Bring Experience Data
to LlamaIndex
Learn how to connect Pitchly to LlamaIndex and start using 11 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Pitchly MCP Server?
Connect your Pitchly account to any AI agent and take full control of your organizational experience and content orchestration through natural conversation. Pitchly is the data management platform of choice for professional services firms, and this integration allows you to retrieve workspace metadata, manage custom data tables, and update critical records (deals, bios, tombstones) directly from your chat interface.
What you can do
- Workspace & Table Orchestration — List all managed workspaces and retrieve detailed table structures programmatically to ensure your data foundation is always synchronized.
- Record Lifecycle Management — Query, create, and update records across custom tables with detailed profile metadata directly from the AI interface to maintain high-fidelity business intelligence.
- Content Discovery Intelligence — Search through complex data sets for specific deals, professional bios, or tombstone data via natural language to drive better research efficiency.
- Data Ingestion Control — Automate the creation of new records and manage organizational metadata using simple AI commands.
- Operational Monitoring — Track system responses and manage workspace health to ensure your experience management is always optimized.
How it works
1. Subscribe to this server
2. Enter your Pitchly API Key (Bearer Token) from your developer settings
3. Start managing your professional experience data from Claude, Cursor, or any MCP-compatible client
No more manual spreadsheet updates or searching through disparate databases. Your AI acts as a dedicated experience manager or data coordinator.
Who is this for?
- Professional Services Firms — quickly retrieve deal summaries and monitor team experience without switching apps.
- Marketing & BD Teams — automate the retrieval of tombstone data and track professional bios via natural conversation.
- Knowledge Managers — streamline the retrieval of organizational metadata and monitor data health directly within the chat.
Built-in capabilities (11)
Add a new record to a table
Delete a record from a table
Get details of a specific record
Get details of a specific table
Get details of a specific workspace
List all fields in a table
List records in a Pitchly table
List tables in a workspace
List all Pitchly workspaces
Search records within a table
Update an existing record
Why LlamaIndex?
LlamaIndex agents combine Pitchly tool responses with indexed documents for comprehensive, grounded answers. Connect 11 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 Pitchly tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Pitchly tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Pitchly, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Pitchly tools were called, what data was returned, and how it influenced the final answer
Pitchly in LlamaIndex
Pitchly and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Pitchly 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 Pitchly in LlamaIndex
The Pitchly 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 11 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
Pitchly for LlamaIndex
Every tool call from LlamaIndex to the Pitchly MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can my AI automatically find a specific deal record by its ID?
Yes! Use the get_record tool with the Table ID and Record ID. Your agent will respond with the complete metadata for the entry, including all custom field values in seconds.
How do I find my Pitchly API Key?
Log in to your Pitchly account, navigate to Settings or your Developer Dashboard, and you will find your unique secret API key there. You may need organization admin privileges to see it.
Does this work with custom tables?
Absolutely. This integration dynamically lists all tables available in your workspaces, allowing the AI to interact with any custom schema you've created for deals, bios, or projects.
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 Pitchly 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