How to Use the Convertlab MCP in LlamaIndex

Q: Can LlamaIndex search old Convertlab campaign results?

Yes. Your agent calls listcampaigns and getcampaign to pull historical performance data. LlamaIndex then indexes this text so users can ask natural language questions about past marketing performance.

Q: Does the Convertlab LlamaIndex integration support resource loading?

Yes. Set includeresources=True when initializing your MCP client. This lets LlamaIndex read raw schemas and metadata directly from the marketing server.

Q: How do I restrict which Convertlab tools LlamaIndex can run?

Use the allowedtools filter during setup to list only the specific tools you want. For example, you can expose listtouchpoints while blocking customer creation tools.

Index Convertlab marketing data directly into LlamaIndex to build queryable, hallucination-free RAG pipelines.

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Connect Convertlab MCP to LlamaIndex

Create your Vinkius account to connect Convertlab 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 Convertlab with LlamaIndex

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Build RAG indexes from Convertlab MCP Server data

Run `list_campaigns` and `list_touchpoints` to pull live marketing data directly into your LlamaIndex vector stores. Your agent semantic-searches past campaigns instead of relying on outdated static files. This MCP Server turns API responses into searchable documents. Querying live customer interaction histories helps generate context-aware answers grounded in real-time data.

Ground LlamaIndex agents in live customer metrics

Call `get_customer` and `list_events` through your agent to verify user details before running synthesis steps. LlamaIndex uses these tools to retrieve precise records, eliminating the risk of LLM hallucinations. You filter which tools are exposed to the agent using the allowed_tools option. This ensures your search pipelines only access safe, read-only endpoints when processing user queries.

Analyze marketing segments with semantic search

Fetch active customer cohorts using `list_member_groups` and index them for immediate search. LlamaIndex connects these segments with your other data sources to build a unified profile. The agent processes these lists asynchronously using the to_tool_list_async method. This keeps your search pipelines fast even when loading large customer groups.

Setup guide

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

Install llama-index-tools-mcp and initialize BasicMCPClient with your Vinkius URL. Wrap it in McpToolSpec and call to_tool_list_async to pass the tools to your agent.

Yes. Your agent calls list_campaigns and get_campaign to pull historical performance data. LlamaIndex then indexes this text so users can ask natural language questions about past marketing performance.

Yes. Set include_resources=True when initializing your MCP client. This lets LlamaIndex read raw schemas and metadata directly from the marketing server.

Use the allowed_tools filter during setup to list only the specific tools you want. For example, you can expose list_touchpoints while blocking customer creation tools.

Your DM Hub segments and customer profiles are queried through an ephemeral V8 sandbox. Vinkius handles the underlying authentication, so your API keys are never exposed to the indexing pipeline.

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