Bring Ppm
to LlamaIndex
Create your Vinkius account to connect Celoxis to LlamaIndex and start using all 12 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Celoxis MCP Server?
Connect your Celoxis enterprise platform to any AI agent and take full control of your Project Portfolio Management (PPM) workflow through natural conversation.
What you can do
- Project & Portfolio Mapping — List strategic portfolios and extract granular project structures including absolute timelines, completion statuses, and mapped budget blocks.
- WBS & Tasks — Retrieve explicit Work Breakdown Structure nodes, identifying active assignments, task health, and explicit phase deliverables.
- Resource Allocation — Evaluate working resources, parse user mappings, and expose global scheduling types and distinct system roles across your organization.
- Timesheets & Accounting — Accurately pull time entries logged by members to measure billable matrices and ledger associations tied directly to tasks natively.
- Issue & Risk Governance — Poll blocking issues preventing workflows and assess graded severity impacts modeled inside the Celoxis organizational risk matrix.
- Approvals Pipeline — Interrogate pending validations routing over timesheets, assessing gating rules and internal clearance statuses immediately.
How it works
- Subscribe to this server
- Provide your Celoxis instance Base URL alongside your API Token
- Start fetching intricate project lifecycles and team burn-rates securely without touching Gantt charts
Who is this for?
- Project Managers (PMO) — Command your custom agent to generate a rapid textual brief regarding delayed milestones affecting priority client accounts.
- Financial Controllers — Assess timesheet gaps and non-billable raw expenses mapping accurately directly to current CRM portfolios.
- Executive Operations — Ask the model to pull broad Strategic global Portfolios ensuring the pipeline moves correctly around distinct delivery phases.
Built-in capabilities (12)
Get an explicit Celoxis project and its complete intrinsic properties structure by ID
List explicit tracking objects identifying pending/cleared approvals over timesheets and expenses constraints
List explicit top-level CRM organizational clients linked internally to distinct portfolios
List raw billable/non-billable expenses physically mapped onto task items inside the ecosystem
List custom app items representing blocked issues explicit to complex workflows mapping problems
List raw milestones natively mapping absolute phase delivery tracking inside the WBS
List strategic global tracking Portfolios mapping top-level aggregates over child projects natively
List all top-level project portfolio items in Celoxis. Returns physical IDs, names, status, and timeline data
List all explicit Celoxis working resources parsing the core user mappings handling allocations
List explicit organizational risks bounded natively via the Celoxis custom application matrix
List comprehensive Work Breakdown Structure (WBS) tasks representing concrete deliverables within active projects
List actual time entries logged explicitly against Celoxis tasks or projects for accounting
Why LlamaIndex?
LlamaIndex agents combine Celoxis 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.
- —
Data-first architecture: LlamaIndex agents combine Celoxis tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Celoxis tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Celoxis, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Celoxis tools were called, what data was returned, and how it influenced the final answer
Celoxis in LlamaIndex
Why run Celoxis with Vinkius?
The Celoxis connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 12 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Celoxis using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Celoxis and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Celoxis to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Celoxis for LlamaIndex
Every request between LlamaIndex and Celoxis is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
Can the AI agent track active project milestones and timeline risks?
Yes. The agent uses the explicit milestones and risks endpoints to provide real-time updates on deliverable health, letting you manage complex Portfolio lifecycles entirely through natural language commands without sifting through gantt charts.
Does it map team hours and billable expenses internally?
Absolutely. Using the resources, time entries, and expenses tools, the agent accurately links organizational workers, the exact time they logged natively, and their costs—directly mapping them onto specific project ledgers on the fly.
Can the agent query custom issues and complex gating approvals?
Yes. The integration pulls mapped states of blocking issues and traces routing limits for approvals over timesheets or expenses, granting you full observability into administrative constraints without opening the Celoxis interface.
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 Celoxis 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
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