How to Use the Simplicate MCP in LlamaIndex

Q: How do I use Simplicate and LlamaIndex for time tracking?

You index historical records from listtimeregistrations and combine them with service lists (listprojectservices). This allows you to ask questions like, 'What was the average rate billed for this client last quarter?'

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Connect Simplicate MCP to LlamaIndex

Create your Vinkius account to connect Simplicate to LlamaIndex — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

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Setup Simplicate with LlamaIndex

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Creating Searchable API Knowledge

LlamaIndex indexes the results from your calls, turning raw data into a searchable resource. Instead of just listing all contacts via `list_crm_persons`, you index those records so they become part of a unified knowledge base. You can then query past sessions or specific client details and get answers grounded in that actual API data. This means the system remembers everything. It takes inputs from tools like `get_sales_details` and combines them with documents, giving your agent full context for answering complex questions.

Contextualizing Project Data

You build RAG applications that combine live API data with internal documents. If you query about a specific project (using `get_project_details`), the index pulls relevant information from both the MCP tool output and your stored manuals. The answer is always verifiable against Simplicate’s records. This process grounds AI responses in truth. It doesn't guess; it points to which tool—like `list_projects` or `get_project_details`—provided the underlying data.

Intelligent Billing and CRM Queries

The system can answer deep questions about billing by indexing multiple financial tools. You don't just list invoices (`list_invoices`); you ask, 'Show me all invoices related to the XYZ project.' The index combines data from `get_project_details` and `list_invoices` into one semantic search result. This makes complex queries simple. It uses tool results like contact lists (`list_crm_organizations`) or employee records (`list_employees`) to narrow down the search scope, giving you pinpoint accuracy every time.

Setup guide

Set up Simplicate MCP in LlamaIndex

Prerequisites

Python 3.10+ installed
llama-index-tools-mcp package
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai. The MCP tools package provides BasicMCPClient and McpToolSpec.
2

Connect with BasicMCPClient
Point BasicMCPClient to your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. Supports SSE and Streamable HTTP transports.
3

Convert to LlamaIndex tools
Call mcp_tool_spec.to_tool_list_async() to convert all Simplicate MCP tools into native FunctionTool objects that any LlamaIndex agent can use.
4

Run with any LLM
Create a FunctionAgent with the tools and your preferred LLM. Swap OpenAI for Anthropic, Gemini, or any LlamaIndex-supported provider.

agent.py

from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

# Connect to the MCP
mcp_client = BasicMCPClient(
    "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)
mcp_tool_spec = McpToolSpec(client=mcp_client)

# Convert MCP tools to LlamaIndex tools
tools = await mcp_tool_spec.to_tool_list_async()

# Create and run the agent
agent = FunctionAgent(
    tools=tools,
    llm=OpenAI(model="gpt-4o"),
    system_prompt="You have access to Simplicate tools.",
)
response = await agent.run("List recent Simplicate data")

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Common questions about Simplicate MCP in LlamaIndex

LlamaIndex doesn't just call tools; it indexes the output. This means results from `list_crm_organizations` become part of a searchable knowledge base, allowing you to query historical or complex relationships.

Yes. You can combine the structured API output with unstructured documents into one unified index. This is how your agent answers questions using both live project data and internal policy manuals.

This server touches organization profiles, project details, sales opportunities, employee lists, invoices, time registrations, and contact information. The indexization process is controlled to ensure only necessary fields are made searchable.

It helps by making complex compliance documentation instantly queryable alongside your live data. You can ask, 'What rules apply to this contract?' and get an answer grounded in both policy and the client’s project details.

You index historical records from `list_time_registrations` and combine them with service lists (`list_project_services`). This allows you to ask questions like, 'What was the average rate billed for this client last quarter?'

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