Bring Crm
to LlamaIndex
Learn how to connect Twenty CRM to LlamaIndex and start using 25 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Twenty CRM MCP Server?
Connect your Twenty CRM account to any AI agent and take full control of your sales pipeline and contact database through natural conversation.
What you can do
- People Management — List all contacts, fetch specific details, and create or update person records directly in the CRM.
- Company Tracking — Manage organizational accounts, list companies, and inspect company metadata using unique IDs.
- Opportunity Pipeline — Query all sales opportunities (deals), track progress, and create new entries to keep your pipeline updated.
- Full Data Control — Perform CRUD operations (Create, Read, Update, Delete) on people and companies to maintain data hygiene.
- Seamless Integration — Access your CRM data from Claude, Cursor, or any MCP-compatible client without leaving your workflow.
How it works
- Subscribe to this server
- Enter your Twenty API Key and Base URL (e.g., https://api.twenty.com)
- Start managing your CRM records using natural language
Who is this for?
- Sales Teams — quickly update opportunity statuses and add new leads without switching tabs
- Account Managers — retrieve company details and contact information instantly during client calls
- Developers — manage CRM data directly from the code editor to test integrations or verify record states
Built-in capabilities (25)
Create a new company
Create a new note
Create a new opportunity
Create a new person
Create a new task
Delete a company
Delete a note
Delete an opportunity
Delete a person
Delete a task
Get a specific company by ID
Get a specific note by ID
Get a specific opportunity by ID
Get a specific person by ID
Get a specific task by ID
List companies in Twenty CRM
List notes in Twenty CRM
List opportunities in Twenty CRM
List people in Twenty CRM
List tasks in Twenty CRM
Update an existing company
Update an existing note
Update an existing opportunity
Update an existing person
Update an existing task
Why LlamaIndex?
LlamaIndex agents combine Twenty CRM tool responses with indexed documents for comprehensive, grounded answers. Connect 25 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 Twenty CRM tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Twenty CRM tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Twenty CRM, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Twenty CRM tools were called, what data was returned, and how it influenced the final answer
Twenty CRM in LlamaIndex
Twenty CRM and 4,000+ other MCP servers. One platform. One governance layer.
Teams that connect Twenty CRM 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 | 4,000+ 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 Twenty CRM in LlamaIndex
The Twenty CRM 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 25 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
Twenty CRM for LlamaIndex
Every tool call from LlamaIndex to the Twenty CRM 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 a new contact person directly through the AI?
Yes! Use the create_person tool by providing at least a first name. You can also include a last name to create a complete record in your Twenty CRM database.
How do I see all the companies currently registered in my CRM?
Simply ask the agent to run the list_companies tool. It will retrieve a list of all company records (accounts) stored in your Twenty environment.
Is it possible to update the details of an existing sales opportunity?
Yes, you can use the update_opportunity tool. You will need the specific Opportunity ID and the new fields (like name) you wish to modify.
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 Twenty CRM 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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