunnels

Why Use LlamaIndex with the ClickFunnels MCP Server

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

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

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

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

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

ClickFunnels + LlamaIndex Use Cases

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

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

Data enrichment: query ClickFunnels 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 ClickFunnels for fresh data

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

ClickFunnels MCP Tools for LlamaIndex (8)

These 8 tools become available when you connect ClickFunnels to LlamaIndex via MCP:

create_contact

Create contact

get_contact

Get contact

get_order

Get order

list_contacts

List contacts

list_funnels

List funnels

list_orders

List orders

list_tags

List tags

list_workflows

List workflows

Example Prompts for ClickFunnels in LlamaIndex

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

"List all my sales funnels in workspace 'ws_12345'."

"Show me the last 5 orders from my 'E-book' funnel."

"Who are the newest leads in my workspace?"

Troubleshooting ClickFunnels MCP Server with LlamaIndex

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

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

ClickFunnels + LlamaIndex FAQ

Common questions about integrating ClickFunnels MCP Server with LlamaIndex.

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.

Can I combine MCP tools with vector stores?

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