Bring B2b Sales
to LlamaIndex
Learn how to connect ConnectAndSell 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.
GDPR Free for Subscribers
What is the ConnectAndSell MCP Server?
Connect your conversational agent to the established ConnectAndSell platform. Efficiently monitor calling activities, track campaign success rates, and manage high-volume B2B cold calling campaigns effortlessly via text.
What you can do
- Track Campaigns — Immediately instruct your agent to check live metrics for active dialing campaigns and list out agent statuses.
- Review Activities — Audit logs for specific sales reps to review connection rates, talk time, and disposition outcomes.
- Extract Insights — Identify which outreach lists are yielding the highest conversation ratios to optimize your CRM workflows.
How it works
1. Append this integration securely to your AI application.
2. Authorize using active ConnectAndSell API credentials.
3. Chat seamlessly via natural language to audit your business-to-business calling cadence.
Who is this for?
- Sales Managers — Daily assessment of representative activities without pulling reports manually from external dashboards.
- SDR Leaders — Quickly check active lists and prioritize campaign flows through continuous AI monitoring and reporting.
- Operations Teams — Combine calling stats natively into larger operational narratives reported within an AI environment.
Built-in capabilities (6)
Supports optional date range filtering. Retrieve a summary of sales calling performance metrics
Returns the prospect lists assigned for outbound calling sessions. Retrieve the calling lists assigned to a specific user
Supports date filtering. Retrieve history of all outbound call attempts
Retrieve all users in the ConnectAndSell account
Supports date filtering in YYYY-MM-DD format. Retrieve history of successful connections and conversations
g. Salesforce, HubSpot). Requires the call ID and CRM type. Manually trigger a sync of call data to your connected CRM
Why LlamaIndex?
LlamaIndex agents combine ConnectAndSell 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 ConnectAndSell tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain ConnectAndSell tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query ConnectAndSell, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what ConnectAndSell tools were called, what data was returned, and how it influenced the final answer
ConnectAndSell in LlamaIndex
ConnectAndSell and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect ConnectAndSell 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 ConnectAndSell in LlamaIndex
The ConnectAndSell 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
ConnectAndSell for LlamaIndex
Every tool call from LlamaIndex to the ConnectAndSell 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 securely obtain ConnectAndSell API credentials?
You typically need to contact your organization's ConnectAndSell technical administrator or reach out directly to the official support channel to provision API access. Once authorized, secure the credentials supplied and enter them safely in this integration's configuration context below.
Can the AI place active phone calls on behalf of the sales reps?
No. This integration operates primarily in a reporting, querying, and monitoring capacity. It manages system metrics to retrieve data on usage, calling statistics, performance overviews and campaign metrics, rather than taking direct voice or real-time call control roles which structurally belong strictly within the dialer platform interface natively.
What exact statistics can be reviewed with this AI integration?
You can effectively retrieve summary counts of dials made, connection and conversion ratios, active campaign performance statuses, agent-level tallies of successful meetings set, and various log insights correlating duration of talk to explicit disposition outcomes recorded internally.
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 ConnectAndSell 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.
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Install: pip install llama-index-tools-mcp