How to Use the Fee Navigator MCP in LlamaIndex

Q: Can I search past audit reports with Fee Navigator?

Yes. By using listaudits and getaudit, you can ingest previous reports into your vector store. This allows your agent to compare current fees against historical benchmarks.

Q: How do I filter which tools LlamaIndex can access?

Use the allowedtools parameter when initializing the tool spec. This ensures your agent only interacts with the tools you explicitly permit, like getmerchant or getproposal.

Index merchant statements and audit reports into LlamaIndex to build a knowledge-augmented engine for your financial data.

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Connect Fee Navigator MCP to LlamaIndex

Create your Vinkius account to connect Fee Navigator 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 Fee Navigator with LlamaIndex

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Index merchant insights with LlamaIndex

Pull data from `list_recent_activities` and convert the results into a queryable knowledge base. Your agent searches these past audits to find patterns in merchant fees. This turns raw API responses into a searchable memory. You no longer guess why a merchant's fees changed; you ask your index and get a grounded answer.

Ground audits with Fee Navigator MCP Server

Use `upload_statement` to feed new files into your retrieval pipeline. LlamaIndex then indexes these files alongside existing `get_audit` results for semantic comparison. This prevents your agent from hallucinating savings figures. Every proposal it drafts relies on the actual documents you uploaded.

Build RAG pipelines for merchant statements

Combine `get_industry_stats` with your internal documents to create a unified view of merchant performance. Your agent retrieves these stats during its retrieval phase to add context to its reports. This keeps your data fresh. Your index stays current because it fetches live metrics through the tools whenever a new query arrives.

Setup guide

Set up Fee Navigator 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 Fee Navigator 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 Fee Navigator tools.",
)
response = await agent.run("List recent Fee Navigator 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 Fee Navigator. 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 Fee Navigator MCP in LlamaIndex

Use the MCP tool spec to fetch the tool list, then pass them to your function agent. The agent will then be able to retrieve and index the merchant data automatically.

Absolutely. The MCP tool spec maps all 12 tools to the agent interface, allowing it to perform audits and retrieve proposals as part of its retrieval process.

Data is transmitted over secure channels and restricted to your specific API token. The server only exposes the records you request, keeping your merchant statements isolated from other indexes.

Yes. By using `list_audits` and `get_audit`, you can ingest previous reports into your vector store. This allows your agent to compare current fees against historical benchmarks.

Use the allowed_tools parameter when initializing the tool spec. This ensures your agent only interacts with the tools you explicitly permit, like `get_merchant` or `get_proposal`.

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