How to Use the Clientify MCP in LlamaIndex

Q: Can Clientify data be indexed for RAG in LlamaIndex?

Absolutely. By enabling includeresources, you pull the CRM data into your vector store for semantic search.

Index your Clientify CRM data into LlamaIndex to create a searchable knowledge base for your agents.

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Connect Clientify MCP to LlamaIndex

Create your Vinkius account to connect Clientify 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 Clientify with LlamaIndex

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Index Clientify data in LlamaIndex

Convert your CRM exports into queryable vectors. When your agent calls `list_clientify_contacts`, the results are indexed for long-term recall. This eliminates hallucinations by grounding your agent's answers in actual API data. You query past interactions as easily as you query your documents.

Searchable CRM history

Use the MCP server to pull `list_crm_activities` and add them to your knowledge base. Your agent now references past meetings when drafting new strategy. It treats your CRM history as a living document. You get precise answers based on the actual call and meeting logs stored in your account.

Ground agents in CRM reality

Filter the tools your agent can use with the allowed_tools parameter. This keeps your agent focused on querying `get_my_clientify_profile` and relevant deal data. Your RAG application stays accurate because the agent pulls from a verified index. It stops guessing and starts reporting on actual sales performance.

Setup guide

Set up Clientify 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 Clientify 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 Clientify tools.",
)
response = await agent.run("List recent Clientify 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 Clientify. 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 Clientify MCP in LlamaIndex

Use the BasicMCPClient to connect and then convert the tools using McpToolSpec. This makes the Clientify functions available to your FunctionAgent.

You can restrict which Clientify tools are visible to the agent. This is done by applying an allowed_tools filter during the tool list generation.

Absolutely. By enabling include_resources, you pull the CRM data into your vector store for semantic search.

The server provides real-time access to the latest CRM data. You can refresh your index whenever your agent needs the most current deal status.

Vinkius encrypts all data in transit. Only the specific CRM contact details your agent requests are ever processed within your local index.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript

Mastra AI sdk-typescript

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