How to Use the Fintoc MCP in LlamaIndex
Build searchable financial knowledge bases by indexing Fintoc data within LlamaIndex.
Works with every AI agent you already use
…and any MCP-compatible client
Connect Fintoc MCP to LlamaIndex
Create your Vinkius account to connect Fintoc 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.
Index banking data for semantic search
Convert your Fintoc transaction history from `list_movements` into vector embeddings. This allows your LlamaIndex application to answer questions about past spending using semantic search rather than brittle keyword matching. Your agents gain a deep understanding of your financial history by querying this index. It turns raw API output into a queryable knowledge base that stays updated as you pull fresh data.
Grounded responses from live API data
Use `get_account` and `get_subscription` to pull live data into your RAG pipeline. LlamaIndex ensures the LLM generates answers based on these specific API results, reducing the chance of hallucinated figures. This creates a system where the AI explains your financial position using the exact amounts returned by the bank. You get clear, evidence-based reporting without manual data manipulation.
Unified querying of links and institutions
Combine your bank institution list from `list_institutions` with internal documents in a single index. LlamaIndex allows you to search across both static company policies and dynamic banking data. This approach makes it easy to find which accounts relate to specific business entities. You simply query the index, and the agent retrieves the relevant link details using `get_link`.
Set up Fintoc MCP in LlamaIndex
Prerequisites
- Python 3.10+ installed
-
llama-index-tools-mcppackage - 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 providesBasicMCPClientandMcpToolSpec. - 2
Connect with BasicMCPClient
Point
BasicMCPClientto 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 Fintoc MCP tools into nativeFunctionToolobjects that any LlamaIndex agent can use. - 4
Run with any LLM
Create a
FunctionAgentwith the tools and your preferred LLM. SwapOpenAIforAnthropic,Gemini, or any LlamaIndex-supported provider.
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 Fintoc tools.",
)
response = await agent.run("List recent Fintoc data") Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Fintoc. 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 Fintoc MCP in LlamaIndex
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