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How to Use the Efí Pay (Gerencianet) MCP in LlamaIndex

Index your financial history in LlamaIndex by grounding your knowledge base in live Efí Pay (Gerencianet) data.

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Connect Efí Pay (Gerencianet) MCP to LlamaIndex

Create your Vinkius account to connect Efí Pay (Gerencianet) 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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Semantic search over payment history

Use `efi_list_pix_charges` and `efi_list_boletos` to pull transaction records into your LlamaIndex vector store. Your agent can then perform semantic searches to answer questions about past payments. This transforms raw API data into a queryable knowledge base. You stop digging through logs and start querying your financial history naturally.

Grounding agents in Efí Pay (Gerencianet) data

Feed live outputs from `efi_get_statement` into your index to provide agents with up-to-date context. Your RAG applications provide answers grounded in actual, current account activity. This prevents your agent from hallucinating about financial status. It forces the model to rely on real-time data from your Efí Pay (Gerencianet) account.

Unified MCP Server knowledge access

Configure your MCP Server to expose tools like `efi_get_pix_payment` directly to your indexer. LlamaIndex captures these tool outputs and incorporates them into your unified document store. This makes every transaction detail searchable alongside your other business documents. You get a single source of truth for all your financial information.

Setup guide

Set up Efí Pay (Gerencianet) 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 Efí Pay (Gerencianet) 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 Efí Pay (Gerencianet) tools.",
)
response = await agent.run("List recent Efí Pay (Gerencianet) data")

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

Use the MCP tool spec to pull data from your server and pass the results to your ingestion pipeline. This converts API responses into searchable nodes for your index.
Yes. Your agent can invoke `efi_get_balance` as a function tool to get the current account state before generating a response.
It is. Once you index the output of your listing tools, you can run natural language queries against your historical transaction data.
You re-run your ingestion pipeline to refresh the vector store with the latest records. This ensures your knowledge base stays current with your actual account activity.
Data is scoped strictly to the tools you include in your indexer. Only the transaction details returned by the API are stored, and they remain isolated within your private vector database.

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