How to Use the Agile CRM MCP in Mastra AI

Q: How do I register Agile CRM tools in Mastra AI?

Instantiate MCPClient with your Vinkius URL. Call listTools() and spread the results into your agent's tool array.

Build resilient workflows that query Agile CRM deals and contacts automatically using Mastra AI.

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Works with every AI agent you already use

…and any MCP-compatible client

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Connect Agile CRM MCP to Mastra AI

Create your Vinkius account to connect Agile CRM to Mastra AI and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Agile CRM with Mastra AI

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Claude

Perplexity

Automate lead lookups with Mastra AI

This MCP Server plugs your workflow engine directly into your sales database. When a new support ticket arrives, your agent runs `search_contact_by_email` to see if the sender is a known prospect. If the API times out, the framework's exponential backoff kicks in automatically. You get reliable data extraction without writing messy retry logic yourself.

Chain pipeline reviews together

The deal listing tool helps complex sales operations check multiple systems before making a decision. You can configure a workflow that triggers `list_deals` through the MCP connection to evaluate your current revenue pipeline. Based on those deal stages, conditional branching routes the logic down different paths. If the pipeline looks light, the agent might automatically draft an email to the sales director.

Audit team tasks systematically

The task extraction tool gives managers visibility into what their reps are actually doing. Your script calls `list_tasks` to compile a complete log of scheduled calls and follow-ups. You can wrap this operation in a `requireToolApproval` block. A human reviews the task extraction request before the agent proceeds to analyze the raw output.

Setup guide

Set up Agile CRM MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Agile CRM tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "agile-crm-mcp-client",
  servers: {
    "agile-crm-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Agile CRM Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Agile CRM tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Agile CRM transactions"
);
console.log(result.text);

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Agile CRM. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Agile CRM MCP in Mastra AI

Instantiate `MCPClient` with your Vinkius URL. Call `listTools()` and spread the results into your agent's tool array.

The framework handles failures natively. If a request drops, it backs off and tries the query again automatically.

You can pause execution before any data pull. The workflow stops until an admin approves the tool call.

Use the workflow engine to pass outputs between nodes. Feed the email found in step one directly into your billing system tool in step two.

Only you and your authenticated agent. The Vinkius zero-trust architecture isolates your session, ensuring task descriptions and contact details remain strictly confidential.

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