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Twenty CRM MCP Server for LlamaIndexGive LlamaIndex instant access to 25 tools to Create Company, Create Note, Create Opportunity, and more

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LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Twenty CRM 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 MCP Server for LlamaIndex

The Twenty CRM MCP Server for LlamaIndex is a standout in the Sales Automation category — giving your AI agent 25 tools to work with, ready to go from day one.

Built for AI Agents by Vinkius

Vinkius delivers Streamable HTTP and SSE to any MCP client

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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 Twenty CRM. "
            "You have 25 tools available."
        ),
    )

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

asyncio.run(main())
Twenty CRM
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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 Twenty CRM MCP Server

Connect your Twenty CRM account to any AI agent and take full control of your sales pipeline and contact database through natural conversation.

LlamaIndex agents combine Twenty CRM tool responses with indexed documents for comprehensive, grounded answers. Connect 25 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

  • People Management — List all contacts, fetch specific details, and create or update person records directly in the CRM.
  • Company Tracking — Manage organizational accounts, list companies, and inspect company metadata using unique IDs.
  • Opportunity Pipeline — Query all sales opportunities (deals), track progress, and create new entries to keep your pipeline updated.
  • Full Data Control — Perform CRUD operations (Create, Read, Update, Delete) on people and companies to maintain data hygiene.
  • Seamless Integration — Access your CRM data from Claude, Cursor, or any MCP-compatible client without leaving your workflow.

The Twenty CRM MCP Server exposes 25 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — credentials fully managed, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 25 Twenty CRM tools available for LlamaIndex

When LlamaIndex connects to Twenty CRM through Vinkius, your AI agent gets direct access to every tool listed below — spanning crm, contact-management, sales-pipeline, and more. Every call runs in a secure, isolated environment with full audit visibility. Beyond a simple connection, you get real-time monitoring of agent activity, enterprise governance, and optimized token usage.

create

Create company on Twenty CRM

Create a new company

create

Create note on Twenty CRM

Create a new note

create

Create opportunity on Twenty CRM

Create a new opportunity

create

Create person on Twenty CRM

Create a new person

create

Create task on Twenty CRM

Create a new task

delete

Delete company on Twenty CRM

Delete a company

delete

Delete note on Twenty CRM

Delete a note

delete

Delete opportunity on Twenty CRM

Delete an opportunity

delete

Delete person on Twenty CRM

Delete a person

delete

Delete task on Twenty CRM

Delete a task

get

Get company on Twenty CRM

Get a specific company by ID

get

Get note on Twenty CRM

Get a specific note by ID

get

Get opportunity on Twenty CRM

Get a specific opportunity by ID

get

Get person on Twenty CRM

Get a specific person by ID

get

Get task on Twenty CRM

Get a specific task by ID

list

List companies on Twenty CRM

List companies in Twenty CRM

list

List notes on Twenty CRM

List notes in Twenty CRM

list

List opportunities on Twenty CRM

List opportunities in Twenty CRM

list

List people on Twenty CRM

List people in Twenty CRM

list

List tasks on Twenty CRM

List tasks in Twenty CRM

update

Update company on Twenty CRM

Update an existing company

update

Update note on Twenty CRM

Update an existing note

update

Update opportunity on Twenty CRM

Update an existing opportunity

update

Update person on Twenty CRM

Update an existing person

update

Update task on Twenty CRM

Update an existing task

Connect Twenty CRM to LlamaIndex via MCP

Follow these steps to wire Twenty CRM into LlamaIndex. The entire setup takes under two minutes — your credentials stay safe behind 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 25 tools from Twenty CRM

Why Use LlamaIndex with the Twenty CRM MCP Server

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

01

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

02

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

03

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

04

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

Twenty CRM + LlamaIndex Use Cases

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

01

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

02

Data enrichment: query Twenty CRM 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 Twenty CRM for fresh data

04

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

Example Prompts for Twenty CRM in LlamaIndex

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

01

"List all people in my Twenty CRM."

02

"Create a new company named 'Global Tech Solutions'."

03

"Get the details for opportunity ID 101."

Troubleshooting Twenty CRM MCP Server with LlamaIndex

Common issues when connecting Twenty CRM to LlamaIndex through Vinkius, and how to resolve them.

01

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Twenty CRM + LlamaIndex FAQ

Common questions about integrating Twenty CRM 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 Twenty CRM 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.

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