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How to Use the Fintoc MCP in LlamaIndex

Build searchable financial knowledge bases by indexing Fintoc data within LlamaIndex.

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LlamaIndex

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.

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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`.

Setup guide

Set up Fintoc 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 Fintoc 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 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

You fetch the data using the MCP tool, then pass the result to your LlamaIndex document loader. The indexing engine then converts the financial records into searchable vectors.
Yes. By calling `list_movements` periodically, you populate your index with fresh transaction data. Your agents can then query this history to provide insights.
Start with `list_accounts` and `list_movements` to get the core data. You can then add `get_subscription` if you need to track recurring billing info.
The MCP integration provides a standardized interface for all 12 tools. LlamaIndex handles the tool definitions, ensuring reliable execution when your agents query bank APIs.
The server treats your banking credentials as a sensitive endpoint token. Your financial data, such as account numbers and transaction history, is processed only within your ephemeral agent session.

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