How to Use the Enrich CRM MCP in LlamaIndex

Q: How do I keep my indexed data fresh?

You can set up your agent to periodically re-run enrichperson or enrichcompany on key accounts. LlamaIndex will then update its index with the fresh data, ensuring your knowledge base doesn't go stale.

Turn CRM data into a queryable knowledge base with LlamaIndex and live enrichment tools.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Enrich CRM MCP to LlamaIndex

Create your Vinkius account to connect Enrich CRM 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.

GDPR Free for Subscribers

Setup Enrich CRM with LlamaIndex

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Index Live API Data

LlamaIndex turns the output from Enrich CRM tools into a searchable index. When your agent calls `enrich_company` to get technographics and funding data, that information doesn't just get used once and then disappear. It's indexed. Later, you can ask natural language questions like, "Show me all the companies we've enriched that use AWS and raised a Series B." LlamaIndex retrieves the answer from the data it indexed from previous `enrich_company` calls. Your agent's work builds a permanent asset.

Ground Your RAG with Verified Data

Stop your RAG application from making things up about company details. By using the Enrich CRM tools, your agent's responses are grounded in facts pulled from `enrich_person` and `enrich_company`. It's the difference between guessing and knowing. When you ask about a prospect, the LlamaIndex agent can retrieve both your internal notes and fresh data from this MCP Server in a single query. This creates a complete picture, mixing your private knowledge with public, verified data.

Build Smart LlamaIndex Query Engines

Use the `McpToolSpec` to load all the Enrich CRM tools into your LlamaIndex application. You can then build query engines that intelligently decide when to search the index versus when to make a live API call to `find_email` or `find_phone`. This gives you the best of both worlds: the speed of a local index for known data, and the freshness of live API calls when you need the absolute latest contact information. Your agent isn't limited to stale information.

Setup guide

Set up Enrich CRM 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 Enrich CRM 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 Enrich CRM tools.",
)
response = await agent.run("List recent Enrich CRM data")

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Enrich CRM. 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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Enrich CRM now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Enrich CRM MCP in LlamaIndex

LlamaIndex indexes the output of the Enrich CRM tools. After you run `enrich_company` on a list of accounts, you can ask your LlamaIndex app "which of these use Salesforce?" and it will give you a direct answer from the indexed data.

Yes, that's the core idea. LlamaIndex ingests the data from tools like `enrich_person` into a vector index. This makes the enriched data searchable so you can query it with natural language later.

Definitely. You can combine documents, like your sales playbooks, with live data from `enrich_company`. Your agent will then use both sources to answer questions, giving you grounded and context-rich responses.

You can set up your agent to periodically re-run `enrich_person` or `enrich_company` on key accounts. LlamaIndex will then update its index with the fresh data, ensuring your knowledge base doesn't go stale.

Your queries containing company domains or personal names are sent to the MCP server for processing. This data is used only for the lookup and is not stored or logged by the server. The connection is isolated and authenticated per-request.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript