How to Use the Middesk MCP in LlamaIndex

Q: Does LlamaIndex support filtering Middesk tools?

You can use the allowedtools filter to restrict which operations the agent performs. This keeps your indexing pipeline focused on the data you need for your RAG application.

Index live business verification data into LlamaIndex to query your KYB history using semantic search and RAG.

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Connect Middesk MCP to LlamaIndex

Create your Vinkius account to connect Middesk 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 Middesk with LlamaIndex

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Index Middesk business records

Use `list_businesses` to pull your entire entity database into a searchable index. LlamaIndex turns these API results into vectors, allowing you to ask questions about your onboarding history. This changes how you track compliance. Instead of hunting through logs, you query the index to find specific businesses and their current registration status.

Ground answers in verified documents

Call `get_document` to fetch specific filings and add them to your knowledge base. Your agent now references actual legal documents when providing answers to your team. This limits hallucinations by forcing the model to look at the retrieved files. If it isn't in the index, the agent knows it lacks the data.

Query tax status semantically

Combine `list_tax_registrations` with your vector store to find businesses with specific tax issues across your portfolio. LlamaIndex handles the semantic mapping of these results. It’s a faster way to monitor risk. You aren't just reading raw JSON; you're querying your own compliance data in plain English.

Setup guide

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

Use the BasicMCPClient to connect and then convert the tools into a spec. Once indexed, your agent can perform semantic searches across all business records.

You can use the allowed_tools filter to restrict which operations the agent performs. This keeps your indexing pipeline focused on the data you need for your RAG application.

Yes, because the tool outputs are indexed as knowledge objects. You can retrieve details from previous verification sessions by querying the vector store.

Vinkius ensures all traffic is encrypted and scoped. The MCP Server only exposes the data you choose to index, keeping your sensitive documents isolated.

By providing raw, verified data from state registries, the agent relies on facts rather than guesses. This makes your LlamaIndex query results significantly more grounded.

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