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How to Use the Mosaic (Resource Planning & Workforce Management) MCP in LlamaIndex

Index your Mosaic team capacity and budget data directly into LlamaIndex to query resource plans using natural language.

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LlamaIndex

Connect Mosaic (Resource Planning & Workforce Management) MCP to LlamaIndex

Create your Vinkius account to connect Mosaic (Resource Planning & Workforce Management) 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 Mosaic Work Plans for Semantic Search

The `list_work_plans` tool extracts scheduled resource allocations across your entire organization. Connect this MCP server to let LlamaIndex index these plans into a vector store, transforming raw schedules into searchable knowledge. Instead of sorting through tables, you ask your agent which designers are booked next month. The agent queries the index and returns answers grounded in live Mosaic data, eliminating hallucinations.

Query Financial Rates and Budgets via RAG

The `list_budgets` tool retrieves structured project budget estimates from your Mosaic account. LlamaIndex combines this with cost rates from `list_cost_rates` and bill rates from `list_bill_rates` to build a unified financial index. Your agent queries this index to analyze project margins. You get instant answers about which initiatives run the highest risk of budget overruns based on actual cost structures.

Search Team Roles with Your LlamaIndex MCP Server

The `list_roles` tool fetches organizational roles and classifications defined in your directory. LlamaIndex parses these roles alongside individual profiles retrieved via `list_members` to build a semantic map of your team's skills. This setup lets your agent quickly locate specific resources for new projects. When you need an engineer with specific rates, the agent searches the role index to find matching profiles instantly.

Setup guide

Set up Mosaic (Resource Planning & Workforce Management) 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 Mosaic (Resource Planning & Workforce Management) 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 Mosaic (Resource Planning & Workforce Management) tools.",
)
response = await agent.run("List recent Mosaic (Resource Planning & Workforce Management) data")

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Mosaic. 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 Mosaic (Resource Planning & Workforce Management) MCP in LlamaIndex

Initialize the `BasicMCPClient` with your MCP server URL, then wrap it in `McpToolSpec`. Pass these tools to your LlamaIndex agent so it can query endpoints like `list_projects` and index the results.
Yes, your agent can call `list_projects` to retrieve all active initiatives and index them. You can then perform semantic search to find projects matching specific criteria or timelines.
Your agent queries live tools like `list_work_plans` and `list_budgets` directly to populate its context. By grounding response generation in real-time API data, the agent avoids making up schedules.
Yes, you can use the allowed tools filter when setting up your MCP tool specification. This lets you restrict your agent to read-only tools like `list_members` while hiding financial endpoints if needed.
Your team cost rates retrieved via `list_cost_rates` are never stored on external servers. All data processing occurs within an ephemeral, zero-trust sandbox that discards session data immediately after your agent completes its query.

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