Bring Client Portal
to LlamaIndex
Create your Vinkius account to connect Copilot CRM (Assembly) to LlamaIndex and start using all 10 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 Copilot CRM (Assembly) MCP Server?
Integrate Copilot (now rebranding to Assembly), the leading client portal and CRM platform for service businesses, directly into your AI workflow.
What you can do
- Client Management — List, retrieve, and update client profiles and company associations.
- Billing Automation — Monitor invoices, check statuses, and pull payment details via chat.
- Portal Discovery — Search for files, messages, and custom fields within your client workspace.
How it works
- Connect the Copilot integration to your AI assistant.
- Authorize using your Copilot API Key (found in Settings > API).
- Manage your entire client back-office using natural language.
Who is this for?
- Agencies & Consultancies — Streamline client onboarding and project tracking without leaving the chat.
- Accountants & Law Firms — Quickly check invoice statuses or pull client documents during planning.
- Support Teams — Retrieve client custom fields and portal messages to provide faster assistance.
Built-in capabilities (10)
Creates a new client record with identity properties (name, email) and optional company linkages. Create a new client in the portal
Resolves granular profile data, including contact information, associated company linkages, and system-level metadata. Get detailed information about a specific client
Resolves client identity properties including unique identifiers, names, emails, and account status across the portal system boundary. List all clients in your Copilot CRM
Resolves corporate entity properties such as company IDs, legal names, and primary contact associations. List all companies in your Copilot CRM
Resolves custom field definitions, including field keys, data types, and display labels used across various entities. Retrieve definitions for custom fields used in CRM
Resolves file metadata including filenames, storage paths, upload timestamps, and access permissions. List files uploaded to the Copilot portal
Resolves form definitions, including titles, submission endpoints, and configuration metadata. List intake or feedback forms available
Resolves billing data including amounts, due dates, payment status, and client/company bill-to associations. List all invoices and their statuses
Resolves portal message threads, including sender/receiver identity, message content summary, and timestamps. List messages sent through the client portal
Modifies specific attributes like name or account status while preserving other entity properties. Update existing client details
Why LlamaIndex?
LlamaIndex agents combine Copilot CRM (Assembly) tool responses with indexed documents for comprehensive, grounded answers. Connect 10 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 Copilot CRM (Assembly) tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Copilot CRM (Assembly) tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Copilot CRM (Assembly), a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Copilot CRM (Assembly) tools were called, what data was returned, and how it influenced the final answer
Copilot CRM (Assembly) in LlamaIndex
Why run Copilot CRM (Assembly) with Vinkius?
The Copilot CRM (Assembly) 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 10 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 Copilot CRM (Assembly) using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Copilot CRM (Assembly) and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Copilot CRM (Assembly) 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
Copilot CRM (Assembly) for LlamaIndex
Every request between LlamaIndex and Copilot CRM (Assembly) 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
How do I generate an API Key in Copilot?
Log in to your Copilot (Assembly) dashboard. Go to Settings > API and click 'Generate API Key'. Copy the key and paste it below.
Can the agent see my internal portal messages?
Yes, if granted access via the API Key, the agent can list and retrieve messages sent through the client portal to help you keep track of communications.
Is the billing data secure?
Absolutely. This integration uses standard API protocols and does not store your payment information. It only retrieves statuses and metadata provided by the Copilot API.
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 Copilot CRM (Assembly) 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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