Clientify 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 Clientify 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 Clientify. "
"You have 8 tools available."
),
)
response = await agent.run(
"What tools are available in Clientify?"
)
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 Clientify MCP Server
Connect your Clientify CRM account to any AI agent and take full control of your sales and marketing automation through natural conversation. Streamline how you manage contacts, deals, and daily activities natively.
LlamaIndex agents combine Clientify 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
- Contact Oversight — List and retrieve details for all contacts including tags and status natively
- Deal Intelligence — Access and monitor sales opportunities and deal values flawlessly
- Activity Auditing — List and review CRM activities such as calls, emails, and meetings securely
- Pipeline Logistics — Monitor sales pipelines to understand your revenue flow flawlessly
- Company Management — List all companies stored in your account to maintain B2B relationships securely
- User Visibility — Access your own profile and CRM metadata directly within your workspace flawlessly
The Clientify 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 Clientify to LlamaIndex via MCP
Follow these steps to integrate the Clientify 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 Clientify
Why Use LlamaIndex with the Clientify MCP Server
LlamaIndex provides unique advantages when paired with Clientify through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Clientify tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Clientify tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Clientify, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Clientify tools were called, what data was returned, and how it influenced the final answer
Clientify + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Clientify MCP Server delivers measurable value.
Hybrid search: combine Clientify real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Clientify 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 Clientify for fresh data
Analytical workflows: chain Clientify queries with LlamaIndex's data connectors to build multi-source analytical reports
Clientify MCP Tools for LlamaIndex (8)
These 8 tools become available when you connect Clientify to LlamaIndex via MCP:
get_contact_crm_details
Get detailed information for a specific contact
get_deal_details
Get detailed information for a specific sales deal
get_my_clientify_profile
Retrieve information about the authenticated CRM user
list_clientify_companies
List all companies stored in Clientify
list_clientify_contacts
List all contacts in Clientify CRM
list_crm_activities
List CRM activities such as calls, emails, and meetings
list_sales_deals
List sales opportunities and deals
list_sales_pipelines
List sales pipelines configured in the account
Example Prompts for Clientify in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with Clientify immediately.
"List my last 5 sales deals in Clientify."
"Show me the details for contact ID '12345'."
"List all active CRM pipelines."
Troubleshooting Clientify MCP Server with LlamaIndex
Common issues when connecting Clientify to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpClientify + LlamaIndex FAQ
Common questions about integrating Clientify 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 Clientify 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 Clientify to LlamaIndex
Get your token, paste the configuration, and start using 8 tools in under 2 minutes. No API key management needed.