Bring Case Tracking
to LlamaIndex
Learn how to connect Evolio to LlamaIndex and start using 14 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Evolio MCP Server?
Connect your Evolio account to any AI agent and manage your law firm operations through natural conversation.
What you can do
- Case Management — Create, update, list, and inspect cases with status, assigned attorneys, deadlines, and milestones
- Status Filtering — Filter cases by status (active, pending, closed, archived) to focus on what needs attention
- Task Tracking — Create tasks linked to cases, list all tasks with due dates and assignees, and inspect individual task details
- Client Profiles — Browse all clients with contact information and associated case counts, and inspect full client profiles
- Document Access — List all documents uploaded per client or per case for easy reference during consultations
How it works
1. Subscribe to this server
2. Enter your Evolio API Key from your administration settings
3. Start managing your cases from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Attorneys — check case status, review deadlines, and create tasks without switching to the Evolio dashboard
- Paralegals — access client documents and case files during research through conversational AI
- Law Firm Administrators — monitor caseloads, track pending tasks, and manage client profiles
Built-in capabilities (14)
Verify connectivity
Create a case
Create a task
Get case details
Get client details
Get task details
List case files
List cases
List cases by status
List client files
List clients
List all tasks
List tasks by case
Update a case
Why LlamaIndex?
LlamaIndex agents combine Evolio tool responses with indexed documents for comprehensive, grounded answers. Connect 14 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 Evolio tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Evolio tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Evolio, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Evolio tools were called, what data was returned, and how it influenced the final answer
Evolio in LlamaIndex
Evolio and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Evolio 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 Evolio in LlamaIndex
The Evolio 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 14 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
Evolio for LlamaIndex
Every tool call from LlamaIndex to the Evolio MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I create new cases and tasks directly through the AI agent?
Yes! The create_case action accepts a JSON payload with client, case type, and initial status. The create_task action creates tasks linked to specific cases with description, due date, and assignee. Use update_case to modify case status, notes, or attorney assignments as the case progresses.
Can I filter cases by their current status?
Yes. The list_cases_by_status tool accepts a status parameter — 'active', 'pending', 'closed', or 'archived'. This lets you quickly focus on active matters requiring attention, review pending cases awaiting decisions, or audit closed cases for reporting.
Can I access client documents and case files through the AI agent?
Yes. Use list_client_files with a Client ID to retrieve all documents uploaded for that client. Use list_case_files with a Case ID to see all documents associated with a specific case. Both tools return file names, upload dates, and file types for easy reference.
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 Evolio 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