How to Use the Clustdoc MCP in LlamaIndex

Q: Can I search my Clustdoc templates with LlamaIndex?

Yes, once you pull the templates using listonboardingtemplates, you can index them. Your agents will then reference these templates when launching new applications.

Q: How do I filter Clustdoc tools in LlamaIndex?

Use the allowedtools parameter when setting up your tool specification. This restricts the agent to only the Clustdoc operations you want it to perform.

Index your Clustdoc client data into LlamaIndex to build searchable, knowledge-augmented onboarding agents.

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Connect Clustdoc MCP to LlamaIndex

Create your Vinkius account to connect Clustdoc 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 Clustdoc with LlamaIndex

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Searchable Clustdoc dossiers for LlamaIndex

Index the results of `list_client_dossiers` into your vector store to make your client history queryable. Your agent gains the ability to find specific client records without scanning every file. Ground your answers in live data by querying the index before taking action. This prevents the agent from guessing the status of a dossier and ensures it works with current facts.

Build RAG pipelines with Clustdoc MCP Server

Combine your live API data with internal documents to create a unified knowledge base. You retrieve configuration details via `get_workflow_configuration` and store them alongside your policy docs. This setup allows your agent to compare live onboarding progress against your internal requirements. It provides a source of truth that is updated every time you refresh your index.

Execute Clustdoc tools with semantic awareness

Use the tool specification to list your teams with `list_clustdoc_teams` and map them to relevant client tasks. Your agent understands which team manages which dossier based on the indexed data. Filtering is simple, so you only expose the tools necessary for the task at hand. You get a reliable agent that knows which `get_my_clustdoc_profile` results matter for the current context.

Setup guide

Set up Clustdoc 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 Clustdoc 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 Clustdoc tools.",
)
response = await agent.run("List recent Clustdoc data")

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Common questions about Clustdoc MCP in LlamaIndex

You index the outputs of Clustdoc tools into your vector store. From there, your agent performs semantic searches to find relevant dossiers or templates.

Yes, once you pull the templates using `list_onboarding_templates`, you can index them. Your agents will then reference these templates when launching new applications.

Your client application details are treated as sensitive data. The MCP Server transmits this information only to your local index, keeping it off public networks.

Use the allowed_tools parameter when setting up your tool specification. This restricts the agent to only the Clustdoc operations you want it to perform.

It handles asynchronous calls natively. You can await the results of any Clustdoc operation, which helps when dealing with larger sets of client dossiers.

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