How to Use the Berg System CRM MCP in Mastra AI

Q: Can I query uploaded financial files using this integration?

Yes. The liststoreddocuments tool allows your Mastra workflow to scan for uploaded files. The agent can use this data to verify if a client has submitted their required onboarding forms.

Build automated financial workflows with Mastra AI and Berg System CRM to track policies and tasks on autopilot.

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Connect Berg System CRM MCP to Mastra AI

Create your Vinkius account to connect Berg System 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 Berg System CRM with Mastra AI

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Automate task creation inside Mastra AI workflows

`list_crm_tasks` reads outstanding reminders so your workflow engine can schedule immediate follow-ups. If a high-priority task is near its deadline, the Mastra AI agent triggers an escalation branch to alert the assigned Berg System CRM advisor. This keeps your financial advisory operations moving without requiring manual dashboard checks. When a task is completed, you can use other tools in this MCP Server to update the record status. Mastra AI's built-in retry engine handles network drops automatically, ensuring that no Berg System CRM client reminder slips through the cracks.

Run conditional branches on sales opportunities

`list_sales_opportunities` pulls active deals into your agentic workflow to evaluate pipeline health. If a deal size exceeds a specific threshold, Mastra AI routes the record to a senior advisor for immediate action. You define these branching rules in pure TypeScript, leaving the data fetching to the Mastra AI agent. The agent can also run `get_sales_custom_fields` to inspect tailored financial metrics before making routing decisions. This MCP Server connection ensures your Mastra AI automated workflows have the exact context they need to make smart decisions.

Sync employee directories with Mastra AI agents

`list_system_employees` identifies available staff members so the workflow engine can assign new leads dynamically. The Mastra AI agent checks the workload of each advisor and routes the prospect to the person with the fewest open Berg System CRM tasks. This removes manual delegation from the sales manager's daily to-do list. If the API call fails due to rate limits, the Mastra AI framework's exponential backoff policy retries the Berg System CRM request automatically. Your integration remains stable even during peak hours when multiple workflows run concurrently.

Setup guide

Set up Berg System 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 Berg System 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: "berg-system-crm-mcp-client",
  servers: {
    "berg-system-crm-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

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

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

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Berg System. 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.

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Common questions about Berg System CRM MCP in Mastra AI

Import the MCPClient from @mastra/mcp and initialize the MCP Server using your Vinkius server URL. Call listTools on the client and spread those tools directly into your Mastra AI agent configuration.

Yes. You can configure Mastra's requireToolApproval setting on this MCP Server for critical tools like create_new_customer. This pauses the workflow and waits for admin confirmation before writing new records.

Mastra AI uses its native workflow engine to manage failures. If a call to check_api_health returns an error, the framework executes your predefined retry logic or routes the execution to a fallback branch.

Yes. The list_stored_documents tool allows your Mastra workflow to scan for uploaded files. The agent can use this data to verify if a client has submitted their required onboarding forms.

All data transfers occur over encrypted TLS connections directly to the Vinkius V8 Isolate sandbox. Your employee directories and client files are never stored or cached on the proxy server, keeping your financial records private.

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