How to Use the Custify MCP in LlamaIndex

Q: How does LlamaIndex handle Custify tool filters?

You can use the allowedtools filter to limit which parts of the API your agent can query. It keeps your data access scoped correctly.

Build RAG apps with Custify data using LlamaIndex for grounded, searchable customer intelligence.

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Connect Custify MCP to LlamaIndex

Create your Vinkius account to connect Custify 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 Custify with LlamaIndex

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Index Custify records in LlamaIndex

Use `get_person_details` to pull data into your vector store. Your index becomes a searchable knowledge base of your actual customer interactions. This MCP Server allows you to ground your agent's answers in live API data. Instead of guessing, the model queries your stored account information.

Query customer health with LlamaIndex

Run `list_health_scores` to populate your index with current metrics. You can then ask your agent about account trends based on real-time data. Your agent performs semantic searches across these scores. It finds patterns in customer behavior that simple scripts might miss.

Map user events through LlamaIndex

Capture specific user actions using `track_user_event` and store them in your index. It builds a historical timeline of user behavior for later retrieval. Combine this with `list_people` to see exactly who performed those actions. Your agent links the event back to the specific user profile.

Setup guide

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

Why Choose Vinkius

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Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

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Common questions about Custify MCP in LlamaIndex

It turns static API data into a queryable knowledge base. Your agent answers questions about your customers by searching the index you built.

Yes, you can pipe the tool results directly into your vector store. This keeps your agent's responses grounded in your actual platform data.

You can use the allowed_tools filter to limit which parts of the API your agent can query. It keeps your data access scoped correctly.

By indexing the output of your tool calls, you create a searchable history. You can look back at previous customer states anytime.

Data is transmitted over encrypted channels only. We ensure that your customer PII never sits in an unencrypted state while being indexed.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript

Mastra AI sdk-typescript

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