NeonCRM MCP Server for LlamaIndex 10 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add NeonCRM as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
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Vinkius supports streamable HTTP and SSE.
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 NeonCRM. "
"You have 10 tools available."
),
)
response = await agent.run(
"What tools are available in NeonCRM?"
)
print(response)
asyncio.run(main())
* 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 NeonCRM MCP Server
Connect your NeonCRM account to your AI agent and take full control of your non-profit organization's constituent data and fundraising activities through natural conversation.
LlamaIndex agents combine NeonCRM tool responses with indexed documents for comprehensive, grounded answers. Connect 10 tools through the 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
- Constituent Management — List all accounts and contacts to get detailed profiles and historical activity.
- Donation Tracking — Access a history of all financial contributions and retrieve metadata for specific donations.
- Membership Oversight — Monitor active and historical membership records for your supporters.
- Event Management — View all organization events (fundraisers, galas) and registration details.
- Grant Tracking — List and inspect grant applications and awards managed within the CRM.
- Custom Data Access — Retrieve all standard and custom data fields defined for your CRM profiles.
The NeonCRM MCP Server exposes 10 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.
How to Connect NeonCRM to LlamaIndex via MCP
Follow these steps to integrate the NeonCRM MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 10 tools from NeonCRM
Why Use LlamaIndex with the NeonCRM MCP Server
LlamaIndex provides unique advantages when paired with NeonCRM through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine NeonCRM tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain NeonCRM tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query NeonCRM, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what NeonCRM tools were called, what data was returned, and how it influenced the final answer
NeonCRM + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the NeonCRM MCP Server delivers measurable value.
Hybrid search: combine NeonCRM real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query NeonCRM to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying NeonCRM for fresh data
Analytical workflows: chain NeonCRM queries with LlamaIndex's data connectors to build multi-source analytical reports
NeonCRM MCP Tools for LlamaIndex (10)
These 10 tools become available when you connect NeonCRM to LlamaIndex via MCP:
get_account
Get specific account details
get_crm_event
Get specific event details
get_donation
Get donation details
list_accounts
List NeonCRM accounts
list_contacts
List CRM contacts
list_crm_events
) created in NeonCRM. List CRM events
list_custom_fields
List CRM custom fields
list_donations
List all donations
list_grants
List grant records
list_memberships
List account memberships
Example Prompts for NeonCRM in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with NeonCRM immediately.
"List all donations received this year."
"Show me the details for account ID 987."
"List all upcoming CRM events."
Troubleshooting NeonCRM MCP Server with LlamaIndex
Common issues when connecting NeonCRM to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpNeonCRM + LlamaIndex FAQ
Common questions about integrating NeonCRM MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
Connect NeonCRM with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect NeonCRM to LlamaIndex
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.