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MoonClerk MCP Server for LlamaIndexGive LlamaIndex instant access to 7 tools to Get Customer, Get Form, Get Payment, and more

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LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add MoonClerk as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Ask AI about this App Connector for LlamaIndex

The MoonClerk app connector for LlamaIndex is a standout in the Money Moves category — giving your AI agent 7 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

python
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to MoonClerk. "
            "You have 7 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in MoonClerk?"
    )
    print(response)

asyncio.run(main())
MoonClerk
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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About MoonClerk MCP Server

Connect your MoonClerk account to any AI agent to streamline your payment monitoring and customer oversight. MoonClerk provides a robust API for programmatically retrieving your payment records, customer plan details, and active payment forms.

LlamaIndex agents combine MoonClerk tool responses with indexed documents for comprehensive, grounded answers. Connect 7 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.

What you can do

  • Customer Monitoring — List all your customers (plans) and retrieve detailed metadata including status and plan types
  • Payment Tracking — Access your full payment history and monitor the status of recurring and one-time transactions
  • Form Orchestration — List all your active payment forms and retrieve their public URLs and configurations
  • Coupon Intelligence — Access your list of active coupons to understand your promotional landscape
  • Real-time Oversight — Get a comprehensive overview of your payment volume and customer growth using natural language commands

The MoonClerk MCP Server exposes 7 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 7 MoonClerk tools available for LlamaIndex

When LlamaIndex connects to MoonClerk through Vinkius, your AI agent gets direct access to every tool listed below — spanning recurring-payments, checkout-pages, subscription-management, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.

get_customer

Get customer details

get_form

Get form details

get_payment

Get payment details

list_coupons

List all coupons

list_customers

List all MoonClerk customers

list_forms

List all payment forms

list_payments

List all payments

Connect MoonClerk to LlamaIndex via MCP

Follow these steps to wire MoonClerk into LlamaIndex. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

01

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai
02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token
03

Run the agent

Save to agent.py and run: python agent.py
04

Explore tools

The agent discovers 7 tools from MoonClerk

Why Use LlamaIndex with the MoonClerk MCP Server

LlamaIndex provides unique advantages when paired with MoonClerk through the Model Context Protocol.

01

Data-first architecture: LlamaIndex agents combine MoonClerk tool responses with indexed documents for comprehensive, grounded answers

02

Query pipeline framework lets you chain MoonClerk tool calls with transformations, filters, and re-rankers in a typed pipeline

03

Multi-source reasoning: agents can query MoonClerk, a vector store, and a SQL database in a single turn and synthesize results

04

Observability integrations show exactly what MoonClerk tools were called, what data was returned, and how it influenced the final answer

MoonClerk + LlamaIndex Use Cases

Practical scenarios where LlamaIndex combined with the MoonClerk MCP Server delivers measurable value.

01

Hybrid search: combine MoonClerk real-time data with embedded document indexes for answers that are both current and comprehensive

02

Data enrichment: query MoonClerk to augment indexed data with live information before generating user-facing responses

03

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying MoonClerk for fresh data

04

Analytical workflows: chain MoonClerk queries with LlamaIndex's data connectors to build multi-source analytical reports

Example Prompts for MoonClerk in LlamaIndex

Ready-to-use prompts you can give your LlamaIndex agent to start working with MoonClerk immediately.

01

"List all active customers in my MoonClerk account."

02

"Show the last 5 payments received today."

03

"List all my active payment forms."

Troubleshooting MoonClerk MCP Server with LlamaIndex

Common issues when connecting MoonClerk to LlamaIndex through the Vinkius, and how to resolve them.

01

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

MoonClerk + LlamaIndex FAQ

Common questions about integrating MoonClerk MCP Server with LlamaIndex.

01

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
02

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query MoonClerk tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
03

Does LlamaIndex support async MCP calls?

Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.