How to Use the Onpipeline MCP in LlamaIndex

Q: Can I filter Onpipeline tools exposed to LlamaIndex?

Yes, you can use the allowedtools filter in the client setup. This lets you restrict the agent to read-only tools like listcrmcontacts while blocking write tools.

Q: How is my sales team's calendar data protected?

Calendar events and contact details retrieved via listcrmevents are encrypted in transit using TLS 1.3. Vinkius runs the MCP Server in an isolated environment where no data is written to persistent disk, ensuring your schedule remains private.

Index your Onpipeline sales data into LlamaIndex to query your pipeline with zero hallucinations.

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Connect Onpipeline MCP to LlamaIndex

Create your Vinkius account to connect Onpipeline 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 Onpipeline with LlamaIndex

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Index active deals into your LlamaIndex vector store

Stop guessing about your pipeline health. This MCP Server lets LlamaIndex fetch live deal records using `list_crm_deals` and convert them into searchable vector embeddings for your knowledge base. When you query your agent about open opportunities, it pulls facts straight from `get_deal_details` instead of guessing. You get answers grounded in real-time sales numbers, not outdated spreadsheets.

Search past sales activities with LlamaIndex RAG

Keeping track of client touchpoints gets messy as deal volume grows. Your LlamaIndex agent can run semantic search over your entire sales log by running this MCP Server to index output from `list_activities`. It matches natural language questions to actual logged events. If you ask when a client was last contacted, the agent queries the index and presents the exact timeline from `list_crm_events` to prove it.

Build a searchable directory of organizations

Finding relationships between accounts shouldn't require manual database lookups. LlamaIndex reads your company records using `list_crm_organizations` and indexes the structural details of each account. When you need to check if a prospect already has an active account, your agent looks up the indexed company data. It can then run `get_contact_details` to find the right stakeholder to message.

Setup guide

Set up Onpipeline 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 Onpipeline 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 Onpipeline tools.",
)
response = await agent.run("List recent Onpipeline data")

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Common questions about Onpipeline MCP in LlamaIndex

You can set up periodic indexing runs to refresh the vector store. The agent calls `list_crm_deals` on a schedule to replace outdated deal records with current pipeline stages.

Yes, you can use the allowed_tools filter in the client setup. This lets you restrict the agent to read-only tools like `list_crm_contacts` while blocking write tools.

It does. You can combine this server with other data sources in a single index, allowing your agent to merge CRM details with external market intelligence.

Yes, if the agent finds a gap in your knowledge index, it can execute `create_crm_contact` to log the missing details.

Calendar events and contact details retrieved via `list_crm_events` are encrypted in transit using TLS 1.3. Vinkius runs the MCP Server in an isolated environment where no data is written to persistent disk, ensuring your schedule remains private.

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