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How to Use the DoubleTick MCP in LlamaIndex

Index your WhatsApp conversations and templates directly into LlamaIndex vector stores for smarter RAG.

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LlamaIndex

Connect DoubleTick MCP to LlamaIndex

Create your Vinkius account to connect DoubleTick 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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Index templates in LlamaIndex

Querying your actual WhatsApp templates and contact lists becomes a native capability in LlamaIndex with this DoubleTick MCP Server. By calling `list_templates` and `list_contacts`, the server feeds active campaign data directly into your vector index. This stops your agent from guessing what templates are approved. Instead of hallucinating, your RAG setup searches the indexed DoubleTick data to find the exact approved message format before sending.

Send grounded template messages

Grounding your outreach in historical customer interactions is simple when using the DoubleTick MCP Server inside LlamaIndex. The agent queries your vector store for past context, then uses `send_template_message` to fire off highly relevant updates. Because the tool output is indexed, every outgoing message becomes part of your searchable knowledge base. The agent learns which templates perform best by analyzing past delivery statuses retrieved via `get_message_status`.

Query and index WhatsApp groups

Accessing your active WhatsApp groups is straightforward once you connect LlamaIndex to the DoubleTick MCP Server. Running `list_groups` allows the agent to index your community structure and match specific queries to the right group audience. When a user asks a question, the agent searches the indexed group data to see where that user belongs. It then uses `create_contact` to update their details or route them to the correct broadcast list.

Setup guide

Set up DoubleTick MCP in LlamaIndex

Prerequisites

  • Python 3.10+ installed
  • llama-index-tools-mcp package
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Install dependencies

    Run pip install llama-index-tools-mcp llama-index-llms-openai. The MCP tools package provides BasicMCPClient and McpToolSpec.

  2. 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. 3

    Convert to LlamaIndex tools

    Call mcp_tool_spec.to_tool_list_async() to convert all DoubleTick MCP tools into native FunctionTool objects that any LlamaIndex agent can use.

  4. 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 DoubleTick tools.",
)
response = await agent.run("List recent DoubleTick data")

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by DoubleTick. 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 DoubleTick MCP in LlamaIndex

LlamaIndex converts the `send_template_message` tool into a function your agent can call. The agent searches your indexed templates first, selects the right one, and executes the tool with the correct parameters.
Yes. You can run `list_templates` to pull all active WhatsApp templates and index them into a vector store. This lets your agent retrieve approved templates using semantic search.
The server exposes your live data through tools like `list_contacts`. By indexing this real-time data, your LlamaIndex agent always works with verified phone numbers instead of guessing them.
Tracking delivery status is easy when you fetch updates using `get_message_status` and write them back to your vector store. This keeps your RAG database updated with the latest delivery metrics.
Your WhatsApp templates, contact phone numbers, and message logs are processed entirely in-memory within Vinkius's secure sandboxes. We never store or log the payload contents of your messages, ensuring complete data privacy.

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