Custify MCP Server for LlamaIndexGive LlamaIndex instant access to 8 tools to Create Person, Get Company Details, Get Person Details, and more
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Custify 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 App Connector for LlamaIndex
The Custify app connector for LlamaIndex is a standout in the Productivity category — giving your AI agent 8 tools to work with, ready to go from day one.
Vinkius delivers Streamable HTTP and SSE to any MCP client
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 Custify. "
"You have 8 tools available."
),
)
response = await agent.run(
"What tools are available in Custify?"
)
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 Custify MCP Server
Connect your Custify customer success account to any AI agent and simplify how you manage your product users, track account health, and monitor churn risk through natural conversation.
LlamaIndex agents combine Custify tool responses with indexed documents for comprehensive, grounded answers. Connect 8 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
- User & Company Oversight — List all managed people and organizations and retrieve detailed metadata and health scores.
- Health Monitoring — Query health score metrics and values to identify at-risk customers and churn signals instantly.
- Event Tracking — Record custom user actions and events programmatically to feed your success analytics.
- Segment Analysis — List and query defined customer segments to understand your user distribution.
- CRM Control — Create new person records and update profile data directly via AI commands.
- Engagement Insights — Fetch engagement history and metadata for individual accounts directly from the agent.
The Custify MCP Server exposes 8 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.
All 8 Custify tools available for LlamaIndex
When LlamaIndex connects to Custify through Vinkius, your AI agent gets direct access to every tool listed below — spanning customer-success, health-score, churn-prevention, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.
Create a new person record
Get details for a specific company
Get details for a specific person
List customer companies
List customer health scores
List product users (people)
List user segments
Track a custom event
Connect Custify to LlamaIndex via MCP
Follow these steps to wire Custify into LlamaIndex. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.
Install dependencies
pip install llama-index-tools-mcp llama-index-llms-openaiReplace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenRun the agent
agent.py and run: python agent.pyExplore tools
Why Use LlamaIndex with the Custify MCP Server
LlamaIndex provides unique advantages when paired with Custify through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Custify tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Custify tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Custify, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Custify tools were called, what data was returned, and how it influenced the final answer
Custify + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Custify MCP Server delivers measurable value.
Hybrid search: combine Custify real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Custify 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 Custify for fresh data
Analytical workflows: chain Custify queries with LlamaIndex's data connectors to build multi-source analytical reports
Example Prompts for Custify in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with Custify immediately.
"List all active companies in my Custify account."
"Show me the details and health for person 'john.doe@example.com'."
"Track a 'Button Clicked' event for user 'user_88231'."
Troubleshooting Custify MCP Server with LlamaIndex
Common issues when connecting Custify to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpCustify + LlamaIndex FAQ
Common questions about integrating Custify MCP Server with LlamaIndex.