Twenty CRM MCP Server for LlamaIndexGive LlamaIndex instant access to 25 tools to Create Company, Create Note, Create Opportunity, and more
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.
Vinkius delivers Streamable HTTP and SSE to any MCP client
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())
* 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 company on Twenty CRM
Create a new company
Create note on Twenty CRM
Create a new note
Create opportunity on Twenty CRM
Create a new opportunity
Create person on Twenty CRM
Create a new person
Create task on Twenty CRM
Create a new task
Delete company on Twenty CRM
Delete a company
Delete note on Twenty CRM
Delete a note
Delete opportunity on Twenty CRM
Delete an opportunity
Delete person on Twenty CRM
Delete a person
Delete task on Twenty CRM
Delete a task
Get company on Twenty CRM
Get a specific company by ID
Get note on Twenty CRM
Get a specific note by ID
Get opportunity on Twenty CRM
Get a specific opportunity by ID
Get person on Twenty CRM
Get a specific person by ID
Get task on Twenty CRM
Get a specific task by ID
List companies on Twenty CRM
List companies in Twenty CRM
List notes on Twenty CRM
List notes in Twenty CRM
List opportunities on Twenty CRM
List opportunities in Twenty CRM
List people on Twenty CRM
List people in Twenty CRM
List tasks on Twenty CRM
List tasks in Twenty CRM
Update company on Twenty CRM
Update an existing company
Update note on Twenty CRM
Update an existing note
Update opportunity on Twenty CRM
Update an existing opportunity
Update person on Twenty CRM
Update an existing person
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.
Install dependencies
pip install llama-index-tools-mcp llama-index-llms-openaiReplace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenRun the agent
agent.py and run: python agent.pyExplore tools
Why Use LlamaIndex with the Twenty CRM MCP Server
LlamaIndex provides unique advantages when paired with Twenty CRM through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Twenty CRM tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Twenty CRM tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Twenty CRM, a vector store, and a SQL database in a single turn and synthesize results
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.
Hybrid search: combine Twenty CRM real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Twenty CRM 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 Twenty CRM for fresh data
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.
"List all people in my Twenty CRM."
"Create a new company named 'Global Tech Solutions'."
"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.
BasicMCPClient not found
pip install llama-index-tools-mcpTwenty CRM + LlamaIndex FAQ
Common questions about integrating Twenty CRM 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?
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