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Railz MCP Server for LlamaIndex 12 tools — connect in under 2 minutes

Built by Vinkius GDPR 12 Tools Framework

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

Vinkius supports streamable HTTP and SSE.

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 Railz. "
            "You have 12 tools available."
        ),
    )

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

asyncio.run(main())
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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 Railz MCP Server

Empower your AI agent to access normalized financial data from various accounting, banking, and commerce platforms with Railz. By connecting Railz to your agent, you transform complex financial auditing into a natural conversation. Your agent can instantly list businesses, audit invoices, and retrieve deep financial reports like Balance Sheets and P&L statements without you ever touching a dashboard. Whether you are managing multiple client accounts or a single corporate entity, your agent acts as a real-time financial analyst, ensuring your data is always accessible and structured.

LlamaIndex agents combine Railz tool responses with indexed documents for comprehensive, grounded answers. Connect 12 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

  • Business Directory — List all registered businesses in your Railz account and inspect their specific metadata.
  • Connection Auditing — Monitor active service provider connections (QuickBooks, Xero, Shopify, etc.) for any business entity.
  • Financial Reporting — Fetch real-time, normalized reports including Balance Sheets, Profit & Loss, and Cash Flow statements.
  • Invoice & Bill Management — Query and analyze accounts receivable (invoices) and accounts payable (bills) across multiple providers.
  • Commerce Insights — Access sales orders and transaction data from connected commerce platforms to track revenue trends.

The Railz MCP Server exposes 12 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 Railz to LlamaIndex via MCP

Follow these steps to integrate the Railz MCP Server with LlamaIndex.

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 12 tools from Railz

Why Use LlamaIndex with the Railz MCP Server

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

01

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

02

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

03

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

04

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

Railz + LlamaIndex Use Cases

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

01

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

02

Data enrichment: query Railz 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 Railz for fresh data

04

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

Railz MCP Tools for LlamaIndex (12)

These 12 tools become available when you connect Railz to LlamaIndex via MCP:

01

get_balance_sheet

Get balance sheet report

02

get_business

Get details for a specific business

03

get_cash_flow

Get cash flow statement

04

get_profit_and_loss

Get profit and loss report

05

list_accounts

List chart of accounts

06

list_bank_transactions

List bank transactions

07

list_bills

List bills for a business

08

list_businesses

List all businesses in Railz

09

list_commerce_orders

g., Shopify, BigCommerce). List commerce orders

10

list_connections

g., QuickBooks, Xero) for a given business. List connections for a business

11

list_invoices

List invoices for a business

12

list_journal_entries

List journal entries

Example Prompts for Railz in LlamaIndex

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

01

"List all businesses registered in my Railz account."

02

"Show active connections for business 'biz_123'."

03

"Get the Profit and Loss report for connection 'conn_456'."

Troubleshooting Railz MCP Server with LlamaIndex

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

01

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Railz + LlamaIndex FAQ

Common questions about integrating Railz 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 Railz 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.

Connect Railz to LlamaIndex

Get your token, paste the configuration, and start using 12 tools in under 2 minutes. No API key management needed.