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Berg System CRM MCP Server for Vercel AI SDKGive Vercel AI SDK instant access to 12 tools to Check Api Health, Create New Company, Create New Customer, and more

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The Vercel AI SDK is the TypeScript toolkit for building AI-powered applications. Connect Berg System CRM through Vinkius and every tool is available as a typed function. ready for React Server Components, API routes, or any Node.js backend.

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Ask AI about this App Connector for Vercel AI SDK

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The Berg System CRM app connector for Vercel AI SDK is a standout in the Sales Automation category — giving your AI agent 12 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { generateText } from "ai";
import { openai } from "@ai-sdk/openai";

async function main() {
  const mcpClient = await createMCPClient({
    transport: {
      type: "http",
      // Your Vinkius token. get it at cloud.vinkius.com
      url: "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
    },
  });

  try {
    const tools = await mcpClient.tools();
    const { text } = await generateText({
      model: openai("gpt-4o"),
      tools,
      prompt: "Using Berg System CRM, list all available capabilities.",
    });
    console.log(text);
  } finally {
    await mcpClient.close();
  }
}

main();
Berg System CRM
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Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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

About Berg System CRM MCP Server

Connect your Berg System account to any AI agent and take full control of your insurance agency operations and customer relationship workflows through natural conversation.

The Vercel AI SDK gives every Berg System CRM tool full TypeScript type inference, IDE autocomplete, and compile-time error checking. Connect 12 tools through Vinkius and stream results progressively to React, Svelte, or Vue components. works on Edge Functions, Cloudflare Workers, and any Node.js runtime.

What you can do

  • Customer Orchestration — List and search through individual and corporate client directories programmatically, retrieving detailed high-fidelity profile metadata and contact history
  • Sales Pipeline Intelligence — Monitor sales opportunities and track deal progress across your entire agency to maintain a perfectly coordinated sales cycle
  • Insurance Policy Monitoring — Retrieve active insurance policies and access high-fidelity document metadata directly through your agent to oversee coverage status
  • Infrastructure Monitoring — Access system employee lists and manage CRM-related tasks programmatically for instant operational reporting
  • Relationship Intelligence — Retrieve complete historical interactions for any record to maintain high-fidelity oversight of your agency's relationship ecosystem

The Berg System CRM MCP Server exposes 12 tools through the Vinkius. Connect it to Vercel AI SDK in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 12 Berg System CRM tools available for Vercel AI SDK

When Vercel AI SDK connects to Berg System CRM through Vinkius, your AI agent gets direct access to every tool listed below — spanning policy-management, client-tracking, sales-pipeline, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.

check_api_health

Verify Berg System API status

create_new_company

Add a new business client

create_new_customer

Supports forceAdd to bypass duplicates. Add a new customer

get_customer_details

Get details for a customer

get_sales_custom_fields

Retrieve custom sales fields

list_crm_companies

List corporate clients

list_crm_customers

List CRM customers

list_crm_tasks

List active tasks and reminders

list_insurance_policies

List active insurance policies

list_sales_opportunities

List sales records

list_stored_documents

List uploaded documents

list_system_employees

List organization employees

Connect Berg System CRM to Vercel AI SDK via MCP

Follow these steps to wire Berg System CRM into Vercel AI SDK. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

01

Install dependencies

Run npm install @ai-sdk/mcp ai @ai-sdk/openai
02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token
03

Run the script

Save to agent.ts and run with npx tsx agent.ts
04

Explore tools

The SDK discovers 12 tools from Berg System CRM and passes them to the LLM

Why Use Vercel AI SDK with the Berg System CRM MCP Server

Vercel AI SDK provides unique advantages when paired with Berg System CRM through the Model Context Protocol.

01

TypeScript-first: every MCP tool gets full type inference, IDE autocomplete, and compile-time error checking out of the box

02

Framework-agnostic core works with Next.js, Nuxt, SvelteKit, or any Node.js runtime. same Berg System CRM integration everywhere

03

Built-in streaming UI primitives let you display Berg System CRM tool results progressively in React, Svelte, or Vue components

04

Edge-compatible: the AI SDK runs on Vercel Edge Functions, Cloudflare Workers, and other edge runtimes for minimal latency

Berg System CRM + Vercel AI SDK Use Cases

Practical scenarios where Vercel AI SDK combined with the Berg System CRM MCP Server delivers measurable value.

01

AI-powered web apps: build dashboards that query Berg System CRM in real-time and stream results to the UI with zero loading states

02

API backends: create serverless endpoints that orchestrate Berg System CRM tools and return structured JSON responses to any frontend

03

Chatbots with tool use: embed Berg System CRM capabilities into conversational interfaces with streaming responses and tool call visibility

04

Internal tools: build admin panels where team members interact with Berg System CRM through natural language queries

Example Prompts for Berg System CRM in Vercel AI SDK

Ready-to-use prompts you can give your Vercel AI SDK agent to start working with Berg System CRM immediately.

01

"List all active insurance policies for client 'John Doe'."

02

"Show my recent sales opportunities in Berg System."

03

"Create a new lead for 'Alice Smith' (alice@example.com) interested in 'Life Insurance'."

Troubleshooting Berg System CRM MCP Server with Vercel AI SDK

Common issues when connecting Berg System CRM to Vercel AI SDK through the Vinkius, and how to resolve them.

01

createMCPClient is not a function

Install: npm install @ai-sdk/mcp

Berg System CRM + Vercel AI SDK FAQ

Common questions about integrating Berg System CRM MCP Server with Vercel AI SDK.

01

How does the Vercel AI SDK connect to MCP servers?

Import createMCPClient from @ai-sdk/mcp and pass the server URL. The SDK discovers all tools and provides typed TypeScript interfaces for each one.
02

Can I use MCP tools in Edge Functions?

Yes. The AI SDK is fully edge-compatible. MCP connections work on Vercel Edge Functions, Cloudflare Workers, and similar runtimes.
03

Does it support streaming tool results?

Yes. The SDK provides streaming primitives like useChat and streamText that handle tool calls and display results progressively in the UI.