Berg System CRM MCP Server for Mastra AIGive Mastra AI instant access to 12 tools to Check Api Health, Create New Company, Create New Customer, and more
Mastra AI is a TypeScript-native agent framework built for modern web stacks. Connect Berg System CRM through Vinkius and Mastra agents discover all tools automatically. type-safe, streaming-ready, and deployable anywhere Node.js runs.
Ask AI about this App Connector for Mastra AI
The Berg System CRM app connector for Mastra AI 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
import { Agent } from "@mastra/core/agent";
import { createMCPClient } from "@mastra/mcp";
import { openai } from "@ai-sdk/openai";
async function main() {
// Your Vinkius token. get it at cloud.vinkius.com
const mcpClient = await createMCPClient({
servers: {
"berg-system-crm": {
url: "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
},
},
});
const tools = await mcpClient.getTools();
const agent = new Agent({
name: "Berg System CRM Agent",
instructions:
"You help users interact with Berg System CRM " +
"using 12 tools.",
model: openai("gpt-4o"),
tools,
});
const result = await agent.generate(
"What can I do with Berg System CRM?"
);
console.log(result.text);
}
main();
* 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.
Mastra's agent abstraction provides a clean separation between LLM logic and Berg System CRM tool infrastructure. Connect 12 tools through Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution. deployable to any Node.js host in one command.
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 Mastra AI 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 Mastra AI
When Mastra AI 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.
Verify Berg System API status
Add a new business client
Supports forceAdd to bypass duplicates. Add a new customer
Get details for a customer
Retrieve custom sales fields
List corporate clients
List CRM customers
List active tasks and reminders
List active insurance policies
List sales records
List uploaded documents
List organization employees
Connect Berg System CRM to Mastra AI via MCP
Follow these steps to wire Berg System CRM into Mastra AI. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.
Install dependencies
npm install @mastra/core @mastra/mcp @ai-sdk/openaiReplace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenRun the agent
agent.ts and run with npx tsx agent.tsExplore tools
Why Use Mastra AI with the Berg System CRM MCP Server
Mastra AI provides unique advantages when paired with Berg System CRM through the Model Context Protocol.
Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure. add Berg System CRM without touching business code
Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation
TypeScript-native: full type inference for every Berg System CRM tool response with IDE autocomplete and compile-time checks
One-command deployment to any Node.js host. Vercel, Railway, Fly.io, or your own infrastructure
Berg System CRM + Mastra AI Use Cases
Practical scenarios where Mastra AI combined with the Berg System CRM MCP Server delivers measurable value.
Automated workflows: build multi-step agents that query Berg System CRM, process results, and trigger downstream actions in a typed pipeline
SaaS integrations: embed Berg System CRM as a first-class tool in your product's AI features with Mastra's clean agent API
Background jobs: schedule Mastra agents to query Berg System CRM on a cron and store results in your database automatically
Multi-agent systems: create specialist agents that collaborate using Berg System CRM tools alongside other MCP servers
Example Prompts for Berg System CRM in Mastra AI
Ready-to-use prompts you can give your Mastra AI agent to start working with Berg System CRM immediately.
"List all active insurance policies for client 'John Doe'."
"Show my recent sales opportunities in Berg System."
"Create a new lead for 'Alice Smith' (alice@example.com) interested in 'Life Insurance'."
Troubleshooting Berg System CRM MCP Server with Mastra AI
Common issues when connecting Berg System CRM to Mastra AI through the Vinkius, and how to resolve them.
createMCPClient not exported
npm install @mastra/mcpBerg System CRM + Mastra AI FAQ
Common questions about integrating Berg System CRM MCP Server with Mastra AI.
How does Mastra AI connect to MCP servers?
MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.