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How to Use the Cognito Forms MCP in LlamaIndex

Index your Cognito Forms records into LlamaIndex for grounded, searchable knowledge.

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LlamaIndex

Connect Cognito Forms MCP to LlamaIndex

Create your Vinkius account to connect Cognito Forms 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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Index Cognito Forms data for LlamaIndex

Convert your form entries into a vector index using `list_entries`. Once indexed, your agent retrieves specific record details without hallucinating facts about your submissions. Use `get_entry` to fetch granular data for your RAG pipeline. The server feeds these details into the index so your model stays grounded in reality.

Query Cognito Forms schema with LlamaIndex

Fetch form definitions with `get_form_fields` to teach your agent about the data structure. It learns the constraints and field types before it attempts to generate new entries. This provides a clear map for the indexer. Your agent knows exactly which fields are required for a successful `create_entry` operation.

Search past submissions in LlamaIndex

Run `search_entries` to pull relevant history into your knowledge base. Your agent answers questions based on actual submissions rather than stale documentation. You build a persistent index that grows with every new form response. The MCP server keeps the data fresh for your queries.

Setup guide

Set up Cognito Forms MCP in LlamaIndex

Prerequisites

  • Python 3.10+ installed
  • llama-index-tools-mcp package
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Install dependencies

    Run pip install llama-index-tools-mcp llama-index-llms-openai. The MCP tools package provides BasicMCPClient and McpToolSpec.

  2. 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. 3

    Convert to LlamaIndex tools

    Call mcp_tool_spec.to_tool_list_async() to convert all Cognito Forms MCP tools into native FunctionTool objects that any LlamaIndex agent can use.

  4. 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 Cognito Forms tools.",
)
response = await agent.run("List recent Cognito Forms data")

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Cognito Forms. 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 Cognito Forms MCP in LlamaIndex

You use the McpToolSpec to load the server tools. LlamaIndex then executes these tools to populate your vector store.
By grounding your agent in the output of `get_entry`, you eliminate guesswork. The model only speaks from the data the tool provides.
Vinkius handles your authentication via an ephemeral token. Your credentials never touch the index directly.
Yes, call `list_templates` to view available structures. You then use these as a base for your indexing logic.
Your vector index stores the text and values from your form entries. This data is encrypted at rest within your local storage.

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