How to Use the CVM Dados Abertos MCP in LlamaIndex

Index Brazilian market records into your LlamaIndex knowledge base for semantic search.

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Connect CVM Dados Abertos MCP to LlamaIndex

Create your Vinkius account to connect CVM Dados Abertos 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 CVM Dados Abertos with LlamaIndex

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Knowledge-augmented CVM insights

Connect this MCP Server to LlamaIndex to turn CVM metadata into a searchable index. When you run `get_resource`, the agent indexes the response, making it available for future semantic queries across your entire knowledge base. This prevents the agent from hallucinating details about financial reports. It relies on the actual API output stored in your index to answer questions.

RAG applications with CVM data

Build RAG pipelines that combine live CVM Dados Abertos records with your existing documents. Use `search_datasets` to pull the latest reports and merge them into a unified, queryable structure. Your agent builds a persistent context of market data. This allows for deep dives into historical financial filings without re-fetching data every time.

Efficient data retrieval for LlamaIndex

Use `list_datasets` to map out the available information before pulling specific resource details. LlamaIndex handles the tool list conversion, allowing your agent to pick exactly what it needs based on the user's prompt. Filter your tool access using the allowed_tools parameter to keep your LlamaIndex application focused. This keeps your search index clean and highly relevant.

Setup guide

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

Yes. By including the resource outputs in your agent's tool set, LlamaIndex automatically incorporates those results into your searchable knowledge base.

Use the BasicMCPClient to point to the endpoint. Convert the tools into a list and pass them to your FunctionAgent to enable the indexing functionality.

Yes. Once the data is indexed, you can query past sessions or configurations to get answers based on the records you've retrieved previously.

Your data remains in a private, ephemeral sandbox. We only access public financial registry metadata, ensuring your private application logic stays isolated.

Yes. Enabling this feature allows the agent to fetch and index the actual resource contents, not just the metadata, for a richer knowledge base.

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