Copilot CRM (Assembly) MCP Server for LlamaIndex 10 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Copilot CRM (Assembly) as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
ASK AI ABOUT THIS MCP SERVER
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 Copilot CRM (Assembly). "
"You have 10 tools available."
),
)
response = await agent.run(
"What tools are available in Copilot CRM (Assembly)?"
)
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 Copilot CRM (Assembly) MCP Server
Integrate Copilot (now rebranding to Assembly), the leading client portal and CRM platform for service businesses, directly into your AI workflow.
LlamaIndex agents combine Copilot CRM (Assembly) tool responses with indexed documents for comprehensive, grounded answers. Connect 10 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
- Client Management — List, retrieve, and update client profiles and company associations.
- Billing Automation — Monitor invoices, check statuses, and pull payment details via chat.
- Portal Discovery — Search for files, messages, and custom fields within your client workspace.
The Copilot CRM (Assembly) MCP Server exposes 10 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 Copilot CRM (Assembly) to LlamaIndex via MCP
Follow these steps to integrate the Copilot CRM (Assembly) 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 10 tools from Copilot CRM (Assembly)
Why Use LlamaIndex with the Copilot CRM (Assembly) MCP Server
LlamaIndex provides unique advantages when paired with Copilot CRM (Assembly) through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Copilot CRM (Assembly) tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Copilot CRM (Assembly) tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Copilot CRM (Assembly), a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Copilot CRM (Assembly) tools were called, what data was returned, and how it influenced the final answer
Copilot CRM (Assembly) + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Copilot CRM (Assembly) MCP Server delivers measurable value.
Hybrid search: combine Copilot CRM (Assembly) real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Copilot CRM (Assembly) 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 Copilot CRM (Assembly) for fresh data
Analytical workflows: chain Copilot CRM (Assembly) queries with LlamaIndex's data connectors to build multi-source analytical reports
Copilot CRM (Assembly) MCP Tools for LlamaIndex (10)
These 10 tools become available when you connect Copilot CRM (Assembly) to LlamaIndex via MCP:
create_client
Creates a new client record with identity properties (name, email) and optional company linkages. Create a new client in the portal
get_client_details
Resolves granular profile data, including contact information, associated company linkages, and system-level metadata. Get detailed information about a specific client
list_clients
Resolves client identity properties including unique identifiers, names, emails, and account status across the portal system boundary. List all clients in your Copilot CRM
list_companies
Resolves corporate entity properties such as company IDs, legal names, and primary contact associations. List all companies in your Copilot CRM
list_custom_fields
Resolves custom field definitions, including field keys, data types, and display labels used across various entities. Retrieve definitions for custom fields used in CRM
list_files
Resolves file metadata including filenames, storage paths, upload timestamps, and access permissions. List files uploaded to the Copilot portal
list_forms
Resolves form definitions, including titles, submission endpoints, and configuration metadata. List intake or feedback forms available
list_invoices
Resolves billing data including amounts, due dates, payment status, and client/company bill-to associations. List all invoices and their statuses
list_portal_messages
Resolves portal message threads, including sender/receiver identity, message content summary, and timestamps. List messages sent through the client portal
update_client
Modifies specific attributes like name or account status while preserving other entity properties. Update existing client details
Example Prompts for Copilot CRM (Assembly) in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with Copilot CRM (Assembly) immediately.
"List all active clients in my CRM."
"Check the status of my pending invoices."
"Search for any files uploaded by 'Acme Corp'."
Troubleshooting Copilot CRM (Assembly) MCP Server with LlamaIndex
Common issues when connecting Copilot CRM (Assembly) to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpCopilot CRM (Assembly) + LlamaIndex FAQ
Common questions about integrating Copilot CRM (Assembly) 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 Copilot CRM (Assembly) 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 Copilot CRM (Assembly) to LlamaIndex
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.