Custify 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 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 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 Custify. "
"You have 10 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
Integrate Custify, the comprehensive customer success platform, directly into your AI workflow. Monitor customer health, track churn risks, and manage your success tasks and notes using natural language.
LlamaIndex agents combine Custify 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
- Customer Oversight — List and retrieve detailed profiles, health scores, and churn probabilities for all customers.
- Company Monitoring — Access company-level metrics and success data to manage B2B relationships effectively.
- Success Task Management — List and track open tasks and internal CRM notes for your accounts.
- KPI Discovery — Explore key performance indicators and metrics defined in your Custify account.
The Custify 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 Custify to LlamaIndex via MCP
Follow these steps to integrate the Custify 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 Custify
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
Custify MCP Tools for LlamaIndex (10)
These 10 tools become available when you connect Custify to LlamaIndex via MCP:
create_customer_profile
Resolves the newly generated customer ID and validation status. Mutates the customer database state. Create a new customer profile in Custify
get_company_details
Resolves organizational attributes and health metrics. Touches the core company repository. Get detailed settings and metrics for a specific company
get_customer_details
Resolves health scores, recent activity, and segment membership. Interacts with the behavioral analytics boundary. Get full profile and health metrics for a specific customer
list_companies
Resolves company IDs, domain information, and association metrics. Touches the account-level organization boundary. List all companies in Custify
list_customer_kpis
Resolves metric definitions and threshold values. Interacts with the performance monitoring boundary. List key performance indicators defined in the account
list_customer_notes
Resolves note content and authorship metadata. Touches the internal communications boundary. List internal CRM notes for a specific customer
list_customer_success_tasks
Resolves task priority, status, and assigned owners. Interacts with the workflow automation boundary. List open and completed customer success tasks
list_customers
Resolves properties such as customer ID, name, email, and lifecycle stage. Interacts with the customer success management boundary. List all customers in Custify
list_people
Resolves contact details and account associations. Touches the relationship management boundary. List all people associated with accounts
search_customers_by_keyword
Resolves matching customer profiles based on name or email. Touches the search and indexing boundary. Search for customers by name or email
Example Prompts for Custify in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with Custify immediately.
"List all customers with a health score below 50."
"Show me the success tasks for company 'Alpha Corp'."
"Search for customer 'john.doe@example.com'."
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.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
Connect Custify 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 Custify to LlamaIndex
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.