Bring Cpq
to LlamaIndex
Learn how to connect Cacheflow to LlamaIndex and start using 6 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Cacheflow MCP Server?
Connect your Cacheflow account to any AI agent and take full control of your automated sales proposals and checkout workflows through natural conversation.
What you can do
- Proposal Orchestration — List and manage active sales proposals programmatically, including monitoring their status (sent, viewed, signed) and retrieving detailed metadata
- Approval Workflow Intelligence — Access your pending approval requests to maintain a high-velocity sales cycle and oversee the internal signing pipeline in real-time
- CRM Ecosystem Sync — Programmatically trigger the synchronization of proposal data to your connected Salesforce or HubSpot instance to ensure high-fidelity records
- Customer Oversight — Retrieve complete directories of external customers synced from your CRM to maintain a perfectly coordinated relationship ecosystem
- Revenue Visibility — Access specific proposal details and monitor sales performance metrics directly through your agent for instant operational reporting
How it works
1. Subscribe to this server
2. Retrieve your API Key from your Cacheflow dashboard (Settings > API)
3. Identify your Subdomain (e.g., 'acme' from acme.getcacheflow.com)
4. Start managing your proposal-to-cash flow from Claude, Cursor, or any MCP client
No more manual status checking of individual proposals or missing high-intent buyer views. Your AI acts as your dedicated sales operations and revenue coordinator.
Who is this for?
- Sales Operations Leads — instantly retrieve proposal summaries and check approval statuses using natural language commands
- Account Executives (AEs) — automate the creation of professional quotes and trigger CRM syncing without leaving your workspace
- Finance Teams — monitor the transition from proposal to active checkout through simple AI queries
Built-in capabilities (6)
Pass data as a JSON string. Create a new sales proposal
List pending approvals for me
Get specific proposal details
List external customers
List all sales proposals
Sync proposal to CRM
Why LlamaIndex?
LlamaIndex agents combine Cacheflow tool responses with indexed documents for comprehensive, grounded answers. Connect 6 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.
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Data-first architecture: LlamaIndex agents combine Cacheflow tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Cacheflow tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Cacheflow, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Cacheflow tools were called, what data was returned, and how it influenced the final answer
Cacheflow in LlamaIndex
Cacheflow and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Cacheflow to LlamaIndex through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Cacheflow in LlamaIndex
The Cacheflow 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. All 6 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in LlamaIndex only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* 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
How Vinkius secures
Cacheflow for LlamaIndex
Every tool call from LlamaIndex to the Cacheflow MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
How do I find my Cacheflow API Key?
Log in to your dashboard, navigate to Settings > API, and generate or copy your secret access token.
What is my subdomain in Cacheflow?
Your subdomain is the first part of your Cacheflow URL. For example, if you access at acme.getcacheflow.com, your subdomain is acme.
Can I trigger a CRM sync via AI?
Yes! Use the sync_to_crm tool and provide a specific proposal ID to immediately push data to your connected Salesforce or HubSpot instance.
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.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query Cacheflow tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp